LEGACY WM — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 5 November 2018
Removed: Not supplied
Financial period: 1 November 2023 – 31 March 2025
Latest income: £979,217
Latest expenditure: £925,689
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: SOHO HOUSE, 5 SOHO AVENUE, BIRMINGHAM, B18 5LB

Website recorded by the regulator: www.legacy-wm.org (displayed as text)

02 Activities

What the charity does

Legacy WM was established in 2010 as charity with a focus on post war heritage. We have now broadened our aims to include; wellbeing, arts and community cohesion. We are based at Soho House and we work with local organisations to deliver our aims.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 19 November 2025
Date Accounts Received: 19 November 2025
Total Gross Income: £979,217
Total Gross Expenditure: £925,689

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 29 July 2024
Date Accounts Received: 29 July 2024
Total Gross Income: £564,000
Total Gross Expenditure: £720,213

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 21 June 2023
Date Accounts Received: 21 June 2023
Total Gross Income: £480,805
Total Gross Expenditure: £443,943

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 20 July 2022
Date Accounts Received: 20 July 2022
Total Gross Income: £297,205
Total Gross Expenditure: £307,263

Fin Period Start Date: 1 November 2019
Fin Period End Date: 31 October 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 August 2021
Date Annual Return Received: 28 July 2021
Date Accounts Received: 28 July 2021
Total Gross Income: £345,827
Total Gross Expenditure: £203,102

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 19 November 2025
Total Gross Income: £979,217
Total Gross Expenditure: £925,689
Grant Making Is Main Activity: Yes
Count Govt Contracts: 2
Count Govt Grants: £2
Income From Government Contracts: 249153
Income From Government Grants: £249,153
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 18

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 29 July 2024
Total Gross Income: £564,000
Total Gross Expenditure: £720,213
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £10,790
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 42

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 21 June 2023
Total Gross Income: £480,805
Total Gross Expenditure: £443,943
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 1
Charity Receives Govt Funding Grants: No
Income From Government Contracts: 68488
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 20 July 2022
Total Gross Income: £297,205
Total Gross Expenditure: £307,263
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £25,958
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 November 2019
Fin Period End Date: 31 October 2020
Ar Due Date: 31 August 2021
Ar Received Date: 28 July 2021
Total Gross Income: £345,827
Total Gross Expenditure: £203,102
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Grants: £35,815
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 42

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 19 November 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 16915
Income Charitable Activities: 0
Income Investments: 11234
Income Other: 951068
Income Total Income And Endowments: 979217
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £925,689
Expenditure Other: 0
Expenditure Total: 925689
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 15079
Expenditure Support Costs: 74464
Expenditure Depreciation: 25744
Gain Loss Investment: 11234
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -8505
Gain Loss Other: 0
Reserves: £145,721
Assets Total Fixed: 137613
Assets Own Use: 34493
Assets Long Term Investment: 103120
Defined Benefit Pension Scheme: 0
Assets Other Assets: £129,313
Assets Total Liabilities: £121,205
Assets Current Investment: 0
Assets Total Assets And Liabilities: £145,721
Creditors One Year Total Current: 121205
Creditors Falling Due After One Year: 0
Assets Cash: £92,613
Funds Endowment: 0
Funds Unrestricted: 107729
Funds Restricted: 37992
Funds Total: 145721
Count Employees: 12
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 29 July 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 0
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £720,213
Expenditure Other: 0
Expenditure Total: 720213
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 12584
Expenditure Support Costs: 50706
Expenditure Depreciation: 14583
Gain Loss Investment: -3599
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 14583
Gain Loss Other: 0
Reserves: £80,959
Assets Total Fixed: 134037
Assets Own Use: 42151
Assets Long Term Investment: 91886
Defined Benefit Pension Scheme: 0
Assets Other Assets: £72,597
Assets Total Liabilities: £125,675
Assets Current Investment: 0
Assets Total Assets And Liabilities: £80,959
Creditors One Year Total Current: 125675
Creditors Falling Due After One Year: 0
Assets Cash: £69,945
Funds Endowment: 0
Funds Unrestricted: 80959
Funds Restricted: 0
Funds Total: 80959
Count Employees: 11
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dudley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Solihull
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Coventry City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Walsall
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Birmingham City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sandwell
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 115
Classification Type: What
Classification Description: Human Rights/religious Or Racial Harmony/equality Or Diversity

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

08 Official extract

Charity Event History

Charity Name: LEGACY WM
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2018-11-05T00:00:00

Charity Name: LEGACY WM
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2019-03-15T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 5013163
Assoc Registered Charity Number: 1141498
Assoc Charity Name: LEGACY WM

09 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 05 Nov 2018 as amended on 24 Jan 2023
Charitable Objects: THE OBJECTS OF THE CIO ARE:(1) TO ADVANCE THE EDUCATION OF THE PUBLIC IN:(A) THE SOCIAL, ECONOMIC AND CULTURAL HISTORY AND HERITAGE OF THE WEST MIDLANDS METROPOLITAN REGION ("THE AREA") AND THE CONTRIBUTION MADE THERETO BY ASIAN, AFRICAN, CARIBBEAN AND OTHER IMMIGRANT COMMUNITIES; AND (B) WORKS OF ARTISTIC MERIT IN ALL THEIR FORMS (INCLUDING AND NOT LIMITED TO VISUAL, LITERARY AND PERFORMING ARTS) PRODUCED OR PERFORMED IN AREA AND IN PARTICULAR BY MEMBERS OF OR RELATING TO THE SAID COMMUNITIES. (2) TO RELIEVE THE SICKNESS OF AND TO PRESERVE THE HEALTH AND WELL-BEING OF RESIDENTS OF THE AREA THROUGH FITNESS ACTIVITY AND EDUCATION PROGRAMMES.

10 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Social media policy and procedures

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Campaigns and political activity policy and procedures