Finance Score: -3

Governance Score: 3

Support Score: 6

Accounts filed more than 5 days late: -3 times
Strong growth: +2
Multiple Deficits: -2
No PartB

Dynamic board: +3

Grant maker support: +6

Overall GiG Score: 6

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:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

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
Accounts have been filed late on 3 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

Established: 23 years

www.moseleycdt.com

info@moseleyexchange.com

01214498585

Charity Commission for England and Wales

Tweets

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	Volun- teers
28/02/23		£288	£289	£-1	n/a	n/a	n/a	n/a	n/a	12
28/02/22	*	£172	£266	£-94	n/a	n/a	n/a	n/a	n/a	21
28/02/21	*	£285	£241	£45	n/a	n/a	n/a	n/a	n/a	25
29/02/20	*	£194	£187	£7	n/a	n/a	n/a	n/a	n/a	21
28/02/19		£141	£165	£-23	n/a	n/a	n/a	n/a	n/a	13
28/02/18		£175	£148	£26	£0	£0	£0	n/a	0	0
28/02/17		£165	£200	£-35	£0	£0	£0	n/a	0	0
29/02/16	*	£165	£195	£-31	£0	£0	£0	n/a	0	0
28/02/15		£166	£225	£-59	£0	£0	£0	n/a	0	0
28/02/14		£254	£277	£-22	£0	£0	£0	n/a	0	0
28/02/13		£244	£252	£-8	£0	£0	£0	n/a	0	0
28/02/12		£205	£226	£-22	£0	£0	£0	n/a	0	0
28/02/11		£260	£283	£-24	£0	£0	£0	n/a	0	0
28/02/10		£337	£230	£107	£0	£0	£0	n/a	0	0
28/02/09		£513	£245	£268	£65	£1,060	£157	7.7	6	0
29/02/08		£245	£213	£32	£0	£0	£0	n/a	0	0
28/02/07		£232	£213	£19	£0	£0	£0	n/a	0	0
28/02/06		£235	£210	£25	£0	£0	£0	n/a	0	0
28/02/05		£194	£217	£-23	£0	£0	£0	n/a	0	0
29/02/04		£230	£195	£34	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

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

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 works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant 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
Heart Of England Community Foundation	£20,086
Crisis UK	£3,368

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 ....more 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 time. MAGC is at a critical point in its development. With the recruitment last year of the first direct member of staff, leading to an increase in the awareness of available grants to support individuals and an increase in trust in the support provided - we are at a stage where we need to adapt and invest in the structures and systems to be able to thrive into the future. The funding would enable us to free up other staff time within MCDT to take a more strategic review of the operation of MAGC and then to implement relevant changes in its operation and governance. The aim is that the scheme continues to be led and run by volunteers, but to adapt the scheme quickly and effectively at this stage we would benefit from a short term injection of resources and support. This will enable us to continue to strengthen the scheme and most importantly to properly review to ensure that it is best meeting the needs of individuals we are seeking to work with. The grant would pay for a range of support and training: investing in our volunteers and staff for the future; simplifying processes, systems and governance; and increasing community awareness.
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.

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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

20 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