Finance Score: 1

Governance Score: 3

Support Score: 0

Reasonable growth: +1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

ELIZABETH DOWELL'S TRUST

To provide affordable housing for the elderly.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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

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
31/12/22	£223	£197	£25	n/a	n/a	n/a	n/a	n/a	1
31/12/21	£187	£197	£-10	n/a	n/a	n/a	n/a	n/a	3
31/12/20	£192	£159	£33	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£183	£155	£28	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£176	£146	£30	£0	£0	£0	n/a	0	0
31/12/17	£236	£133	£103	£0	£0	£0	n/a	0	0
31/12/16	£144	£180	£-36	£0	£0	£0	n/a	0	0
31/12/15	£161	£165	£-4	£0	£0	£0	n/a	0	0
31/12/14	£153	£135	£19	£0	£0	£0	n/a	0	0
31/12/13	£145	£168	£-23	£0	£0	£0	n/a	0	0
31/12/12	£154	£127	£27	£0	£0	£0	n/a	0	0
31/12/11	£141	£146	£-4	£0	£0	£0	n/a	0	0
31/12/10	£154	£117	£37	£0	£0	£0	n/a	0	0
31/12/09	£116	£110	£6	£0	£0	£0	n/a	0	0
31/12/08	£111	£128	£-17	£0	£0	£0	n/a	0	0
31/12/07	£112	£120	£-7	£0	£0	£0	n/a	0	0
31/12/06?	£112	£123	£-11	£0	£0	£0	n/a	0	0
31/12/04	£124	£89	£35	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

www.dowellstrust.org.uk

01214426633

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Birmingham City,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
1 volunteer

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 - Dowells Goes Digital
£10,000	06/01/2011 12	This charity in Moseley, Birmingham, will use funding to provide digital wireless equipment for the residents as a means of engagement. This will reduce isolation and encourage participation in ....more This charity in Moseley, Birmingham, will use funding to provide digital wireless equipment for the residents as a means of engagement. This will reduce isolation and encourage participation in activities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

TERANCE GLASSPOOL Appointed: 2023

BOB STANTON Appointed: 2011

DR JUDITH YATES Appointed: 2012

ELIZABETH NORMAN Appointed: 2021

IZZY KNOWLES Appointed: 2020

MARY GIRVAN Appointed: 2020

ALISON WARNE Appointed: 2018, Other trusteeship: MALVERN ST JAMES LIMITED,

CHARLES JAMES WALL (Chair) Appointed: 2019, Other trusteeships: THE MOSELEY SOCIETY, ELIZABETH DOWELL'S ALMSHOUSE TRUST,

ROBERT JAMES WISHART Appointed: 2019, Other trusteeship: ELIZABETH DOWELL'S ALMSHOUSE TRUST,

STEPHEN GIBBONS Appointed: 2023, Other trusteeship: ELIZABETH DOWELL'S ALMSHOUSE TRUST,

Legal constitution

Charity registered in England & Wales on 08/05/1963, number: 217309

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

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

Filing Record

18 returns made; all on time

Main office

Managers Office
Dowells Close
BIRMINGHAM
B13 8ES

Objectives

THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT:1.1 THE RELIEF OF POVERTY, HARDSHIP OR DISTRESS OF ELDERLY PERSONS IN BIRMINGHAM BY THE PROVISION AND MAINTENANCE OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION; AND 1.2 SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION DECIDE FOR THE BENEFIT OF THE RESIDENTS OF THE ALMSHOUSES.”

Defined Area of Benefit:

CITY OF BIRMINGHAM

Data Sources