Finance Score: -1
Governance Score: 3
Support Score: 11
  • Poor Liquidity: -1
  • Strong growth: +2
  • Deficit latest year: -2
  • Dynamic board: +3
  • Overall weighted support: +11
Overall GiG Score: 13 ?

LEGACY WM

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.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending since inception
  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/10/23£564£720£-156£0£81£811.31142
31/10/22£481£444£37n/an/an/an/an/an/a
31/10/21£297£307£-10n/an/an/an/an/an/a
31/10/20£346£203£143n/an/an/an/an/an/a
31/10/19£203£187£16n/an/an/an/an/an/a
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 61%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.3 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6
Asset Split ?
Balance Sheet History
Established: 6 years

www.legacy-wm.org

info@legacy-wm.org

01213488159

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Arts/Culture/Heritage/Science
  • Education/Training
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
National Lottery Heritage Fund£346,314
National Lottery Community Fund£129,575
Tudor Trust£80,000
Barrow Cadbury Trust£50,000
Garfield Weston Foundation£36,500
DCMS£20,000
The Clothworkers Foundation£15,000
Birmingham City Council£13,947
Specific Donations
Amount When
Months
To be used for
Barrow Cadbury Trust - Soho Social Economy Cluster Incubation Programme 2024
£50,000 30/01/2024
12
To support Legacy WM's growth as a social enterprise and to identify needs and opportunities for strengthening the social enterprise sector around the Soho Road area
Birmingham City Council - Men’s Cycling Programme
£9,023 13/09/2023
The primary aim of the project is to engage South Asian men 55+ into cycling. We will deliver cycling maintenance sessions, a basic aptitude assessment, shorter circuit training sessions and a guided excursion further afield as part of this ....more
National Lottery Heritage Fund - Grant to Legacy WM
£40,700 22/06/2023
St Michael's Church Feasibility Study V2
National Lottery Community Fund - Legacy WM Football & Life Skills Programme 2023
£9,797 04/04/2023
The funding will provide sports activities for young people from the BAME community. The project will use sport to bring people together and improve levels of physical and mental health.
National Lottery Heritage Fund - Grant to Legacy WM
£162,936 27/10/2022
Every Journey Matters V2
Garfield Weston Foundation - Main Grants award
£5,000 21/10/2022
Weston Charity Award Winner 2021 - 2022 Bonus
BBC Children in Need - Grant to Legacy WM
£500 20/10/2022
0
‘Cost of Living uplift: £500 to help projects meet their rising costs and respond to increased demand 31/10/2022’
National Lottery Heritage Fund - Grant to Legacy WM
£132,978 08/06/2022
Every Journey Matters (EJM)
DCMS - Heritage Trail Project management
£10,000 01/04/2022
To provide some of the project management costs for a heritage trail in Smethwick, post Commonwealth Games, as part of the legacy.
Garfield Weston Foundation - Main Grants award
£25,000 17/12/2021
Community Champion Bursaries & Core Costs Contribution
The Clothworkers Foundation - Grant to Legacy WM
£15,000 03/12/2021
purchase a vehicle for a charity supporting disadvantaged minority communities in the West Midlands
National Lottery Community Fund - Reconnecting Communities
£10,000 25/06/2021
The funding will be used to enhance its existing cycling provision and purchase safety and maintenance equipment and run day trips for the community. The project aims to improve people’s health and wellbeing and reduce the feeling of isolation.
Tudor Trust - Grant to Legacy WM
£80,000 14/06/2021
24
over two years towards capital and salary costs, to support the development of a community hub in Lozells, Birmingham
Garfield Weston Foundation - Main Grants award
£6,500 09/06/2021
Weston Charity Award Winner 2021 - 2022
Birmingham City Council - Active Parks
£4,924 23/03/2021
Project to increase walking, improve physical fitness Target: Men, Women and Children
National Lottery Community Fund - Covid recovery
£99,778 13/11/2020
10
The funding will enable the project to support predominantly Bangladeshi and Pakistani women to improve their health and wellbeing. The project will focus on digital literacy and supply tablets to beneficiaries to join live fitness sessions aired ....more
National Lottery Heritage Fund - Grant to Legacy WM
£9,700 18/08/2020
COVID 19: legacy WM
DCMS - Coronavirus Community Support Fund
£10,000 26/06/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
National Lottery Community Fund - Community Cooking
£10,000 09/03/2020
12
The funding will be used to run cookery workshops. The project aims to promote healthy eating choices.
Birmingham City Council - Engaging Older People & Dementia Café
£4,730 24/10/2019
Provision of a weekly dementia café for older people
National Lottery Community Fund - Friendship through cycling
£10,000 17/08/2018
12
This funding will be used to deliver cycling groups to people from different demographics. This will promote healthier lifestyles and bring people from diverse backgrounds together.
National Lottery Community Fund - Family Fit 2
£309,360 27/07/2018
36
This project will provide people with early intervention tools to tackle root causes of poor health and obesity. A 12 week programme of activities will be on offer including badminton, walking, dancing, yoga, swimming, cycling and football, as well ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed

Age Range of Trustees:
  • ALISON JONES Appointed: 2019
  • ANDREW PETER DONALDSON Appointed: 2023, Occupation: Chartered Accountant
  • GARY BOWMAN Appointed: 2010
  • GURPREET BHATIA Appointed: 2018
  • JESSE GERALD (Chair) Appointed: 2018, Occupation: Self Employed
  • RACHAEL THOMAS Appointed: 2023
  • ROOQIA MALIK Appointed: 2022
  • SHAIDA BIBI Appointed: 2019
  • SHAWKAT CHOWDHURY Appointed: 2018
  • WINSTON WEIR Appointed: 2021
Legal constitution
  • Charity registered in England & Wales on 05/11/2018, number: 1180546
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • 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
Filing Record
5 returns made; all on time
Main office

SOHO HOUSE
5 SOHO AVENUE
BIRMINGHAM
B18 5LB

Objectives

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.

Data Sources

Charity Commission for England and Wales
360 Giving

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