BERKSWELL CHARITIES
Parish of Berkswell and surrounding area. Provision of a site for a school in Berkswell; provision of Almshouse accommodation; donations to the CofE church in Berkswell for repairs to fabric and contents; further religious purposes; advancement of education of pupils in the principles of the CofE; other charitable purposes including relief of poverty; making grants to individuals/ organisations.
Objects
FOR THE BENEFIT OF THE PUBLIC IN THE AREA OF BENEFIT:A (I) THE PROVISION AND MAINTENANCE OF A SITE FOR THE SCHOOL (WITHIN THE MEANING OF THE EDUCATION ACTS) IN OR NEAR BERKSWELL, WEST MIDLANDS; AND(II) THE ADVANCEMENT OF EDUCATION OF PUPILS IN THE PRINCIPLES OF THE CHURCH OF ENGLAND (INCLUDING SOCIAL AND PHYSICAL TRAINING) THROUGH THE PROVISION OF ITEMS, SERVICES, FACILITIES AND SPECIAL BENEFITS OF ANY KIND NOT REQUIRED TO BE PROVIDED BY THE LOCAL AUTHORITY FOR THE BENEFIT OF THE AND ITS PUPILS.(B) THE RELIEF OF POVERTY AMONG THE INHABITANTS OF THE AREA OF BENEFIT, INCLUDING BY THE PROVISION OF HOUSING ACCOMMODATION.(C) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE PURPOSES OF THE CHURCH OF ENGLAND IN THE PARISH BY MAINTAINING AND REPAIRING THE FABRIC AND CONTENTS OF THE PARISH CHURCH OF BERKSWELL.(D) SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THE TRUSTEES THINKS FIT.
Financial health, per its FY2026 accounts
The charity holds unrestricted reserves of £8,240,066, which the trustees consider sufficient for ongoing viability against a stated target of £300,000. The total net assets decreased to £11,578,781 from £12,077,793 in the prior year, primarily due to investment losses and the absence of fixed asset revaluations, though the charity remains solvent and able to continue as a going concern.
What the accounts disclose
“The Trustees consider that the income reserve held in the Unrestricted Income Fund of £300,000 is sufficient to ensure the ongoing viability of the Charity.” — page 8
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
Property (HM Land Registry)
Register events
- Received assets from another charity (02/03/2022)
Trustees
- ANDREW JOHN YATES
- CHRISTOPHER THOMAS POWELL BA, FCA
- DAVID STEWART BELL
- Dr MELANIE LAKE
- NORMAN VINCENT CHILDS
- Rev Mark Quinn Bratton
- STEPHEN JOHN BERESFORD URRY
- SUSAN MARGARET WALTON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £323k | £503k |
| 31/03/2025 | £294k | £127k |
| 31/03/2024 | £420k | £322k |
| 31/03/2023 | £326k | £266k |
| 31/03/2022 | £170k | £150k |
Common questions
Is BERKSWELL CHARITIES financially healthy?
Per its FY2026 accounts: The charity holds unrestricted reserves of £8,240,066, which the trustees consider sufficient for ongoing viability against a stated target of £300,000. The total net assets decreased to £11,578,781 from £12,077,793 in the prior year, primarily due to investment losses and the absence of fixed asset revaluations, though the charity remains solvent and able to continue as a going concern. Its FY2026 accounts were audited by Armstrongs Accountancy Ltd.
Who funds BERKSWELL CHARITIES?
Funders whose own accounts filings name BERKSWELL CHARITIES as a grant recipient include QUAKER HOUSING TRUST LIMITED.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| QUAKER HOUSING TRUST LIMITED | FY2023 | £6k | Feasibility grant |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR JOHN PRIESTMAN CHARITY TRUST | 1 | £5k |
Charities like this
- AMERSHAM UNITED CHARITIES
- BECKENHAM PAROCHIAL CHARITY
- BEWDLEY ALMSHOUSES
- THE CUCKFIELD SOCIETY
- DEVIZES ASSIZE COURT TRUST
- THE HEREFORD CATHEDRAL ALMSHOUSES CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BERKSWELL CHARITIES | £323k | — | 0 | above | — | no doubt |
| AMERSHAM UNITED CHARITIES | £102k | — | 0 | unclear | — | no doubt |
| BECKENHAM PAROCHIAL CHARITY | £62k | — | 0 | unclear | — | no doubt |
| BEWDLEY ALMSHOUSES | £70k | — | 0 | unclear | — | no doubt |
| THE CUCKFIELD SOCIETY | £10k | — | 0 | unclear | — | no doubt |
| DEVIZES ASSIZE COURT TRUST | £59k | — | 0 | unclear | 7.2% | no doubt |