Finance Score: -1

Governance Score: 1

Support Score: 1

Spending falling: -1
No PartB

No volunteer policy: -2
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 1

KINGSWOOD CHAPEL TRUST

The Trust supports the work of Kingswood Meeting House by making the Grade 2 Listed Chapel and Schoolroom available for their use and providing grant funding to assist with ministry and other running costs including living accommodation. The Trust maintains the buildings, adjoining graveyard and grounds. The Chapel is open without discrimination to all members of the public.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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	£82	£79	£3	n/a	n/a	n/a	n/a	n/a	7
31/03/22	£81	£84	£-3	n/a	n/a	n/a	n/a	n/a	7
31/03/21	£96	£76	£20	n/a	n/a	n/a	n/a	n/a	7
31/03/20	£93	£94	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£77	£157	£-79	n/a	n/a	n/a	n/a	n/a	1
31/03/18	£136	£115	£21	£0	£0	£0	n/a	0	0
31/03/17	£181	£89	£91	£0	£0	£0	n/a	0	0
31/03/16	£2,154	£111	£2,043	£0	£1,938	£287	31	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

shiggins@vwv.co.uk

0121 227 3720

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance

Where it operates

Birmingham City, Warwickshire, Worcestershire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
7 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
National Lottery Community Fund - Kingswood Community Hub
£9,995	21/06/2019 12	The funding will be used to carry out a consultation, design and planning exercise. The project aims to establish how a community building can be best used to meet the needs of local people.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees:

GRAHAME DALLAS BERRY Appointed: 2022

ANNE ELIZABETH BERRY Appointed: 2014

KAREN LEAH BURNS Appointed: 2014

KIRSTY JINKS Appointed: 2021

MICHAEL BRIDGMAN Appointed: 2014

JOHN ROLAND KAY Appointed: 2014, Other trusteeships: THE OLDBURY CHARITY (INCLUDING THE BENEFACTION OF JOHN PRICE), THE OLDBURY EDUCATIONAL FOUNDATION, DAWES MEMORIAL TRUST FUND, THE JOAN LAMB CHARITABLE TRUST,

DAVID JAMES SLADE Appointed: 2015, Occupation: Retired, Other trusteeship: WESTHILL ENDOWMENT,

PHILIP NEVILLE WHITE (Chair) Appointed: 2014, Occupation: Retired, Other trusteeship: WESTHILL ENDOWMENT,

Legal constitution

Charity registered in England & Wales on 17/10/2014, number: 1158890

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

8 returns made; all on time

Main office

C/O Veale Wasbrough Vizards LLP
PO Box 3501
Bristol
BS2 2FL

Objectives

3.1 THE OBJECTS OF THE CIO ARE:3.1.1 THE PROVISION AND MAINTENANCE OF A CHAPEL AND BURIAL GROUND FOR USE FOR RELIGIOUS WORSHIP IN ACCORDANCE WITH THE PRINCIPLES OF UNITARIANISM AS DEFINED IN THE CONSTITUTION OF THE GENERAL ASSEMBLY OF UNITARIAN AND FREE CHRISTIAN CHURCHES;3.1.2 TO ASSIST IN THE PAYMENT OF THE STIPEND OF THE MINISTER AND/OR THE ASSISTANT MINISTER AND ANY RELATED EXPENSES OF SUCH OFFICE;3.1.3 TO ASSIST IN THE PROVISION OF ACCOMMODATION FOR THE MINISTER AND/OR THE ASSISTANT MINISTER; AND3.1.4 TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CONGREGATION.3.2 IF AND IN SO FAR AS THE INCOME OF THE CIO CANNOT BE APPLIED TOWARDS THE OBJECTS SET OUT AT CLAUSE 3.1, IT MAY BE APPLIED IN FURTHERING THE OBJECTS OF THE MIDLAND UNION OF UNITARIAN AND FREE CHRISTIAN CHURCHES (REGISTERED CHARITY NUMBER 500925) OR THE GENERAL ASSEMBLY OF UNITARIAN AND FREE CHRISTIAN CHURCHES (REGISTERED CHARITY NUMBER 250788).

Data Sources