Overall GiG Score: 24 ?
Finance Score: 6
Governance Score: 6
Support Score: 12
  • Liabilities <10%: +3
  • Income diversified: +3
  • Strong growth: +2
  • Fundraising costs high: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +12

THE BIRMINGHAM SETTLEMENT 

We're a charity that's been helping Brummies for more than a century. We work with anyone and everyone to give them a choice about the life they want to live.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Income generation is well diversified
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • Fundraising costs are high relative to funds raised
Established: 38 years

www.birminghamsettlement.org.uk

info@bsettlement.org.uk

01212500777

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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
31/03/23£1,762£1,886£-124£306£3,298£1,5139.64860
31/03/22£2,019£1,955£64£51£3,212£1,0216.35180
31/03/21£1,866£1,613£253£44£2,966£1,2529.34080
31/03/20£1,415£1,406£9£290£2,063£9107.83980
31/03/19£1,118£1,086£31£28£2,398£1,10712.23180
31/03/18£1,131£1,232£-101£47£2,349£1,02710360
31/03/17£1,272£1,254£18£470£2,443£1,06810.2370
31/03/16£1,306£1,306£1£449£2,123£9268.5350
31/03/15£1,388£1,564£-176£109£2,104£9077360
31/03/14£1,622£1,686£-64£594£2,222£1,1488.2460
31/03/13£1,868£1,898£-29£521£2,275£1,1987.6510
31/03/12£1,793£1,855£-62£659£2,249£1,1417.4480
31/03/11£2,212£1,982£231£587£2,308£1,0796.5510
31/03/10£1,989£1,731£258£549£2,042£7775.4420
31/03/09£1,869£1,559£310£533£1,766£5814.5380
31/03/08£1,618£1,482£137£471£1,227£3082.5370
31/03/07£1,675£1,286£389£430£1,109£1401.3390
31/03/06£1,974£2,117£-143£0£0£0n/a00
31/03/05£2,806£3,131£-325£0£0£0n/a00
31/03/04£2,822£2,829£-7£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 21.8%
Fundraising Costs/Total Spending: 16.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 46%
Reserves/Spending: 9.6 months
Net Current Assets/Spending: 13 months
Quick Ratio: 6.9
Asset Split ?
What it does
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 48 employees
  • 60 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Throughout England,

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
Barrow Cadbury Trust£270,000
Esmee Fairbairn£266,000
National Lottery Heritage Fund£215,420
Power to Change£70,000
Charles Hayward Foundation£50,000
DCMS£44,924
Comic Relief£26,372
Co-Op Foundation£20,000
Specific Donations
Amount When
Months
To be used for
Birmingham City Council - Birmingham Settlement
£4,664 15/08/2023
To support a programme of outdoor activities for older people in Edgbaston
Esmee Fairbairn - Grant to Birmingham Settlement
£16,000 30/01/2023
Towards unrestricted core costs as a Cost of Living Uplift
Charles Hayward Foundation - Grant to Birmingham Settlement
£25,000 26/07/2022
Building financial wellbeing of offenders and their families
National Lottery Heritage Fund - Grant to Birmingham Settlement
£215,420 30/03/2022
Growing & Learning for Wellbeing
Barrow Cadbury Trust - Planning and Influence 2022-25
£135,000 29/01/2022
To continue to build and strengthen the strategic capacity of Birmingham Settlement.
Esmee Fairbairn - Grant to Birmingham Settlement
£250,000 14/12/2021
Towards unrestricted core costs to underpin the transformation of a variety of community owned assets in Birmingham to become the focal points for community action and participation.
Charles Hayward Foundation - Grant to Birmingham Settlement
£25,000 25/06/2021
Building financial wellbeing of offenders and their families
Birmingham City Council - Ellen G Narrowboat
£8,766 26/03/2021
Targetted boating activities on 70ft canal boat for over 50s.
Co-Op Foundation - The Birmingham Settlement STC Expand application
£10,000 17/11/2020
To help you build on the work and impact from Space to Connect Explore funding, aimed at providing communities with a space to connect
Power to Change - C-19 CCLORS - Birmingham Settlement
£45,000 15/09/2020
Grant to C-19 CCLORS - Birmingham Settlement
DCMS - Coronavirus Community Support Fund
£23,331 23/07/2020
"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
Power to Change - C-19 TISS - Birmingham Settlement
£25,000 02/07/2020
Grant to C-19 TISS - Birmingham Settlement
Comic Relief - The Birmingham Settlement Recovery Funding
£26,372 23/06/2020
6
COVID19 Recovery funding
DCMS - VSCE CMC Fund
£21,593 20/05/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
National Lottery Community Fund - 610 Community Engagement
£9,910 06/12/2019
11
The funding will be used to employ a community worker. The project aims to engage with local people and establish how their centre can be used for activities and events.
Co-Op Foundation - STC Explore
£10,000 03/10/2019
Use workshops and activities to engage local people and develop an action plan that will improve the organisation's community and youth centre.
Barrow Cadbury Trust - Planning and Influence
£135,000 27/04/2019
36
To build and strengthen the strategic capacity of Birmingham Settlement.
Esmee Fairbairn - Grant to Birmingham Settlement
£20,000 28/01/2019
3
Towards the generation of an integrated development plan that analyses and prioritises the opportunities before the Settlement to the maximum benefit of the local community.
Barrow Cadbury Trust - Hosting Birmingham NGO migration co-ordination project
£192,000 05/12/2018
36
For hosting the secretariat of the NGO migration networking and advocacy project.
National Lottery Community Fund - Active in Aston
£413,174 06/09/2018
48
This project aims to make the organisation more approachable and relevant to people, and to embrace a more people-led approach, which will result in a better response to their needs. To do this there ....more
Comic Relief - Ageing Well - Community Wellbeing Club
£67,264 24/01/2018
36
Birmingham Settlement has several hubs based in deprived parts of the city that provides a range of support services, covering welfare, money advice, care for children, young people and older adults ....more
National Lottery Community Fund - Aston Women's Fitness & Wellbeing Club (Wellbeing Element)
£9,630 01/11/2017
12
This charity will deliver a new programme of health and fitness activities, improving the wellbeing of women who are experiencing the effects of social isolation.
Sport England - Aston Women’s Fitness & Wellbeing Club
£5,979 11/08/2017
11
Funding under Sport England's Small Grants funding programme for a Revenue project titled Aston Women’s Fitness & Wellbeing Club. This project is a Exercise & Fitness project, with a focus ....more
Henry Smith Charity - Grant to Birmingham Settlement
£97,700 09/03/2017
36
towards three years' salary of the Community Action Worker at a project providing support to disadvantaged people in Birmingham
Esmee Fairbairn - Grant to Birmingham Settlement (1 Mile Away)
£55,000 21/09/2016
24
towards salaries and on-costs to enable the organisation to provide support to marginalised young people who are at risk of being drawn into street gangs in Birmingham.
Barrow Cadbury Trust - Locality West Mids - Money Matters
£60,000 23/01/2016
36
To support a consortium of advice providers to deliver advice and build peer networks to provide information on financial matters.
National Lottery Community Fund - Shard End Settlement - Champions 4 Skills (C4S)
£445,771 04/11/2015
48
A project to increase active community involvement and tackle local issues. The scheme will set up community forums, action plans and neighbourhood steering groups and will also recruit community ....more
Barrow Cadbury Trust - Assets and Actions
£46,700 27/10/2012
Assets and Actions
National Lottery Community Fund - Front Line Agency Training & Support (FLATS)
£225,022 07/09/2011
24
This project will provide a service that improves the accessibility of advice for hard to reach groups. The organisations involved in the partnership are all providers of rights and responsibilities ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed

Age Range of Trustees: 41-62
Legal constitution
  • Charitable company registered in England & Wales on 21/03/1986, number: 517303
  • Registered at Companies House on 11/09/1985, number: 01946604
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from THE GRAHAM STREET CHARITY FUND on 11/09/2020
Main office


Objectives

THE OBJECTS OF THE CHARITY ARE:2.1 THE RELIEF OF POVERTY, DISTRESS AND HARDSHIP;2.2 THE ADVANCEMENT OF EDUCATION AND VOCATIONAL TRAINING;2.3 THE FURTHERANCE OF HEALTH;2.4 THC PROMOTION OF SOCIAL REHABILITATION OR RESETTLEMENT;2.5 THC PROVISION OF RECREATIONAL FACILITIES IN THE INTERESTS OF SOCIAL WELFARE; AND2.6 THE PROMOTION OF THE PHYSICAL INTELLECTUAL, SOCIAL AND MORAL WELFARE OF THC COMMUNITY IN THE CITY OF BIRMINGHAM AND ITS NEIGHBOURHOOD (HEREINAFTER CALLED THECOMMUNITY) AND ELSEWHERE IN THC UNITED KINGDOM

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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