Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

DEVON AND CORNWALL RECORD SOCIETY

The Society's New Series publications cover aspects of Westcountry political, social, religious, economic and maritime history. The Society publishes an annual volume which is sent to members on publication. Non-members may also purchase volumes. The Society's Collection of source material, mainly transcriptions of parish registers, is held at the Devon Heritage Centre for public use.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/12/22	£13	£16	£-4	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£14	£22	£-7	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£15	£26	£-10	n/a	n/a	n/a	n/a	n/a	20
31/12/19	£12	£27	£-15	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£9	£11	£-2	£0	£0	£0	n/a	0	0
31/12/17	£8	£11	£-3	£0	£0	£0	n/a	0	0
31/12/16	£6	£9	£-3	£0	£0	£0	n/a	0	0
31/12/15	£7	£10	£-3	£0	£0	£0	n/a	0	0
31/12/14	£9	£15	£-6	£0	£0	£0	n/a	0	0
31/12/13	£9	£14	£-5	£0	£0	£0	n/a	0	0
31/12/12	£10	£15	£-5	£0	£0	£0	n/a	0	0
31/12/11	£9	£16	£-6	£0	£0	£0	n/a	0	0
31/12/10	£15	£16	£-1	£0	£0	£0	n/a	0	0
31/12/09	£12	£15	£-3	£0	£0	£0	n/a	0	0
31/12/08	£21	£16	£5	£0	£0	£0	n/a	0	0
31/12/07	£15	£15	£0	£0	£0	£0	n/a	0	0
31/12/06	£37	£12	£25	£0	£0	£0	n/a	0	0
31/12/05	£15	£18	£-3	£0	£0	£0	n/a	0	0
31/12/04	£17	£21	£-4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 32 years

http://www.devonandcornwallrecordsociety.co.u

dcrs@hotmail.co.uk

01395222599

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

Cornwall, Devon,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

DR CATHERINE ROSEMARY RIDER Appointed: 2011

DR LESLEY JANE TROTTER Appointed: 2021

DR OLIVER JAMES PADEL

DR PAUL DAVID COCKERHAM Appointed: 2022

IRENE ANDREWS Appointed: 2015

KATHARINE JANE OSBORNE Appointed: 2015

LUCY MARGARET FRANCES STURDEE BROWNE Appointed: 2022

MARK BILLINGS BA MSC FCA Appointed: 2013

ANTHONY STUART GALE Appointed: 2020, Other trusteeship: CREDITON AREA HISTORY AND MUSEUM SOCIETY,

DEBORAH TRITTON Appointed: 2014, Other trusteeship: PK PORTHCURNO,

JOANNA MARY MATTINGLY Appointed: 2019, Other trusteeship: CORNWALL HISTORIC CHURCHES TRUST,

Legal constitution

Charity registered in England & Wales on 17/06/1992, number: 1011931

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

19 returns made; all on time

Main office

Devon Heritage Centre
Great Moor House
Bittern Road
Sowton
Exeter
EX2 7NL

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF DEVON AND CORNWALL IN PARTICULAR BY EDITING AND PUBLISHING HISTORICAL RECORDS AND MAINTAINING A LIBRARY OF SOURCE MATERIAL.

Defined Area of Benefit:

DEVON AND CORNWALL

Data Sources