Finance Score: -11

Governance Score: -2

Support Score: 0

Spending falling: -1
Dormant: -10
No PartB

Narrow trustee age band: -2

No supporters identified

Overall GiG Score: -13

THE DIOCESE OF BIRMINGHAM EDUCATIONAL TRUST

The charity's objects are to advance for the public benefit education in the Diocese of Birmingham byPromoting the efficiency and effectiveness of educational institutions by promoting good practice & delivery of support servicesAdvance the education of people who work/volunteer in educational institutions to assist them to deliver high quality educationEstablish and maintain Academy Schools

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period
This charity appears to be dormant

Established: 11 years

sarahs@cofebirmingham.com

01214260400

Charity Commission for England and Wales

This Charity appears to be dormant

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/21?	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/20	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/19	£0	£5	£-5	n/a	n/a	n/a	n/a	n/a
31/08/18	£0	£22	£-22	£0	£0	£0	n/a	0
31/08/17	£180	£264	£-83	£0	£0	£0	n/a	0
31/08/16	£176	£233	£-58	£0	£0	£0	n/a	0
31/08/15	£227	£210	£17	£0	£0	£0	n/a	0
31/08/14	£167	£270	£-103	£0	£0	£0	n/a	0
31/08/13	£478	£223	£255	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Birmingham City, Sandwell, Solihull, Warwickshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Birmingham City Council - Body Mind & Spirit Partnership
£74,608	01/01/2017	BODY MIND & SPIRIT PARTNERSHIP; Older people;
Birmingham City Council - Body Mind & Spirit Partnership
£145,342	01/07/2016	BODY MIND & SPIRIT PARTNERSHIP; Health and wellbeing;
Birmingham City Council - Body Mind Spirit Partnership
£3,874	01/07/2016	BODY MIND SPIRIT PARTNERSHIP; Older people;
Birmingham City Council - Body, Mind & Spirit Partnership - Wideni
£72,671	01/04/2016	BODY, MIND & SPIRIT PARTNERSHIP - WIDENI; Health and wellbeing;
Birmingham City Council - Decommissioning At St. Michael'S Day Ctr
£9,034	01/08/2015	DECOMMISSIONING AT ST. MICHAEL'S DAY CTR; Older people;

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-67

REV'D CANON BARRIE SCOTT Appointed: 2022, Occupation: Parish Priest, Other trusteeship: THOMAS BROMWICH TRUST,

SARAH SMITH Appointed: 2015, Occupation: Diocesan Director Of Education, Other trusteeship: PALMER EDUCATIONAL CHARITY,

CHARLOTTE ANNE WARD LEWIS Appointed: 2019, Occupation: Teacher

JILLIAN RUTH SAUNDERS Appointed: 2019, Occupation: Education Consultant

Legal constitution

Charitable company registered in England & Wales on 14/01/2013, number: 1150469
Registered at Companies House on 02/02/2012, number: 07934124

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

10 returns made; all on time

Main office

The Church of England Birmingham
The Citadel
190 Corporation Street
BIRMINGHAM
B4 6QD

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE DIOCESE OF BIRMINGHAM OR ELSEWHERE, IN PARTICULAR BUT NOT EXCLUSIVELY, BY:1.1.1 PROMOTING THE EFFICIENCY AND EFFECTIVENESS OF EDUCATIONAL INSTITUTIONS AND THE EFFICIENT AND EFFECTIVE APPLICATION OF RESOURCES FOR SUCH PURPOSES INCLUDING BY PROMOTING AND DISSEMINATING MODELS OF GOOD PRACTICE AND BY THE DELIVERY OF SUPPORT SERVICES GENERALLY TO SUCH INSTITUTIONS;1.1.2 ADVANCING THE EDUCATION OF PEOPLE WHO WORK OR VOLUNTEER IN OR GOVERN, EDUCATIONAL INSTITUTIONS IN ORDER TO ASSIST THOSE PERSONS TO DELIVER A HIGH QUALITY EDUCATION TO THE PUPILS AND TO COMMUNITIES SERVED BY THOSE INSTITUTIONS; 1.1.3 ESTABLISHING AND MAINTAINING ACADEMIES (PRIMARILY BUT NOT EXCLUSIVELY CHURCH OF ENGLAND ACADEMIES) UNDER THE DIRECTION OF THE DIOCESAN BOARD OF EDUCATION.1.2 THE OBJECTS ARE TO BE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND.

Defined Area of Benefit:

BIRMINGHAM

Data Sources