Finance Score: -3

Governance Score: 6

Support Score: 4

Excess reserves: -3

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 7

WALSALL HOUSING GROUP LIMITED

whg is one of the Midlands' leading and most successful providers of high quality housing. Owning and managing around 22,000 homes primarily in Walsall, whg provides affordable, good quality homes and community-based services to the local community. We are committed to working with customers, colleagues and our partners to transform the quality of life in our neighbourhoods.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £297,131,340 available, equivalent to 32 months of spending and so may not be able to utilise additional funding

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		£134,848	£112,723	£22,125	£0	£297,131	£297,131	31.6	747	1
31/03/22		£128,336	£108,596	£19,740	£0	£219,278	£219,278	24.2	718	5
31/03/21		£126,256	£108,691	£17,566	£0	£166,811	£166,811	18.4	727	2
31/03/20		£122,150	£104,377	£17,773	£0	£129,710	£129,710	14.9	736	10
31/03/19		£116,010	£97,025	£18,984	£0	£108,067	£108,067	13.4	722	12
31/03/18		£114,804	£87,258	£27,546	£0	£74,785	£74,785	10.3	653	0
31/03/17		£105,562	£83,551	£22,011	£0	£39,337	£39,337	5.6	630	0
31/03/16		£104,051	£85,798	£18,253	£0	£26,028	£26,028	3.6	652	0
31/03/15		£106,086	£100,855	£5,231	£290	£17,352	£17,352	2.1	641	0
31/03/14		£98,554	£84,410	£14,143	£0	£25,458	£25,458	3.6	625	0
31/03/13		£90,017	£79,327	£10,689	£0	£6,235	£6,235	0.9	603	0
31/03/12		£84,868	£72,777	£12,091	£0	£2,550	£2,550	0.4	603	0
31/03/11		£78,519	£74,156	£4,362	£0	£-98,728	£-98,757	-16	631	0
31/03/10		£74,648	£66,468	£8,180	£0	£-111,763	£-111,772	-20.2	640	0
31/03/09		£75,172	£83,473	£-8,301	£0	£-115,864	£-115,864	-16.7	631	0
31/03/08	*	£67,826	£97,191	£-29,365	£0	£-105,787	£-105,787	-13.1	630	0
31/03/07		£55,004	£78,592	£-23,588	£0	£-73,920	£-73,920	-11.3	248	0
31/03/06		£22,750	£22,813	£-63	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 71%
Liabilities/Income: 411%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 31.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1.4

Asset Split ?

Established: 19 years
(23 years as a company)

www.whg.uk.com

enquiries@whgrp.co.uk

03005556666

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

747 employees
1 volunteer

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
Ministry for Housing, Communities and Local Government - Strategic Deals
£2,153,081	30/03/2022	To provide affordable homes across the UK
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£9,000	30/03/2022	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£18,000	30/03/2022	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£45,000	29/03/2022	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Strategic Deals
£6,873,285	09/03/2022	To provide affordable homes across the UK
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£18,000	09/03/2022	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£9,000	25/02/2022	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£54,000	17/02/2022	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£54,000	02/02/2022	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£809,250	15/12/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Help To Buy Shared Ownership
£67,500	15/12/2021	Special Relief Funding for HTB agent during Covid 19
Ministry for Housing, Communities and Local Government - Strategic Deals
£4,903,709	22/11/2021	To provide affordable homes across the UK
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£310,050	25/10/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Help To Buy Shared Ownership
£67,200	25/10/2021	Special Relief Funding for HTB agent during Covid 19
Ministry for Housing, Communities and Local Government - Strategic Deals
£3,408,213	31/08/2021	To provide affordable homes across the UK
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£9,000	24/08/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£18,000	11/08/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£36,000	10/08/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£4,500	22/06/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Help To Buy Shared Ownership
£85,500	22/06/2021	Special Relief Funding for HTB agent during Covid 19
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£18,000	16/06/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£36,000	11/05/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - Affordable Housing Grant
£9,000	22/04/2021	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - AFFORDABLE HOUSING GRANT
£3,028,000	01/04/2020	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Ministry for Housing, Communities and Local Government - STRATEGIC DEALS
£16,334,278	01/04/2020	To Provide Affordable Homes across the UK
National Lottery Community Fund - BC/1/4 - Black Country Click Start
£2,000,140	04/07/2016 40	The project will provide wraparound support, to improve digital and financial inclusion as well as providing clear progression routes onto skills and employment.
National Lottery Community Fund - BC/1/4 Log On to Sign Off (LOSO)
£50,000	06/11/2015 12	This grant will be used to develop plans for a project to support hard to reach unemployed people, including people with disabilities, those aged over 50 and families, to build their confidence and ....more This grant will be used to develop plans for a project to support hard to reach unemployed people, including people with disabilities, those aged over 50 and families, to build their confidence and skills and move them towards accredited training. The development funding will be used to prepare a full business plan for the project and undertake consultation, needs analysis and community mapping of existing provision and develop a shared database across partners.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-67

DEBORAH WALTHORNE Appointed: 2023, Occupation: Portfolio Management Office Lead

IAN DAVID SHAPIRO Appointed: 2020, Occupation: Chief Executive

KATIE KERSHAW Appointed: 2023, Occupation: Urban Designer And Heritage Consultant

AKSHAY HASMUKHLAL PARIKH Appointed: 2019, Occupation: Company Director

DAREN GRAHAM FRADGLEY Appointed: 2019, Occupation: Interim Executive Director Of Walsall Together

ELISABETH DOWNES Appointed: 2019, Occupation: Commercial Hr Director

GARY FULFORD Appointed: 2016, Occupation: Chief Executive

GARY MORETON Appointed: 2019, Occupation: Retired

GUY THOMAS WESTON Appointed: 2019, Occupation: Group Chief Executive

NATALIA HILL Appointed: 2020, Occupation: Principal Lecturer

PARMINDER DOSANJH KAUR Appointed: 2023, Occupation: Creative Director

PAUL O'DRISCOLL Appointed: 2018, Occupation: Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 01/04/2005, number: 1108779
Registered at Companies House on 15/06/2000, number: 04015633

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Homes England

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; AR08: 1 days late,

Main office

Walsall Housing Group Ltd
100 Hatherton Street
WALSALL
WS1 1AB

Objectives

THE OBJECTS OF THE COMPANY SHALL BE TO CARRY OUT FOR THE BENEFIT OF THE COMMUNITY:-(A) THE BUSINESS OF PROVIDING HOUSING, ACCOMMODATION AND ASSOCIATED FACILITIES AND AMENITIES FOR POOR PEOPLE AND FOR THE RELIEF OF THE AGED, DISABLED, HANDICAPPED (WHETHER PHYSICALLY OR MENTALLY) OR CHRONICALLY SICK PEOPLE; AND(B) TO PROMOTE THE EFFICIENCY AND THE EFFECTIVENESS OF CHARITABLE ORGANISATIONS WITH SIMILAR OBJECTS OR OF NON CHARITABLE ORGANISATIONS CARRYING OUT CHARITABLE WORK (SIMILAR TO THE COMPANY) BY PROVIDING MANAGEMENT, ADMINISTRATIVE, STRATEGIC AND OTHER SERVICES.(C) SUCH OTHER CHARITABLE PURPOSES THAT CAN BE CARRIED OUT BY A COMPANY REGISTERED AS A SOCIAL LANDLORD WITH THE HOUSING CORPORATION.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WALSALL, WEST MIDLANDS.

Data Sources