SUTTON COLDFIELD CHARITABLE TRUST

Charity number: 218627
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Within Sutton Coldfield : To provide Almshouses and related benefits for elderly beneficiaries. Make grants for the relief of persons who may be elderly, disadvantaged, disabled or in need of medical assistance. To provide special benefits to local education authority schools, places of worship, historic buildings and support community groups, recreation and leisure.

Income and expenditure

Data for financial year ending 30 September 2024

Total income:
£2,165,000

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Donations and legacies £5.00k
Charitable activities £274.00k
Other trading activities £0
Investments £1.89m
Other £0

Total expenditure:
£2,969,000

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Raising funds £415.00k
Charitable activities £2.55m
Other £0

£4,869,000 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £415.00k
Charitable expenditure £2.55m

People

11 Employee(s)

15 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City

Governance

Registration history:
  • 27 November 1968: Standard registration
Organisation type:
Other
Other names:
  • THE SUTTON COLDFIELD MUNICIPAL CHARITIES (Working name)
  • SUTTON COLDFIELD MUNICIPAL CHARITIES (Previous name)
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
  • 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
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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Bryan Dunn Trustee 19 February 2025
None on record
Nigel Meredith Trustee 08 May 2024
None on record
Brian William Maynard Trustee 01 April 2024
None on record
Stuart Kurt Roberts Trustee 01 July 2023
None on record
Surrinder Bains Trustee 01 April 2023
None on record
Henrietta Martin Trustee 01 April 2023
None on record
Fahmida Ismail Trustee 01 April 2023
None on record
Helen Miles Trustee 01 April 2023
THE ROYAL NATIONAL COLLEGE FOR THE BLIND
Received: On time
Cllr David Pears Trustee 18 August 2022
None on record
Cllr Jane Mosson Trustee 23 June 2020
None on record
Cllr. Simon Douglas John Ward Trustee 10 June 2020
None on record
Jayne Paula Luckett Trustee 13 May 2020
None on record
Dr Francis Patrick Murray Trustee 07 November 2018
None on record
Andrew Charles Morris Trustee 11 February 2015
None on record
ANDREW FRANCIS BURLEY Trustee 16 January 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £1.91m £1.76m £2.34m £2.22m £2.17m
Total expenditure £1.94m £2.24m £1.92m £2.22m £2.97m
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 £12.45k £0 £0 £5.00k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £202.52k £214.10k £216.00k £235.00k £274.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.71m £1.53m £2.13m £1.99m £1.89m
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.77m £1.72m £1.56m £1.90m £2.55m
Expenditure - Raising funds £171.82k £513.24k £353.00k £324.00k £415.00k
Expenditure - Governance £175.98k £163.41k £211.00k £135.00k £146.00k
Expenditure - Grants institution £1.15m £1.01m £985.00k £1.11m £1.88m
Expenditure - Investment management £104.58k £513.24k £353.00k £324.00k £415.00k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Own use assets £843.21k £640.23k £746.00k £1.44m £10.07m
Long-term investments £63.79m £75.26m £62.56m £63.26m £67.45m
Other assets £1.33m £666.47k £10.36m £10.11m £1.71m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.65m £1.71m £1.59m £1.62m £1.97m

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 30 September 2024 01 May 2025 On Time
Accounts and TAR 30 September 2024 01 May 2025 On Time Download Open in new window
Annual return 30 September 2023 27 February 2024 On Time
Accounts and TAR 30 September 2023 27 February 2024 On Time Download Open in new window
Annual return 30 September 2022 25 April 2023 On Time
Accounts and TAR 30 September 2022 25 April 2023 On Time Download Open in new window
Annual return 30 September 2021 12 April 2022 On Time
Accounts and TAR 30 September 2021 12 April 2022 On Time Download Open in new window
Annual return 30 September 2020 07 April 2021 On Time
Accounts and TAR 30 September 2020 07 April 2021 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 25 FEB 2021

Charitable objects

THE OBJECTS OF THE CHARITY ARE: (A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES AND SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE. THE LAND IDENTIFIED IN PART I OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE AS THE HOMES OF THE CHARITY. ANY SURPLUS INCOME NOT REQUIRED FOR THE OBJECTS ABOVE SHALL BE APPLIED FOR THE OBJECTS BELOW: (B) THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS. THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY: (I) MAKING GRANTS OF MONEY TO THEM; (II) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR (III) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED. (C) PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND, NOT NORMALLY PROVIDED BY A LOCAL AUTHORITY OR ACADEMY TRUST, FOR ANY SCHOOL IN THE AREA OF BENEFIT OR SUBSTANTIALLY SERVING THE SAME AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE SCHOOL GOVERNORS OR ACADEMY TRUST (AS THE CASE MAY BE) AND THE TRUSTEES. (D) PROMOTING THE EDUCATION (INCLUDING BUT NOT LIMITED TO, PHYSICAL EDUCATION AND EDUCATION IN RESPECT OF THE ARTS) OF PERSONS WHO ARE: (I) UNDER THE AGE OF 25; (II) IN NEED OF FINANCIAL ASSISTANCE; AND (III) RESIDENT IN THE AREA OF BENEFIT. (E) FOR THE GENERAL BENEFIT OF PERSONS RESIDENT IN THE AREA OF BENEFIT, IN ONE OR MORE OF THE FOLLOWING WAYS, EITHER DIRECTLY OR BY WAY OF DONATIONS OR SUBSCRIPTIONS TO INSTITUTIONS OR ORGANISATIONS WHICH APPLY OR WHICH UNDERTAKE IN RETURN TO APPLY THE WHOLE OR PART OF THEIR INCOME FOR SUCH CHARITABLE PURPOSES: (I) THE RELIEF OF THE ELDERLY WHO ARE IN NEED, HARDSHIP OR DISTRESS; (II) THE RELIEF OF DISTRESS AND SICKNESS; (III) THE PROVISION AND SUPPORT OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION; (IV) THE REPAIR OF HISTORIC BUILDINGS; (V) THE PROMOTION OF THE ARTS; OR (VI) THE ADVANCEMENT OF RELIGION.

Area of benefit

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

COUNCIL WARDS OF BIRMINGHAM CITY COUNCIL KNOWN AS THE SUTTON COLDFIELD CONSTITUENCY

Linked charities

Linked charities
Linked charity 218627-1 GENERAL CHARITY
Governing document
SCHEME OF 7 APRIL 1982.
Charitable objects
1) ALMSHOUSES FOR POOR PERSONS OF GOOD CHARACTER WHO HAVE RESIDED IN THE AREA OF BENEFIT FOR NOT LESS THAN FIVE YEARS. 2) RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. 3)ADVANCEMENT OF EDUCATION. 4) CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT. (PRIOR TO SCHEME OF 7 APRIL 1982 REGISTERED UNDER 528890)
Area of benefit
FORMER BOROUGH OF SUTTON COLDFIELD AS CONSTITUTED 31/03/1974
Registration history
  • 27 November 1968 : Standard registration

Contact information

Address:
LINGARD HOUSE
FOX HOLLIES ROAD
SUTTON COLDFIELD
B76 2RJ
Phone:
0121 7940970
Email:
info@suttoncharitabletrust.org
Website:

www.suttoncoldfieldcharitabletrust.com Open in new window