Finance Score: 2

Governance Score: -4

Support Score: 6

Volatile income: -3
Future income +5
No PartB

No conflicts policy: -1
All male board: -3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 4

HAY MILLS FOUNDATION TRUST

With the help of volunteers, cataloguing the Archive material for Webster & Horsfall and Latch & Bachelor held by City of Birmingham Library Archive Department. Preparing exhibitions and presentations to mark the 300th Anniversary of Webster & Horsfall in 2020. Engaging with local community to promote the History and Heritage of the Hay Mills site

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker and there are significant future grants due to be received
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	5
31/03/22	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	5
31/03/21	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	5
31/03/20	£9	£7	£1	n/a	n/a	n/a	n/a	n/a	5
31/03/19	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	5
31/03/18	£8	£8	£0	£0	£0	£0	n/a	0	0
31/03/17	£8	£8	£0	£0	£0	£0	n/a	0	0
31/03/16	£9	£8	£1	£0	£0	£0	n/a	0	0
31/03/15	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.haymills.org.uk

sandy@haymills.org.uk

01926843323

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Birmingham City,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
5 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Hay Mills Foundation Trust
£4,600	22/06/2023	Trans - Atlantic Telegraph Table Chart 1866

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

COUNCILLOR ZAFAR IQBAL MBE JP Appointed: 2020, Other trusteeships: BIRMINGHAM BODENHAM TRUST, SHELDON SCHOOL FOUNDATION,

DAVID JAMES BRAY (Chair) Appointed: 2014

DAVID ANTHONY COLDWELL-HORSFALL Appointed: 2017

JEREMY PATRICK CARMICHAEL ROBINSON Appointed: 2018

MR SANDY ROBERTSON TD Appointed: 2014

ROBERT HENRY COLDWELL-HORSFALL Appointed: 2014

Legal constitution

Charity registered in England & Wales on 03/09/2014, number: 1158434

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

9 returns made; all on time

Main office

THORPE COTTAGE
STATION ROAD
HATTON
WARWICK
CV35 8XH

Objectives

TO ADVANCE EDUCATION AND FACILITIES FOR THE PUBLIC BENEFIT BY THE ESTABLISHMENT AND MAINTENANCE OF A CENTRE FOR THE PRESERVATION AND DEVELOPMENT OF THE HERITAGE AND CULTURE OF HAY MILLS AND THE ADJACENT AREAS AND ITS COMMUNITY AND ALL RELATED ACTIVITIES AS THE TRUSTEES DEEM APPROPRIATE.

Defined Area of Benefit:

NOT DEFINED

Data Sources