ST. MARGARET'S COMMUNITY TRUST
The Trust provides care and support to people in Ward End, Birmingham by- Community capacity building- Children & young people actvities - Provision of health advice & information - Advice, advocacy & training to those facing hardship- Provision of facilities for recreational activities- Working with residents, local authority & other voluntary organisations to promote social welfare
Objects
THE CHARITY IS ESTABLISHED FOR CHARITABLE PURPOSES ONLY AND THE OBJECTS OF THE CHARITY ARE TO PROVIDE CARE AND SUPPORT TO PEOPLE RESIDENT IN THE AREA OF BENEFIT, SUCH CARE AND SUPPORT TO INCLUDE THE FOLLOWING:1 TO DEVELOP THE CAPACITY AND SKILLS OF PEOPLE WHO LIVE IN THE AREA OF BENEFIT IN SUCH A WAY THAT THEY AE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY2 TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE AND THEIR PARENTS LIVING IN THE AREA OF BENEFIT3 THE PROMOTION AND PROTECTION OF GOOD HEALTH OF INDIVIDUALS, IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF ADVICE AND INFORMATION4 TO PROVIDE AND ASSIST IN THE PROVISION OF FACILITIES FOR RECREATIONAL AND OTHER LEISURE TIME ACTIVITIES IN THE INTEREST OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF PEOPLE LIVING IN THE AREA OF BENEFIT5 TO PROVIDE ADVICE, ASSISTANCE, ADVOCACY AND TRAINING TO INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF YOUTH, AGE, UNEMPLOYMENT, FINANCIAL HARDSHIP, DISABILITY OR SOCIAL OR ECONOMIC CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE FOR THE SAID INHABITANTS6 TO FURTHER OR BENEFIT THE RESIDENTS OF THE AREA OF BENEFIT, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTSTHE AREA OF BENEFIT IS THE PARISH OF CHRIST CHURCH, WARD END IN THE DIOCESE OF BIRMINGHAM.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves decreased to £64,260 from £53,401 in the prior year, while total funds fell to £460,494. The charity reported a net expenditure of £30,373 for the year, driven by higher restricted costs than income. The trustees confirm that unrestricted reserves remain above the stated policy target of £30,000.
What the accounts disclose
“Our reserves policy aims to keep a balance in excess of 3 months operating costs available in unrestricted funds and we continue to hold this reserve at £30,000.”
Policies the charity declares
- 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
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 20
- Government income: £48,195 — grants £48,195 (6); 20% of the £242,577 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 20
- Government income: £53,393 — grants £53,393 (5); 22% of the £242,041 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 15
- Government income: £55,755 — grants £55,755 (6); 20% of the £279,862 total gross income on the same return
Property (HM Land Registry)
Trustees
- Ahmad Aziz
- Joanne Elizabeth Bagby
- Keith Stewart Grimshaw
- Melissa Clare Jones
- Robert William Meadows
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £243k | £273k |
| 31/12/2024 | £242k | £267k |
| 31/12/2023 | £280k | £247k |
| 31/12/2022 | £223k | £245k |
| 31/12/2021 | £132k | £193k |
Common questions
Is ST. MARGARET'S COMMUNITY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves decreased to £64,260 from £53,401 in the prior year, while total funds fell to £460,494. The charity reported a net expenditure of £30,373 for the year, driven by higher restricted costs than income. The trustees confirm that unrestricted reserves remain above the stated policy target of £30,000. Its FY2025 accounts were independently examined.
Who funds ST. MARGARET'S COMMUNITY TRUST?
Funders whose own accounts filings name ST. MARGARET'S COMMUNITY TRUST as a grant recipient include BIRMINGHAM VOLUNTARY SERVICE COUNCIL.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| BIRMINGHAM VOLUNTARY SERVICE COUNCIL | FY2021 | £9k | Grant |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 30/07/2026 | £20k | Creative Ward End |
| The National Lottery Community Fund | 25/04/2024 | £20k | Musical Youth |
| The National Lottery Community Fund | 11/11/2022 | £10k | Be Men Together |
| The National Lottery Community Fund | 26/05/2022 | £380k | Unity in the Community |
| Birmingham City Council | 04/11/2021 | £10k | Meet Your Neighbour |
| Birmingham City Council | 04/11/2021 | £10k | Meet Your Neighbour |
| Birmingham City Council | 27/04/2021 | £5k | Diverse Garden 2 |
| Birmingham City Council | 27/04/2021 | £5k | Diverse Garden 2 |
| The National Lottery Community Fund | 25/02/2021 | £10k | Feeding the Community in a sustainable way |
| Birmingham City Council | 05/10/2020 | £5k | B Men Together - (BMT) |
| Birmingham City Council | 01/07/2020 | £7k | The Diverse Garden |
| The National Lottery Community Fund | 28/02/2020 | £181k | Together We Can in Ward End |
| The National Lottery Community Fund | 28/09/2018 | £7k | Women in Conversation |
| The National Lottery Community Fund | 05/10/2016 | £10k | Women In Progression |
| The National Lottery Community Fund | 29/03/2012 | £10k | The 'Overpool 'Bridging the Gap' Project |
| The National Lottery Heritage Fund | 22/06/2010 | £795k | "St Margaret Church" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| The Leathersellers' Foundation | 1 | £200k |
| CHARITY OF SIR RICHARD WHITTINGTON | 1 | £30k |
| YOUNG CAMDEN FOUNDATION | 1 | £29k |
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £25k |
| HYDE PARK PLACE ESTATE CHARITY | 1 | £18k |
| HOLLYHOCK CHARITABLE FOUNDATION | 1 | £9k |
| WESTMINSTER AMALGAMATED CHARITY | 1 | £5k |
| THE EDWARD AND DOROTHY CADBURY TRUST | 1 | £5k |
Charities like this
- ST MARY'S CENTRE COMMUNITY TRUST
- ST MARTIN'S CENTRE FOR HEALTH AND HEALING
- ST MARY'S (BRAMALL LANE) COMMUNITY CENTRE
- THE WEST END COMMUNITY TRUST
- ST MARY'S CHRISTIAN WORKERS TRUST
- THE SOCIETY OF MARY AND MARTHA
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ST. MARGARET'S COMMUNITY TRUST | £243k | — | 0 | unclear | — | no doubt |
| ST MARY'S CENTRE COMMUNITY TRUST | £426k | — | 0 | unclear | — | no doubt |
| ST MARTIN'S CENTRE FOR HEALTH AND HEALING | £727k | — | — | unclear | — | no doubt |
| ST MARY'S (BRAMALL LANE) COMMUNITY CENTRE | £507k | — | 0 | unclear | — | no doubt |
| THE WEST END COMMUNITY TRUST | £45k | — | — | above | — | no doubt |
| ST MARY'S CHRISTIAN WORKERS TRUST | £483k | — | 0 | unclear | — | no doubt |