THE BIRMINGHAM SETTLEMENT
The relief of poverty, distress and hardship;The furtherance of health;The advancement of education and vocation training;The promotion of social rehabilitation;The promotion of the physical, intellectual, social and moral welfare of the community; andThe provision of recreational facilities in the interest of social welfare.
Objects
THE OBJECTS OF THE CHARITY ARE:2.1 THE RELIEF OF POVERTY, DISTRESS AND HARDSHIP;2.2 THE ADVANCEMENT OF EDUCATION AND VOCATIONAL TRAINING;2.3 THE FURTHERANCE OF HEALTH;2.4 THC PROMOTION OF SOCIAL REHABILITATION OR RESETTLEMENT;2.5 THC PROVISION OF RECREATIONAL FACILITIES IN THE INTERESTS OF SOCIAL WELFARE; AND2.6 THE PROMOTION OF THE PHYSICAL INTELLECTUAL, SOCIAL AND MORAL WELFARE OF THC COMMUNITY IN THE CITY OF BIRMINGHAM AND ITS NEIGHBOURHOOD (HEREINAFTER CALLED "THECOMMUNITY") AND ELSEWHERE IN THC UNITED KINGDOM
Financial health, per its FY2025 accounts
The accounts state that the charity reported an overall deficit of £129,094 for the year ended 31 March 2025, driven by significant investment in asset developments. Per the trustees' report, free reserves stand at £770,000, which is below the stated policy target of six months' running costs, though the trustees consider this level sufficient to manage a major loss of funding.
What the accounts disclose
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
- 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
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 107
- Government income: £1,115,827 — contracts £606,734 (3), grants £509,093 (3); 47% of the £2,372,995 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 100
- Government income: £791,597 — contracts £456,434 (3), grants £335,163 (1); 37% of the £2,112,914 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 80
- Government income: £821,678 — contracts £473,413 (3), grants £348,265 (1); 43% of the £1,919,431 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 01946604
Company officers (Companies House)
- PENIKET, Emma Louise on trustee list
- BRAMWELL, Rachel Alice on trustee list
- SEWELL, Deborah Michelle on trustee list
- RAINE, Joanna Hazel Dickson on trustee list
- HACKFORTH, Yvonne Elizabeth on trustee list
- SKELLERN, Sophie on trustee list
- ROBERTS, Stuart Kurt on trustee list
- BURGESS, Michael George on trustee list
- GREGSON, Matthew on trustee list
- HOLCOMBE, Martin Nicholas
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2026)
Register events
- Received assets from another charity (03/06/2026)
- Received assets from another charity (11/09/2020)
- Received assets from another charity (28/06/2018)
Trustees
- Deborah Sewell
- Emma Louise Peniket
- Joanna Hazel Dickson Raine
- Michael Burgess
- Rachel Alice Bramwell
- Sophie Skellern
- Stuart Roberts
- Yvonne Elizabeth Hackforth
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £2.4m | £2.4m |
| 31/03/2025 | £2.1m | £2.2m |
| 31/03/2024 | £1.9m | £1.9m |
| 31/03/2023 | £1.8m | £1.9m |
| 31/03/2022 | £2.0m | £2.0m |
Common questions
Is THE BIRMINGHAM SETTLEMENT financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported an overall deficit of £129,094 for the year ended 31 March 2025, driven by significant investment in asset developments. Per the trustees' report, free reserves stand at £770,000, which is below the stated policy target of six months' running costs, though the trustees consider this level sufficient to manage a major loss of funding. Its FY2025 accounts were audited by Thomas & Young Limited.
Who funds THE BIRMINGHAM SETTLEMENT?
Funders whose own accounts filings name THE BIRMINGHAM SETTLEMENT as a grant recipient include THE EDWARD CADBURY CHARITABLE TRUST, THE 29TH MAY 1961 CHARITY, GEORGE FENTHAM BIRMINGHAM CHARITY, C B AND H H TAYLOR 1984 TRUST, THE ROUGHLEY CHARITABLE TRUST.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 06/02/2026 | £20k | Neighbourhood Futures |
| The National Lottery Community Fund | 26/02/2025 | £488k | Connected Communities |
| The National Lottery Community Fund | 14/06/2024 | £18k | Ellen Gee - Floating Community Hub |
| Birmingham City Council | 15/08/2023 | £5k | Birmingham Settlement |
| Birmingham City Council | 18/08/2022 | £3k | Ageing Well |
| The National Lottery Heritage Fund | 23/03/2022 | £215k | "Growing & Learning for Wellbeing" |
| Birmingham City Council | 26/03/2021 | £9k | Ellen G Narrowboat |
| The National Lottery Community Fund | 06/12/2019 | £10k | 610 Community Engagement |
| The National Lottery Community Fund | 06/09/2018 | £413k | Active in Aston |
| Sport England | 11/08/2017 | £6k | Aston Women’s Fitness & Wellbeing Club |
| The National Lottery Community Fund | 05/12/2016 | £6k | Celebrate Aston |
| The National Lottery Community Fund | 08/06/2016 | £10k | Bridging the Divide |
| The National Lottery Community Fund | 04/11/2015 | £446k | Shard End Settlement - Champions 4 Skills (C4S) |
| The National Lottery Community Fund | 05/09/2013 | £10k | Birmingham Settlement Youth Engagement Project |
| The National Lottery Community Fund | 07/09/2011 | £225k | Front Line Agency Training & Support (FLATS) |
| The National Lottery Community Fund | 10/10/2007 | £327k | City Spirit - Building a Stronger Safer Birmingham |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 2 | £35k |
| THE MICHAEL MARSH CHARITABLE TRUST | 2 | £25k |
| THE BAND TRUST | 1 | £520k |
| THE OVO CHARITABLE FOUNDATION | 1 | £191k |
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | 1 | £127k |
| EVERY YOUTH | 1 | £117k |
| THE THOMPSON FAMILY CHARITABLE TRUST | 1 | £80k |
| THE EARL OF NORTHAMPTON'S CHARITY | 1 | £66k |
Charities like this
- BIRMINGHAM CITY MISSION
- Birmingham Hospice
- THE LORD MAYOR OF BIRMINGHAM'S CHARITY
- THE BENJAMIN FOUNDATION
- THE BIRMINGHAM CATHOLIC CHARISMATIC RENEWAL CONFERENCE
- BRISTOL CHARITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BIRMINGHAM SETTLEMENT | £2.4m | — | 0 | unclear | — | no doubt |
| BIRMINGHAM CITY MISSION | £1.4m | — | 0 | unclear | — | no doubt |
| Birmingham Hospice | £19.1m | £90,001 - £100,000 | — | above | — | no doubt |
| THE LORD MAYOR OF BIRMINGHAM'S CHARITY | £59k | — | 0 | unclear | — | no doubt |
| THE BENJAMIN FOUNDATION | £8.7m | — | — | unclear | — | no doubt |
| THE BIRMINGHAM CATHOLIC CHARISMATIC RENEWAL CONFERENCE | £43k | — | — | unclear | — | no doubt |