Finance Score: 2
Governance Score: -4
Support Score: 5
  • Strong growth: +2
  • No PartB
  • No conflicts policy: -1
  • All male board: -3
  • Large volunteer base +3
  • Overall weighted support: +2
Overall GiG Score: 3 ?

HAY MILLS FOUNDATION TRUST

With the help of volunteers, cataloguing the Archive material for Webster & Horsfall and Latch & Bachelor held by City of Birmingham Library Archive Department. Preparing exhibitions and presentations to mark the 300th Anniversary of Webster & Horsfall in 2020. Engaging with local community to promote the History and Heritage of the Hay Mills site
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received modest backing from a grant maker recently
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • Why is the Board completely male?

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/24£11£11£0n/an/an/an/an/an/a
31/03/23£6£6£0n/an/an/an/an/an/a
31/03/22£7£7£0n/an/an/an/an/an/a
31/03/21£6£6£0n/an/an/an/an/an/a
31/03/20?£9£7£1n/an/an/an/an/an/a
31/03/18£8£8£0n/an/an/an/an/an/a
31/03/17£8£8£0n/an/an/an/an/an/a
31/03/16£9£8£1n/an/an/an/an/an/a
31/03/15£0£0£0n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 10 years

www.haymills.org.uk

sandy@haymills.org.uk

01926843323

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Birmingham City,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Hay Mills Foundation Trust
£4,600 22/06/2023
Trans - Atlantic Telegraph Table Chart 1866

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

  • COUNCILLOR ZAFAR IQBAL MBE JP Appointed: 2020
  • DAVID JAMES BRAY (Chair) Appointed: 2014
  • DAVID ANTHONY COLDWELL-HORSFALL Appointed: 2017
  • JEREMY PATRICK CARMICHAEL ROBINSON Appointed: 2018
  • MR SANDY ROBERTSON TD Appointed: 2014
  • ROBERT HENRY COLDWELL-HORSFALL Appointed: 2014
Legal constitution
  • Charity registered in England & Wales on 03/09/2014, number: 1158434
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
Filing Record
9 returns made; all on time
Main office

THORPE COTTAGE
STATION ROAD
HATTON
WARWICK
CV35 8XH

Objectives

TO ADVANCE EDUCATION AND FACILITIES FOR THE PUBLIC BENEFIT BY THE ESTABLISHMENT AND MAINTENANCE OF A CENTRE FOR THE PRESERVATION AND DEVELOPMENT OF THE HERITAGE AND CULTURE OF HAY MILLS AND THE ADJACENT AREAS AND ITS COMMUNITY AND ALL RELATED ACTIVITIES AS THE TRUSTEES DEEM APPROPRIATE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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