Finance Score: 0

Governance Score: 8

Support Score: 8

Strong growth: +2
Deficit latest year: -2
No PartB

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 16

WEST MIDLANDS HISTORIC BUILDINGS TRUST

The WMHBT was established in 1985, with specialists in the field of building conservation serving as Trustees. It's purpose is to safeguard buildings, at risk, within the West Midlands that are of historical or architectural importance. Where this cannot be achieved by simply raising awareness to the issues the Trust will consider carrying out a conservation project itself.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 19 trustees whereas the Charities Commission recommends a maximum of 12

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 was lower than spending in the latest year

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		£145	£168	£-23	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£95	£86	£8	n/a	n/a	n/a	n/a	n/a	45
31/03/21		£88	£73	£16	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£122	£115	£7	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£132	£80	£51	n/a	n/a	n/a	n/a	n/a	0
31/03/18	*	£78	£67	£12	£0	£0	£0	n/a	0	0
31/03/17		£98	£6	£93	£0	£0	£0	n/a	0	0
31/03/16		£736	£6	£730	£1	£1,004	£1,004	1859.2	0	0
31/03/15		£158	£28	£130	£0	£0	£0	n/a	0	0
31/03/14	*	£28	£3	£25	£0	£0	£0	n/a	0	0
31/03/13		£28	£3	£25	£0	£0	£0	n/a	0	0
31/03/12		£37	£113	£-76	£0	£0	£0	n/a	0	0
31/03/11		£25	£10	£15	£0	£0	£0	n/a	0	0
31/03/10		£8	£3	£5	£0	£0	£0	n/a	0	0
31/03/09		£41	£3	£38	£0	£0	£0	n/a	0	0
31/03/08	*	£10	£3	£6	£0	£0	£0	n/a	0	0
31/03/07		£20	£2	£18	£0	£0	£0	n/a	0	0
31/03/06		£284	£5	£279	£0	£0	£0	n/a	0	0
31/03/05		£60	£2	£58	£0	£0	£0	n/a	0	0
31/03/04		£61	£79	£-17	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 39 years

www.wmhbt.org.uk

treasurer@wmhbt.org.uk

0796 8284932

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton, Worcestershire,

Who it helps

The General Public/Mankind

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 West Midlands Historic Buildings Trust
£138,838	07/06/2023	Heritage Enterprise: A Homely Future for St Michael's Place, Warwick
DCMS - The Three Trusts - Heritage development and support officers
£52,505	01/04/2022	Establish & maintain roles of Heritage Development & Heritage Support Officers, for 3 Trusts (West Midlands historic buildings trust, City of Wolverhampton regenerating buildings preservation ....more Establish & maintain roles of Heritage Development & Heritage Support Officers, for 3 Trusts (West Midlands historic buildings trust, City of Wolverhampton regenerating buildings preservation trust, Worcestershire building preservation trust).
National Lottery Heritage Fund - Grant to West Midlands Historic Buildings Trust
£80,542	29/09/2021	The 3 Trusts: Resilience and Engagement
DCMS - The Three Trusts - Heritage development and support officers
£99,496	01/04/2021	Establish & maintain roles of Heritage Development & Heritage Support Officers, for 3 Trusts (West Midlands historic buildings trust, City of Wolverhampton regenerating buildings preservation ....more Establish & maintain roles of Heritage Development & Heritage Support Officers, for 3 Trusts (West Midlands historic buildings trust, City of Wolverhampton regenerating buildings preservation trust, Worcestershire building preservation trust).
National Lottery Heritage Fund - Grant to West Midlands Historic Buildings Trust
£16,800	17/09/2020	COVID19: West Midlands Historic Buildings Trust
National Lottery Heritage Fund - Grant to West Midlands Historic Buildings Trust
£51,900	20/02/2017	Himley Hall Kitchen Garden Project: test bed for a new strategic plan for WMHBT

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (19)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-80

FIONA KEITH-LUCAS Appointed: 2023, Occupation: Company Director, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

HAYLEY ANDREWS Appointed: 2023, Occupation: Company Director, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

LEWIS THOMAS HOBBS Appointed: 2023, Occupation: Company Director, Other trusteeship: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED,

PAUL ANDREWS Appointed: 2023, Occupation: Company Director, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

REBECCA LOUISE CATHERINE GREENHILL Appointed: 2022, Occupation: Public Relations, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

SARA READER Appointed: 2023, Occupation: Company Director, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

ANDREW FOSTER Appointed: 2016, Occupation: Director, Other trusteeship: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED,

EDWARD GRAHAM BARRON Appointed: 2016, Occupation: Director, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

IAN WILSON Appointed: 2017, Occupation: Quantity Surveyor, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE JOHN MASEFIELD SOCIETY, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

IAN DONALD TOMPKINS Appointed: 2020, Occupation: Director, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

JAMES STEPHEN MASON Appointed: 2009, Occupation: Chartered Quantity Surveyor, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

JAYNE PILKINGTON Appointed: 2002, Occupation: Conservation Officer, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

KATE ANDREW Appointed: 2016, Occupation: Heritage Consultant, Other trusteeship: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED,

NICK HOGBEN, Occupation: Chartered Town Planner, Other trusteeship: THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

NICOLAS CROMBIE Appointed: 2016, Occupation: Retired, Other trusteeship: THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

PETER ARNOLD, Occupation: Retired, Other trusteeship: THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

PHILIP ADAMS Appointed: 2014, Occupation: Retired, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY OLD HILL,

ROBIN SELLERS Appointed: 2019, Occupation: Director, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

SUE WHITEHOUSE Appointed: 2016, Occupation: Retired, Other trusteeships: THE WORCESTERSHIRE BUILDING PRESERVATION TRUST LIMITED, THE CITY OF WOLVERHAMPTON REGENERATING BUILDINGS PRESERVATION TRUST,

Legal constitution

Charitable company registered in England & Wales on 28/02/1985, number: 516158
Registered at Companies House on 10/01/1985, number: 01876294

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 1 days late, AR14: 0 days late, AR08: 33 days late,

Main office

WMHBT
8 Pendeford Place
Pendeford Business Park
Wolverhampton
WV9 5HD

Objectives

TO PRESERVE FOR THE BENEFIT OF THE INHABITANTS OF THE COUNTY OF WEST MIDLANDS AND OF THE NATION AT LARGE, WHATEVER OF THE ENGLISH HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN OR AROUND THE SAID COUNTY IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDINGS AS DEFINED IN SECTION 290(1) OF THE TOWN AND COUNTRY PLANNING ACT, 1971) OF PARTICULAR BEAUTY OF HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

COUNTY OF WEST MIDLANDS

Data Sources