Finance Score: -10

Governance Score: 0

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -10

THE CHARLES LANE TRUST

PROVISION OF SHELTERED ACCOMMODATION FOR THE NEEDY ELDERLEY

Analysis by Giving is Great

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/21	*	£50	£59	£-10	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£47	£123	£-75	n/a	n/a	n/a	n/a	n/a
31/12/19?	*	£50	£80	£-30	n/a	n/a	n/a	n/a	n/a
31/12/17		£54	£49	£5	£0	£0	£0	n/a	0
31/12/16		£50	£44	£6	£0	£0	£0	n/a	0
31/12/15		£50	£48	£2	£0	£0	£0	n/a	0
31/12/14		£47	£42	£4	£0	£0	£0	n/a	0
31/12/13		£45	£61	£-16	£0	£0	£0	n/a	0
31/12/12		£45	£47	£-2	£0	£0	£0	n/a	0
31/12/11		£46	£37	£9	£0	£0	£0	n/a	0
31/12/10		£41	£38	£2	£0	£0	£0	n/a	0
31/12/09		£43	£31	£12	£0	£0	£0	n/a	0
31/12/08		£44	£31	£14	£0	£0	£0	n/a	0
31/12/07		£60	£34	£26	£0	£0	£0	n/a	0
31/12/06		£48	£32	£16	£0	£0	£0	n/a	0
31/12/05		£38	£29	£10	£0	£0	£0	n/a	0
31/12/04		£37	£42	£-5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

marcus.brain@ymail.com

01217075400

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Education support services

How it operates

Provides buildings/facilities/open space

Where it operates

Birmingham City,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

SHEIL HUCKFIELD Appointed: 2015

REV PAUL LECKEY Appointed: 2013

ROGER JOHN HARMER Appointed: 2012

MARCUS BRAIN Appointed: 2012, Other trusteeships: TYSELEY AND DISTRICT COMMUNITY ASSOCIATION, MERIDEN ADVENTURE PLAYGROUND ASSOCIATION,

PENELOPE ANNE WAGG (Chair), Other trusteeships: STOCKFIELD COMMUNITY ASSOCIATION, BIRMINGHAM ACOCKS GREEN LIONS CLUB (CIO),

Legal constitution

Charity registered in England & Wales on 19/03/1963, number: 216080

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

17 returns made; AR21: 65 days late, AR20: 430 days late, AR19: 795 days late,

Main office

269 Warwick Road
Solihull
B92 7AB

Objectives

SUBJECT TO THE PAYMENTS AFORESAID THE TRUSTEES SHALL APPLY THE INCOME FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CHARITY OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT FROM TIME TO TIME. THE RESIDENTS SHALL BE NEEDY PERSONS WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE COMMISSIONERS) ARE INHABITANTS OF THE AREA OF THE ANCIENT PARISH OF YARDLEY AND WHO ARE NOT LESS THAN SIXTY YEARS OF AGE.

Defined Area of Benefit:

ANCIENT PARISH OF YARDLEY

Data Sources