Finance Score: 0

Governance Score: 3

Support Score: 0

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE HENRY BARBER TRUST

To fund four professorial chairs at the University of Birmingham;To fund the maintenance of the Barber Institute;To purchase works of art or beauty for display at the Barber Institute of Fine Arts;To fund musical recitals for performance at or in connection with the Barber Institute of Fine Arts;To purchase musical instruments, printed and manuscript music and musical and fine arts books.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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
31/07/23	£3,448	£2,662	£786	£0	£56,607	£56,607	255.2	2
31/07/22	£2,160	£2,340	£-180	£0	£57,336	£57,336	294	2
31/07/21	£1,953	£2,021	£-68	£0	£54,038	£3,176	18.9	2
31/07/20	£2,010	£1,822	£187	£0	£44,788	£3,090	20.3	2
31/07/19	£2,704	£2,276	£428	£0	£52,355	£2,750	14.5	2
31/07/18	£2,148	£1,884	£264	£0	£54,056	£2,154	13.7	2
31/07/17	£2,148	£1,980	£167	£0	£50,357	£1,724	10.4	1
31/07/16	£1,957	£1,839	£118	£0	£46,392	£1,408	9.2	2
31/07/15	£2,754	£5,314	£-2,560	£30	£45,015	£1,212	2.7	1
31/07/14	£2,094	£1,510	£583	£30	£45,846	£3,652	29	1
31/07/13	£4,687	£4,658	£29	£31	£43,850	£2,990	7.7	1
31/07/12	£1,810	£1,586	£224	£32	£37,543	£2,899	21.9	1
31/07/11	£1,602	£1,457	£146	£31	£37,632	£2,625	21.6	1
31/07/10	£1,753	£1,990	£-238	£30	£36,549	£2,445	14.7	2
31/07/09	£1,770	£1,351	£419	£30	£33,786	£2,652	23.6	2
31/07/08	£1,938	£1,327	£611	£28	£33,896	£2,194	19.8	2
31/07/07	£1,792	£1,431	£361	£31	£39,103	£1,528	12.8	2
31/07/06	£1,628	£1,340	£288	£0	£0	£0	n/a	0
31/07/05	£1,482	£1,275	£208	£0	£0	£0	n/a	0
31/07/04	£1,345	£1,211	£134	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 255.2 months
Net Current Assets/Spending: 19 months
Quick Ratio: 15.1

Asset Split ?

Established: 37 years

henry.barber.trust@aol.co.uk

07864 059550

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Organisations
Other charitable activities

Where it operates

Birmingham City,

Who it helps

Other Defined Groups

Who works here?

2 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

EMMA STENNING Appointed: 2024

PROFESSOR ADAM THOMAS TICKELL Appointed: 2022

VICTORIA JANE PERKINS SIMPSON Appointed: 2019

DR ALEXANDER JOHN STURGIS Appointed: 2019, Other trusteeships: THE PILGRIM TRUST, THE BARLOW COLLECTION, THE ASHMOLEAN MUSEUM ENDOWMENT TRUST,

DR ELLEN MCADAM MA DPHIL Appointed: 2020, Other trusteeships: THE BIRMINGHAM AND WARWICKSHIRE ARCHAEOLOGICAL SOCIETY, ABU SALABIKH ARCHAEOLOGICAL TRUST,

HUGH BAMPFIELD CARSLAKE (Chair) Appointed: 1985, Other trusteeships: DUMBRECK CHARITY, THE HARESTON CHARITY, THE KING'S SCHOOL WORCESTER DEVELOPMENT TRUST, THE BALDWIN BEWDLEY TRUST, THE ELMLEY FOUNDATION, CITY OF BIRMINGHAM CHOIR,

JOSEPH RICHARD BATES FCA, DCHA Appointed: 2017, Other trusteeships: THE CLEMENT KEYS CHARITABLE TRUST, THE GROVE RESIDENTIAL HOME (SOLIHULL), W WING YIP AND BROTHERS FOUNDATION,

Legal constitution

Charity registered in England & Wales on 02/06/1987, number: 528917

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Barber Institute of Fine Arts
University of Birmingham
Edgbaston
BIRMINGHAM
B15 2TS

Objectives

TO PROVIDE FUNDING FOR THE FOUR PROFESSORIAL CHAIRS OF LAW, JURISPRUDENCE, FINE ARTS AND MUSIC, TOGETHER WITH A NUMBER OF OTHER ANNUITIES, SCHOLARSHIPS AND PRIZES, THE REPAIR, MAINTENANCE AND EQUIPMENT OF THE INSTITUTE BUILDING, THE PURCHASE OF WORKS OF ART AND THE PROVISION OF MUSICAL RECITALS.

Defined Area of Benefit:

NOT DEFINED

Data Sources