Finance Score: -1

Governance Score: 2

Support Score: 0

Spending falling: -1
No PartB

Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: 1

PALMER EDUCATIONAL CHARITY

GRANTS ARE MADE IN THIS ORDER OF PRIORITY, TO - CHURCH OF ENGLAND SCHOOLS IN THE WARLEY DEANERY.CHURCHES IN WARLEY DEANERY,FOR THE RELIGIOUS EDUCATION OF CHILDREN AND YOUNG PEOPLE.INDIVIDUAL YOUNG PEOPLE, UNDER THE AGE OF 25 YEARS, RESIDENT IN THE WARLEY DEANERY, IN SUPPORT OF THEIR EDUCATION.THE BOUNDARIES OF THE WARLEY DEANERY CAN BE FOUND ON -WWW.BIRMINGHAM.ANGLICAN.ORG

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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
31/12/22		£10	£5	£5	n/a	n/a	n/a	n/a	n/a
31/12/21		£10	£3	£6	n/a	n/a	n/a	n/a	n/a
31/12/20		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a
31/12/19		£10	£5	£5	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£10	£11	£-1	£0	£0	£0	n/a	0
31/12/17		£9	£16	£-7	£0	£0	£0	n/a	0
31/12/16		£9	£4	£5	£0	£0	£0	n/a	0
31/12/15		£9	£8	£1	£0	£0	£0	n/a	0
31/12/14	*	£9	£8	£1	£0	£0	£0	n/a	0
31/12/13		£8	£7	£2	£0	£0	£0	n/a	0
31/12/12		£8	£12	£-4	£0	£0	£0	n/a	0
31/12/11		£10	£8	£2	£0	£0	£0	n/a	0
31/12/10		£8	£15	£-7	£0	£0	£0	n/a	0
31/12/09	*	£8	£6	£2	£0	£0	£0	n/a	0
31/12/08?		£9	£3	£6	£0	£0	£0	n/a	0
30/06/07?		£8	£10	£-2	£0	£0	£0	n/a	0
30/06/05		£7	£7	£0	£0	£0	£0	n/a	0
30/06/04		£7	£4	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 45 years

01214260400

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Christian religious associations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Sandwell,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CHARLOTTE ANN WARD LEWIS Appointed: 2019

REV JILL MACDONALD Appointed: 2019

REV MICHAEL JOHN SERMON Appointed: 2021

MICHAELA CHAPMAN Appointed: 2022, Other trusteeship: THE SHINE CENTRE CIO,

SARAH SMITH Appointed: 2015, Other trusteeship: THE DIOCESE OF BIRMINGHAM EDUCATIONAL TRUST,

Legal constitution

Charity registered in England & Wales on 10/01/1979, number: 508226

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

18 returns made; AR18: 126 days late, AR14: 24 days late, AR09: 166 days late,

Main office

The Church of England
1 Colmore Row
BIRMINGHAM
B3 2BJ

Objectives

(1) PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY SCHOOL SITUATED IN THE RURAL DEANERY OF WARLEY, AND IN WHICH RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND IS GIVEN. (2) PROMOTING THE RELIGIOUS INSTRUCTION OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE SAID RURAL DEANERY. (3) IN OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE SAID RURAL DEANERY AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE. (FOR FURTHER DETAILS SEE CLAUSE 20 OF SCHEME)

Defined Area of Benefit:

THE RURAL DEANERY OF WARLEY

Data Sources