THE BLACK COUNTRY LIVING MUSEUM TRUST

Charity number: 504481
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The open-air Museum, through the use of its Designated collections, provides opportunities for the public, including many thousands of pupils and students, to gain a better understanding, appreciation and knowledge of the history and international significance and impact of the Black Country and its people, over a period of 200 years, to c1960.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£12,855,700

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Donations and legacies £3.11m
Charitable activities £5.88m
Other trading activities £56.69k
Investments £10.29k
Other £3.79m

Total expenditure:
£11,241,026

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Raising funds £3.45m
Charitable activities £7.79m
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £3.45m
Charitable expenditure £7.79m
Retained for future use £1.61m

People

152 Employee(s)

11 Trustee(s)

180 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 2
£100k to £110k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the 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
  • Recreation
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Dudley
  • Sandwell
  • Shropshire
  • Solihull
  • Staffordshire
  • Walsall
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 10 October 1975: Standard registration
  • 06 May 2005: Removed (Voluntary removal)
Organisation type:
Charitable company
Other names:
  • THE BLACK COUNTRY LIVING MUSEUM (Working name)
  • THE BLACK COUNTRY MUSEUM TRUST LIMITED (Previous name)
Company number:
01226321 Open in new window
Gift aid:
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
  • Trustee expenses 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr PAUL BELFORD Chair 28 March 2014
None on record
Louise Jones Trustee 28 April 2022
None on record
Tarlok Singh Mander Trustee 28 April 2022
None on record
Sally Bourner Trustee 24 June 2021
None on record
Catherine Elizabeth Murphy Trustee 18 June 2020
None on record
Katy Baker Trustee 18 June 2020
None on record
Victoria Jessop Trustee 30 January 2020
None on record
Ruth Marie Levesley Trustee 30 January 2020
None on record
Matthew James Follows Trustee 22 August 2019
THE WALSALL MUSEUMS AND ART GALLERIES DEVELOPMENT TRUST
Charity reporting is overdue by 85 days
THE LOCAL HUB (BLOXWICH WEST LTD)
Recently registered
Duncan Peter Bedhall Trustee 25 January 2018
None on record
Jonathan Badyal Trustee 25 January 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £9.00m £12.00m £19.73m £15.75m £12.86m
Total expenditure £8.11m £7.15m £7.31m £9.22m £11.24m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £3.14m £1.64m £3.75m N/A
Income - Donations and legacies £840.05k £5.19m £12.10m £7.84m £3.11m
Income - Other trading activities £2.90m £802.82k £2.24m £2.99m £56.69k
Income - Charitable activities £4.94m £5.95m £5.34m £4.85m £5.88m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.22k £3.07k £303 £2.40k £10.29k
Income - Other £311.19k £49.34k £50.94k £64.71k £3.79m
Income - Legacies £0 £10.00k £0 £0 £739.49k
Expenditure - Charitable activities £5.73m £5.89m £5.40m £6.60m £7.79m
Expenditure - Raising funds £2.38m £1.26m £1.91m £2.62m £3.45m
Expenditure - Governance £8.43k £9.85k £9.86k £11.07k £10.41k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £10.45m £11.76m £21.19m £33.77m £35.14m
Long-term investments £0 £0 £0 £0 £0
Other assets £2.60m £5.58m £10.19m £4.89m £4.08m
Defined benefit pension scheme asset or liability -£1.41m -£2.78m -£1.53m £0 £0
Total liabilities £1.13m £522.67k £2.04m £2.70m £1.60m

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 22 July 2024 On Time
Accounts and TAR 31 December 2023 22 July 2024 On Time Download Open in new window
Annual return 31 December 2022 14 July 2023 On Time
Accounts and TAR 31 December 2022 14 July 2023 On Time Download Open in new window
Annual return 31 December 2021 15 July 2022 On Time
Accounts and TAR 31 December 2021 15 July 2022 On Time Download Open in new window
Annual return 31 December 2020 07 July 2021 On Time
Accounts and TAR 31 December 2020 14 July 2021 On Time Download Open in new window
Annual return 31 December 2019 21 October 2020 On Time
Accounts and TAR 31 December 2019 21 October 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.

MEMORANDUM AND ARTICLES INCORPORATED 15/09/1975 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15/12/1983 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/07/2005 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/09/2009 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 10/09/2009 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 30/05/2013 AS REGISTERED AT COMPANIES HOUSE ON 06/06/2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/05/2014

Charitable objects

THE ADVANCEMENT OF EDUCATION FOR ALL BY INCREASING AND INSPIRING THE PUBLIC’S UNDERSTANDING AND APPRECIATION OF THE SIGNIFICANCE AND IMPACT OF THE BLACK COUNTRY SINCE THE 18TH CENTURY ON THE INDUSTRIALISATION OF THE WORLD AS WELL AS INCREASING THE SUM OF KNOWLEDGE OF THE REGION DURING THIS PERIOD OF ITS HISTORY; AND THE PROVISION, SAFEGUARDING AND DEVELOPMENT OF A MUSEUM AND COLLECTIONS IN THE BLACK COUNTRY AS A MEANS OF RECORDING AND EXEMPLIFYING THE CONTRIBUTION OF THE REGION SINCE THE 18TH CENTURY TO THE DEVELOPMENT OF THE MODERN INDUSTRIALISED WORLD FOR THE BENEFIT AND ENJOYMENT OF THE PUBLIC.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 504481-1 THE BLACK COUNTRY MUSEUM DEVELOPMENT TRUST
Governing document
DECLARATION OF TRUST MADE 25 JULY 1975
Charitable objects
1) THE FINANCIAL SUPPORT OF THE COMPANY BY WAY OF GIFT, GRANT, LOAN, GUARANTEE OR SUCH OTHER FORM OF FINANCIAL ASSISTANCE AS THE TRUSTEES SHALL CONSIDER APPROPRIATE FOR THE MAINTENANCE, EXPANSION AND DEVELOPMENT OF THE BLACK COUNTRY MUSEUM AND THE COMPANY'S OTHER CHARITABLE ACTIVITIES, OR: 2) SUCH OTHER CHARITABLE PURPOSES CONNECTED WITH THE COMPANY AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE
Area of benefit
NOT DEFINED
Registration history
  • 10 October 1975 : Standard registration
  • 06 May 2005 : Removed

Contact information

Address:
BLACK COUNTRY LIVING MUSEUM
TIPTON ROAD
DUDLEY
DY1 4SQ
Phone:
0121 557 9643
Email:
info@bclm.com
Website:

www.bclm.com Open in new window