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Rating for BOURNVILLE VILLAGE TRUST

70/100 Clarity Score · 2 stars · Charity Commission filings · How we score

70/100

Clarity score

Needs improvement

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Birmingham · B30 1QY Reg 219260 Registered charity Official website Charity Commission register

Mission

BOURNVILLE VILLAGE TRUST is a registered UK charity (219260) working in older people in Birmingham · B30 1QY. CharityCompare scores the organisation from public Charity Commission annual accounts — financial efficiency, transparency, and filing compliance — not programme outcomes.

In short: BOURNVILLE VILLAGE TRUST scores 70 out of 100 (2 stars). 98% average program spend (3-year average). Review the pillar breakdown below.

Overview

BOURNVILLE VILLAGE TRUST has a Clarity Score of 70 out of 100 on CharityCompare (2 stars, Needs improvement). Charity Commission registration number 219260. Status: Registered. Primary cause area: Older people. Latest accounts year 2020: total income £28m, with 98% of expenditure on charitable activities. Accounts filing: up to date. Reserves: approximately 27 months of operating costs. No major red flags from our filing review. Scores are independent and based on official filings — not a donation recommendation.

Data from Charity Commission register, last updated .

Overall score

70/100

2★ · Needs improvement

Cause spend

98%

3-yr avg · charitable activities

Accountability

100/100

Finance beacon

Income

£28m

Latest year 2020

Reserves

27 mo

Months of running costs

Accounts filing

On time

Charity Commission

Fundraising efficiency not stated · 1% overhead · Website on register · Confidence: high

Data & confidence

Source
Charity Commission (E&W)
Accounts year
2020
Filing date
2026-06-24 00:00:00.0000000
Profile reviewed
2026-06-24

High confidence — complete filing data

Scores reflect the latest annual accounts on the register. Impact, leadership, and culture beacons require information beyond public filings.

Beacon report

Detailed accountability and finance metrics from Charity Commission filings — structured for transparency in our four-beacon report.

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

100/100

Accountability & Transparency metrics for BOURNVILLE VILLAGE TRUST
Metric Score Value
Filing history (5 years)

100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts.

100% 15/15 pts
Trustee oversight

Three or more trustees on the register = 15 pts · one or two = 0 pts (governance red flag).

100% 8 trustees · 15/15 pts
Declared policies

Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return.

100% 10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

0/100

Financial Health metrics for BOURNVILLE VILLAGE TRUST
Metric Score Value
Reserves (months of cash)

3–24 months = 15 pts · 1–3 months = 7 pts · under 1 month or over 3 years (hoarding) = 0 pts.

0% 27 months · 0/15 pts
Income stability / growth

Positive or stable three-year revenue trend = 10 pts · sustained decline = 0 pts.

0% 0/10 pts · 3-year average
Liabilities to assets

Low debt (< 30% liabilities to assets) = 5 pts · high debt = 0 pts.

0% 65% · 0/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Financial Efficiency metrics for BOURNVILLE VILLAGE TRUST
Metric Score Value
Program expense ratio

≥ 75% on charitable activities = 10 pts · 60–75% = 5 pts · below 60% = 0 pts.

100% 98% · 10/10 pts (3-year average)
Fundraising efficiency

Spends ≤ £0.20 to raise £1 = 10 pts · £0.21–£0.35 = 5 pts · above £0.35 = 0 pts (fundraising cost ÷ income).

100% 0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

100/100

Community Support metrics for BOURNVILLE VILLAGE TRUST
Metric Score Value
Volunteer-to-staff ratio

More volunteers than paid staff = 10 pts · equal mix = 5 pts · no volunteers = 0 pts.

100% 367 volunteers / 232 staff · 10/10 pts

How we calculate beacon scores →

Clarity Score

70/100 total · Needs improvement · 2 of 4 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

100/100
Accountability & Transparency
0/100
Financial Health
100/100
Financial Efficiency
100/100
Community Support

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

100/100

Filing history (5 years)15/15 pts
Trustee oversight8 trustees · 15/15 pts
Declared policies10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

0/100

Reserves (months of cash)27 months · 0/15 pts
Income stability / growth0/10 pts · 3-year average
Liabilities to assets65% · 0/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Program expense ratio98% · 10/10 pts (3-year average)
Fundraising efficiency0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

100/100

Volunteer-to-staff ratio367 volunteers / 232 staff · 10/10 pts

Revenue & expenses

Latest filed year 2020 · Source: Charity Commission annual accounts

BOURNVILLE VILLAGE TRUST revenue and expenses for 2020
Category Amount % of spend
Total income £28m
Total expenditure £30m
Charitable activities £30m 100%
Governance & admin £135k 0%
100%On charitable activities

Where the money goes

Latest accounts (2020) · £30m spent

  • Charitable activities100%
  • Governance0%

Trust indicators

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    up to date · last filing 2026-06-24 00:00:00.0000000

  • Trustee board size (3–12)

    8 trustees on the Charity Commission register

  • Workforce on register

    232 employees · 367 volunteers (2:1 volunteer-to-staff)

Fundraising Regulator

Not listed as member

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

Check Fundraising Regulator →

Official register

Reg 219260

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • MRS ALISON MCKITTRICK since 2011
  • CAROLINE CADBURY since 2016
  • Claudia Coulson since 2019
  • Alison Fisher since 2021
  • Derek Douglas since 2021
  • William James Michael Cadbury since 2022
  • George Robert Woods since 2024
  • Mark Edward Cadbury since 2024
How we score charities +

The Clarity Score is a 100-point rating from UK Charity Commission data. Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10). A statutory inquiry sets the score to 0 automatically.

Full methodology →

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15), income stability (10), liabilities to assets (5).

Financial Efficiency

Scored from filings

20 points — program expense ratio (10), fundraising efficiency (10). Kept at 20% to avoid punishing legitimate infrastructure costs.

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data.

Overall score

Sum of all pillar points. Translated to stars: 90–100 Exceptional (4★), 75–89 Good (3★), 60–74 Needs improvement (2★), below 60 Poor (1★).

Five-year trends

£0k £12300k £24600k £36900k £49200k 2020 2021 2022 2023 2024 Income 2020: £28,000k Spending 2020: £29,921k Cause spend 2020: £29,921k Income 2021: £36,640k Spending 2021: £26,273k Cause spend 2021: £26,273k Income 2022: £48,944k Spending 2022: £25,932k Cause spend 2022: £25,932k Income 2023: £32,263k Spending 2023: £28,759k Cause spend 2023: £27,413k Income 2024: £38,705k Spending 2024: £29,607k Cause spend 2024: £29,607k
  • Income
  • Spending
  • Cause spend

Values in £ thousands · Source: Charity Commission accounts

Key facts

Overall score
70/100 (2★)
Income
£28m
Cause spend
98% of expenditure
Reg number
219260
Scope
Local (birmingham)
Reserves
27 months
Trustees
8
Accounts year
2020
Filing
up to date

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Frequently asked questions

Common questions about BOURNVILLE VILLAGE TRUST's rating, finances, and Charity Commission status.

What is BOURNVILLE VILLAGE TRUST's charity rating? +

BOURNVILLE VILLAGE TRUST scores 70 out of 100 on CharityCompare (2 stars — Needs improvement). The Clarity Score V1 sums four pillars from Charity Commission filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10).

Is BOURNVILLE VILLAGE TRUST a legitimate UK charity? +

Yes — BOURNVILLE VILLAGE TRUST is registered with the Charity Commission for England and Wales under registration number 219260. You can verify the entry on the official register.

What is BOURNVILLE VILLAGE TRUST's Charity Commission registration number? +

BOURNVILLE VILLAGE TRUST's registration number is 219260. Official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/219260

How much income does BOURNVILLE VILLAGE TRUST receive? +

BOURNVILLE VILLAGE TRUST reported £28m total income in its 2020 accounts, based on Charity Commission filings. Five-year trend: declining.

What percentage of BOURNVILLE VILLAGE TRUST's spending goes to charitable activities? +

Approximately 98% of total expenditure went to charitable activities in the latest filed year. Fundraising was 0% and combined overhead (fundraising plus governance) was 1%.

Are BOURNVILLE VILLAGE TRUST's accounts up to date? +

Filing status: up to date (last filing 2026-06-24 00:00:00.0000000). CharityCompare flags late or missing accounts separately from the financial score.

Where is BOURNVILLE VILLAGE TRUST based? +

BOURNVILLE VILLAGE TRUST is listed at Birmingham · B30 1QY, focused on older people.

How does CharityCompare score BOURNVILLE VILLAGE TRUST? +

We analyse Charity Commission annual accounts using three-year averages for program expense, fundraising efficiency, and overhead; working capital from reserves vs average expenditure; liabilities-to-assets from the latest balance sheet when available. Impact, leadership, and culture beacons are not yet assessed from public data alone. See our methodology for weights and thresholds.

Does CharityCompare recommend donating to BOURNVILLE VILLAGE TRUST? +

No. CharityCompare provides independent scores and facts from official filings. We do not tell you where to donate or earn commission from charities.

How can I compare BOURNVILLE VILLAGE TRUST with other charities? +

Use our free compare tool to put BOURNVILLE VILLAGE TRUST side-by-side with other UK charities on scores, finances, and filing status.