Finance Score: 4

Governance Score: 9

Support Score: 0

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

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

No supporters identified

Overall GiG Score: 13

SIR JOSIAH MASON TRUST

We are a family of charities & community of people supporting those most in need in the West Midlands. We want everyone, regardless of age or circumstances, to feel secure, have opportunities and to thrive. We do this by providing social care services to people in need, services to advance the opportunities of children and young people & safe, affordable and well-maintained alms-housing.

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
Fundraising costs are unusually low relative to funds raised
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £11,953,883 available, equivalent to 40 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
31/03/23	£3,480	£3,598	£-118	£0	£18,393	£11,954	39.9	61	4
31/03/22	£3,295	£2,996	£299	£4	£18,005	£10,927	43.8	55	5
31/03/21	£3,343	£2,831	£513	£0	£16,754	£9,931	42.1	60	5
31/03/20	£3,759	£2,761	£998	£0	£15,174	£9,419	40.9	62	6
31/03/19	£2,766	£2,453	£313	£0	£13,651	£971	4.8	56	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 9%
Liabilities/Income: 55%
Unrestricted Funds/Total Funds: 65%
Reserves/Spending: 39.9 months
Net Current Assets/Spending: 9 months
Quick Ratio: 6.3

Asset Split ?

Established: 6 years

https://www.sjmt.org.uk/

david.healey@sjmt.org.uk

01212451002

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Education/Training
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

61 employees
4 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 9/11 persons

Age Range of Trustees: 28-73

KALLUM CHUMBER Appointed: 2023, Occupation: Digital Workplace Technical Analyst

ALETHEA CASSANDRA BALBUENA Appointed: 2023, Occupation: Charity Director

HITESH CHAMPANERI Appointed: 2024

SIAN THOMAS Appointed: 2024, Occupation: Deputy Chief Operating Officer (Nhs)

TANVI JOSHI Appointed: 2024, Occupation: Strategy Manager, Other trusteeship: Making Me,

CLLR KENNETH IAN MEESON Appointed: 2023, Other trusteeship: SOLIHULL COUNTY SCOUT COUNCIL,

EDWARD JAMES RUTLEDGE Appointed: 2023, Occupation: Retired

JONATHAN DAVID PYKE Appointed: 2023, Occupation: Senior Legal Counsel

PHILIP NIGEL SOULE Appointed: 2023, Occupation: Retired Solicitor

GARETH RAYMOND MOORE Appointed: 2023, Occupation: Councillor/Caseworker, Other trusteeships: BIRMINGHAM CITIZENS ADVICE BUREAU SERVICE LTD, BIRMINGHAM LGBT,

RACHEL CHIU Appointed: 2024, Occupation: Head Of Business Development, Other trusteeships: IKON GALLERY LIMITED, BIRMINGHAM CHINESE YOUTH CENTRE,

Legal constitution

Charitable company registered in England & Wales on 11/09/2018, number: 1179890
Registered at Companies House on 14/06/2018, number: 11416213

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

5 returns made; all on time

Main office

SIR JOSIAH MASON TRUST
MASON COURT
HILLBOROUGH ROAD
BIRMINGHAM
B27 6PF

Objectives

THE OBJECTS OF THE CHARITY, WHICH ARE FOR THE PUBLIC BENEFIT, ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:1.(A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES;(B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF RESIDENTS AS THE TRUSTEES DECIDE.2 THE RELIEF OF PERSONS WHO ARE IN NEED, HARDSHIP OR DISTRESS; AND TO PROMOTE THE EDUCATION OF PERSONS WHO:(A) ARE UNDER THE AGE OF 25; AND(B) ARE IN NEED OF FINANCIAL ASSISTANCETHE CHARITABLE BENEFITS OUTLINED ABOVE MAY BE PROVIDED BY WAY OF:(A) MAKING GRANTS OF MONEY TO THEM; OR(B) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR;(C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED3 THE PROVISION OF CARE FOR THE FOLLOWING CLASSES OF PERSON:(A) PERSONS WHO HAVE BEEN ALMS PEOPLE OF THE CHARITY CALLED SIR JOSIAH MASON’S ALMSHOUSE CHARITY, BUT WHO BECAUSE OF THEIR AGE, INFIRMITY OR ILLNESS CAN NO LONGER BE CARED FOR IN THE ALMSHOUSES OF THAT CHARITY; AND(B) OTHER PERSONS WHO ARE POOR AND AGED.4 ANY OTHER CHARITABLE PURPOSE WHICH SHALL BE SELECTED BY THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME.

Data Sources