Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE BADLEY MEMORIAL TRUST

The relief in cases of need, persons resident in the former County Borough of Dudley who are sick, convalescent, disabled, handicapped or infirm. However, the Trustees may grant relief to persons otherwise eligible therefore who are resident in that part of the Metropolitan Borough of Dudley which is outside the area of the said County Borough or exceptionally resident in Sandwell Borough.

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
On several occasions in recent years income has been 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
31/03/23	£72	£86	£-14	n/a	n/a	n/a	n/a	n/a
31/03/22	£65	£68	£-4	n/a	n/a	n/a	n/a	n/a
31/03/21	£62	£71	£-9	n/a	n/a	n/a	n/a	n/a
31/03/20	£85	£61	£24	n/a	n/a	n/a	n/a	n/a
31/03/19	£89	£79	£10	n/a	n/a	n/a	n/a	n/a
31/03/18	£78	£71	£7	£0	£0	£0	n/a	0
31/03/17	£75	£58	£17	£0	£0	£0	n/a	0
31/03/16	£68	£60	£9	£0	£0	£0	n/a	0
31/03/15	£65	£71	£-6	£0	£0	£0	n/a	0
31/03/14	£72	£56	£17	£0	£0	£0	n/a	0
31/03/13	£58	£61	£-3	£0	£0	£0	n/a	0
31/03/12	£64	£62	£1	£0	£0	£0	n/a	0
31/03/11	£63	£42	£21	£0	£0	£0	n/a	0
31/03/10	£48	£48	£0	£0	£0	£0	n/a	0
31/03/09	£58	£42	£17	£0	£0	£0	n/a	0
31/03/08	£56	£36	£20	£0	£0	£0	n/a	0
31/03/07	£55	£41	£15	£0	£0	£0	n/a	0
31/03/06	£44	£39	£5	£0	£0	£0	n/a	0
31/03/05	£45	£49	£-5	£0	£0	£0	n/a	0
31/03/04	£45	£33	£12	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 41 years

charity.administration@higgsllp.co.uk

01384 327322

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Dudley,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

COUNCILLOR ANNE ELIZABETH MILLWARD Appointed: 2012

CLLR ELAINE ANN TAYLOR Appointed: 2022

JULIE DAWN BULL Appointed: 2019

MICHAEL SHAW Appointed: 2011

ALAN JOHNSON Appointed: 2012, Other trusteeship: THE BADLEY MEMORIAL TRUST,

COUNCILLOR DAVID JOHN STANLEY (Chair), Other trusteeship: THE BADLEY MEMORIAL TRUST,

MICHAEL STUART WILLIAMS, Other trusteeship: THE BADLEY MEMORIAL TRUST,

NICOLAS ANTHONY BARLOW Appointed: 2018, Other trusteeships: PALMER AND SEABRIGHT CHARITY, THE DUDLEY CHURCH OF ENGLAND SCHOOLS FOUNDATION, BAYLIES' EDUCATIONAL FOUNDATION, THE CENTRE FOR EQUALITY AND DIVERSITY,

STEPHEN JAMES WALTHO MBE Appointed: 2011, Other trusteeship: WORDSLEY HOUSING SOCIETY,

Legal constitution

Charity registered in England & Wales on 25/08/1983, number: 222999

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

HIGGS LLP
3 WATERFRONT BUSINESS PARK
Brierley Hill
WEST MIDLANDS
DY5 1LX

Objectives

TO RELIEVE IN CASES OF NEED PERSONS RESIDENT IN TH FORMER COUNTY BOROUGH OF DUDLEY (AS COSNTITUTED IN 1953) WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRM. (FOR FURTHER DETAILS SEE SCHEME).

Defined Area of Benefit:

COUNTY BOROUGH OF DUDLEY

Data Sources