Finance Score: 0

Governance Score: -3

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Static board: -3

No supporters identified

Overall GiG Score: -3

ST JOHN'S LICHFIELD

Provision and maintenance of almshouse housing accommodation for beneficiaries and of any Chapel attached thereto: Such charitable purposes for the benefit of the residents (generally or individually) as charity trustees decide: Relief of beneficiaries (generally or individually) by making grants of money or providing or paying for item and services calculated to relieve the needs of such persons.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
30/06/23		£482	£1,137	£-655	n/a	n/a	n/a	n/a	n/a	0
30/06/22	*	£456	£551	£-95	n/a	n/a	n/a	n/a	n/a	0
30/06/21		£459	£451	£7	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£481	£331	£149	n/a	n/a	n/a	n/a	n/a	4
30/06/19		£519	£418	£101	£0	£16,394	£3,744	107.5	4	0
30/06/18		£452	£423	£29	£0	£0	£0	n/a	0	0
30/06/17		£383	£348	£35	£0	£0	£0	n/a	0	0
30/06/16		£456	£373	£83	£0	£0	£0	n/a	0	0
30/06/15		£2	£0	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.stjohnslichfield.org

bursar@stjohnslichfield.org

01543251884

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

Sandwell, Shropshire, Staffordshire, Walsall, Wolverhampton,

Who it helps

Elderly/Old People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

HIS HON SIMON TONKING Appointed: 2019

LYNETH LOCKWOOD Appointed: 2015

CHRISTOPHER PAUL KITTO (Chair) Appointed: 2014

KATHRYN ANN DUNCAN BROWN Appointed: 2017

NIGEL ARGUST Appointed: 2019

REV ELIZABETH WALL Appointed: 2018

RICHARD DYOTT Appointed: 2014

SHEILA SHARPE Appointed: 2014

ANTHONY DAVID THOMPSON Appointed: 2013, Other trusteeship: THE SWINFEN BROUN CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 04/03/2014, number: 1155998

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

9 returns made; AR22: 88 days late,

Recent reorganisation events:

Asset transfer in from ST JOHN'S HOSPITAL on 24/09/2019

Main office

St John's Lichfield
St John Street
Lichfield
WS13 6PB

Objectives

THE PROVISION AND MAINTENANCE OF ALMSHOUSE HOUSING ACCOMMODATION FOR BENEFICIARIES AND OF ANY CHAPEL ATTACHED THERETO.SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS (EITHER GENERALLY OR INDIVIDUALLY) AS THE CHARITY TRUSTEES DECIDE.THE RELIEF OF BENEFICIARIES (EITHER GENERALLY OR INDIVIDUALLY) BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS.

Data Sources