Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE JOHN AVINS TRUST

Support given to Hospitals and medical charities in or near Birmingham, and supporting small Organisations

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years 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
29/07/23		£49	£61	£-12	n/a	n/a	n/a	n/a	n/a
29/07/22		£50	£64	£-14	n/a	n/a	n/a	n/a	n/a
29/07/21		£45	£67	£-22	n/a	n/a	n/a	n/a	n/a
29/07/20		£63	£57	£5	n/a	n/a	n/a	n/a	n/a
29/07/19		£63	£57	£5	n/a	n/a	n/a	n/a	n/a
29/07/18		£56	£63	£-7	£0	£0	£0	n/a	0
29/07/17		£59	£54	£5	£0	£0	£0	n/a	0
29/07/16		£58	£54	£4	£0	£0	£0	n/a	0
29/07/15		£55	£65	£-10	£0	£0	£0	n/a	0
29/07/14		£50	£53	£-3	£0	£0	£0	n/a	0
29/07/13		£52	£53	£-2	£0	£0	£0	n/a	0
29/07/12		£51	£50	£1	£0	£0	£0	n/a	0
29/07/11		£37	£40	£-3	£0	£0	£0	n/a	0
29/07/10		£44	£57	£-12	£0	£0	£0	n/a	0
29/07/09		£59	£67	£-8	£0	£0	£0	n/a	0
29/07/08		£74	£66	£8	£0	£0	£0	n/a	0
29/07/07	*	£72	£38	£34	£0	£0	£0	n/a	0
29/07/06		£47	£55	£-8	£0	£0	£0	n/a	0
29/07/05		£52	£53	£-1	£0	£0	£0	n/a	0
29/07/04		£59	£45	£13	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

chrissy@johnavinstrust.org.uk

07940 160 844

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

COUNCILLOR MARTIN STRAKER-WELDS Appointed: 2016

JOHN RUSSELL Appointed: 2013

SUSAN SMITH Appointed: 2022

FIONA COLLINS, Other trusteeships: RICHARD KILCUPPE (OTHERWISE FIELD) CHARITY, HENRY JAMES SAYER CHARITY, CANA TRUST,

MRS J MILLWARD Appointed: 2012, Other trusteeship: THE EVESON TRUST,

PROFESSOR DAVID COX (Chair), Other trusteeship: WALKCYCLEPLAY,

Legal constitution

Charity registered in England & Wales on 30/12/1963, number: 217301

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR07: 259 days late,

Main office

Registered Office - Shakespeare Martineau
1 Colmore Square
BIRMINGHAM
Email for Correspondence Address
B4 6AA

Objectives

) TO PROVIDE SUCH YEARLY SUM TO BE DETERMINED BY THE TRUSTEES FROM TIME TO TIME TO BE APPLIED IN PROVIDING A SCHOLARSHIP OR SCHOLARSHIPS TO BE CALLED THE JOHN AVIS SCIENCE SCHOLARSHIPS WHICH SHALL BE TENABLE AT THE UNIVERSITY OF BIRMINGHAM FOR A PERIOD OF NOT MORE THAN THREE YEARS BY PUPILS OR FORMER PUPILS OF ANY SECONDARY SCHOOL IN BIRMINGHAM AND SURROUNDING AREA AND SHALL BE COMPETED FOR, GRANTED AND HELD UPON SUCH TERMS AND CONDITIONS AS THE TRUSTEES FROM TIME TO TIME APPROVE.2) TO PROVIDE SUCH YEARLY SUM TO BE DETERMINED BY THE TRUSTEES FROM TIME TO TIME TO BE APPLIED IN PROVIDING A SCHOLARSHIP OR SCHOLARSHIPS TO BE CALLED THE ELIZA AVINS MUSIC SCHOLARSHIP OR THE ELIZA AVINS MUSIC SCHOLARSHIPS WHICH SHALL BE TENABLE AT ANY INSTITUTION GIVING SYSTEMATIC INSTRUCTION IN MUSIC FOR A PERIOD OF NOT MORE THAN THREE YEARS BY PUPILS OR FORMER PUPILS OF ANY SCHOOL IN BIRMINGHAM AND SURROUNDING AREA AND SHALL BE COMPETED FOR, GRANTED AND HELD UPON SUCH CONDITIONS AS THE TRUSTEES FROM TIME TO TIME APPROVE. (FOR FURTHER DETAILS SEE C1. XXXVLL OF THE WILL AND SCHEME OF 23 FEBRUARY 1976)

Defined Area of Benefit:

BIRMINGHAM

Data Sources