Finance Score: -4

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -4
Reasonable growth: +1
Fundraising costs high: -4

No supporters identified

Overall GiG Score: -4

HARBORNE AND SMETHWICK CHARITABLE TRUST

1. The provision of safe and secure sheltered accommodation for people aged 60 years and over in Smethwick and Harborne who wish to continue to live independently;2. The provision of financial support to persons in conditions of hardship or need in Smethwick and Harborne.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending since inception
There have been no material income shortfalls in recent years

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,505,206 available, equivalent to 43 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

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	£1,664	£1,831	£-167	£0	£22,498	£6,505	42.6	11	1
30/06/22	£1,568	£1,511	£58	£0	£21,807	£6,243	49.6	12	1
30/06/21	£1,453	£1,279	£174	£0	£22,184	£6,107	57.3	12	0
30/06/20	£1,438	£1,298	£140	£0	£21,267	£5,188	48	11	1
30/06/19	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 39.2%
Fundraising Costs/Total Spending: 20.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 2%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 29%
Reserves/Spending: 42.6 months
Net Current Assets/Spending: 13 months
Quick Ratio: 5.8

Asset Split ?

Established: 6 years

http://www.hplc.org.uk/

info@hplc.org.uk

01214261600

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Birmingham City, Sandwell,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 59-80

BUDDHI CHETIYAWARDANA Appointed: 2017, Occupation: Retired

CLLR. RAGIH MUFLIHI Appointed: 2024, Occupation: Charity Manager, Other trusteeship: ACTION YEMEN LIMITED,

DAVID JOHN JEFFREY (Chair) Appointed: 2021, Occupation: Housing And Regenration Consul

FRANCIS GEORGE WAYT Appointed: 2018, Occupation: Retired

GEOFFREY HEWITT Appointed: 2018, Occupation: Accountant

GEORGE ADRIAN BROOKE TAYLOR Appointed: 2023, Occupation: Retired

NIGEL ROHAN THOMPSON Appointed: 2017, Occupation: Judicary, Other trusteeship: CAKES 4 CASUALTIES,

PATRICIA LEADBETER Appointed: 2019, Occupation: Retired

RACHEL SILBER Appointed: 2018, Occupation: Retired

VICTOR SILVESTER Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/03/2018, number: 1177527
Registered at Companies House on 21/02/2018, number: 11217433

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Main office

HARBORNE PARISH LANDS CHARITY
109 COURT OAK ROAD
BIRMINGHAM
B17 9AA

Objectives

FOR THE PUBLIC BENEFIT THE PREVENTION OR RELIEF OF POVERTY AND THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS IN THE AREA OF BENEFIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY:(A) PROVIDING OR MANAGING HOUSING OR ACCOMODATION APPROPRIATE TO THE NEEDS OF PERSONS IN NECESSITOUS CIRCUMSTANCES WHO ARE INHABITANTS OF THE AREA OF BENEFIT;(B) PROVIDING SUPPORT TO PERSONS RESIDENT IN THE ARE OF BENEFIT WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED HARDSHIP OR DISTRESS OF SUCH PERSONS.IN EXCEPTIONAL CIRCUMSTANCES THE TRUSTEES MAY GRANT RELIEF TO PERSONS OTHERWISE ELIGIBLE THEREFOR WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE AREA OF BENEFIT BUT IN THE OPINION OF THE TRUSTEES OUGHT NEVERTHELESS FOR SUFFICIENT REASON TO BE TREATED AS IF RESIDENT THEREIN, OR WHO ARE LOCATED FOR THE TIME BEING WITHIN THAT AREA. 2. SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF RESIDENTS AND FORMER RESIDENTS OF THE PROPERTIES PROVIDED OR MANAGED BY THE CHARITY AS THE TRUSTEES FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

THE ANCIENT PARISH OF HARBORNE, WHICH SHALL INCLUDE THE ECCLESIASTICAL PARISHES OF ST BONIFACE, QUINTON ROAD WEST, BIRMINGHAM, ST FAITH AND ST LAURENCE, HARBORNE, ST JOHN, HARBORNE, ST PETER, HARBORNE, ST ALBANS, SMETHWICK, ST CHAD, SMETHWICK, ST MARY, SMETHWICK, ST MATTHEW, SMETHWICK, ST MICHAEL AND ALL ANGELS, SMETHWICK, ST STEPHEN’S, SMETHWICK AND ST PAUL, WEST SMETHWICK AND SUCH OTHER ECCLESIASTICAL PARISHES AS THE TRUSTEES DECIDE FROM TIME TO TIME.

Data Sources