Finance Score: 0

Governance Score: 6

Support Score: 0

Strong growth: +2
Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 6

THE YARDLEY GREAT TRUST GROUP

The charity's aims are to:provide relief and care, including day care and outreach services and care homes, for elderly and/or disabled persons;provide and manage almshouses for residents in need;relieve those in need hardship or distress generally or individually by making grants;let allotment land belonging to the Trust.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Income was lower than spending in the latest year

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
31/12/22	*	£5,285	£5,917	£-632	£0	£13,224	£5,906	12	158
31/12/21		£5,452	£5,451	£0	£0	£14,726	£6,197	13.6	190
31/12/20		£5,704	£5,367	£337	£0	£13,979	£5,321	11.9	180
31/12/19		£5,278	£5,141	£137	£0	£12,783	£4,825	11.3	185
31/12/18		£1,781	£1,802	£-21	£0	£283	£283	1.9	55
31/12/17		£1,768	£1,666	£102	£0	£303	£303	2.2	57
31/12/16		£1,771	£1,619	£152	£0	£201	£201	1.5	57
31/12/15		£1,622	£1,641	£-18	£3	£49	£49	0.4	50
31/12/14		£1,563	£1,579	£-16	£3	£90	£90	0.7	55
31/12/13		£1,507	£1,541	£-34	£3	£106	£106	0.8	44
31/12/12		£1,493	£1,467	£26	£3	£140	£140	1.1	60
31/12/11		£1,519	£1,451	£68	£3	£114	£114	0.9	64
31/12/10		£1,440	£1,416	£24	£3	£46	£46	0.4	62
31/12/09		£1,409	£1,428	£-19	£3	£22	£22	0.2	56
31/12/08		£1,387	£1,440	£-53	£7	£88	£88	0.7	50
31/12/07		£1,339	£1,319	£20	£0	£94	£94	0.9	32
31/12/06		£1,277	£1,261	£16	£0	£0	£0	n/a	0
31/12/05		£1,213	£1,156	£56	£0	£0	£0	n/a	0
31/12/04		£1,105	£1,137	£-32	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 22%
Liabilities/Income: 69%
Unrestricted Funds/Total Funds: 45%
Reserves/Spending: 12 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.4

Asset Split ?

Established: 22 years

www.ygtrust.org.uk

enquiries@ygtrust.org.uk

01217847889

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Birmingham City, Warwickshire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

158 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 43-80

ZAFAR IQBAL Appointed: 2023, Occupation: Councillor

CLLR DEBORAH HARRIES Appointed: 2021, Occupation: City Councillor

CLLR PAUL TILSLEY Appointed: 2022, Occupation: City Councillor

EDWARD FIFIELD Appointed: 2023, Occupation: Managing Director

RAJNA BEGUM Appointed: 2022, Occupation: Advice Worker

REV TOBY CROWE Appointed: 2021, Occupation: Clerk In Holy Orders

ANDREW VEITCH Appointed: 2019, Occupation: Retired

REV LYDIA GASTON Appointed: 2019, Occupation: Clerk In Holy Orders

REV NEJIB BOUMENJEL Appointed: 2019, Occupation: Clerk In Holy Orders, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE CHURCH OF THE ASCENSION, HALL GREEN, BIRMINGHAM, HALL GREEN CHURCHES CHILD CONTACT CENTRE,

Legal constitution

Charitable company registered in England & Wales on 09/05/2002, number: 1091937
Registered at Companies House on 25/04/2002, number: 04425107

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 79 days late,

Main office

THE YARDLEY GREAT TRUST GROUP
31 OLD BROOKSIDE
BIRMINGHAM
B33 8QL

Objectives

THE RELIEF AND CARE OF THE ELDERLY AND/OR DISABLED PERSONS INCLUDING BUT NOT EXCLUSIVELY BY THE PROVISION OF CARE SERVICES INCLUDING DAY CARE AND OUTREACH SERVICES AND THE MAINTENANCE AND MANAGEMENT OF NURSING HOMES IN THE WEST MIDLANDS AREA

Defined Area of Benefit:

WEST MIDLANDS

Data Sources