Finance Score: 3
Governance Score: 0
Support Score: 8
  • Liabilities <10%: +3
  • Dynamic board: +3
  • Multiple returns filed late: -3
  • Large volunteer base +3
  • Overall weighted support: +5
Overall GiG Score: 11 ?

MOSELEY COMMUNITY DEVELOPMENT TRUST

Moseley Community Development Trust is community owned, led and managed community enterprise. It's purpose is to lead the regeneration of the neighbourhood of Moseley in Birmingham.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received backing from several prominent grant makers recently
  • This charity has a robust balance sheet
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently
  • Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

  • There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/23?£920£195£726£86£1,651£1438.81464
28/02/22*£172£266£-94n/an/an/an/an/an/a
28/02/21*£285£241£45n/an/an/an/an/an/a
29/02/20?*£194£187£7n/an/an/an/an/an/a
28/02/18£175£148£26n/an/an/an/an/an/a
28/02/17£165£200£-35n/an/an/an/an/an/a
29/02/16*£165£195£-31n/an/an/an/an/an/a
28/02/15£166£225£-59n/an/an/an/an/an/a
28/02/14£254£277£-22n/an/an/an/an/an/a
28/02/13£244£252£-8n/an/an/an/an/an/a
28/02/12£205£226£-22n/an/an/an/an/an/a
28/02/11£260£283£-24n/an/an/an/an/an/a
28/02/10£337£230£107n/an/an/an/an/an/a
28/02/09£513£245£268£65£1,060£1577.760
29/02/08£245£213£32n/an/an/an/an/an/a
28/02/07£232£213£19n/an/an/an/an/an/a
28/02/06£235£210£25n/an/an/an/an/an/a
28/02/05£194£217£-23n/an/an/an/an/an/a
29/02/04£230£195£34n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 10.1%
Fundraising Costs/Total Spending: 43.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 9%
Reserves/Spending: 8.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.8
Asset Split ?
Balance Sheet History
Established: 23 years

www.moseleycdt.com

info@moseleyexchange.com

01214498585

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other facilities management and maintenance
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Birmingham City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£97,161
Birmingham City Council£24,660
Crisis UK£3,368
Heart Of England Community Foundation£1,500
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Building Connected Communitites
£9,600 09/06/2023
The funding will be used to deliver a series of seasonal activities for the community. The project aims to bring the community together reducing loneliness and isolation.
National Lottery Community Fund - Moseley Together
£87,561 15/05/2020
9
The funding will enable the project to provide additional hours for a volunteer coordinator and a neighbourhood outreach worker during Covid-19.
Birmingham City Council - Community Hub/Moseley/ Kings Heath& Brandwood/Hall Green
£24,660 30/04/2020
Food parcels/essential items, Prescription collection. Befriending, safe and well check, , essential errands, Connecting people to local support services
Heart Of England Community Foundation - Grant to Moseley Community Development Trust
£1,500 24/04/2020
multi agency approach with the community working together to support vulnerable members of the community
Crisis UK - Grant to Moseley CDT
£3,368 09/04/2020
Outreach post and activity packs for those in Temporary Accommodation
Heart Of England Community Foundation - Grant to Moseley Community Development Trust
£18,586 13/09/2019
12
MAGC has operated for over five years run by volunteers in the community. The scheme has grown and developed over this time, adapting to the changing context and needs. As an organisation and project we feel this funding has come at just the right ....more
Co-Operative Group - Grant to Moseley Community Development Trust
£3,868 29/11/2017
We want to improve our community hub by installing heating and energy saving measures.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed

Age Range of Trustees: 41-60
  • AUSTIN BARBER DR., Occupation: University Lecturer
  • CLAIRE MARGARET SPENCER (Chair) Appointed: 2023, Occupation: Associate Director
  • GERVASE BOND HAVILL Appointed: 2023, Occupation: Company Director
  • LOUISE ATKIN Appointed: 2023, Occupation: Company Director
  • NEIL WILLIAM RAMAGE Appointed: 2017, Occupation: Chartered Accountant
  • NICHOLAS DAVID BOOTH Appointed: 2023, Occupation: Chief Executive
  • PAUL JOHN WILLIAMS Appointed: 2009, Occupation: Surveyor
Legal constitution
  • Charitable company registered in England & Wales on 09/08/2001, number: 1087949
  • Registered at Companies House on 20/02/2001, number: 04163271
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
19 returns made; AR22: 56 days late, AR21: 56 days late, AR20: 63 days late, AR16: 33 days late,
Main office

The Moseley Exchange
149-153 Alcester Road
BIRMINGHAM
B13 8JP

Objectives

1) TO RELIEVE UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTING PEOPLE TO FIND EMPLOYMENT, PROVIDING EMPLOYMENT OPPORTUNITIES, OR PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE.2) TO PROVIDE OR ASSIST IN PROVIDING FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP :-A) IN SETTING UP THEIR OWN BUSINESS; ORB) TO EXISTING BUSINESS;3) TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT AND ACCESS TO OPEN SPACE;4) TO PROVIDE ASSISTANCE AND SUPPORT TO VOLUNTARY GROUPS;5) TO PROVIDE OR ASSIST IN PROVIDING FACILITIES, SERVICES OR ASSISTANCE TO PERSONS WHO ARE AGED, WHO HAVE MENTAL OR PHYSICAL DISABILITIES OR WHO ARE CHRONICALLY SICK;6) TO PROMOTE GOOD HEALTH AND THE RELIEF OF SICKNESS;7) TO PROVIDE OR IMPROVE OR TO ASSIST IN PROVIDING OR IMPROVING COMMUNITY, SOCIAL, RECREATIONAL AND LEISURE TIME FACILITIES AND IN PARTICULAR FOR THOSE WHO NEED THOSE FACILITIES BECAUSE OF THEIR YOUTH, AGE, INFIRMITY, DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES;8) TO PROMOTE THE ELIMINATION OF SOCIAL EXCLUSION AND DISCRIMINATION;9) TO PROMOTE GOOD COMMUNITY RELATIONS;10) TO PROMOTE THE CELEBRATION OF DIVERSITY;11) TO ADVANCE EDUCATION;12) TO PROVIDE OR ASSIST IN PROVIDING AND IMPROVING ACCESS TO TRAINING AND ASSOCIATED FACILITIES;13) TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PROMOTION OF ARTS AND CULTURE;14) TO PROMOTE ANY OTHER CHARITABLE PURPOSE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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