Finance Score: -12

Governance Score: -4

Support Score: 3

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Static board: -3
Mainly male board: -1
Return overdue: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -13

BIRCHFIELD EDUCATIONAL TRUST LIMITED

Education of boys and girls aged 4 to 13.

Analysis by Giving is Great

Positives:

The charity has received Government grants
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board composition appears to be rather static
Latest return is overdue

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

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	Volun- teers
31/12/21	*	£0	£11	£-11	n/a	n/a	n/a	n/a	n/a	0
31/12/20?	*	£1,577	£1,875	£-298	£41	£73	£57	0.4	45	10
30/08/19		£1,338	£1,584	£-246	£41	£371	£350	2.6	49	15
30/08/18		£1,607	£1,664	£-57	£36	£1,343	£1,268	9.1	46	15
30/08/17	*	£1,586	£1,615	£-29	£34	£1,400	£1,400	10.4	50	15
31/08/16		£1,499	£1,573	£-74	£32	£289	£264	2	41	0
31/08/15		£1,468	£1,491	£-24	£49	£363	£338	2.7	40	0
31/08/14		£1,536	£1,536	£0	£61	£387	£387	3	40	0
31/08/13		£1,502	£1,550	£-48	£55	£387	£387	3	40	0
31/08/12		£1,461	£1,510	£-49	£54	£435	£435	3.5	40	0
31/08/11		£1,536	£1,589	£-52	£57	£484	£484	3.7	39	0
31/08/10	*	£1,540	£1,554	£-14	£49	£537	£537	4.1	40	0
31/08/09		£1,642	£1,578	£64	£52	£550	£550	4.2	42	0
31/08/08		£1,660	£1,559	£100	£31	£486	£486	3.7	45	0
31/08/07	*	£1,510	£1,510	£0	£40	£386	£386	3.1	45	0
31/08/06		£1,470	£1,456	£14	£0	£0	£0	n/a	0	0
31/08/05	*	£1,462	£1,478	£-16	£0	£0	£0	n/a	0	0
31/08/04	*	£1,639	£1,678	£-39	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

carole.pate@muras.co.uk

01902393003

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other education services

How it operates

Provides services

Where it operates

Shropshire, Staffordshire, Wolverhampton,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-79

ADAM FRANKLING Appointed: 2011, Occupation: Marketing Executive

JOHN SQUIRE Appointed: 2017, Occupation: Company Director

LYNNE STATHAM Appointed: 2006, Occupation: Retired

PAUL HENRY REYNOLDS Appointed: 2018, Occupation: Retired Headmaster

STEWART LEGGE Appointed: 2009, Occupation: Sales Manager

Legal constitution

Charitable company registered in England & Wales on 01/06/1962, number: 528420
Registered at Companies House on 07/02/1962, number: 00714698

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR21: 4 days late, AR20: 73 days late, AR17: 94 days late, AR10: 27 days late, AR07: 197 days late, AR05: 40 days late, AR04: 5 days late,

Main office

REGENT HOUSE
BATH AVENUE
WOLVERHAMPTON
WV1 4EG

Objectives

THE ADVANCEMENT OF EDUCATION OF CHILDREN AND YOUNG PERSONS IN THE WEST MIDLANDS OF ENGLAND FOR THE PUBLIC BENEFIT

Defined Area of Benefit:

WEST MIDLANDS

Data Sources