Finance Score: -1

Governance Score: 3

Support Score: 4

Poor Liquidity: -1
Good Reserves: +1Pension deficit: -1

Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 6

BOURNVILLE VILLAGE TRUST

Bournville Village Trust is a leading housing association, founded in 1900 by Geroge Cadbury, with the overall aim of creating and sustaining flourishing communities:By promoting new social housing of good quality which enhances the environmentBy managing housing stock and estates to the highest standard for all residentsBy encouraging residents to share in decisions affecting communities.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
There is a pension deficit of £322,000

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		£48,944	£25,932	£23,012	£0	£58,772	£50,251	23.3	212	60
31/12/21		£36,640	£26,273	£10,367	£0	£35,760	£27,846	12.7	241	468
31/12/20		£28,000	£29,921	£-1,921	£0	£25,393	£17,862	7.2	257	853
31/12/19		£28,814	£28,025	£789	£0	£27,314	£20,848	8.9	256	201
31/12/18	*	£27,376	£22,216	£5,160	£0	£26,494	£20,600	11.1	262	150
31/12/17		£28,028	£23,797	£4,231	£0	£22,572	£17,189	8.7	278	0
31/12/16		£30,139	£34,147	£-4,008	£0	£18,341	£13,670	4.8	278	0
31/12/15		£27,145	£21,139	£6,006	£2,111	£22,349	£18,203	10.3	300	0
31/12/14		£27,337	£21,500	£5,837	£2,827	£45,548	£42,581	23.8	300	0
31/12/13		£25,804	£21,353	£4,451	£3,317	£44,545	£41,947	23.6	294	0
31/12/12		£22,696	£18,068	£4,628	£1,368	£43,252	£41,007	27.2	284	0
31/12/11		£22,321	£16,298	£6,023	£1,421	£53,842	£51,549	38	277	0
31/12/10		£19,711	£15,233	£4,478	£1,011	£40,957	£40,077	31.6	262	0
31/12/09		£17,831	£15,012	£2,819	£1,184	£37,827	£37,050	29.6	260	0
31/12/08		£16,842	£17,198	£-356	£1,046	£35,939	£34,851	24.3	269	0
31/12/07		£16,467	£16,428	£39	£919	£35,159	£34,084	24.9	276	0
31/12/06		£16,154	£15,863	£291	£0	£0	£0	n/a	0	0
31/12/05		£15,506	£14,076	£1,430	£0	£0	£0	n/a	0	0
31/12/04		£15,030	£15,356	£-326	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 68%
Liabilities/Income: 256%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 23.3 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.2

Asset Split ?

Established: 61 years

bvt.org.uk

enquiries@bvt.org.uk

03003336540

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Birmingham City, Shropshire, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

212 employees
60 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 Heritage Fund	£8,500
DCMS	£5,640
Heart Of England Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
DCMS - ALB-Historic England-Everyday Heritage: Building Bournville - discovering the histories of people in Bournville
£5,640	01/12/2022	Everyday Heritage: Building Bournville - discovering the everyday histories of working class people in Bournville [too many characters for project name box]
Heart Of England Community Foundation - Grant to Bournville Village Trust
£5,000	01/04/2021	Demand for the support is still continuing and we would like £5,000 to continue our work in this area.
National Lottery Heritage Fund - Grant to Bournville Village Trust - Selly Manor Museum
£8,500	04/09/2020	COVID19:Bournville Village Trust- Selly Manor Museum
Garfield Weston Foundation - Main Grants award
£10,000	13/12/2017	Selly Manor Museum New Toilet Facilities
National Lottery Heritage Fund - Grant to Bournville Village Trust - Selly Manor Museum
£14,000	30/08/2017	Bringing Bournville's History to Life
National Lottery Heritage Fund - Grant to Bournville Village Trust - Selly Manor Museum
£29,200	29/08/2014	Selly Manor reinterpretation project
Sport England - Angling For Some Fun...
£28,432	22/08/2013	Funding under Sport England's Inspired Facilities funding programme for a Capital project titled 'Angling For Some Fun...'. This project lists its main activity as Angling. This funding has ....more Funding under Sport England's Inspired Facilities funding programme for a Capital project titled 'Angling For Some Fun...'. This project lists its main activity as Angling. This funding has contributed towards a Angling - Angling (Angling Facility)
National Lottery Community Fund - Safeguarding DVD For Housing Associations
£10,000	30/03/2010 12	A project by this Bournville, Birmingham based charity to promote a stronger community. They will create a DVD about safeguarding for children, young people and vulnerable adults. It will be used ....more A project by this Bournville, Birmingham based charity to promote a stronger community. They will create a DVD about safeguarding for children, young people and vulnerable adults. It will be used to induct and train staff in housing associations to build a safer community.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

CAROLINE CADBURY Appointed: 2016

CLAIRE BOWMAN Appointed: 2020

DEREK DOUGLAS Appointed: 2021

NIGEL CADBURY Appointed: 2011

PROFESSOR PHILIP JOHN LUMLEY Appointed: 2016

WILLIAM JAMES MICHAEL CADBURY Appointed: 2022

ALISON FISHER Appointed: 2021, Other trusteeships: EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN, GEORGE FENTHAM HAMPTON IN ARDEN CHARITY, BROMSGROVE DISTRICT HOUSING TRUST LIMITED,

CLAUDIA COULSON Appointed: 2019, Other trusteeship: THE R V J CADBURY CHARITABLE TRUST,

MRS ALISON MCKITTRICK Appointed: 2011, Other trusteeship: R A AND V B REEKIE TRUST,

MATTHEW CADBURY Appointed: 2020, Other trusteeship: L&NWR SOCIETY,

Legal constitution

Charity registered in England & Wales on 03/09/1963, number: 219260

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; AR18: 13 days late,

Recent reorganisation events:

Asset transfer in from SHENLEY YOUTH AND COMMUNITY TRUST on 04/02/2022

Main office

Bournville Village Trust
350 Bournville Lane
BIRMINGHAM
B30 1QY

Objectives

THE AMELIORATION OF THE CONDITION OF THE WORKING-CLASS AND LABOURING POPULATION IN AND AROUND BIRMINGHAM AND ELSEWHERE IN GREAT BRITAIN BY THE PROVISIONS OF IMPROVED DWELLINGS WITH GARDENS AND OPEN SPACES TO BE ENJOYED THEREWITH, AND BY GIVING THEM FACILITIES FOR PURCHASING OR ACQUIRING THE NECESSARIES OF LIFE. (FOR FURTHER DETAILS SEE ABOVE, DEED OF FOUNDATION DATED 14TH DECEMBER 1900).

Defined Area of Benefit:

NATIONAL

Data Sources