Finance Score: -6

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -4 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE BALDWIN BEWDLEY TRUST

Educational purposes in Worcestershire as the Trustees think fit

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended
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
05/04/23	*	£8	£2	£6	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£8	£7	£0	n/a	n/a	n/a	n/a	n/a
05/04/21		£4	£8	£-4	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£6	£11	£-5	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£7	£6	£1	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£8	£5	£4	£0	£0	£0	n/a	0
05/04/17	*	£6	£4	£2	£0	£0	£0	n/a	0
05/04/16	*	£7	£7	£0	£0	£0	£0	n/a	0
05/04/15		£7	£7	£0	£0	£0	£0	n/a	0
05/04/14		£7	£6	£1	£0	£0	£0	n/a	0
05/04/13		£5	£6	£-1	£0	£0	£0	n/a	0
05/04/12		£5	£4	£1	£0	£0	£0	n/a	0
05/04/11		£4	£4	£1	£0	£0	£0	n/a	0
05/04/10		£5	£4	£1	£0	£0	£0	n/a	0
05/04/09		£6	£10	£-4	£0	£0	£0	n/a	0
05/04/08		£10	£9	£0	£0	£0	£0	n/a	0
05/04/07		£9	£15	£-6	£0	£0	£0	n/a	0
05/04/06		£9	£15	£-7	£0	£0	£0	n/a	0
05/04/05		£18	£14	£5	£0	£0	£0	n/a	0
05/04/04		£8	£10	£-2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 56 years

georgina.luckman@shma.co.uk

0121 214 0358

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals

Where it operates

Worcestershire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

LESLEY ANN DAVIS Appointed: 2013

LORD RUSSELL OF LIVERPOOL RUSSELL LIVERPOOL

HUGH BAMPFIELD CARSLAKE, Other trusteeships: DUMBRECK CHARITY, THE HARESTON CHARITY, THE KING'S SCHOOL WORCESTER DEVELOPMENT TRUST, THE HENRY BARBER TRUST, THE ELMLEY FOUNDATION, CITY OF BIRMINGHAM CHOIR,

Legal constitution

Charity registered in England & Wales on 13/02/1968, number: 527557

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; AR23: 48 days late, AR22: 200 days late, AR20: 58 days late, AR19: 32 days late, AR18: 252 days late, AR17: 68 days late, AR16: 40 days late,

Main office

NO.1 COLMORE SQUARE
BIRMINGHAM
B4 6AA

Objectives

THE FURTHER EDUCATION OF PERSONS IN THE BENEFICIAL AREA AND TO PROVIDE BURSARIES TO ENABLE THE RECIPIENTS TO ATTEND COURSES OF EDUCATION OR FURTHER THEIR STUDIES GENERALLY AND ALSO TO GRANT PRIZES AND TO RECEIVE AND DISBURSE FUNDS AND TO HOLD PROPERTY FOR THE PURPOSE OF SUCH WORK.

Defined Area of Benefit:

THE COUNTY OF WORCESTER

Data Sources