Finance Score: -4

Governance Score: 6

Support Score: 6

Accounts filed more than 5 days late: -5 times
Reasonable growth: +1
No PartB

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

Grant maker support: +6

Overall GiG Score: 8

NORTH BIRKENHEAD DEVELOPMENT TRUST LIMITED

NBDT seeks to improve the quality of life and opportunities for all living in North Birkenhead and Bidston. It achieves this through the management of the St James Centre and through partnership work to deliver activities for the community including a cafe, opportunity shop, informal adult learning, youth activities, family programmes, exercise classes and information services.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended

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	*	£366	£404	£-37	n/a	n/a	n/a	n/a	n/a	31
31/03/22	*	£301	£283	£18	n/a	n/a	n/a	n/a	n/a	35
31/03/21	*	£274	£268	£6	n/a	n/a	n/a	n/a	n/a	47
31/03/20	*	£177	£254	£-77	n/a	n/a	n/a	n/a	n/a	42
31/03/19	*	£208	£230	£-21	n/a	n/a	n/a	n/a	n/a	47
31/03/18		£237	£248	£-10	£0	£0	£0	n/a	0	0
31/03/17		£317	£289	£28	£0	£0	£0	n/a	0	0
31/03/16		£317	£289	£28	£0	£0	£0	n/a	0	0
31/03/15		£285	£277	£8	£0	£0	£0	n/a	0	0
31/03/14		£259	£264	£-5	£0	£0	£0	n/a	0	0
31/03/13		£276	£257	£19	£0	£0	£0	n/a	0	0
31/03/12		£269	£277	£-8	£0	£0	£0	n/a	0	0
31/03/11		£345	£288	£57	£0	£0	£0	n/a	0	0
31/03/10		£333	£299	£33	£0	£0	£0	n/a	0	0
31/03/09		£225	£214	£11	£0	£0	£0	n/a	0	0
31/03/08		£182	£171	£11	£0	£0	£0	n/a	0	0
31/03/07	*	£173	£168	£5	£0	£0	£0	n/a	0	0
31/03/06	*	£176	£143	£33	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 18 years

www.nbdt.org.uk

stjamescentre1@btconnect.com

01516709974

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Wirral,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
31 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
John Moores Foundation - Grant to North Birkenhead Development Trust
£23,000	01/02/2024	Towards the salary of the Community and Centre Worker
National Lottery Community Fund - St James Marketplace
£9,950	27/05/2021	The funding will be used as a contribution to develop and deliver a market stall providing a range of locally sourced grown and donated food to the local community of Sefton. Through signposting the ....more The funding will be used as a contribution to develop and deliver a market stall providing a range of locally sourced grown and donated food to the local community of Sefton. Through signposting the project aims to address the deeper issues relating to financial hardship lessen the demand on food crisis and give the community a sense of ownership and choice in the food they purchase.
DCMS - 100710 Community Organisers
£17,500	01/04/2018	To train and support 115 community organisers over a 3 year period
National Lottery Community Fund - Developing Volunteering in North Birkenhead
£10,000	02/08/2012 12	This is a project by an incorporated charity in Birkenhead, Liverpool. The organisation will use funding to train volunteers to go into the communities of North Birkenhead to discuss the needs of ....more This is a project by an incorporated charity in Birkenhead, Liverpool. The organisation will use funding to train volunteers to go into the communities of North Birkenhead to discuss the needs of community members, and once this has been established to provide activities which meet these community needs. This will improve provide unemployed people with the chance to gain volunteering skills and reduce the isolation of older people.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-75

ALINE MACREADY Appointed: 2023, Occupation: Centre Manager/Ceo

JANET MCDONALD Appointed: 2024, Occupation: None

KAREN GAYNOR BEAZLEY Appointed: 2021, Occupation: Volunteer Community Organiser

KIMBERLEY GRIFFITHS Appointed: 2024, Occupation: None

LEAH KIRKBRIDE Appointed: 2022, Occupation: Cafe Assistant

REV KEITH PAUL ADDENBROOKE Appointed: 2021

DOREEN FORRESTER Appointed: 2004, Occupation: Housewife

MARTIN PURSSELL (Chair) Appointed: 2010, Occupation: Consultant

PAULA MORRIS Appointed: 2006, Occupation: Housemaker

COUNCILLOR BRIAN KENNY Appointed: 2017, Occupation: Executive Officer Bt, Other trusteeship: BEE WIRRAL,

Legal constitution

Charitable company registered in England & Wales on 23/03/2006, number: 1113406
Registered at Companies House on 21/12/2004, number: 05318727

Gift Aid

NOT registered with HMRC for Gift Aid

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
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; AR23: 8 days late, AR22: 41 days late, AR21: 57 days late, AR20: 68 days late, AR19: 13 days late, AR07: 175 days late, AR06: 53 days late,

Main office

North Birkenhead Development Trust
St. James Centre
344 Laird Street
BIRKENHEAD
CH41 7AL

Objectives

(3.1) TO PROMOTE THE BENEFIT AND WELL-BEING OF THE INHABITANTS OF THE BIDSTON AND BIRKENHEAD WARDS OF THE BOROUGH OF WIRRAL (AS THOSE WARDS WERE DEFINED AT 1ST NOVEMBER 2003) AND KNOWN AS BIRKENHEAD NORTH END (THE NORTH END), WITHOUT DISTINCTION ON ACCOUNT OF AGE, GENDER, SEXUAL ORIENTATION, RACE, RELIGION OR OF POLITICAL OR OTHER OPINIONS, BY JOINING WITH THE LOCAL AUTHORITY, THE LOCAL POLICE FORCE, THE LOCAL PROVIDERS(S) OF FURTHER EDUCATION AND TRAINING, THE LOCAL HEALTH SERVICE BODIES, THE PROVIDERS OF CHILDREN'S SERVICES SERVING THE LOCALITY, THE LOCAL CHURCHES, THE VOLUNTARY ORGANISATIONS AND CHARITIES SERVING THE LOCALITY, AND THE LOCAL COMMUNITY, IN COMMON EFFORT FOR THE PUBLIC BENEFIT, TO PROMOTE THE URBAN REGENERATION OF THE NORTH END (BEING AN AREA OF SOCIAL AND ECONOMIC DEPRIVATION) BY ALL OR ANY OF THE FOLLOWING MEANS:-(I) THE RELIEF OF POVERTY;(II) THE RELIEF OF UNEMPLOYMENT;(III) THE ADVANCEMENT OF EDUCATION, TRAINING OR RE-TRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE;(IV) THE DEVELOPMENT OF THE CAPACITY AND SKILLS OF THE INHABITANTS OF THE NORTH END IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY AND HELP MEET THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY;(V) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP (I) IN SETTING UP THEIR OWN BUSINESS, OR (II) TO EXISTING BUSINESS;(VI) THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING THE LOCAL AUTHORITY OR ANY OTHER BODY OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING;(VII) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES;(VIII) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE A NEED OF SUCH FACILITIES;(IX) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT;(X) THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE;(XI) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME;(XII) THE PROMOTION OF SOCIAL INCLUSION;(XIII) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.(3.2) TO ESTABLISH OR TO SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE AND TO MAINTAIN AND MANAGE SUCH A CENTRE FOR ACTIVITIES PROMOTED BY THE CHARITY IN FURTHERANCE OF THE ABOVE OBJECTS.

Defined Area of Benefit:

BIDSTON AND BIRKENHEAD WARDS OF THE BOROUGH OF WIRRAL.

Data Sources