Finance Score: -7

Governance Score: 2

Support Score: 2

Accounts overdue -5
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -3

BIRMINGHAM DIOCESAN TRUST

Custodian Trustee

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy

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
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
31/12/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£0	£0	£0	£0	£0	£0	n/a	0
31/12/17		£0	£1	£-1	£0	£0	£0	n/a	0
31/12/16		£0	£1	£-1	£0	£0	£0	n/a	0
31/12/15		£0	£0	£0	£0	£0	£0	NAN	0
31/12/14		£10	£9	£2	£0	£0	£0	n/a	0
31/12/13		£1	£0	£1	£0	£0	£0	NAN	0
31/12/12		£1	£11	£-10	£0	£0	£0	n/a	0
31/12/11		£1	£0	£0	£0	£0	£0	n/a	0
31/12/10		£2	£0	£1	£0	£0	£0	n/a	0
31/12/09		£1	£2	£-1	£0	£0	£0	n/a	0
31/12/08		£1	£1	£0	£0	£0	£0	n/a	0
31/12/07		£4	£2	£2	£0	£0	£0	n/a	0
31/12/06		£1	£1	£0	£0	£0	£0	n/a	0
31/12/05	*	£1	£11	£-10	£0	£0	£0	n/a	0
31/12/04		£1	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 58 years

01214260414

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides other finance

Where it operates

Birmingham City,

Who it helps

Other Charities Or Voluntary Bodies

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
DCMS - CRF21: Birmingham Diocesan Trust
£17,000	08/03/2021	Culture Recovery Fund for Heritage 2020-21
National Lottery Community Fund - Creating a vision for St George's Church and Centre
£10,000	13/01/2016 12	The group will use the funding to produce an architectural feasibility study in order to develop plans for changes to their community building. The study will then form the basis of a work experience ....more The group will use the funding to produce an architectural feasibility study in order to develop plans for changes to their community building. The study will then form the basis of a work experience programme for local high school students. This will progress plans for the community building, as well as enabling the students to learn new skills.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

PETER JOHNSON

PAULINE WEAVER Appointed: 2023

SARAH ELIZABETH SMITH Appointed: 2018

TIMOTHY PETER CUTHBERTSON (Chair)

THE REVD CANON ROBERT JOHN MORRIS Appointed: 2019

VENERABLE JENNIFER CLARE TOMLINSON Appointed: 2019, Other trusteeships: BIRMINGHAM CHURCHES TOGETHER, ST THOMAS'S DOLE CHARITY, THE BIRMINGHAM DIOCESAN BOARD OF FINANCE, THE CHANCE TRUST,

Legal constitution

Charity registered in England & Wales on 11/08/1966, number: 247174

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR19: 2 days late, AR05: 126 days late,

Main office

The Citadel
190 Corporation Street
BIRMINGHAM
B4 6QD

Objectives

THE ACQUISITION, HOLDING, INVESTING AND APPLICATION OF REAL AND PERSONAL PROPERTY FOR PURPOSES RELATING TO SOCIETIES, INSTITUTIONS, TRUSTS, ORGANISATIONS AND CHARITIES IN CONNECTION WITH THE CHURCH OF ENGLAND IN THE DIOCESE OF BIRMINGHAM (WHETHER CONFINED ENTIRELY TO THE DIOCESE OR NOT) IN THE MANNER STATED IN CLAUSE 3 (A) TO (H) OF THE SCHEME OF 1916.

Defined Area of Benefit:

DIOCESE OF BIRMINGHAM.

Data Sources