BIRMINGHAM BODENHAM TRUST
IN PROMOTING THE EDUCATION AND TRAINING OF PERSONS UNDER THE AGE OF 19 YEARS WHO HAVE SPECIAL EDUCATIONAL NEEDS, BY THE PROVISION OF SPECIAL FACILITIES OR EQUIPMENT OR OTHERWISE.
Objects
SUBJECT TO THE PAYMENTS AFORSAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN ONE OR MORE OF THE FOLLOWING WAYS: (A) IN PROMOTING THE EDUCATION AND TRAINING OF PERSONS UNDER THE AGE OF 19 YEARS WHO HAVE SPECIAL EDUCATIONAL NEEDS, BY THE PROVISION OF SPECIAL FACILITIES OR EQUIPMENT OR OTHERWISE; (B) IN PROVIDING FOR SUCH PERSONS AS AFORESAID FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; (C) IN RELIEVING SUCH PERSONS AS AFORESAID WHOSE SPECIAL EDUCATIONAL NEEDS ARE ATTRIBUTABLE TO PHYSICAL OR MENTAL HANDICAP, DISABILITY OR ILLNESS, BY THE PROVISION OF FACILITIES FOR THEIR TREATMENT OR CARE OR OTHERWISE.
Financial health, per its FY2025 accounts
The accounts state that the charity has no employees and relies on services provided by Birmingham City Council, which are recharged to the trust. The charity's total net assets are £867,712.42, comprising restricted, designated, and endowment funds, with no current liabilities reported.
What the accounts disclose
“Investment income 24,655.58”
“The trustees present policy is to invest the capital on a long term basis and use only income from it.” — page 5
“Birmingham City Council is a related party of The Birmingham Bodenham Trust by virtue of the powers vested in it by the trust deed to appoint or remove a significant proportion of the trustees of the charity. During the year the Council donated services and facilities as shown in note 11. Also, the Council made payments and provided services on behalf of the charity which are reimbursed at a later date. The total amount owing to the Council at the year end was £18,953.54 (2023: £88,338.80).Excludes Mgt Fees taken from Investments.” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- DOUGLAS SMITH MBEchair
- Coun Diane Donaldson
- Councillor Matthew Bennett
- Councillor Rasheda Begum
- DOUGLAS REED
- Gemma Weston
- Jonathan Robert Macgregor Rix
- Radley Russell
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £66k | £21k |
| 30/09/2024 | £86k | £24k |
| 30/09/2023 | £41k | £20k |
| 30/09/2022 | £21k | £92k |
| 30/09/2021 | £120k | £20k |
Common questions
Is BIRMINGHAM BODENHAM TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity has no employees and relies on services provided by Birmingham City Council, which are recharged to the trust. The charity's total net assets are £867,712.42, comprising restricted, designated, and endowment funds, with no current liabilities reported. Its FY2025 accounts were independently examined.