Finance Score: -8

Governance Score: 5

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
No PartB

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

No supporters identified

Overall GiG Score: -3

BIRMINGHAM BODENHAM TRUST

IN PROMOTING THE EDUCATION AND TRAINING OF PERSONS UNDER THE AGE OF 19 YEARS WHO HAVE SPECIAL EDUCATIONAL NEEDS, BY THE PROVISION OF SPECIAL FACILITIES OR EQUIPMENT OR OTHERWISE.

Analysis by Giving is Great

Positives:

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

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
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years

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
30/09/21	*	£120	£20	£100	n/a	n/a	n/a	n/a	n/a
30/09/20	*	£21	£14	£7	n/a	n/a	n/a	n/a	n/a
30/09/19		£25	£21	£4	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£25	£20	£5	£0	£0	£0	n/a	0
30/09/17		£24	£35	£-11	£0	£0	£0	n/a	0
30/09/16		£23	£21	£2	£0	£0	£0	n/a	0
30/09/15		£19	£21	£-2	£0	£0	£0	n/a	0
30/09/14		£22	£25	£-3	£0	£0	£0	n/a	0
30/09/13		£22	£24	£-2	£0	£0	£0	n/a	0
30/09/12		£21	£20	£1	£0	£0	£0	n/a	0
30/09/11		£23	£37	£-15	£0	£0	£0	n/a	0
30/09/10		£27	£32	£-5	£0	£0	£0	n/a	0
30/09/09	*	£27	£24	£3	£0	£0	£0	n/a	0
30/09/08	*	£28	£29	£-1	£0	£0	£0	n/a	0
30/09/07	*	£22	£16	£6	£0	£0	£0	n/a	0
30/09/06	*	£27	£35	£-8	£0	£0	£0	n/a	0
30/09/05		£23	£33	£-10	£0	£0	£0	n/a	0
30/09/04		£22	£24	£-2	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

jackie.crowley@birmingham.gov.uk

01214643928

Charity Commission for England and Wales

Listed activities

Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

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 (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

RADLEY RUSSELL Appointed: 2021

DOUGLAS REED Appointed: 2022

DOUGLAS SMITH (Chair) Appointed: 2014

DARIUS SANDHU Appointed: 2023

JANE DAVIES Appointed: 2011

COUNCILLOR ZAFAR IQBAL MBE JP Appointed: 2015, Other trusteeships: SHELDON SCHOOL FOUNDATION, HAY MILLS FOUNDATION TRUST,

DIANE DONALDSON Appointed: 2016, Other trusteeships: SUTTON COLDFIELD CHARITABLE TRUST, THE LORD MAYOR OF BIRMINGHAM'S CHARITY, CLARA MARTINEAU CHARITY,

Legal constitution

Charity registered in England & Wales on 02/10/1963, number: 528902

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

18 returns made; AR21: 642 days late, AR20: 237 days late, AR18: 101 days late, AR09: 51 days late, AR08: 109 days late, AR07: 289 days late, AR06: 251 days late,

Main office

Finance
PO Box 16306
Birmingham
B2 2XR

Objectives

SUBJECT TO THE PAYMENTS AFORSAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN ONE OR MORE OF THE FOLLOWING WAYS: (A) IN PROMOTING THE EDUCATION AND TRAINING OF PERSONS UNDER THE AGE OF 19 YEARS WHO HAVE SPECIAL EDUCATIONAL NEEDS, BY THE PROVISION OF SPECIAL FACILITIES OR EQUIPMENT OR OTHERWISE; (B) IN PROVIDING FOR SUCH PERSONS AS AFORESAID FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; (C) IN RELIEVING SUCH PERSONS AS AFORESAID WHOSE SPECIAL EDUCATIONAL NEEDS ARE ATTRIBUTABLE TO PHYSICAL OR MENTAL HANDICAP, DISABILITY OR ILLNESS, BY THE PROVISION OF FACILITIES FOR THEIR TREATMENT OR CARE OR OTHERWISE.

Defined Area of Benefit:

NOT DEFINED

Data Sources