Finance Score: -5

Governance Score: -3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteers +3

Overall GiG Score: -5

THE BIRMINGHAM AND MIDLAND SOCIETY FOR GENEALOGY AND HERALDRY

Family History Society

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

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 and on several occasions in recent years less than spending

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
31/12/22		£57	£71	£-14	n/a	n/a	n/a	n/a	n/a	60
31/12/21		£82	£77	£5	n/a	n/a	n/a	n/a	n/a	60
31/12/20		£117	£58	£59	n/a	n/a	n/a	n/a	n/a	75
31/12/19		£60	£70	£-10	n/a	n/a	n/a	n/a	n/a	75
31/12/18		£111	£63	£48	£0	£0	£0	n/a	0	90
31/12/17		£84	£66	£18	£0	£0	£0	n/a	0	0
31/12/16		£67	£59	£8	£0	£0	£0	n/a	0	0
31/12/15		£66	£61	£5	£0	£0	£0	n/a	0	0
31/12/14		£69	£62	£7	£0	£0	£0	n/a	0	0
31/12/13		£69	£66	£3	£0	£0	£0	n/a	0	0
31/12/12		£74	£73	£1	£0	£0	£0	n/a	0	0
31/12/11	*	£78	£72	£6	£0	£0	£0	n/a	0	0
31/12/10		£63	£62	£2	£0	£0	£0	n/a	0	0
31/12/09		£64	£69	£-5	£0	£0	£0	n/a	0	0
31/12/08		£75	£72	£3	£0	£0	£0	n/a	0	0
31/12/07		£79	£68	£11	£0	£0	£0	n/a	0	0
31/12/06		£86	£89	£-3	£0	£0	£0	n/a	0	0
31/12/05	*	£92	£94	£-3	£0	£0	£0	n/a	0	0
31/12/04		£99	£95	£3	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 47 years

www.midland-ancestors.uk

gensec@midanc.uk

01212368977

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Birmingham City, Staffordshire, Warwickshire, Worcestershire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
60 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ADRIAN DE REDMAN

DAVID BRUCE KERR Appointed: 2020

GARETH PEMBERTON Appointed: 2023

LINDA BEILBY Appointed: 2018

PHIL LAMB (Chair)

PENNY SMITH Appointed: 2018

MICHAEL FREDERICK SHARPE Appointed: 2019, Other trusteeship: THE BROMSGROVE SOCIETY,

PETER WILLIAM MIDDLETON BA Appointed: 2019, Other trusteeship: LLANDUDNO CHRISTADELPHIAN ECCLESIA,

Legal constitution

Charity registered in England & Wales on 17/01/1977, number: 505916

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR11: 21 days late, AR05: 1 days late,

Main office

Oakhurst
Little Alne
Wootton Wawen
Henley in Arden
Warwickshire
B95 6HW

Objectives

TO PROMOTE THE ADVANCEMENT OF PUBLIC EDUCATION IN THE STUDY OF GENEALOGY AND HERALDRY. AND IN FURTHERANCE OF THESE OBJECTS BUT NOT OTHERWISE THE SOCIETY SHALL HAVE POWER: (A) TO PROMOTE, MAINTAIN AND ENCOURAGE THE PRACTISE OF AND DISSEMINATION OF INFORMATION ON GENEALOGY AND HERALDRY BY MEANS OF EDUCATION OR LECTURES AND OTHERWISE. (B) TO PROMOTE AND MAINTAIN RESEARCH INTO ALL ASPECTS OF GENEALOGY AND HERALDRY. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE CONSTITUTION).

Defined Area of Benefit:

NOT DEFINED

Data Sources