Finance Score: -4

Governance Score: 9

Support Score: 3

Excess reserves: -3
Pension deficit: -1

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 8

BROMSGROVE DISTRICT HOUSING TRUST LIMITED

The management of housing for people in need of affordable housing and related services in Bromsgrove and the surrounding areas.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
Spending has increased over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £75,649,000 available, equivalent to 39 months of spending and so may not be able to utilise additional funding
There is a pension deficit of £398,000

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£24,806	£23,090	£1,716	£0	£75,649	£75,649	39.3	154	0
31/03/22	£24,872	£20,994	£3,878	£0	£66,916	£66,916	38.2	150	0
31/03/21	£24,830	£19,809	£5,021	£0	£59,766	£59,766	36.2	149	0
31/03/20	£25,862	£20,325	£5,537	£0	£54,878	£54,878	32.4	137	0
31/03/19	£23,949	£17,938	£6,011	£0	£48,331	£48,331	32.3	129	2
31/03/18	£22,370	£17,010	£5,360	£0	£42,842	£42,842	30.2	129	0
31/03/17	£22,797	£17,273	£5,524	£0	£36,514	£36,514	25.4	131	0
31/03/16	£19,861	£15,687	£4,174	£0	£31,870	£31,870	24.4	131	0
31/03/15	£18,253	£13,224	£5,029	£50	£27,395	£27,395	24.9	126	0
31/03/14	£16,927	£13,203	£3,724	£33	£18,916	£18,916	17.2	123	0
31/03/13	£16,073	£12,783	£3,290	£49	£14,726	£14,726	13.8	122	0
31/03/12	£14,411	£12,213	£2,198	£48	£12,118	£12,118	11.9	122	0
31/03/11	£13,570	£11,763	£1,807	£41	£15,568	£10,818	11	116	0
31/03/10	£13,309	£11,848	£1,461	£54	£11,884	£7,724	7.8	115	0
31/03/09	£12,406	£10,712	£1,694	£45	£10,676	£7,098	8	111	0
31/03/08	£12,463	£10,157	£2,306	£43	£11,532	£8,440	10	107	0
31/03/07	£10,726	£9,547	£1,179	£13	£7,503	£4,393	5.5	107	0
31/03/06	£10,183	£8,967	£1,216	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 61%
Liabilities/Income: 483%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 39.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.2

Asset Split ?

Established: 19 years
(21 years as a company)

www.bdht.co.uk

contactus@bdht.co.uk

0800 085 0160

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Birmingham City, Worcestershire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

154 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-68

ANDREW KILBY Appointed: 2022, Occupation: Non-Executive Director

ANNMARIE LOUISE HULLEY Appointed: 2022, Occupation: Non-Executive Director

DEAN GILL Appointed: 2021, Occupation: Executive Director Of Operations

MARY STIFF Appointed: 2016, Occupation: Strategic Land Manager

ALISON FISHER Appointed: 2018, Occupation: Non-Executive Director, Other trusteeships: BOURNVILLE VILLAGE TRUST, EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN, GEORGE FENTHAM HAMPTON IN ARDEN CHARITY,

ELIZABETH NKIRUKA OGBANUFE-NEMBHARD Appointed: 2019, Occupation: Local Government Officer

HANNAH PURDIE Appointed: 2019, Occupation: Admissions Assistant

MOHAN SINGH SANDHAR Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 23/09/2005, number: 1111423
Registered at Companies House on 28/11/2002, number: 04603611

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; all on time

Main office

BUNTSFORD COURT
BUNTSFORD GATE
BROMSGROVE
WORCESTERSHIRE
B60 3DJ

Objectives

1) MAIN OBJECTSHOUSING1.1) TO CARRY ON PRIMARILY FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF BENEFIT THE BUSINESS OF:A) PROVIDING HOUSING AND ANY ASSOCIATED AMENITIES, SERVICES OR ASSISTANCE FOR PEOPLE IN NECESSITOUS CIRCUMSTANCES ON TERMS APPROPRIATE TO THEIR MEANS;B) PROVIDING SPECIALLY DESIGNED OR ADAPTED HOUSING AND ASSOCIATED AMENITIES, SERVICES OR ASSISTANCE FOR PEOPLE WHO NEED IT BECAUSE OF CHRONIC SICKNESS, AGE OR MENTAL OR PHYSICAL DISABILITIES;C) PROVIDING ANCILLARY HOUSING NECESSARY FOR THE ATTAINMENT OF THE OBJECTS;D) PROVIDING HOUSING AND ANY ASSOCIATED AMENITIES, SERVICES OR ASSISTANCE FOR ANY OTHERS FOR WHOM IT IS CHARITABLE TO DO SO;ADVICE AND ADAPTATIONS1.2) TO PROVIDE SERVICES OR ASSISTANCE PRIMARILY TO PEOPLE IN THE AREA OF BENEFIT WHO ARE AGED, WHO HAVE MENTAL OR PHYSICAL DISABILITIES OR WHO ARE CHRONICALLY SICK, BY ARRANGING OR CARRYING OUT IMPROVEMENTS, REPAIRS OR MAINTENANCE TO HOMES OCCUPIED BY THEM AND TO PROVIDE ASSOCIATED AMENITIES SPECIALLY DESIGNED OR ADAPTED TO MEET THEIR DISABILITIES AND REQUIREMENTS;EDUCATION AND VOCATIONAL TRAINING1.3) TO PROMOTE THE ADVANCEMENT OF EDUCATION GENERALLY IN THE AREA OF BENEFIT;1.4) TO PROMOTE THE PROVISION OF TRAINING AND ASSOCIATED FACILITIES FOR THOSE RESIDENT IN THE AREA OF BENEFIT;RECREATIONAL FACILITIES1.5) TO PROMOTE THE PROVISION OF COMMUNITY RECREATIONAL AND LEISURE TIME FACILITIES IN THE AREA OF BENEFIT TO THOSE WHO NEED SUCH FACILITIES BECAUSE OF THEIR YOUTH, AGE, INFIRMITY, DISABILITY, POVERTY OR SOCIAL OR ECONOMIC CIRCUMSTANCES, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE;RELIEF OF POVERTY1.6) TO PROMOTE THE RELIEF OF POVERTY IN THE AREA OF BENEFIT;GENERAL1.7) TO PROMOTE ANY OTHER CHARITABLE PURPOSE WITHIN OR FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT;1.8) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY CONSISTENT WITH THE ABOVE AS THE COMPANY SHALL IN ITS ABSOLUTE DISCRETION DETERMINE; AND1.9) TO PROMOTE OR CARRY OUT CHARITABLE OBJECTS THAT CAN BE UNDERTAKEN BY A COMPANY REGISTERED AS A REGISTERED PROVIDER WITH THE TENANT SERVICES AUTHORITY.EQUAL OPPORTUNITIES2) THE COMPANY MUST CARRY OUT ITS CHARITABLE ACTIVITIES IN SUCH A WAY THAT HAS REGARD TO THE NEED TO ELIMINATE UNLAWFUL DISCRIMINATION AND PROMOTE EQUALITY OF OPPORTUNITY.

Defined Area of Benefit:

PRIMARILY IN THE AREA OF BROMSGROVE

Data Sources