Finance Score: -2

Governance Score: 5

Support Score: 0

Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 3

MARY BRIDGEMAN ECCLESIASTICAL CHARITY

furthering the religious and other charitable work of the Church of England in the area of benefit. If and in so far as income of the Ecclesiastical Charity is not required for application in any year as aforementioned the Trustees may apply the same in augmenting the income of the Non-Ecclesiastical Charity in accordance with the provisions hereinafter contained.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 35 years

info@stmaryandstmargaret.co.uk

01217471270

Charity Commission for England and Wales

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		£4	£6	£-2	n/a	n/a	n/a	n/a	n/a
31/03/22		£4	£1	£2	n/a	n/a	n/a	n/a	n/a
31/03/21		£3	£1	£3	n/a	n/a	n/a	n/a	n/a
31/03/20		£2	£3	£0	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£3	£3	£0	£0	£0	£0	n/a	0
31/03/17		£3	£3	£0	£0	£0	£0	n/a	0
31/03/16	*	£3	£4	£0	£0	£0	£0	n/a	0
31/03/15		£4	£4	£0	£0	£0	£0	n/a	0
31/03/14		£3	£4	£0	£0	£0	£0	n/a	0
31/03/13	*	£3	£3	£0	£0	£0	£0	n/a	0
31/03/12		£3	£3	£0	£0	£0	£0	n/a	0
31/03/11		£3	£3	£0	£0	£0	£0	n/a	0
31/03/10		£3	£3	£0	£0	£0	£0	n/a	0
31/03/09		£3	£2	£0	£0	£0	£0	n/a	0
31/03/08		£3	£2	£0	£0	£0	£0	n/a	0
31/03/07		£3	£2	£0	£0	£0	£0	n/a	0
31/03/06		£2	£2	£0	£0	£0	£0	n/a	0
31/03/05		£3	£3	£0	£0	£0	£0	n/a	0
31/03/04	*	£3	£3	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Religious Activities

How it operates

Makes Grants to Organisations

Where it operates

Solihull,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

REV FIONA HARRISON-SMITH (Chair) Appointed: 2023

ANTHONY TEALE Appointed: 2023, Other trusteeships: THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY,

GEORGE EDWARD RICHARDS Appointed: 2023, Other trusteeships: CASTLE BROMWICH HALL AND GARDENS TRUST, THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY,

JACQUELINE STEPHANIE WARD Appointed: 2019, Other trusteeships: THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY,

JOANNE CHARLOTTE SANDIFORD Appointed: 2023, Other trusteeships: THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY,

SUSAN BATES Appointed: 2022, Other trusteeships: THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY, THE PHILIP BATES TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CASTLE BROMWICH,

THE EARL OF BRADFORD RICHARD THOMAS ORLANDO BRIDGEMAN, Other trusteeships: THE UNITED NON-ECCLESIASTICAL CHARITIES, CASTLE BROMWICH HALL AND GARDENS TRUST, THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY,

COUNCILLOR PAULINE SYLVIA ALLEN Appointed: 2011, Occupation: Sewing Machinist, Other trusteeships: CASTLE BROMWICH HALL AND GARDENS TRUST, THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY,

Legal constitution

Charity registered in England & Wales on 10/05/1989, number: 701558

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR19: 6 days late, AR16: 69 days late, AR13: 186 days late, AR04: 40 days late,

Main office

Dame Mary Bridgeman Charity Trust
St Mary & St Margaret Church
Chester Road
Castle Bromwich
BIRMINGHAM
B36 9DE

Objectives

SUBJECT TO THE PAYMENT OF EXPENSES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN FURTHERING THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE ECCLESIASTICAL PARISHES OF ST.MARY AND ST.MARGARET, CASTLE BROMWICH AND SAINT CLEMENT, CASTLE BROMWICH.IF AND INSOFAR AS THE INCOME OF THIS CHARITY IS NOT REQUIRED FOR APPLICATION IN ANY YEAR AS AFOREMENTIONED THE TRUSTEES MAY APPLY THE SAME IN AUGMENTING THE INCOME OF THE MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY (IN ACCORDANCE WITH THE PROVISIONS CONTAINED IN CLAUSE 26 OF THE ABOVE SCHEME OF THE 3RD FEBRUARY 1989).

Defined Area of Benefit:

SEE OBJECT

Data Sources