Finance Score: 1

Governance Score: 6

Support Score: 0

Reasonable growth: +1

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

No supporters identified

Overall GiG Score: 7

THE LISIEUX TRUST LIMITED

Lisieux Trust Limited continues to provide the services of accommodation, support and information to people with disabilities.

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 gender

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	£3,147	£3,088	£59	£0	£2,388	£2,388	9.3	96	0
31/03/22	£2,631	£2,492	£139	£8	£2,452	£2,452	11.8	83	0
31/03/21	£2,440	£2,399	£41	£0	£2,262	£2,262	11.3	83	0
31/03/20	£2,126	£2,310	£-184	£0	£2,053	£2,053	10.7	81	3
31/03/19	£1,837	£1,932	£-95	£0	£2,369	£2,369	14.7	76	5
31/03/18	£1,908	£1,835	£73	£0	£2,412	£2,412	15.8	74	0
31/03/17	£1,867	£1,803	£63	£0	£2,345	£2,345	15.6	78	0
31/03/16	£2,035	£1,855	£180	£0	£2,228	£2,228	14.4	86	0
31/03/15	£1,952	£1,799	£153	£13	£2,062	£2,042	13.6	84	0
31/03/14	£3,747	£1,874	£1,873	£12	£1,892	£1,872	12	84	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 30%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.4

Asset Split ?

Established: 11 years

www.lisieuxtrust.org.uk

joanne@lisieuxtrust.org.uk

01213777071

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Birmingham City, Solihull, Staffordshire, Walsall, Warwickshire,

Who it helps

People With Disabilities
The General Public/Mankind

Who works here?

96 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-80

NIGEL DOWNS Appointed: 2023, Occupation: Retired

ASMA NAFEES Appointed: 2020, Occupation: Deputy Director Of Intelligence, Planning & Perfor

ELIZABETH FRUER Appointed: 2017, Occupation: Retired

KEVIN RICHARD NAGLE (Chair) Appointed: 2013, Occupation: Solicitor

PAULINE MARY LUCAS Appointed: 2013, Occupation: Retired

SARAH ANN MOORE Appointed: 2020, Occupation: Chartered Accountant, Other trusteeship: Empower Squash Foundation,

GARY HARRIS Appointed: 2014, Occupation: Self-Employed, Other trusteeships: B-ROW, BIRMINGHAM ROWING AND CANOEING CENTRE,

Legal constitution

Charitable company registered in England & Wales on 13/03/2013, number: 1151222
Registered at Companies House on 15/11/2012, number: 08295130

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
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 expenses policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Main office

Lisieux Trust Ltd
79 Marsh Lane
BIRMINGHAM
B23 6HY

Objectives

TO RELIEVE THE NEED OF PEOPLE WITH DISABILITIES IN PARTICULAR BUT NOT EXCLUSIVELY LEARNING DISABILITIES IN WARWICKSHIRE, SOLIHULL, WALSALL AND BIRMINGHAM CITY, AS THE TRUSTEESSHALL DETERMINE.

Data Sources