Finance Score: 2

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Excess liquidity: -1

Only 4 Trustees: -1
Good trustee age range: +3

No supporters identified

Overall GiG Score: 4

BIRMINGHAM RATHBONE SOCIETY

To promote the welfare and advance the education of those children, young people and adults who are in need of special care and attention as a result of the educational difficulties they either do experience or have experienced. These difficulties will have usually caused them to attend schools for children with special educational needs, or in special classes within main stream schools.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end

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		£1,845	£1,749	£95	£0	£2,753	£2,714	18.6	37
31/03/22		£1,937	£1,795	£143	£0	£2,657	£2,618	17.5	45
31/03/21		£1,960	£1,755	£205	£0	£2,515	£2,459	16.8	49
31/03/20		£1,966	£1,776	£190	£0	£2,310	£2,265	15.3	47
31/03/19		£1,940	£1,576	£365	£0	£2,120	£2,075	15.8	45
31/03/18		£1,729	£1,618	£111	£0	£1,756	£1,704	12.6	46
31/03/17		£1,665	£1,628	£37	£0	£1,645	£1,568	11.6	44
31/03/16		£1,635	£1,520	£115	£0	£1,608	£1,460	11.5	34
31/03/15		£1,586	£1,551	£35	£11	£1,494	£1,260	9.7	32
31/03/14		£1,737	£1,693	£44	£14	£1,459	£1,128	8	33
31/03/13		£2,426	£2,750	£-323	£13	£1,415	£1,026	4.5	51
31/03/12		£3,660	£3,641	£19	£24	£1,739	£1,252	4.1	79
31/03/11		£4,033	£3,525	£508	£20	£1,719	£1,161	4	82
31/03/10		£3,313	£3,124	£189	£43	£1,211	£921	3.5	76
31/03/09		£3,189	£3,243	£-54	£43	£1,022	£807	3	78
31/03/08		£3,194	£3,193	£0	£42	£1,076	£836	3.1	77
31/03/07		£3,664	£3,330	£333	£73	£1,076	£326	1.2	86
31/03/06		£3,479	£3,655	£-176	£0	£0	£0	n/a	0
31/03/05	*	£3,561	£3,757	£-196	£0	£0	£0	n/a	0
31/03/04		£3,690	£3,636	£54	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 5%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 18.6 months
Net Current Assets/Spending: 14 months
Quick Ratio: 12.6

Asset Split ?

Established: 39 years

www.rathbone.co.uk

ask@rathbone.co.uk

01214491011

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Other Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

Birmingham City, Solihull,

Who it helps

Other Defined Groups
People With Disabilities

Who works here?

37 employees

Amount	When Months	To be used for
National Lottery Community Fund - Rebuild My Life (Crisis Support)
£499,872	03/03/2016 60	A project to support people with learning disabilities who are in crisis, at risk of crisis or homelessness. The scheme will provide help with accommodation, food and clothing and access to advice ....more A project to support people with learning disabilities who are in crisis, at risk of crisis or homelessness. The scheme will provide help with accommodation, food and clothing and access to advice and advocacy including budgeting, handling money, paying bills, travel, and organising medical appointments. The project aims to support beneficiaries to develop the skills, confidence and ability to find their voice, access mainstream services, and build the resilience to take back control of their lives.
Esmee Fairbairn - Grant to Birmingham Rathbone
£25,000	25/03/2009 36	Towards Project costs Towards the salaries of two additional job coaches to support the Earners to Learners project assisting adults with mild to moderate learning difficulties, as they enter the ....more Towards Project costs Towards the salaries of two additional job coaches to support the Earners to Learners project assisting adults with mild to moderate learning difficulties, as they enter the labour market.

Amount

When
Months

To be used for

National Lottery Community Fund - Rebuild My Life (Crisis Support)

£499,872

03/03/2016
60

A project to support people with learning disabilities who are in crisis, at risk of crisis or homelessness. The scheme will provide help with accommodation, food and clothing and access to advice ....more

Esmee Fairbairn - Grant to Birmingham Rathbone

£25,000

25/03/2009
36

Towards Project costs Towards the salaries of two additional job coaches to support the Earners to Learners project assisting adults with mild to moderate learning difficulties, as they enter the ....more

BIRMINGHAM RATHBONE SOCIETY

Analysis by Giving is Great

Positives:

Regulatory & Governance issues to consider:

Financial issues to consider:

Financial Data ?

Income & Spending ?

Sources of Income ?

Financial Ratios

Asset Split ?

UN SDGs

Listed activities

GiG Classification

How it operates

Where it operates

Who it helps

Who works here?

Who's supporting them? ?

Donations from Grant Makers ?

Specific Donations

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 47-85

Legal constitution

Gift Aid

Other Regulators

Policies in force

Filing Record

Main office

Objectives

Defined Area of Benefit:

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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