Finance Score: -5
Governance Score: 9
Support Score: 0
  • Excess reserves: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 4 ?

LENCH'S TRUST 

LENCH'S TRUST IS AN ALMHOUSE AND A REGISTERED HOUSING ASSOCIATION
Analysis by Giving is Great

Positives:

  • 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 £25,303,409 available, equivalent to 120 months of spending and so may not be able to utilise additional funding

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
31/12/22£2,631£2,524£107£0£27,995£25,303120.3363
31/12/21£2,581£2,363£218£0£27,850£25,227128.1363
31/12/20£2,313£2,307£6£0£27,410£25,001130380
31/12/19£2,526£2,447£78£0£27,362£25,024122.7362
31/12/18*£2,283£2,212£71£0£15,733£13,42972.9360
31/12/17£2,566£2,138£428£0£8,340£6,07234.1390
31/12/16£2,503£2,062£441£0£7,913£5,74233.4350
31/12/15£1,974£1,749£225£11£7,471£5,32536.5280
31/12/14£1,679£1,467£212£11£7,019£4,86639.8170
31/12/13£1,510£1,151£359£9£6,735£4,60648170
31/12/12£1,498£1,397£101£8£6,129£4,03734.7110

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 24%
Liabilities/Income: 345%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 120.3 months
Net Current Assets/Spending: 20 months
Quick Ratio: 0.5
Asset Split ?
Established: 12 years

www.lenchs-trust.co.uk

info@lenchs-trust.co.uk

01214260455

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Financial support to the poor
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Birmingham City,
Who it helps
  • Elderly/Old People
Who works here?
  • 36 employees
  • 3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees: 34-71
  • ALISON WHITE Appointed: 2022, Occupation: Senior Audit Manager
  • RACHEL MANDER Appointed: 2023, Occupation: Associate For International Subsidiary Banking
  • RACHEL CHIU Appointed: 2020, Occupation: Housing Business Development
  • SARAH DAVIS Appointed: 2014, Occupation: Senior Policy And Practice Off
Legal constitution
  • Charitable company registered in England & Wales on 10/02/2012, number: 1145847
  • Registered at Companies House on 24/11/2011, number: 07860164
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
  • Homes England
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
11 returns made; AR18: 13 days late,
Main office

WILLIAM LENCH COURT
80 RIDGACRE ROAD
QUINTON
BIRMINGHAM
B32 2AQ

Objectives

THE CHARITYS OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: (A) THE PROVISION AND MAINTENANCE OF ALMSHOUSES OR SUCH OTHER PROPERTY APPROPRIATE TO THE NEEDS OF PERSONS IN NECESSITOUS CIRCUMSTANCES WHO ARE INHABITANTS OF THE CITY OF BIRMINGHAM AND ITS IMMEDIATE ENVIRONS OR PERSONS WHO SHALL THROUGH AGE OR OTHERWISE FIND THEMSELVES IN NECESSITOUS CIRCUMSTANCES AS A RESULT OF WHICH THEY HAVE BECOME UNABLE TO AFFORD TO CONTINUE TO LIVE IN AND MAINTAIN THEIR CURRENT RESIDENCES, OR WHO ALTHOUGH THEY HAVE SIGNIFICANT CAPITAL ASSETS ARE THROUGH LACK OF INCOME IN NECESSITOUS CIRCUMSTANCES, PROVIDED ALWAYS THAT THEY SHALL BE RESIDENTS OF THE CITY OF BIRMINGHAM AND ITS IMMEDIATE ENVIRONS; (B) TO RELIEVE THE ELDERLY AND POOR IN ANY WAY DEEMED CHARITABLE ACCORDING TO LAW, AND PROVIDED ALWAYS THAT THEY SHALL BE RESIDENTS OF THE CITY OF BIRMINGHAM AND ITS IMMEDIATE ENVIRONS. WITHOUT PREJUDICE TO THE GENERALITY OF THE FORGOING SUCH RELIEF MAY BE PROVIDED BY THE PROVISION OF HOME CARE FOR ELDERLY PEOPLE AND SUCH OTHER SUPPORT AS THE TRUSTEES SHALL DEEM APPROPRIATE BOTH WITHIN A CLIENTS HOME AND OTHERWISE INCLUDING THE MAKING OF CASH PAYMENTS TO PEOPLE IN NECESSITOUS CIRCUMSTANCES AND, IN PARTICULAR, RELATING TO HOUSING NEEDS. (C) A PERSON WHO QUALIFIES UNDER ARTICLE 4(A) ABOVE BUT WHO IS TO ENTER INTO AN EQUITY SHARING ARRANGEMENT WITH THE CHARITY WHEREBY THEY MAY PURCHASE UP TO A 75% SHARE IN A UNIT AS A QUALIFYING BENEFICIARY: (I) SHALL AT ALL TIMES AFFORD THE CHARITY THE FIRST OPTION TO RE-PURCHASE WHATEVER SHARE IN A UNIT HE OR SHE SHALL HAVE PURCHASED BY WAY OF EQUITY; (II) SHALL BE A QUALIFYING BENEFICIARY BY VIRTUE OF CLAUSE 4(A) ABOVE; (III) SHALL NOT ALLOW ANY OTHER PERSON TO OCCUPY OR SHARE THE ACCOMMODATION AND SHALL NOT TRANSFER HIS OR HER LEGAL INTEREST IN THE UNIT CONCERNED TO ANY THIRD PARTY WHETHER IN WHOLE OR IN PART; (IV) SHALL BEAR HIS OR HER OWN COSTS IN RELATION TO THE ACQUISITION AND DISPOSAL OF ANY INTEREST IN THE UNIT.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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