Finance Score: 1

Governance Score: 3

Support Score: 0

Reasonable growth: +1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

ALVECHURCH EDUCATIONAL TRUST

Promoting education of persons under the age of 25 years who are resident in or who have a parent resident in the area of benefit and who are in need of financial assistance.To make grants to any voluntary organisation in the area of benefit the objects of which include the promotion of education or improvement of the conditions of life for persons under the age of 25 years

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

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
31/03/23	£31	£24	£7	n/a	n/a	n/a	n/a	n/a
31/03/22	£21	£20	£1	n/a	n/a	n/a	n/a	n/a
31/03/21	£30	£15	£16	n/a	n/a	n/a	n/a	n/a
31/03/20	£27	£10	£17	n/a	n/a	n/a	n/a	n/a
31/03/19	£26	£14	£13	n/a	n/a	n/a	n/a	n/a
31/03/18	£29	£16	£14	£0	£0	£0	n/a	0
31/03/17	£18	£19	£-1	£0	£0	£0	n/a	0
31/03/16	£24	£18	£7	£0	£0	£0	n/a	0
31/03/15	£23	£20	£2	£0	£0	£0	n/a	0
31/03/14	£22	£23	£-1	£0	£0	£0	n/a	0
31/03/13	£21	£13	£7	£0	£0	£0	n/a	0
31/03/12	£20	£22	£-2	£0	£0	£0	n/a	0
31/03/11	£18	£14	£4	£0	£0	£0	n/a	0
31/03/10	£18	£21	£-3	£0	£0	£0	n/a	0
31/03/09	£23	£16	£6	£0	£0	£0	n/a	0
31/03/08	£21	£14	£7	£0	£0	£0	n/a	0
31/03/07	£22	£17	£5	£0	£0	£0	n/a	0
31/03/06	£17	£17	£0	£0	£0	£0	n/a	0
31/03/05	£14	£17	£-3	£0	£0	£0	n/a	0
31/03/04	£22	£14	£8	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 55 years

www.alvechurchgst.org.uk

enquiries@alvechurchgst.org.uk

07867387267

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training
Recreation

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Worcestershire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

DAWN DEARDEN Appointed: 2023

JEREMY TRAFFORD (Chair)

KAY CHOLMONDELEY

LYNDA JOAN FAWTHROP Appointed: 2020

RACHEL REED Appointed: 2023

SALLY ATHEY Appointed: 2019

STEPHEN PAUL HORNSBY Appointed: 2021

MARC WORRALL Appointed: 2017, Other trusteeship: ALVECHURCH ALMSHOUSE CHARITY,

REV GAIL ROGERS Appointed: 2022, Other trusteeships: WORCESTERSHIRE YMCA LIMITED, WORCESTER YMCA, PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ALVECHURCH, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF REDDITCH HOLY TRINITY,

Legal constitution

Charity registered in England & Wales on 11/02/1969, number: 527440

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

20 WILLOW BROOK ROAD
ALVECHURCH
BIRMINGHAM
B48 7PZ

Objectives

SUBJECT TO PAYMENT OF THE EXPENSES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN EITHER OR BOTH OF THE FOLLOWING WAYS:(A) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY OR WHERE THAT AUTHORITY HAS IMPLEMENTED LOCAL MANAGEMENT OF SCHOOLS IN CONSEQUENCE OF WHICH THE BUDGET HAS BEEN DEVOLVED TO THE HEAD TEACHER AND GOVERNORS OF THE SCHOOL CONCERNED SUCH BENEFITS SHALL BE OF A KIND NOT NORMALLY PROVIDED FOR IN THE BUDGET FOR ANY SCHOOL IN THE AREA OF BENEFIT AS MAY IN TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OR THE HEAD TEACHER AND THE GOVERNORS OF THE SCHOOL CONCERNED;(B) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN OR WHO HAVE A PARENT/CARER OR PARENTS/CARERS RESIDENT IN THE AREA OF BENEFIT OR WHO ATTEND AN EDUCATIONAL ESTABLISHMENT IN THE AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE FOR FURTHER DETAILS SEE GD.

Defined Area of Benefit:

PARISHES OF ALVECHURCH AND BARNT GREEN

Data Sources