Finance Score: 1
Governance Score: 6
Support Score: 10
  • Liabilities <10%: +3
  • Deficit latest year: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +10
Overall GiG Score: 17 ?

EDWARD'S TRUST LTD 

Edward's Trust supports children and families who are facing loss and surviving bereavement.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

  • Income was lower than spending in the latest year
Established: 20 years
(26 years as a company)

www.edwardstrust.org.uk

admin@edwardstrust.org.uk

01214541705

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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
31/12/22£591£702£-111£96£608£5048.61743
31/12/21£602£590£12£95£719£52210.61617
31/12/20£704£481£223£84£707£50412.61416
31/12/19£663£524£139£108£483£3898.91410
31/12/18£579£456£123£100£344£2897.61638
31/12/17£546£552£-6£123£221£2094.5140
31/12/16£531£495£36£144£227£2275.5150
31/12/15£493£484£9£0£0£0n/a00
31/12/14£438£457£-18£0£0£0n/a00
31/12/13£405£437£-33£0£0£0n/a00
31/12/12£399£418£-19£0£0£0n/a00
31/12/11£469£420£49£0£0£0n/a00
31/12/10£431£484£-53£0£0£0n/a00
31/12/09£376£467£-91£0£0£0n/a00
31/12/08£546£646£-100£154£347£2434.5170
31/12/07£563£638£-75£138£447£3436.5210
31/12/06£564£631£-66£0£0£0n/a00
31/12/05£612£604£8£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 16.4%
Fundraising Costs/Total Spending: 13.7%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 10 months
Quick Ratio: 29.7
Asset Split ?
Listed activities
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Birmingham City, Coventry City, Shropshire, Solihull, Staffordshire, Walsall, Warwickshire, Wolverhampton,
Who it helps
  • Children/Young People
  • Other Defined Groups
Who works here?
  • 17 employees
  • 43 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
Henry Smith Charity£270,300
National Lottery Community Fund£260,502
BBC Children in Need£121,507
Masonic Trust£59,828
DCMS£33,977
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Edward's Trust
£1,309 22/10/2022
We aim to provide wellbeing sessions and a peer support group facilitated by a qualified therapist, to help reduce the anxiety and negative physical symptoms bereaved people feel with their grief.
National Lottery Community Fund - HOPE – Helping our People Everyday
£251,010 20/10/2022
The funding will support Edwards Trust to deliver counselling support to children and families who are facing loss and surviving bereavement in Birmingham and the wider West Midlands area through one ....more
Henry Smith Charity - Grant to Edward's Trust
£101,200 11/03/2022
36
towards three years' salary of a Children and Young People’s Counsellor at a project providing counselling and support for bereaved children and young people, impacted by the COVID-19 pandemic, in ....more
Masonic Trust - MCF Large Grant
£59,828 26/05/2021
A grant to support bereaved children aged 4 - 10 years old in the West Midlands through play therapy.
Henry Smith Charity - Grant to Edward's Trust
£169,100 08/12/2020
36
towards three years' running costs of a project providing bereavement counselling to parents affected by the death of a child in the West Midlands.
DCMS - Coronavirus Community Support Fund
£33,977 26/08/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
BBC Children in Need - Grant to Edward's Trust
£2,025 17/06/2020
COVID19 - This grant is for IT equipment for staff to provide online counselling sessions for children impacted by the Covid-19 pandemic who have experienced a bereavement. The aim is to improve ....more
National Lottery Community Fund - Parents Supporting Grieving Children
£9,492 27/03/2020
11
The funding will be used to run a counselling service for parents who have a child who is experiencing bereavement. The project aims to improve family support and relationships.
BBC Children in Need - Grant to Edward's Trust
£119,482 26/06/2019
36
This project is a 121 and group counselling service for children who have experienced bereavement. The project aims to support children to better manage their emotions, improve relationships with ....more
DCMS - Building Connections Fund - Youth strand
£39,912 01/04/2019
They will build a community of bereaved young people to develop training for employers, run peer mentoring schemes and provide outreach to their peers to tackle youth loneliness.
DCMS - Building Connections Fund - Youth strand
£39,912 01/01/2019
They will build a community of bereaved young people to develop training for employers, run peer mentoring schemes and provide outreach to their peers to tackle youth loneliness.
Co-Op Foundation - Edward's Trust - Building Connections Project
£79,823 06/12/2018
Building a community of bereaved young people to develop training for employers, run peer mentoring schemes and provide outreach to their peers to tackle youth loneliness.
National Lottery Community Fund - Hope for Families
£9,961 28/09/2018
12
This funding will provide counsellors for people after the death of a family member.
National Lottery Community Fund - HOPE – Helping our People Everyday
£446,266 14/02/2018
48
Accessible, holistic support and early intervention will be funded for people experiencing bereavement. This project will help people manage their grief, reduce anxiety, develop coping strategies and ....more
Co-Operative Group - Grant to Edward's Trust
£4,171 29/11/2017
We want to provide a range of fun activities for bereaved children and young people who are receiving our support.
National Lottery Community Fund - Supporting Bereaved Dads and Lads
£10,000 27/04/2016
12
The group will use the funding to provide support workshops for bereaved dads and boys. This will help them cope with the effects of bereavement and other grief related difficulties.
Lloyds Bank Foundation - Grant to Edward's Trust
£30,000 29/06/2012
the salary of the Children's Counsellor
National Lottery Community Fund - Edward's Trust - Supporting Bereaved Parents
£255,937 12/05/2010
36
This project, based in Edgbaston, Birmingham, will provide support to anyone in the West Midlands who is affected by the death of a child. It will provide one to one and couples counselling, ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed

Age Range of Trustees: 36-72
Legal constitution
  • Charitable company registered in England & Wales on 06/08/2004, number: 1105370
  • Registered at Companies House on 23/12/1997, number: 03487577
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
18 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from BRAVE BEN'S SUPERSTARS FUND on 11/01/2021
Main office

Edwards Trust Ltd
37 Calthorpe Road
Edgbaston
BIRMINGHAM
B15 1TS

Objectives

1.1.1 THE PREVENTION AND RELIEF OF THE EMOTIONAL, MENTAL AND PHYSICAL SUFFERING OF THOSE EXPERIENCING, OR PREPARING FOR, BEREAVEMENT OR LOSS, INCLUDING, BUT NOT LIMITED TO, A PARENT, SIGNIFICANT CARER, SIBLING, CHILD OR OTHER FAMILY MEMBER THROUGH THE PROVISION OF ADVICE, COUNSELLING AND SUPPORT OR OTHER ASSISTANCE; 1.1.2 THE ADVANCEMENT OF EDUCATION OF THE PUBLIC BY PROVIDING INFORMATION AND PROMOTING AWARENESS OF ISSUES SURROUNDING BEREAVEMENT AND LOSS; 1.1.3 THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION OF TRAINING FOR THOSE INVOLVED OR WORKING WITH THOSE SUFFERING BEREAVEMENT OR LOSS;1.1.4 THE ADVANCEMENT OF EDUCATION THROUGH THE PROMOTION AND SUPPORT OF RESEARCH WITHIN THE FIELD OF BEREAVEMENT OR LOSS AND TO DISSEMINATE AND PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH;1.1.5 SUCH OTHER CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE NATIONAL ( WEST MIDLANDS)

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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