THE UNITED REFORMED CHURCH (WEST MIDLANDS) TRUST LIMITED

Registered charity 507027 · accounts filings on the Charity Commission register

Latest income
£3.2m
Latest spending
£1.4m
Registered
1977
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net movement in funds of £3.55m for the year ended 31 December 2024, driven by a £2.4m surplus from property sales and £1.74m in unrealised investment gains. The trustees confirm that the charity has sufficient resources to continue as a going concern with no material uncertainty identified. Unrestricted general funds stood at £10.6m, while the charity operates a defined contribution pension scheme with no disclosed deficit.

What the accounts disclose

Reserves policy: one full year’s total net expenditure (held: £10.6m)
The policy of the trustees is to hold sufficient investments and deposits that the income generated, and capital appreciation will cover one full year’s total net expenditure. — page 15
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: The Trust is the corporate Trustee of The James and Freeman Charity. During the year a charge of £2,000 (2023: £2,000) was made to The James and Freeman Charity for the administrative services provided by the Synod.
The Trust is the corporate Trustee of The James and Freeman Charity. During the year a charge of £2,000 (2023: £2,000) was made to The James and Freeman Charity for the administrative services provided by the Synod. — page 47
The Trust is the corporate Trustee of The Joseph Scott Fund. During the year a charge of £1,500 (2023: £Nil) was made to The Joseph Scott Fund for the administrative services provided by the Synod. — page 47
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: The Trust is the corporate Trustee of The Joseph Scott Fund. During the year a charge of £1,500 (2023: £Nil) was made to The Joseph Scott Fund for the administrative services provided by the Synod.
The Trust is the corporate Trustee of The James and Freeman Charity. During the year a charge of £2,000 (2023: £2,000) was made to The James and Freeman Charity for the administrative services provided by the Synod. — page 47
The Trust is the corporate Trustee of The Joseph Scott Fund. During the year a charge of £1,500 (2023: £Nil) was made to The Joseph Scott Fund for the administrative services provided by the Synod. — page 47
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by MHA.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£3.2m
Total spending
£1.4m
Cost of raising funds
£111k
Reserves (reported)
£3.6m
Employees
9

Reported reserves equal ~30.4 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Birmingham City · Coventry City · Dudley · Gloucestershire · Herefordshire · Sandwell · Shropshire · Solihull · Staffordshire · Walsall

Income and spending

Financial year endIncomeSpending
31/12/2024£3.2m£1.4m
31/12/2023£2.9m£1.1m
31/12/2022£3.0m£1.1m
31/12/2021£933k£2.3m
31/12/2020£1.9m£1.5m

Common questions

Is THE UNITED REFORMED CHURCH (WEST MIDLANDS) TRUST LIMITED financially healthy?

The accounts state that the charity reported a net movement in funds of £3.55m for the year ended 31 December 2024, driven by a £2.4m surplus from property sales and £1.74m in unrealised investment gains. The trustees confirm that the charity has sufficient resources to continue as a going concern with no material uncertainty identified. Unrestricted general funds stood at £10.6m, while the charity operates a defined contribution pension scheme with no disclosed deficit. Its FY2024 accounts were audited by MHA.

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