Finance Score: 1

Governance Score: 6

Support Score: 0

Reasonable growth: +1
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

SOCIAL WORKERS BENEVOLENT TRUST

Helps social workers who are experiencing financial difficulties because of sickness, bereavement, family difficulties, increasing frailty or sudden catastrophe.

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 and dynamic in terms of composition

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
30/09/22		£160	£120	£40	n/a	n/a	n/a	n/a	n/a
30/09/21		£118	£86	£32	n/a	n/a	n/a	n/a	n/a
30/09/20		£84	£82	£1	n/a	n/a	n/a	n/a	n/a
30/09/19	*	£79	£100	£-21	n/a	n/a	n/a	n/a	n/a
30/09/18		£78	£81	£-3	£0	£0	£0	n/a	0
30/09/17		£87	£64	£23	£0	£0	£0	n/a	0
30/09/16		£55	£48	£7	£0	£0	£0	n/a	0
30/09/15		£46	£44	£3	£0	£0	£0	n/a	0
30/09/14		£42	£40	£2	£0	£0	£0	n/a	0
30/09/13		£39	£35	£4	£0	£0	£0	n/a	0
30/09/12		£24	£28	£-4	£0	£0	£0	n/a	0
30/09/11		£26	£27	£-2	£0	£0	£0	n/a	0
30/09/10	*	£23	£25	£-2	£0	£0	£0	n/a	0
30/09/09		£23	£25	£-2	£0	£0	£0	n/a	0
30/09/08		£20	£24	£-4	£0	£0	£0	n/a	0
30/09/07		£20	£19	£1	£0	£0	£0	n/a	0
30/09/06		£18	£17	£1	£0	£0	£0	n/a	0
30/09/05		£17	£18	£-1	£0	£0	£0	n/a	0
30/09/04		£18	£16	£2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 53 years

www.swbt.org.uk

chair@swbt.org

01216223911

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

JAISON MUSINDO Appointed: 2021

MAMA ADDO-YOBO Appointed: 2022

HELEN SUSANNE SMITH Appointed: 2023

KIRSTY LEIGH HANCOCK Appointed: 2023

LIZ WILLIAMS Appointed: 2016

MARGARET FAULKNER

MRS SU ROXBURGH (Chair) Appointed: 2015

MIKE YOUNG Appointed: 2022

RUPERT FRANKLIN Appointed: 2015

ROBERT POOK Appointed: 2020

SIMON SCOTT Appointed: 2018, Other trusteeships: FRIENDS OF HOLY TRINITY CHURCH HASTINGS, HASTINGS PHILHARMONIC CHOIR, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIATICAL PARISH OF SAINT CLEMENT AND ALL SAINTS HASTINGS.,

Legal constitution

Charity registered in England & Wales on 03/09/1971, number: 262889

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 22 days late, AR10: 11 days late,

Main office

SWBT
Wellesley House
37 Waterloo Street
BIRMINGHAM
B2 5PP

Objectives

FOR THE RELIEF OF PERSONS WHO ARE OR WHO HAVE BEEN ENGAGED IN PROFESSIONAL SOCIAL WORK AND THE WIVES WIDOWS CHILDREN AND OTHER DEPENDANTS OF SUCH PERSONS BEING IN NEED OF RELIEF.

Defined Area of Benefit:

NOT DEFINED

Data Sources