Finance Score: -1

Governance Score: 5

Support Score: 6

Liabilities <10%: +3
Excess reserves: -4

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 10

BIRMINGHAM DISTRICT OF THE METHODIST CHURCH

Support to the Circuits

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender 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
There are 20 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,808,910 available, equivalent to 47 months of spending and so may not be able to utilise additional funding

Established: 14 years

www.birminghammethodist.org.uk

TREASURER@BWOMETHODIST.ORG.UK

0121 257 1219

Charity Commission for England and Wales

Tweets

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
31/08/22		£1,070	£981	£89	£0	£4,815	£3,809	46.6	8	3
31/08/21		£1,000	£945	£55	£0	£4,727	£3,816	48.5	8	3
31/08/20		£1,043	£998	£46	£0	£4,672	£3,811	45.8	9	3
31/08/19		£937	£913	£24	£0	£4,626	£3,807	50	7	3
31/08/18		£912	£923	£-11	£0	£4,602	£3,843	50	6	0
31/08/17		£871	£816	£56	£0	£4,613	£3,872	57	3	0
31/08/16		£804	£878	£-74	£0	£4,057	£3,380	46.2	3	0
31/08/15		£769	£855	£-86	£2	£4,131	£3,410	47.9	3	0
31/08/14		£818	£792	£26	£2	£3,716	£2,911	44.1	3	0
31/08/13		£907	£858	£49	£12	£3,690	£150	2.1	4	0
31/08/12		£876	£943	£-67	£486	£3,641	£125	1.6	4	0
31/08/11		£981	£1,097	£-117	£14	£3,707	£2,863	31.3	3	0
31/08/10	*	£576	£570	£5	£10	£3,824	£2,846	59.9	2	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 79%
Reserves/Spending: 46.6 months
Net Current Assets/Spending: 13 months
Quick Ratio: 38.6

Asset Split ?

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body

Where it operates

Birmingham City, Herefordshire, Staffordshire, Warwickshire, Worcestershire,

Who it helps

The General Public/Mankind

Who works here?

8 employees
3 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

Lloyds Bank Foundation	£106,494
National Lottery Community Fund	£9,733
DCMS	£8,532

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Beyond Slavery: Releasing Survivor Voices
£9,733	07/05/2021	The group will use the funding to provide support to people who have experienced modern slavery. This will raise awareness of the issue of modern slavery and improve the mental health and wellbeing ....more The group will use the funding to provide support to people who have experienced modern slavery. This will raise awareness of the issue of modern slavery and improve the mental health and wellbeing of vulnerable people.
Lloyds Bank Foundation - Variation grant to Birmingham District of the Methodist Church
£6,494	24/07/2020	Grant to Birmingham District of the Methodist Church meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
DCMS - Coronavirus Community Support Fund
£8,532	24/07/2020	"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 "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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Lloyds Bank Foundation - Grant to Birmingham District of the Methodist Church
£100,000	16/07/2019 36	The Charity supports adult survivors of modern slavery. The grant funding will contribute to the salary of a Support Caseworker on the ADAVU project who provide face to face, emotional and practical ....more The Charity supports adult survivors of modern slavery. The grant funding will contribute to the salary of a Support Caseworker on the ADAVU project who provide face to face, emotional and practical support for them to rebuild their lives.
Lloyds Bank Foundation - Grant to Birmingham District of the Methodist Church
£48,062	11/11/2015 36	A project to to equip victims of trafficking who are still-vulnerable With the knowledge and life-skills to access healthcare, counselling, housing, financial advice, education and employment ....more A project to to equip victims of trafficking who are still-vulnerable With the knowledge and life-skills to access healthcare, counselling, housing, financial advice, education and employment training. Also to provide training to other agencies.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (20)

Current Trustees appointed

Gender Split

Based on 18/20 persons

DEACON ANGELA PATRICIA ALLPORT Appointed: 2021

DEACON MARILYN OLAYINKA SLOWE Appointed: 2019, Other trusteeship: THE METHODIST CHURCH - BIRMINGHAM (SUTTON PARK) CIRCUIT,

GILLIAN RUTH WELLER Appointed: 2011

HEATH WILLIAM WATTON Appointed: 2022, Other trusteeship: South Worcestershire Methodist Circuit,

HELEN WOODALL Appointed: 2020, Other trusteeship: BIRMINGHAM METHODIST CIRCUIT,

JENNIFER TOLLEY Appointed: 2022

MR CHRIS OSBORN

REV ANDREW STEPHEN WILLEY Appointed: 2022, Other trusteeships: COVENTRY AND NUNEATON METHODIST CIRCUIT, METHODIST CENTRAL HALL, COVENTRY,

REV CLEOPAS SIBANDA Appointed: 2023, Other trusteeships: METHODISTS FOR WORLD MISSION, THE METHODIST CHURCH IN GREAT BRITAIN, BIRMINGHAM METHODIST CIRCUIT, SOLIHULL METHODIST CHURCH, NORTHFIELD METHODIST CHURCH,

REV DOREEN KOFFIE-WILLIAMS Appointed: 2021, Other trusteeship: COVENTRY AND NUNEATON METHODIST CIRCUIT,

REV IAIN MARK BALLARD Appointed: 2022, Other trusteeship: KENILWORTH METHODIST CHURCH,

REV JOANNA LOIS THORNTON Appointed: 2022

REV NEIL ANTHONY BISHOP Appointed: 2024

REV NOVETTE HEADLEY (Chair) Appointed: 2022

REV PHILLIP JOHN WARREY Appointed: 2023, Other trusteeships: LEDBURY FOOD BANK, THE HEREFORDSHIRE (SOUTH & EAST) CIRCUIT OF THE METHODIST CHURCH, BROMYARD FOODBANK & MONEY ADVICE CENTRE, LEAF - LOCALLY ENCOURAGING ALL TO FLOURISH,

REV STEPHEN LEVETT Appointed: 2021, Other trusteeship: BROMSGROVE & REDDITCH CIRCUIT OF THE METHODIST CHURCH,

REV SUZANNE LESLEY SHORTMAN Appointed: 2022, Other trusteeship: THE CHURCH AT CARRS LANE,

SANDRA ANN SMITH Appointed: 2014, Other trusteeship: DROITWICH METHODIST CHURCH,

SHARON CLUTTERBUCK BA, MBA Appointed: 2021, Other trusteeship: SOLIHULL METHODIST CHURCH,

TREVOR JOHN PETHICK Appointed: 2017, Other trusteeship: SOUTH WARWICKSHIRE METHODIST CIRCUIT,

Legal constitution

Charity registered in England & Wales on 08/02/2010, number: 1134167

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

13 returns made; AR10: 26 days late,

Main office

36 AMESBURY ROAD
BIRMINGHAM
B13 8LE

Objectives

The purposes of the Methodist Church are and shall be deemed to have been since the date of union the advancement of -(a) the Christian faith in accordance with the doctrinal standards and the discipline of the Methodist Church;(b) any charitable purpose for the time being of any Connexional, district, circuit, local or other organisation of the Methodist Church;(c) any charitable purpose for the time being of any society or institution subsiduary or ancillary to the Methodist Church;(d) any purpose for the time being of any charity being a charity subsidiary or ancillary to the Methodist Church.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources