BARON DAVENPORT'S CHARITY

Charity number: 217307
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Makes grants to individuals and organisations meeting criteria as set out in the Charity's Governing Document

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £236,301
Total expenditure: £1,320,771

People

7 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City
  • Herefordshire
  • Shropshire
  • Staffordshire
  • Warwickshire
  • Worcestershire

Governance

Registration history:
  • 05 November 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
WILLIAM MAX COLACICCHI Chair 25 November 2020
BARON DAVENPORT'S CHARITY CIO
Recently registered
Margaret Clare Stevenson Trustee 06 June 2023
BARON DAVENPORT'S CHARITY CIO
Recently registered
Matthew James Newbold Trustee 06 June 2023
BARON DAVENPORT'S CHARITY CIO
Recently registered
Mohammed Sajid Trustee 25 November 2020
MOSELEY ROAD BATHS CIO
Received: On time
LISA MARIA BRYAN Trustee 25 November 2020
BARON DAVENPORT'S CHARITY CIO
Recently registered
Victoria Alison Milligan Trustee 25 November 2020
BARON DAVENPORT'S CHARITY CIO
Recently registered
Victoria Louise Smith Trustee 25 November 2020
BARON DAVENPORT'S CHARITY CIO
Recently registered

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.03m £877.59k £1.03m £580.15k £236.30k
Total expenditure £1.20m £1.26m £1.36m £1.27m £1.32m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 £24.68k £530 £0 N/A
Income - Other trading activities £0 £0 £0 £0 N/A
Income - Charitable activities £0 £0 £0 £0 N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £1.03m £852.91k £1.02m £580.15k N/A
Income - Other £0 £0 £0 £0 N/A
Income - Legacies £0 £24.68k £0 £0 N/A
Expenditure - Charitable activities £1.02m £1.08m £1.17m £1.05m N/A
Expenditure - Raising funds £181.51k £174.51k £189.70k £213.98k N/A
Expenditure - Governance £18.29k £25.14k £22.87k £24.79k N/A
Expenditure - Grants institution £549.91k £617.06k £702.46k £567.04k N/A
Expenditure - Investment management £181.51k £174.51k £189.70k £213.98k N/A
Expenditure - Other £0 £0 £0 £0 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 10 June 2024 On time
Accounts and TAR 31 December 2023 10 June 2024 On time Download Open in new window
Annual return 31 December 2022 04 July 2023 On time
Accounts and TAR 31 December 2022 04 July 2023 On time Download Open in new window
Annual return 31 December 2021 21 June 2022 On time
Accounts and TAR 31 December 2021 21 June 2022 On time Download Open in new window
Annual return 31 December 2020 13 July 2021 On time
Accounts and TAR 31 December 2020 13 July 2021 On time Download Open in new window
Annual return 31 December 2019 02 July 2020 On time
Accounts and TAR 31 December 2019 02 July 2020 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SCHEME DATED 16 APR 1998 AS AMENDED BY SCHEME DATED 09 AUG 2007 AS AMENDED BY SCHEME DATED 13 JUL 2010 AS AMENDED BY RESOLUTION DATED 28 JUN 2016 AS AMENDED ON 04 JUN 2020 AS AMENDED ON 06 JUN 2023 AS AMENDED ON 29 JAN 2025

Charitable objects

SEE SCHEME 16/4/98 - CLAUSE 27, 28 AND 29.

Area of benefit

The area the charity can operate in, as set out in its governing document.

CITY OF BIRMINGHAM AND THE COUNTIES COMPRISING OF THE WEST MIDLANDS NOT EXTENDING BEYOND A RADIUS OF 96.56 KM FROM BIRMINGHAM TOWN HALL

Linked charities

Linked charities
Linked charity 217307-1 KATE WILSON OLIVER
Governing document
DEED POLL DATED 30TH DEC. 1940 AS AMENDED BY SCHEME DATED 06 JAN 2020 AS AMENDED ON 06 JUN 2023
Charitable objects
FOR THE PUBLIC BENEFIT, TO PREVENT OR RELIEVE POVERTY BY PROVIDING GRANTS, ITEMS OR SERVICES TO INDIVIDUALS IN NEED AND/OR TO CHARITIES OR OTHER ORGANISATIONS WORKING TO PREVENT OR RELIEVE POVERTY. IF THERE IS ANY SURPLUS INCOME WHICH THE TRUSTEES DECIDE SHALL NOT BE APPLIED FOR THE PURPOSE IN SUB CLAUSE 1, IT SHALL BE APPLIED FOR THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL OR OTHER DISADVANTAGE BY PROVIDING GRANTS TO CHARITABLE ORGANISATIONS
Area of benefit
NATIONAL
Registration history
  • 05 November 1962 : Standard registration

Contact information

Address:
Baron Davenport's Charity
The White House
111 New Street
Birmingham
B2 4EU
Phone:
01212368004
Email:
enquiries@barondavenportscharity.org
Website:

www.barondavenportscharity.org Open in new window