CIArlty rngl8tr•tlon numbor 1180548 (Erwnd and Wal•BI
Comp•ny numb•r CE015S28
LEGACY WM
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 MARCH 2025

LEGACY WM
LEGAL AND ADMINISTRATIVE INFORMATION
Rw]ia M81ik
Winston Weir
Shaida 8ibi
Gurpm•t Bh•i
Jesse Gerakl
Gary 8othnan
An¥J￿W Pekn D￿dd￿n
Rachael Thcmas
Ingrid Deanna Abrnham$
VMenn8 R80¥•
rlnd&r Kalr•
IAppoint•d 8 April 2￿25?
(Apwintad 6 ￿￿12025)
INiJpolnW 12 ￿n$ 20251
Ch•rlty numb•r (England and Wale•l
1180546
Comp•ny numb•r
CE015528
•9lstgrod ollk•
S Soho Av8rvJ8
H#ndsworth
Birmingharn
8185L8
Auditor
Thapws Chartered *£counlants
Harpal HtyJs8
14 Holyhead Road
Handsworth
8im)irohw
821 OLT

LEGACY WM
CONTENTS
io

LEGACY WM
CHAIRMAN'S AND TREASURER'S STATEMENT
FOR THE PERIOD ENDED 31 MARCH 2025
Ch•lr'• For•wo
As we refiect on the past 17 to sPAr• T•Ma￿th iow of Wesl MidlarKls. an
Yganisation stethst in ¢¢ldY*e 8irfTriWm's rith heritsoe * dN¢W wnmunrtlos. This penod
making a tangible dtfferwKe in ts INes d tikne w8 serve
ne&Js ol our community. h8aMh ¥rKI ￿lber￿ servrAX ha¥* pl•y*J ¥ VW rol• in SuFWrti￿ 1ndhi￿lS and
ts￿lieS, fc*ten'ng strengih and in utK*rtain bmts.
IXf fAiwral knitiati¥es. ilduding Barp¥•Jeshi Ilxbst IWAI. I1￿11&￿ed.
r4arfc￿S lor uTrJerr8pr•sentvAI ¥ous aThJ cdot*aDng tho artis1* ta￿nts our Com￿￿1n1t￿s. These
i)clusK)n. arKI P￿•.
8imirWam . c￿* wh*e tr*y indNidu81. wwd18S8 cl bxkgrwThJ. hps (wylunity to Ihrive. I gxteThJ my
TO￿ther. are S￿n9 8 knjscy that our henl89e 8mtw.rwj th• firtuTr. l am 8xut•J about we
*jll achjeve in ¢oming ys aTrJ r*nakn the pos*¥e impac4 we w (¥e* lty ¢wr cc*)yrthb"8s.
Thank >vu lor
Chairn

LEGACY WM
CHAIRMAN'S AND TREASURER'S STATEMENT (CONTINUED)
FOR THE PERIOD ENDED 31 AIARCH 2025
TrMgur•r'$ R•port
The >èar ending 31 Marc* 2ry25 17 ftKYkns ol acmy th8rty. th8 ￿11￿1, thgrrty
made a IT￿eSt ￿lrit￿tion of £53,538 to its reseffts ￿lch ntrw stsnd at £145.721. Tho thèrrty inCr￿$d rts to
inconKt to £979.217 geth.no ¢bJser ￿ £1m DJn￿le[. Thi5 c4 SLWE d aLtr*ity snd ol IhL* to
th¥ by the charty.
finanLyal ch8nwy¥ ￿¥r￿a th chwty. 1118 nO￿blO Inat th• inStrM￿ Incrna8thJ by £11234 Ihat th•
**arty has cash Ihe bank of ￿.fj13. fvnds are for th• cost of servic•8. in the UK
Th8 XC4wnts r8fiecl a sound finar*>•t fwtMYJ chanty lo ¢￿Y l¢Th¥ryl NS [r￿SS￿￿. Tl* to￿ reswes ol
Winston Woir
Tr•asur•r

LEGACY WM
TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT)
FOR ThIE PERIOD ENDED 31 MARCH 2025
Th* truste•5. pres•nt thèir rÉrAYt *￿th the fin￿al stat￿￿1￿ of th• L*anty for tN• •fvJod 31 March 2025.
Th• thJst8e5 have adoptod tm provisw6 fA A¢¢tsJnlkno and Re¢<rfb'rtrJ by Chartb"es'. State￿1 d Recommended
Practice apsYuNt 10 d*11￿ thoir xcoJnts n accc¥d•xo with th& Finaroal R¢pot*"rrfJ siand¥d
lcabk In the UK aThJ ol Irel•hY IFRS 1021 leffth 1 Jarmwy 2015).
The Trusie¢s m*Je th• In 2018 10 Legacy WM la Wisle￿ tharityl arNJ 4 chafilable
orporat•d Org*msat￿n ICKJI underlhe s•n* name, beirg TrJi51trgd with th¢ Charity C(xnmuion as a CIO on 5
Noventsr 2018.
Thg fjnanrial sta¥em•nts havtr boen F¥Bp¥gd n acc(MTkn ￿¢￿nts"r￿ set ojt nots 1 lo the
fffianu#l statements. the Coryanies Ad 2Cth arKI "Arm￿n￿r￿ aThJ Rermytry by Char*i8B.' Statem8nl ol
Recomrr*ThJ8d prac1￿* aWicabl8 io Elwth¢5 prepanr¥J their accounts in with tho Fffjand* Rapoiting
Slandard apF*ablt UK rA Ir81w￿ {FRS 102r I•ll•J￿ l j*￿ty 20191.
obl•¢¥V￿ and •ctlv
11 To advance ￿ edueatiM Ic¢ in..
. Ihe social, eC￿(￿n￿¢ (¥rtural histrmy aNJ herifag8 offv West MpJk9rKls 14etrcWrtan won {lheAr8a￿ and
the coftlrlbutbn m&e the￿t0 by Asiaft. Afnw. c¥b￿an 3Th10ts immowi ¢cThMnil*S.'
- works of arb$tic nwit ￿ al Ihwf Ic*ms 11￿￿J￿.r$ aThJ hrymted Io wisu81. literary and perfcwming pAtsI pr0￿Ce0 or
perfc*med ￿ Are8 a￿1 in p8rb(#Jl8r by ol LY relabry lo th• s*J comm[￿th$.
81gnlll¢•nt a¢tb¥ltkng
Estsblished In 2010. L•¥cy Vém is • CIO sthJai*l at th• h•art cl the Wtst I48trcwkn [ry￿.
INgalth and well￿n9. aThJ arts herily prcgramrMs to deve￿ SC￿*1 cthsiw. We wilhin Mar9￿a1￿j
communities. aiming to instil a deep sonsè of tullural genuinè C￿nt￿b)n5 betthEen dtver5e syoups.
focu&rg on needs. shared hL5tories. and eXperW￿ Boner￿88 frvn arwnd w S 10 th• okledy
engaged and conwlted thrcAJ9h ctsd6styJn. n￿r￿lorry ar￿ ￿al￿al￿. hentsae has celrtY*d l1*
rllationship betseen Pe£fAè t*￿th ts industr•l. arr*i1oclwal. and fatrt ol tho rjty. tr￿r￿j Migrant
ioum•ys d•v•kyng Iwr Iw'tage trafis. o)Thnui#ty Famly Ffii kyovhles ￿1b&￿j
actmtses for *hol• faffity hÈs been gJFV)rt for a third year of (J6lryery. C%Jr ￿th
F4Jcyla tr￿ud$s StrLthred sputs 5essws. The tho1 with h8b* wuesled Ihe devehywt
of 4 youth lorwn and thss has esiptli6hed rth¥ aThJ rt's calknj 'Our Legary.. Our pnjgramme the
installation of thrge atts ¢4￿9 a￿d the Lana ro4ne. Ths have iwn owgrded Iho Krfs lor
Publlc b•nellt
The chanty Is a put41¢ be￿fft enbty lh8 Irustaes Ihal IW to th• Crynmi￿0n
Charttabl• a¢16¥bll•¥
AJI ouf activilies and (¥n be via Ihe Imk bBkw.
Flnarbdal r•vl•w
Flnancl•l P￿Illon
The ol Irustees WE satisfiod *ilh fv gerteAmèrth ol th• chaity thè And thè posthn at 31
Marth 2025 a￿1 ¢cffirAd•r that IM tharity 15 in a to its acty.wbes dunng the ccrfnry yw. and
that chartys assets bjfil ts Ot4Kjatk￿$.
l. Legacy WM has ralsod fuThts t(rtalirKJ E979.217 vJth tho expwwjitufg for ￿ FwK¥J t(*4lffrfJ £925.689 on
rtharrt3trAe adNibes. Thorn h85 ** gam of £11.234 cffi ￿Ve$trn￿. re9ullirg in a suwus of £64.762.
This18av•B £145,721 In wr funds to bo ftywwd at 31 M8r¢h 2025.

LEGACY WM
TRUSTEES REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE PERIOD ENDED 31 AIARCH 2025
R•s•r4•8 polley
We generally operate o bel8￿*) budget each finarthl rnr. rf f•WV•g at aThJ ol eo
linano81 year ihe aim is to LP to three unrestrKted ￿￿ve5 lor OFeratth nJnnin9 costs Ind￿1￿9
¥91grw8 ond st*utory re(k4w*Yonox 11 * an1￿ IM tr* fegW¥o3 b* Lwlt LV n8xt and
¥ill Ic41ow the tJekvAf".
11 A br8akd¢)M) ol rewvqs at tho •nd ywr. *rth w w￿*?bOn of thè 8l#tus ol Ihe•e ftyre8 (e.g. w*tedl
draft rnana￿ •LI
21 Any a¢tual Of tr3n51er6 oife(ary th•t date. aThJ a dosuw.on cl the wrF4xe and
c¥rTOnt SP8ThJty plans for oac* catsgory of r•s8ryes apwcylale, cr065 retsrenc•d tr) le￿nts
31 Ctrnmitt&J Reserves . Fu￿J$ Ihat are by ￿ cvw158tkn fr¢¥n its reia'réd a spocfvd
pu

LEGACY WM
TRUSTEES REPORT {INCLUDING DIRECTORS. REPORTI (CONTINUED)
FOR THE PERIOD ENDED 31 AIARCH 2025
We have refrvsh•J w ffiv&y•ar strat4y mthy tlyw dolrffj. thts vas nec8Wry as hav•
th￿ts18￿ our incoffle awKI rrKxe Feoe wr 51aff leam It h85 been an 8xcaptyJ￿ yw in whKti three
partr*rship b#Js wth nin• drfwent ¢ryi88twJns arKI ￿n•r81￿j £45).￿0 lo deb¥er arts an
empl1)y￿nt gJFPYt twecl We hcye to thts partrw5hy *Yyk, with ￿ atFM)s of it and sharn rf. We
have 5UPPX)rtEd Fknunsh to an Irthpwmknt *il LThtityJe lo th in ckJ5e cdab)r81ion wwh
them. B•YJadeshiArtist DeVeky￿IA￿wY IWAI is FYe5enby b*NJ inwbated by us. a￿j ￿ fva￿ manw to
obtain 8 grant 01 £11X).rKKI frryn th C￿rtaI Engknd kj suppmyt a lakwrt dev•kyrnnt wcgmrnrne. This yeav.
held fitsi ever Bangla Wéek arKI pl￿ ar8 afrKrt cÈlebraiion In Novenknr 2025 and ￿ beli
this has s¢)Jpe to become a n?￿nal inibative. This buihls ￿ our an anth(x rwisatKn
thai we Gqn auract fundiwwJ from th8 Nat￿￿ Lott￿ Ccffimunty Fu￿1 io
Arts co￿¢11 Engknd sty)n its on nv44 Not￿￿ Portfolo OnJwMlI￿ INPOI 5cPwng 8Tr3
we wil apptv once again. We ha￿ a Ir8ck ol T*rfh ¢yoèntsakns aThJ aim * 10 load a
consmium bb#. Ir ao wLx*ssil thls *ll thet rrK)re ¢y9onwkns *ill the hJnds to ue8te an
offer - this V•ill 8L*) ccxrwemeni (NJr as 8 0￿￿1￿1 kn. Wè 8re sl>*ty tr8nsftymwvJ Sc*) Hou60
V*iior C¢nire inth rTrxe ol ￿ arts ver￿ aTrJ V4il ueale for W wtors. 8TrJ
ciealors.
slwr than wo had hcyd. Wo wwg succossfvl in our appticaliw to The Natitrtl Lottery Herrtage Fund INHLFI Io
support a feas1￿lty s￿dY Ic4 Iho 8tt• and ** had Iirst tsge dosi9￿ wg havg slwed 8takelw)kJers
and the hxal comrnLmty. Al wesen¢ thurch rcof 15 W tepaired have ￿alised thai mcrt lo thg
Ixjilcliry will b8 to r¢ up 10 4 aoc4ni st¥#J*. c(ryI￿ Lrf wri•ct mry tak• thin ojr
inilial èstimate ol fve years.
for in Bang￿00$h ￿ unthryAy as ccMnF4etwJ thg first hr￿0 and h8v8 sot tho
targ•t ol buii*r4J 1,Cth homs. startir4 *iii1 ICIJ in B￿￿Je$￿ ar•d IW to foajs ￿ S*r￿al. Wè are
¢w•v*r, OT* of them be dtifv)Jft b atpakn a￿ txmb.rwty It%fj $8CJJ)d srt•. W8 8re exFknryJ
the option to buy hoLMes to got U5 Stzrt•J rf we m8ko a surkkn this yew. we wll wrtha8e OUT firsi hwsè
Whilst ￿ rgmain heavity reFiani on grants, tr#s yèar t*r) ¢YKt ¢ornnYssirffi$ from BYTrdrfjham Crty CounrAI
and b•ing th• ktyhc4Jers fvr &*b) alrywe wr fflintr￿. hav• gonerniod lor th8 first in ex￿¥¥ ol
£12.0￿. (kjr arnbrfi￿ rwnairb io work tcwards owwating a Ihjrd ￿ our incrxne thrwh trading
fvndlno Imm WMCA to Clusler h&s hew us b uThJ•rsthnd th• wt•nts"al proffts tNg1 wo can
g8n8rate If mnetiso some ol c¥Jr aCITrrt￿. W• *• hytul Ihal WMCA funth.ng wdl ￿ avAilAble post W to
iako this forward. CEO ha5 iaken part In the Asttyi s¢￿ Et￿r￿)Y AcC￿￿a10r rKcwrrffi8
whth wos a le8rnw programme fw ¢rrtwprisa devdCyn￿1 - whdst thL4 has kJhy*Aadw bas•.
The afLYernenlth￿ grry•th presents cha￿￿e$ 85 ￿ h(w we manage cwr rtsowces, and uThJertakt 8
ew of P￿nI tsrg8nis*'on•l Strudurv arKI gnsure Ih* it k% fft t￿ pUT￿$e. We have furt￿ trd$igrgd (¥Jr
dedication over the years.

LEGACY WM
TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED)
FOR THE PERIOD ENDED 31 AIARCH 2025
Struciur•, oov•rn•nc• and
Gow•mlng docunwnl
Legacy WM be￿n* a rgptwed (*wty cffl 15WI 2011 Ictwty 11414981.
On 5 kniember XJ18 Lag8cy VN c*wyJ its statsts to a Charblable Irthrpnlod Orwiukn11)wrty
R￿1918￿1 Nurtw 11WJ546. Regstwed c￿ I￿rnb¥ CE0155761
orggnl5aty.￿.
Th• tru$ie•$. th) are a150 thè dIrnC￿ for Ihe purrtth law. trt pwKrfJ •rwJ up
to the dai• of sYJnalure of lh8 ffinarKa¥ Stat￿ Awe:
Rcw"a Mawk
Winston Weir
Enam Rahman
Sha￿4 8iDi
Alison J(Jnea
Shawkai ChLM1Mry
Gurpregt Bh8ba
e Ge￿j
Card Lyn￿
IR•wl 310(*bv 20241
IRes*w•l 31 Ch3cé*r 20241
IR•syi•J 12 Jun• 20251
IR•W 31 O¢**w3)241
Andrew Peier Dofiakl￿n
Rachael Thomas
Irgrid Doanna AtJrah•Y*
Vw*nne Ree¥e
Virlrts Kalrn
IA¥fKmled 8 Z0251
1+4wJnied 8 Wl Xt251
IAwJ'nted 12 JLme 2025)
R•¢wllment and •PF)ointm•rrt ¢rf n•w tnmttts
Truslees are appoin:e¢ by the e￿5b'ng tntsl88s and l(f fvo Jws aft8r they may Nrt
fwward for r￿(￿nIManL Th8 c(ffisbtuthx è rnlrtnmjm of th￿ trulkneg b) • ol ni
trusiees. no rrKxe Ihan Ihm trLAAt8eB du8 fcrf re-aFWnth￿I in any (Th yw.
AudStor
Winston W•ir

LEGACY WM
INDEPENDENT AUDITOR'S REPORT
TO THE TRUSTEES OF LEGACY WM
Oplnion
Wo haw a￿￿.1*￿ Ihe fwaal slat8ments cl Legacy WM lthe "I for ts Fwk¥J ended 31 ma￿ 2025 ￿4C￿
ntry the ststem8llt ol actM1￿. Ihe b#la￿ Sh￿ arwj rw)t•s 10 finanaal statemen15, inthding
n1fr,￿t Fdws. The reFrfry IraTr￿￿k that has t*en Pr￿l￿tKIn is
appl￿b* L*• Unthj ACcfAmtW￿ St**J4rds. FwwKial Repxytry Starwjwd 102 Tho
Ar￿￿bry Prn(knl.
give 8 Irw and view of Jtsl• of lh• dwrt•bl• (rynp•n(• •ffws as •1 31 klaw¢h 2025 •NI of its
Incoming reg)urce5 crf resour￿$. iho per*)J Ihen eyth..
Oa$l• for opinlon
Wa condl￿ted a￿]it wi acoythwj In1•M￿ Authw¥J ILXI (ISA8 (iKII apr*Abl8
ryw. ()Jr resFQWtMlbts8s un(l•f sl*Klards A￿1¢0￿5 r&sKth&t*hli8s ltrr Ihe audrf ol
th8 financ￿1 Staten￿r5 5eclK)n of tsJr r8pM. We are of the In acit*tsrKe the ethical
rwu1reff￿1S that ar• r•l8vant to of the finanoa stst0rY￿ts In th• UK. Induding Ihe FRCS Elhic81
Stan¢lard. and wè hg¥e luffilkny cthr atfKal resi￿*bI￿5 ￿ ac£(¥dm wth these req(Mrements. INe b￿￿Ve
IhAt Ihe audrt eVKIe￿ we have obl8ined ￿ Sulf￿￿nI 8rxl to WOVKJ8 8 bags ft)r our cynion.
co￿lUSIor￿ r•l•ting to 9olng ¢onc•rn
In auditiThJ Its finants￿ S¢at•Tenls, we hth* Ihol ts Inryt￿• ol (•ncem b•ws ol
accounbThJ in the of th8 fina￿•1 is
8&￿ we F*rf￿￿•d. ha￿ klentrf*d rna*rtd urKertainties rtltiting to events or
¢ondrfl)ns that. ITh)r￿dy￿ty or cc41ectNdy. may cast tho ¥ abilty to contrLk• as a ￿r￿j
levthnt wc1￿$ of th* i•r4yL
and c4Jr authtorfs report Iherecn. Th tyJ$t￿ ar• r*Sw￿& Irx the other Inforrnabw cwlair￿￿ wthin th8 onnu
rern Our Opin￿ C￿ I￿ finanoa SW•M¢￿ (h)e5 cover the other lnfrffn￿ aThl ￿ (kn r¥)t oxpress any fom
ol as5uranr* Iherecfi. Our r8srthyt*"Ibty Is k) r•ad lh• olhw Infcffi)awm and, In dcAro so. wngder
whethef ihe Olher Info￿*"0n is matonalty In¢¢fis￿len1 *lh ts fina￿1* $181ements or cwi krhx* Ob￿￿e0 in
thè c￿T$¢ rjf the or OlhèA*lsè arrfjears to be maténalty misstaiod If ¥J8nthfy such ma*r*i In¢tsn$stOnC40S
or appaienl mai8nal rrw831a1e￿nts. ￿ arè requi￿ 10 Oeiwrnre *thether this gryes fTae lo a nwI￿1 nMsgl8te￿t
in fnamal stal8rn•ntS Ihemselv85. W. bawj cn the hwd Wtorn￿. (￿cl[￿je Ihat there * a
We have to rewt ryd.
1o11•rn on whl¢h *• ¥r• r•9ulr•d to r•wt ty •xe•M
Wle ha¥e nothing ty) r¥KVt in rewect of the mattws in to lAC￿un￿ and
Rek**tsl FloguLakns 2C#)8 requ¥es us to to yw rf,
re￿rI.. or
ufftient acc￿nting f•rths n¢X boon k•F(
ha¥0 rKJt re¢wed 011 arvj expl9n0t￿$ WU1￿ lor cwJr •**l.

LEGACY WM
INDEPENDENT AUDITOR'S REPORT (CONTINUED)
TO THE TRUSTEES OF LEGACY WM
Responslbllltl•s of tru$ts•¥
As eXp1w￿ nv)r• fuly in trust88s reSpX￿sOIft￿s. th• 1njst￿. a￿ *0 the dire¢M of Iho
for the purF*)se of 0)M￿nY L**. *• for ￿paI81￿￿ of the Iinano81 sIaleM￿ 8ntJ for being
satisfigd Ihat th•y 9Th* a irue fa* ¥￿. intemal control as Ihè trusièes dete￿nine is neLwary to
ror. In prepailTh2 tho fina￿{al slate￿￿ts. the trust888 ar8 r8SPKwiL48 kn a58es8in9 th8 S lo as
going 1x*￿￿n. dusdo*r¥J, as apPkn￿¢. mattws retsted to wng corfem ugryd Ihe c4Jncem basis of
re8hs¢ic attemalive but to do so.
Audltorfs rnsponsibililiw fw th• •uOrt ofth• fiMrtb*l wi•m•nl•
We havE been appjinted as audity ur#Jer se¢iN)n 144 of the ChantEs Ad 2011 •rxl rnpNt in *ilh the
Our oty'•ctiv•s lo fkn a88urafK¢ gbtyJt ffiftatvial stslwrwts 86 0 arè fro& from
mate￿1 mwtstement. wh8lh*r due to tr8￿1 or wrN. 8ThJ to an wth.wg we￿)rt th•t IndLths ￿niOn.
Reasonabl6 asswanc* 16 8 W knel thl as>Jra￿ trMJl Is a guwan￿ that an *Jdrt In acts)￿an¢8
*ilh ISAS IUKI alwayB ￿et￿t a rnate￿ mts#ai*TWI eAtsts. Mis5tstwt*nrs can wise from fr￿d c
error and are cons*Y8r•d moiwbl If. crf in Ihe agjwme. they c¥xld I￿Ona￿ ￿ •xp8tt•J to MThj￿¢￿
Iha g¢onomi¢ ded6kn5 of users tsken of tk*se finarK¥al statem￿.
A further d8s￿p1￿￿ of our i•spthtsibilths Ls •¥aiW Rerwlirg C4yJrxafs at htw'ii
Ut• of our r•pwl
Thls rep(Kt 1$ rnad8 6(4dy bWt•O8. a8 a t￿. kn *xffll￿ ¥rrith Chaths Ikcounts
d Rfjpmsl Rwaik*ns 2fxs8. 1)Jr a￿#￿ has yndertaken $0 that MWI state io the ¢h8rtty'$ trustaès
th¢se matters we ar8 wu1￿j to Slate io In an s rerort aThJ for Trj cAher wrt¥)ge. To the fullest extent
pemitied tyy law. *e th) wl accept LY as¥urne re¥L￿51t*￿tY 10 any￿￿ oth6Y than the thwrfy the c*w'ty's
{S•nlor stalut￿ Auditw)
Chartér￿1 Accountsn
Harpal House
14 Hotyhead R￿j
anclsworth
8irningh•m
821 CLT
2 Odcthf 2025
4S èLK%Icf ola cThrpany urAl* ¥0(*'on 1212 ofth• Cryr#•s ki 2(A6.

LEGACY WM
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE PERIOD ENDED 31 AIARCH 2025
Tthl UN••trIC￿ R••trf¢t•d
fvnd•
fvndb
2023
2023
Tol•l
funds
2025
fund*
2025
202J
2023
Incom• Irom:
Don8tions
ItTre51rnents
1S.533
953,6B1
979214
28.863 535,389
564.072
Tot•1 ￿n￿fi
15.S36
983.681
979,217
28.684 $35,kn)
584.073
Exp•nditur• an:
Charitabk ath'vit
925,￿ 925.fj89
18.(B7
213
720.300
Net g8lnsllk69￿I on
11,234
11234
{3.5991
13.S99}
14•t •urplu•lld•fidt)
37.992
64.762
{188.8241 1159.828)
I91.￿4)
91.664
Net mov•m•nt in
fund•
26.770 37.
64,762
{84.6661
I75.1￿) 1159,8261
Rt¢4Mcili#tion of lund•:
Fund b910n￿ * 1 No¥effl
2023
185.625
75,180
240.785
Fund tp•l•n¢•¥ It 31 March
2025
107.729
37.992
145.721
80.959
Th• S￿1￿ment of flnanda aciNit￿ al gawY6 bx8e8 pwKIl. 8fKI
•xpenditure ¢Jerive frrm ¢￿b"nuIr￿J •*vrfies.

LEGACY WM
BALANCE SHEET
AS AT31 MARCH 2025
2023
Fixed a•s•ts
Taryibbe 8ssels
Investments
10
11
34.493
103.120
42.151
91.886
137.813
134,037
Current a•¥•l¥
12
2,852
Cash at barlt gnd in Iwnd
92.813
129.313
72.597
cr•d￿j. •Mounts l•lllng du• wlthkn
13
1121.2051
(125.6751
Nel oJrrent essei8llWlrfml
8,1
153,078)
145.721
Incom• fvnd8
Reslr*ted funds
Unrestrtctsd thjnds
37.992
107.729
145.721
2￿6. for the •rKled 31 Marth 2￿25.
The memt*rs h•¥e not rwuiT¢d Its company lo obl*wb an audrt finart?81 undw th8 rnwnmerAs
of Ihe C¢¥npan*5Act 2(X*. lor the PNKKI ￿ We81￿ n ac0yd•n￿ 476.
to thg compari•s r•oime.
The fwwKial ststen8ni# ¥Ar• apm•J ty t1￿ Tws*s ￿ 2 (ktrA>or 2025
Winslw W
Tr•asurnr
Comp•ny Trylstratlon Nmb•r CE015521
10-

LEGACY WM
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 AIARCH 2025
Soho Hous8, S SOM Avonue. H￿d3*t￿￿, BimiirKJham, 818 5L8.
1.1 B*p￿￿￿9 pwlod
rh8 r8porting por￿4 has bw oxlwthl *) 17 31 March 2025. &m￿nts we
12 Aeeountlng conY•nlknn
The financial 3tal•monts haN* W ryepar&J in wrth fv Ch¥l￿S l￿MIr￿j dotsJftwrt the
Companws 2￿fj. FRS 102 Rewrtiry StaTr#grd aFvIK8tA& in UK Repubhc of
IreL4r￿. I"FRS 10T) arK1 ￿ Charll*s SORP "kcojD￿ and RefNylry ty Char6ti•s". Staten￿t of
Reporting St8ThJard ap(1￿ in tlE UK Rewt4k cl IFRS 102r leffectThY 1 J•nLW 20191. The"
a Publ￿ Entrty 85 ￿fir￿d by FRS 102
The fin*Kial stalernents ar• pr•pareo lh8 of th• dwty. M
an￿￿ts in It￿ fi￿Ck￿ ststements •(• r￿r￿a 10 I￿r&S1 £.
F<41c*s adopted ar• s8t b¢k**.
1.3 Fund xcounlkng
Rostrthj fuids can onty be fof WM>Jlar ￿trI#*d wrkk)ses Trhllhin the obJ&Xs of ts ch8rfty.
1A Incon
1.5 Exp•ndiiw•
Ext*ndilure 18 ￿L¥￿j￿ted tr on basis has been dasyfied urthr hetrairb> that ap¥eWe al
cost related to the catewl. Whwu cannal dir•ctty *trl)utod to h•ad¥y beon
1.6 T•nglbl• ftx•d asmts
Tw4JltAe fix8d assals rneaSU￿ ￿ o)# ￿ subseq• nw¥urqd at ¥al￿ts￿, n•t of
dep￿￿￿ti￿ aThJ any inyirm8nt kw8s.
usoful IIv88 bases..
•nt •Thd eQL.bX(￿t
25% ￿ c£*1
25% CD51
1.7 Twlon
11

LEGACY WM
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR ThIE PERIOD EPIDED 31 MARCH 2025
Accountlr4 pollcl•s
IContknu•dl
Th• chan"¢a)le company (watas a defimd crAitn.trJJrf￿ pensthi sct*m*. G￿lft.bU1ons pay*l* to the
chwltstse cc¥7)panls SCI￿ a￿ tharpl io the of Finan0￿ AclNrt*s in the to
vthi¢h Ilw Telale.
T41tal
fund•
fvnd•
fund•
fund•
202S
2025
2023
2023
2023
15.533
.681
979.214
28.683
535.3B9
564,072
Gr*nl* w•c•N*lth for
Ans C￿j￿1
IRouThJtrwse lo Chancel
Arts IMalc4)m X
9.537
9.537
21.46S
21.465
IWMCAI
ACE Lottery18ADAI
ljhlland Arts I&AOA}
BCHNT
BESP
Proje
BWJ L(kny FuThl (Fthly
20,CUJ 20.￿
So,(￿ S0.C
4,57S
4.575
160,726
1￿.?20
125,D82
125.082
n.78
73.789
169.
33.557
169.rA3
33.557
111.014
10.79)
111,014
10,79)
Blrmlr¥Jhwn Clty
8irrniThJham Cty ￿n￿l
- Shared Pros￿rity FurKJ
IEquir*r•nt
Blrrnlr9h￿ Wjntsry
Servxe Coun
BifmlNJh*n Soilie￿I
BIrmiroh￿ Museum
BP18Nx•J Pressufe)
Britsh Film ￿1¢[
11.981
22,830
9,023
9,023
30.CKO3 >).Q)J
53.499
S3.4
Crafts CWKII
Donaltff
Fairw Futwès
Health
Fre•tsn X) income
Heritage Lottwy Furnj
Evory Joumey Matt•rg1
Histori¢ Ersland
1,310
1,310
21,033
7,943
21.033
5.&37
5.&37
3,967
3,967
57.647
S7.847
$6.468
10,2
10,2D3
12-

LEGACY WM
NOTES TO THE FINANCIAL STATEMENTS (CONnNUED)
FOR ThIE PERIOD ENDED 31 AIARCH 2025
(contkn￿dj
H¢yJ*Mig 21 (RU￿
c￿rtI
Integmted
N*ghtI)urlK￿ Te
IINTI
Lunar So¢W (SIAth
P￿leCtI
Men's Gs
Proje(a
Minibus
NOSU INV*1￿ PIBnl
Oak F￿n￿OI￿
Intomat￿l Lld
(H￿$r￿)
ProJ8d- UK
IM•n's c￿1r$I
SD(aal CILMt8r IWIACAI
Sport Btmnghwn
SportB EngL7nd
s￿$9 Philanihr
The Aclfve Wellb81
Souéty IM•n'$ Hearth)
The mason
Tud(ff Trusi
Yojth ISut61
Ckner Inc(
16.880
16.660
11.CO)
11,OLKI
40,978
40.978
3.450
20,250
20250
72.4(X)
72,4
51.5C
20.5￿ 20,%
10,5
10.SLk)
26.978
26,978
1S.713
1S,713
60.cw 60,C
2.322
2,3Z2
3.683
,072
9.456
4.140
15,533
4.140
979214
963.681
28.683 535.389
Unrn•triGt•d Unr•*1￿c￿d
fvn¢h
fund*
2025
2023
13-

LEGACY WM
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR ThE PERIOD ENDED 31 AIARCH 2025
C￿rbt•b1• aclivili••
Ch•rtt•* Ch•rtt•bkn Chwft•b
Tgt•l
2023
2023
25.744
14.593
138
340
466.752 266.022
14.091
11,472
124.735
14,583
ark•b"ng
Gross and ￿•$
PensiLM)S
ProJ8ca. Arts Trall
ProJod- Fkrtrish
ProJeLt. IndLwtrial PknnlwJ• Strry*K*J Su*Aurn
Proftd delivwy c¥)8ts
Pro￿1. Fra8drxn
Sessw)nal wrykers
266.022
8,705
185.
19.9)5
129.SS8
8,705
185.538
19.9)5
129.558
18.087
2.016
2.691
187.685
18.087
2.341
3.187
2.016
2.691
836.146
638,923
18,087
657,010
Sh¥e Lif coJls1s0• 51
74.464
15.079
9),7C
12.$84
12,584
25.689
702,213
1B,087
720.3OJ
An•ty•l• by lund
Unresthded hJI￿5
R•strWd fund6
18,OB7
18.087
7W2.213
5.689
,213
25.689
702,213
la.￿7
720.3Tr)
14-

LEGACY WM
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE PERIOD ENDED 31 AIARCH 2025
Support Go•t•
¢0sts
¢osts
Bank charge5
C￿$￿t$r￿v lees
55
5.478
18,8r2
18.872
5.478
Equipment expwM*l
Insuranc8
Light. Poww. H•atwwJ
Motor exFenses
1.983
1023
1971
2,023
2,971
4249
1225
4.249
1.225
1,484
2,373
2,725
18
10.iXIO
2.373
2.725
16
Prints"nffjknh•hry
Postage
14,1fj6
14.186
10.C
Repair5 and
maintenanc•
Software
Staff
Stsu"on•ry 8nd wnlirwj
Subscrytvr&
TwnF$ and recnJrtm•nt
Unifolm
Vonu• Hir•
1.180
2.650
9.770
877
959
147
3.413
4,262
11.29)
2.927
11.
2.927
1.261
2,650
9.TTO
877
959
3.413
4.262
4,£fj1
27
27
7,871
7.871
5,55fj
5.556
Audrt fèas
4.158
4.158
4.028
74,484
15.079
9).7C6
12.S94
charitab￿
74.464
1&079
89,543
Xl.7C
12.584
fj3.290
Trusle••
Employ•
2025
Numb•r
2023
14umbor
11
11
15-

LEGACY WM
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE PERIOD ENDED 31 AIARCH 2025
Employ••4
IContlnu•dl
N•t gaIn￿o￿l•S) •n In¥Mim
Vnr•*tricl•d Unrn¥triEtod
nds
fund$
2025
2023
11.234
13,599)
Tax•tlon
10 Tanglbl• fixed agsets
Tg
Co•t
45,851
54.156
99.807
At 31 March 2025
45.651
54.1S6
99.B07
Al 1 N<Nwnb8r 2023
Dep(e¢￿t￿ thwg•J in porKrfl
21.518
18.052
19.176
39.570
25.744
At 31 2Q5
37.228
65.314
31 2W
17.
16,928
34.493
Al 31 Odobw 2ffd3
6.047
36.104
42,151
11 Ll*ted kn¥ufm•nts
2025
Falr ¥￿￿•
At 1 Nt)vember 2023
91,886
11.234
At 31 Mwch 21KS
103.120
18-

LEGACY WM
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE PERIOD ENDED 31 AIARCH 2025
12 D•btorx
202J
AJnDunts l*llng du• *lthh) ￿ y••r.
2.652
13 Crndllorn.. IM71(￿nts fallry du• t*lthin y•x
2023
Other laxatKJn and 8rKial g￿jnty
Tr8d8 cr
8.163
575
112.487
8.732
4,Cffj7
112.878
121,205
125.6TS
T¢Aal
nd•
2025
nds
2tr23
lund$
2023
202$
Z025
2023
FuTrJ l)4ancas at 31
Mwch 2025 8
i•pr•sented by:
T8ngible ￿et*
Investn*nts
Current asS￿￿lIabl￿)
34.493
34,493
11x3.120
8.10&
42,151
42.151
91,886
153,0781
103.120
91.888
110.9271
3.499
1411S1)
107,729
37.992
145.721
15 R•l•t•d wrty tr•nMctlorn
17-