Finance Score: -8

Governance Score: 0

Support Score: 6

Accounts overdue -5
Volatile income: -3
No PartB

Large volunteers +5
Grant maker support: +1

Overall GiG Score: -2

THE BALSALL HEATH LOCAL HISTORY SOCIETY

Promoting local history. Working with community groups. Organising exhibitions and events. Collecting resources and making them accessible to the public and schools. Monthly meetings and social evenings, publications. Reminiscence sessions and drama. Occasional trips out.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker recently
There have been no income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
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
30/04/22		£13	£10	£3	n/a	n/a	n/a	n/a	n/a	20
30/04/21		£9	£3	£6	n/a	n/a	n/a	n/a	n/a	0
30/04/20	*	£30	£23	£7	n/a	n/a	n/a	n/a	n/a	40
30/04/19		£26	£15	£10	n/a	n/a	n/a	n/a	n/a	30
30/04/18		£24	£9	£16	£0	£0	£0	n/a	0	8
30/04/17		£13	£8	£6	£0	£0	£0	n/a	0	0
30/04/16	*	£8	£2	£5	£0	£0	£0	n/a	0	0
30/04/15		£22	£11	£11	£0	£0	£0	n/a	0	0
30/04/14		£10	£7	£3	£0	£0	£0	n/a	0	0
30/04/13		£10	£9	£1	£0	£0	£0	n/a	0	0
30/04/12		£28	£26	£3	£0	£0	£0	n/a	0	0
30/04/11		£43	£24	£19	£0	£0	£0	n/a	0	0
30/04/10		£36	£15	£21	£0	£0	£0	n/a	0	0
30/04/09		£38	£29	£9	£0	£0	£0	n/a	0	0
30/04/08	*	£43	£20	£23	£0	£0	£0	n/a	0	0
30/04/07	*	£28	£15	£14	£0	£0	£0	n/a	0	0
30/04/06		£55	£29	£25	£0	£0	£0	n/a	0	0
30/04/05	*	£44	£11	£34	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

www.balsallheathhistory.co.uk.wwwthelostchild

val.hart@balsallheathhistory.co.uk

0121 689 2584

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Birmingham City,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
20 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
Devon Community Foundation - Grant to Double Bounce CIC
£250	12/10/2021	Third Place in Photo Competition
National Lottery Heritage Fund - Grant to Balsall Heath Living History Society
£32,100	12/02/2018	The Story of the Children's Emigration Homes
National Lottery Heritage Fund - Grant to Balsall Heath Living History Society
£10,000	28/07/2014	Remembering the First World War in Balsall Heath

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

JAMES FITZPATRICK Appointed: 2017

JENNIFER ANN HODSON Appointed: 2011

JUDITH MILLINGTON Appointed: 2019

MRS PAT JOHNSON

PAULINE ANN PEDERSEN Appointed: 2020

VALERIE MARGARET HART

PATRICK BAIRD Appointed: 2011, Other trusteeship: ROTARY CLUB OF BIRMINGHAM BREAKFAST CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 06/02/2004, number: 1101945

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR20: 15 days late, AR16: 40 days late, AR08: 16 days late, AR07: 55 days late, AR05: 2 days late,

Main office

498-506 Moseley Rd
BIRMINGHAM
B12 9AH

Objectives

TO EDUCATE THE GENERAL PUBLIC IN AN UNDERSTANDING AND APPRECIATION OF LOCAL HISTORY IN BALSALL HEATH THROUGH:ENCOURAGING MEMBERS OF THE SOCIETY TO UNDERTAKE BOTH WRITTEN AND ORAL RESEARCH;PROMOTING LOCAL HISTORY IN SCHOOLS;COLLECTING ARTEFACTS, IMAGES AND DOCUMENTARY MATERIAL;UNDERTAKING REMINISCENCE WORK WITH OLDER PEOPLE;WORKING WITH OTHER AGENCIES, INCLUDING OTHER LOCAL HISTORY SOCIETIES;MOUNTING EXHIBITIONS AND DISPLAYS FOR THE GENERAL PUBLIC;ANY OTHER ACTIVITIES WHICH PROMOTE INTEREST IN AND AN AWARENESS OF LOCAL HISTORY RELATING TO BIRMINGHAM, BALSALL HEATH AND HIGHGATE.

Defined Area of Benefit:

BIRMINGHAM, BALSALL HEATH AND HIGHGATE.

Data Sources