LEGACY WM

Charity number: 1180546
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Legacy WM was established in 2010 as charity with a focus on post war heritage. We have now broadened our aims to include; wellbeing, arts and community cohesion. We are based at Soho House and we work with local organisations to deliver our aims.

Income and expenditure

Data for financial year ending 31 October 2023

Total income: £0
Total expenditure: £720,213

Total income includes £10,790 from 1 government grant(s)

People

11 Employee(s)

10 Trustee(s)

42 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Dudley
  • Sandwell
  • Solihull
  • Walsall

Governance

Registration history:
  • 05 November 2018: CIO registration
  • 15 March 2019: Funds received from 1141498 LEGACY WM
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JESSE GERALD Chair 05 April 2018
BIRMINGHAM PLAYCARE NETWORK
Received: On time
Andrew Peter Donaldson Trustee 13 June 2023
THE NEWTOWN CULTURAL PROJECT LIMITED
Charity is insolvent
Rachael Thomas Trustee 21 March 2023
None on record
Rooqia Malik Trustee 29 March 2022
None on record
WINSTON WEIR Trustee 14 December 2021
None on record
Shaida Bibi Trustee 11 September 2019
None on record
Alison Jones Trustee 29 January 2019
None on record
Shawkat Chowdhury Trustee 04 May 2018
BLUE INK TRUST LTD
Received: On time
Gurpreet Bhatia Trustee 04 May 2018
CITY OF BIRMINGHAM SYMPHONY ORCHESTRA
Received: On time
GARY BOWMAN Trustee 04 May 2010
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £203.10k £345.83k £297.21k £480.81k £564.00k
Total expenditure £187.30k £203.10k £307.26k £443.94k £720.21k
Income from government contracts N/A N/A N/A £68.49k N/A
Income from government grants N/A £35.82k £25.96k N/A £10.79k
Income - Donations and legacies N/A N/A N/A N/A £0
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £0
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £0
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £720.21k
Expenditure - Raising funds N/A N/A N/A N/A £0
Expenditure - Governance N/A N/A N/A N/A £12.58k
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Own use assets N/A N/A N/A N/A £42.15k
Long-term investments N/A N/A N/A N/A £91.89k
Other assets N/A N/A N/A N/A £72.60k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £125.68k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 October 2023 29 July 2024 On Time
Accounts and TAR 31 October 2023 29 July 2024 On Time Download Open in new window
Annual return 31 October 2022 21 June 2023 On Time
Accounts and TAR 31 October 2022 21 June 2023 On Time Download Open in new window
Annual return 31 October 2021 20 July 2022 On Time
Accounts and TAR 31 October 2021 20 July 2022 On Time Download Open in new window
Annual return 31 October 2020 28 July 2021 On Time
Accounts and TAR 31 October 2020 28 July 2021 On Time Download Open in new window
Annual return 31 October 2019 27 August 2020 On Time
Accounts and TAR 31 October 2019 27 August 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - ASSOCIATION Registered 05 Nov 2018 as amended on 24 Jan 2023

Charitable objects

THE OBJECTS OF THE CIO ARE: (1) TO ADVANCE THE EDUCATION OF THE PUBLIC IN: (A) THE SOCIAL, ECONOMIC AND CULTURAL HISTORY AND HERITAGE OF THE WEST MIDLANDS METROPOLITAN REGION ("THE AREA") AND THE CONTRIBUTION MADE THERETO BY ASIAN, AFRICAN, CARIBBEAN AND OTHER IMMIGRANT COMMUNITIES; AND (B) WORKS OF ARTISTIC MERIT IN ALL THEIR FORMS (INCLUDING AND NOT LIMITED TO VISUAL, LITERARY AND PERFORMING ARTS) PRODUCED OR PERFORMED IN AREA AND IN PARTICULAR BY MEMBERS OF OR RELATING TO THE SAID COMMUNITIES. (2) TO RELIEVE THE SICKNESS OF AND TO PRESERVE THE HEALTH AND WELL-BEING OF RESIDENTS OF THE AREA THROUGH FITNESS ACTIVITY AND EDUCATION PROGRAMMES.

Contact information

Address:
SOHO HOUSE
5 SOHO AVENUE
BIRMINGHAM
B18 5LB
Phone:
01213488159
Email:
info@legacy-wm.org
Website:

www.legacy-wm.org Open in new window