THE BIRMINGHAM AND MIDLAND SOCIETY FOR GENEALOGY AND HERALDRY

Charity number: 505916
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Family History Society

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £56,693
Total expenditure: £75,461

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Birmingham City
  • Staffordshire
  • Warwickshire
  • Worcestershire

Governance

Registration history:
  • 17 January 1977: Standard registration
Organisation type:
Other
Other names:
  • B M S G H (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
Land and property:
This charity does not own and/or lease 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Bernard Alan McLean Trustee 03 May 2025
None on record
Stephen Eric Freeman Trustee 03 May 2025
None on record
David Bruce Kerr Trustee 01 July 2020
None on record
Michael Frederick Sharpe Trustee 24 July 2019
THE BROMSGROVE SOCIETY
Received: On time
PETER WILLIAM MIDDLETON BA Trustee 14 January 2019
LLANDUDNO CHRISTADELPHIAN ECCLESIA
Received: On time
Linda Beilby Trustee 02 May 2018
None on record
ADRIAN DE REDMAN Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £59.96k £117.08k £81.68k £56.92k £56.69k
Total expenditure £70.07k £57.92k £76.65k £70.72k £75.46k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 December 2023 08 August 2024 On Time
Accounts and TAR 31 December 2023 08 August 2024 On Time
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 27 October 2023 On Time
Annual return 31 December 2021 21 October 2022 On Time
Accounts and TAR 31 December 2021 21 October 2022 On Time
Annual return 31 December 2020 10 June 2021 On Time
Accounts and TAR 31 December 2020 10 June 2021 On Time
Annual return 31 December 2019 28 October 2020 On Time
Accounts and TAR 31 December 2019 28 October 2020 On Time
Submit annual return Open in new window

Contact information

Address:
Oakhurst
Little Alne
Wootton Wawen
Henley in Arden
Warwickshire
B95 6HW
Phone:
01212368977