Finance Score: 0

Governance Score: -3

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteers +3

Overall GiG Score: 0

THE HEREFORDSHIRE VICTORIA COUNTY HISTORY TRUST

Preparation and publication of historic data relating to the County of Herefordshire.Involvement with schools to disseminate local historical data.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years, despite a decline more recently

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£11	£23	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£9	£18	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£15	£3	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£9	£24	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£12	£17	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£8	£6	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£14	£6	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£19	£18	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£13	£7	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£13	£7	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£11	£16	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£8	£10	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£11	£16	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£12	£8	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£12	£11	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£12	£10	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07?	*	£3	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£12	£10	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£10	£0	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£6	£0	£6	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 26 years

jonathan.comber@easynet.co.uk

01684577134

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

Acts as an umbrella or resource body
Sponsors or undertakes research

Where it operates

Herefordshire,

Who it helps

Children/Young People
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

ALICE OLIVIA HARVEY-FISHENDEN Appointed: 2017

DR JANET COOPER

ELIZABETH ANNE SEMPER-O'KEEFE Appointed: 2022

GRACE OWEN Appointed: 2022

JONATHAN PATRICK COMBER Appointed: 2014

MR D A WHITEHEAD MA FSA

PROFESSOR CHARLES WATKINS (Chair) Appointed: 2010

PROFESSOR CHRISTOPHER CHARLES DYER CBE, FBA

PROFESSOR KEITH RAY Appointed: 2015

Legal constitution

Charity registered in England & Wales on 07/07/1998, number: 1070427

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures

Filing Record

20 returns made; AR23: 71 days late, AR11: 0 days late, AR09: 95 days late, AR07: 272 days late, AR06: 362 days late,

Main office

49 Old Hollow
Malvern
WR14 4NP

Objectives

RESEARCH PREPARATION AND WRITING OF THE VICTORIA COUNTY HISTORY OF HEREFORDSHIRE PROVIDED ALWAYS THAT SUCH OBJECT IS EXCLUSIVELY CHARITABLE.

Defined Area of Benefit:

HEREFORDSHIRE.

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children