Finance Score: 0

Governance Score: 9

Support Score: 6

Poor Liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 15

ST PAUL'S COMMUNITY DEVELOPMENT TRUST

The main activities of the Charity are facilities and services for education, support, training, recreation and leisure time occupation for children and young people resident in Balsall Heath and the surrounding area, and where appropriate the remainder of the community, including: the establishment and management of environmental projects, health services, family support services, community etc.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
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	Volun- teers
31/03/23		£3,022	£2,958	£63	£1	£1,347	£467	1.9	85	14
31/03/22		£2,906	£2,820	£86	£0	£1,283	£448	1.9	70	24
31/03/21		£2,409	£2,406	£3	£0	£1,198	£423	2.1	67	25
31/03/20		£2,557	£2,662	£-106	£0	£1,195	£372	1.7	82	26
31/03/19		£2,433	£2,665	£-232	£0	£1,301	£363	1.6	87	37
31/03/18		£2,259	£2,533	£-274	£0	£1,532	£495	2.3	91	0
31/03/17		£2,151	£2,536	£-385	£0	£1,806	£658	3.1	94	0
31/03/16		£2,264	£2,601	£-337	£0	£2,191	£939	4.3	95	0
31/03/15		£2,837	£3,049	£-212	£104	£2,527	£1,065	4.2	139	0
31/03/14		£3,572	£3,261	£311	£127	£2,739	£1,205	4.4	111	0
31/03/13	*	£2,931	£2,993	£-62	£123	£2,428	£1,318	5.3	107	0
31/03/12		£3,095	£2,983	£112	£116	£2,452	£1,110	4.5	122	0
31/03/11		£3,912	£3,842	£70	£116	£2,339	£933	2.9	114	0
31/03/10		£3,110	£3,336	£-226	£115	£2,269	£799	2.9	111	0
31/03/09		£3,271	£3,547	£-277	£120	£2,495	£612	2.1	111	0
31/03/08		£3,203	£3,246	£-42	£135	£2,772	£538	2	123	0
31/03/07		£3,342	£3,108	£234	£126	£2,814	£410	1.6	119	0
31/03/06		£2,891	£2,934	£-42	£0	£0	£0	n/a	0	0
31/03/05		£3,421	£3,328	£93	£0	£0	£0	n/a	0	0
31/03/04		£2,957	£2,661	£296	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 47%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 35%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0

Asset Split ?

Established: 45 years

www.stpaulstrust.org.uk

HR@stpaulstrust.org.uk

01214644376

Charity Commission for England and Wales

Listed activities

Amateur Sport
Animals
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Birmingham City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

85 employees
14 volunteers

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.

Major supporters in last 5 years

BBC Children in Need	£49,447
Masonic Trust	£30,000
National Lottery Community Fund	£19,840
Garfield Weston Foundation	£13,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£10,000	06/05/2022	St Paul's City Farm Community Volunteering Programme
National Lottery Community Fund - Community Farm Volunteer Programme
£9,840	08/10/2021	The funding will be used to run weekly volunteering sessions for vulnerable people at the community farm which will include caring for the animals carrying out repairs and gardening activities. The ....more The funding will be used to run weekly volunteering sessions for vulnerable people at the community farm which will include caring for the animals carrying out repairs and gardening activities. The project aims to improve people’s mental health confidence feeling of community connection and overall wellbeing.
BBC Children in Need - Grant to St. Paul's Community Development Trust
£39,458	10/08/2021	This project will deliver a school holiday programme to children and young people living in a deprived area in Birmingham. The activities will result in increased opportunities to have fun, increased ....more This project will deliver a school holiday programme to children and young people living in a deprived area in Birmingham. The activities will result in increased opportunities to have fun, increased physical activity and improved social skills.
National Lottery Community Fund - City Farm ? Improving Facilities to Meet Local Need
£10,000	06/12/2019 0	The funding will be used to install a toilet and equipment in a city farm. The project aims to improve the safety and accessibility of this community facility for older people and people living with ....more The funding will be used to install a toilet and equipment in a city farm. The project aims to improve the safety and accessibility of this community facility for older people and people living with disabilities.
Masonic Trust - MCF Large Grant
£30,000	07/10/2019	Grant to support social gardening which will improve mental and physical health of isolated older men in Balsall Heath, Birmingham.
Garfield Weston Foundation - Main Grants award
£3,000	04/09/2019	Elderly Persons Social Gardening project
BBC Children in Need - Grant to St Pauls Community Development Trust
£9,989	21/05/2019 12	This project is a summer play scheme working with children living in a deprived area of Birmingham. The project aims to encourage more physical activity, improve social skills and provide more ....more This project is a summer play scheme working with children living in a deprived area of Birmingham. The project aims to encourage more physical activity, improve social skills and provide more opportunities to have fun.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 42-71

KASHAF ALI Appointed: 2023, Occupation: Trustee

CLARE REARDON Appointed: 2019, Occupation: Public Health Professional

ELAINE MEREDITH Appointed: 2022, Occupation: Retired

PAUL CHEW Appointed: 2020, Occupation: Accountant

NICHOLAS SHEPHERD Appointed: 2015, Occupation: Lawyer

PATRICK WING Appointed: 2009, Occupation: Community Worker, Other trusteeship: BALSALL HEATH IS OUR PLANET LTD,

Legal constitution

Charitable company registered in England & Wales on 14/06/1979, number: 508943
Registered at Companies House on 14/06/1979, number: 01429707

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR13: 5 days late,

Main office

St. Pauls Community Development Tru
73 Hertford Street
BIRMINGHAM
B12 8NJ

Objectives

THE PROVISION OF ACCOMMODATION, FACILITIES AND SERVICES FOR EDUCATION, SUPPORT, TRAINING, RECREATION AND OTHER LEISURE-TIME OCCUPATION FOR CHILDREN AND YOUNG ADULTS RESIDENT IN BALSALL HEATH AND THE SURROUNDING AREA, AND WHERE APPROPRIATE THE REMAINDER OF THE COMMUNITY, INCLUDING THE ESTABLISHMENT AND MANAGEMENT OF ENVIRONMENTAL PROJECTS, HEALTH SERVICES, FAMILY SUPPORT SERVICES, COMMUNITY EVENTS, COMMUNITY DEVELOPMENT, CAPACITY BUILDING AND THE PROVISION OF MANAGEMENT AND ADMINISTRATIVE SUPPORT TO OTHER VOLUNTARY AND COMMUNITY GROUPS, BEING FACILITIES - (A) OF WHICH SUCH PERSONS HAVE NEED BY REASON OF THEIR YOUTH, POVERTY, SOCIAL AND ECONOMIC CIRCUMSTANCES, INFIRMITY OR DISABILITY; AND (B) WHICH WILL IMPROVE THE CONDITIONS OF LIFE FOR SUCH PERSONS BY PROMOTING THEIR PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING..

Defined Area of Benefit:

BALSALL HEATH AND SURROUNDING AREA

Data Sources