Finance Score: -4

Governance Score: -12

Support Score: 0

Accounts filed more than 5 days late: -4 times
No PartB

Submission defaults: -10
No conflicts policy: -1
Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -16

ALDERSON DISABLED EX-SERVICE MEN'S HOMES TRUST

To let 16 dwelling houses, in the first instance to disabled ex-service men who have resided in the City of Birmingham for not less than two years consecutively.The Trust may let to poor persons, giving preference to elderly persons, in the case of an insufficiency of ex-service men.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
This charity does not have a Conflict of Interests policy
There are only 4 trustees

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 4 occasions over the last 5 years and the current period appears to have been extended

Financial Data ?

Income & Spending ?

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
31/03/21	*	£126	£79	£47	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£122	£89	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£123	£88	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£122	£88	£34	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£122	£77	£44	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£123	£94	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£113	£99	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£107	£94	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	*	£99	£299	£-200	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£51	£14	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£48	£13	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£52	£14	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£50	£14	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£48	£8	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£42	£6	£36	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£41	£8	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£35	£37	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£36	£259	£-223	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 62 years

01213032023

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability

GiG Classification

Services for people with disabilities

How it operates

Provides buildings/facilities/open space

Where it operates

Birmingham City,

Who it helps

Other Defined Groups
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

COUNCILLOR MICHAEL SHARPE

COUNCILLOR JOHN LINES Appointed: 2007

HONORY ALDERMAN JIM WHORWOOD

SUSAN ANDERSON Appointed: 2018

Legal constitution

Charity registered in England & Wales on 29/03/1963, number: 216803

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR21: 518 days late, AR20: 57 days late, AR18: 89 days late, AR17: 454 days late, AR16: 429 days late, AR14: 11 days late, AR13: 1 days late, AR07: 2 days late, AR06: 43 days late, AR04: 30 days late,

Main office

COMMITTEE SERVICES
ROOM B25
COUNCIL HOUSE
VICTORIA SQUARE
BIRMINGHAM
B1 1BB

Objectives

TO LET THE 16 TRUST HOUSES TO DISABLED EX-SERVICE MEN OR IF THERE IS AN INSUFFICIENCY OF SUCH PERSONS, TO POOR PERSONS, PREFERENCE TO BE GIVEN TO OLD AGE PENSIONERS, WHO HAVE RESIDED WITHIN THE CITY OF BIRMINGHAM FOR NOT LESS THAN 2 YEARS CONSECUTIVELY, IMMEDIATELY PRECEDING (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CITY COUNCIL).THE INCOME OF THE CHARITY TO BE USED FOR THE REDUCTION OF THE RENTS.

Defined Area of Benefit:

CITY OF BIRMINGHAM