Finance Score: 0

Governance Score: -2

Support Score: 2

No PartB

No volunteer policy: -2
Static board: -3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 0

HARTPURY HERITAGE TRUST

ÔÇÿTo advance the education of the public by the conservation protection and improvement of any part of the physical and natural environment in and around the parish of Hartpury which is of historical significance.ÔÇÖ

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board composition appears to be rather static

Financial issues to consider:

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

Established: 26 years

www.hartpuryheritage.org.uk

01452700333

Charity Commission for England and Wales

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		£70	£35	£36	n/a	n/a	n/a	n/a	n/a	6
31/12/21		£59	£55	£5	n/a	n/a	n/a	n/a	n/a	6
31/12/20		£20	£37	£-16	n/a	n/a	n/a	n/a	n/a	8
31/12/19	*	£41	£37	£4	n/a	n/a	n/a	n/a	n/a	10
31/12/18		£69	£36	£33	£0	£0	£0	n/a	0	6
31/12/17		£27	£46	£-20	£0	£0	£0	n/a	0	0
31/12/16		£45	£60	£-15	£0	£0	£0	n/a	0	0
31/12/15		£35	£67	£-32	£0	£0	£0	n/a	0	0
31/12/14		£170	£92	£78	£0	£0	£0	n/a	0	0
31/12/13		£81	£36	£45	£0	£0	£0	n/a	0	0
31/12/12		£20	£35	£-15	£0	£0	£0	n/a	0	0
31/12/11		£30	£50	£-20	£0	£0	£0	n/a	0	0
31/12/10		£49	£53	£-4	£0	£0	£0	n/a	0	0
31/12/09		£61	£64	£-3	£0	£0	£0	n/a	0	0
31/12/08		£337	£323	£14	£0	£0	£0	n/a	0	0
31/12/07		£144	£140	£5	£0	£0	£0	n/a	0	0
31/12/06		£41	£28	£13	£0	£0	£0	n/a	0	0
31/12/05		£19	£30	£-10	£0	£0	£0	n/a	0	0
31/12/04		£22	£34	£-12	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Environment/Conservation/Heritage

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Gloucestershire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
6 volunteers

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
DCMS - CRF21 Hartpury Heritage Trust
£21,900	08/03/2021	Culture Recovery Fund for Heritage 2020-21

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-89

HOLLY BRIDGET CHAPMAN Appointed: 2000, Occupation: Ret Solicitor

MARGARET BAILEY Appointed: 2010, Occupation: Company Director

MARY ROSE MCGHEE (Chair) Appointed: 1998, Occupation: Ward Clerk, Other trusteeship: HARTPURY UNITED CHARITY,

MR JIM CHAPMAN, Other trusteeship: WICK COURT, CHARITABLE TRUST,

PAULINE DRURY Appointed: 2004, Occupation: Teacher, Other trusteeship: HARTPURY VILLAGE HALL,

STEPHEN WILLIAM FRENCH Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 23/03/1998, number: 1068784
Registered at Companies House on 06/03/1998, number: 03522981

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

19 returns made; AR19: 13 days late,

Main office

The Orchard Centre
BLACKWELLS END
HARTPURY
GLOUCESTER
GL19 3DB

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE CONSERVATION PROTECTION AND IMPROVEMENT OF ANY PART OF THE PHYSICAL AND NATURAL ENVIRONMENT IN AND AROUND THE PARISH OF HARTPURY WHICH IS OF HISTORICAL SIGNIFICANCE

Defined Area of Benefit:

PARISH OF HARTPURY

Data Sources