Finance Score: 2

Governance Score: 6

Support Score: 4

Strong growth: +2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 12

HARROW HERITAGE TRUST

To secure the protection, preservation, restoration and improvement of the character and amenities of the London Borough of Harrow, for the benefit and enjoyment of the public generally and especially the inhabitants of Harrow.

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
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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: 25 years

www.harrowheritagetrust.org.uk

info@harrowheritagetrust.org.uk

0208933 2823

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
31/03/23		£122	£59	£63	n/a	n/a	n/a	n/a	n/a	50
31/03/22		£20	£18	£2	n/a	n/a	n/a	n/a	n/a	180
31/03/21		£17	£13	£4	n/a	n/a	n/a	n/a	n/a	300
31/03/20		£13	£15	£-2	n/a	n/a	n/a	n/a	n/a	150
31/03/19		£11	£11	£0	n/a	n/a	n/a	n/a	n/a	300
31/03/18		£11	£8	£4	£0	£0	£0	n/a	0	0
31/03/17		£9	£19	£-10	£0	£0	£0	n/a	0	0
31/03/16		£11	£23	£-13	£0	£0	£0	n/a	0	0
31/03/15	*	£30	£32	£-1	£0	£0	£0	n/a	0	0
31/03/14		£57	£55	£2	£0	£0	£0	n/a	0	0
31/03/13	*	£27	£49	£-23	£0	£0	£0	n/a	0	0
31/03/12		£24	£37	£-13	£0	£0	£0	n/a	0	0
31/03/11		£55	£28	£28	£0	£0	£0	n/a	0	0
31/03/10		£27	£31	£-3	£0	£0	£0	n/a	0	0
31/03/09		£29	£15	£15	£0	£0	£0	n/a	0	0
31/03/08		£31	£30	£1	£0	£0	£0	n/a	0	0
31/03/07		£31	£34	£-3	£0	£0	£0	n/a	0	0
31/03/06		£31	£43	£-12	£0	£0	£0	n/a	0	0
31/03/05	*	£32	£29	£3	£0	£0	£0	n/a	0	0
31/03/04		£35	£37	£-2	£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 Individuals
Makes Grants to Organisations
Provides human resources
Provides services

Where it operates

Harrow,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
50 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 - Linear Earthworks in Pear Wood West of Watling Street Northolt
£1,290	01/04/2022	Section 17 for vegetation clearance and general monument management at Linear Earthworks in Pear WoodWest of Watling StreetNortholt
DCMS - Linear Earthworks in Pear Wood West of Watling Street Northolt
£1,260	01/04/2021	Vegetation clearance and general monument management
National Lottery Community Fund - Montesole Park Improvements - for people and wildlife
£9,999	05/03/2021 8	The group will use the funding to make improvements at a local park. This will renovate an outdoor community space that can be used during lockdown.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

CLLR JANET MOTE

EILEEN MARY KINNEAR Appointed: 2013

ELIZABETH NANCY PARRY Appointed: 2023

JOHN GORDON WILLIAMS Appointed: 2017

JOHN RICHARD ORCHARD Appointed: 2016

JUNE ROSEMARY BAXTER Appointed: 2022

LESLIE RUTH HONAKER BOLSOVER Appointed: 2014

MARGARET HUITSON Appointed: 2016

STEVE BOLSOVER

CLLR RAMJI KANJI CHAUHAN Appointed: 2023, Other trusteeship: MAYOR OF HARROW'S CHARITY FUND,

EDWARD ROBIN GODFREY YOULE Appointed: 2019, Other trusteeships: THE PINNER ASSOCIATION, THE FRIENDS OF THE HARROW MUSEUM AND HERITAGE CENTRE, HARROW MUSEUMS TRUST,

GHAZANFAR ALI B.COM FMAT Appointed: 2022, Other trusteeships: THE VICTORIA HALL CHARITY, PAKISTAN SOCIETY OF HARROW,

Legal constitution

Charity registered in England & Wales on 03/12/1998, number: 1072773

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR15: 26 days late, AR13: 45 days late, AR05: 2 days late,

Main office

40 Walton Drive
HARROW
HA1 4XA

Objectives

(A) TO SECURE THE PROTECTION PRESERVATION, RESTORATION AND IMPROVEMENT TO THE CHARACTER AND AMENITIES OF THE LONDON BOROUGH OF HARROW FOR THE BENEFIT AND ENJOYMENT OF THE PUBLIC GENERALLY AND ESPECIALLY THE INHABITANTS OF THE BOROUGH; (B) TO PROMOTE THE PRESERVATION OF LANDS AND BUILDINGS OF BEAUTY OR HISTORIC INTEREST AND (AS REGARDS LANDS) OF ECOLOGICAL OR OTHER SCIENTIFIC OR ENVIRONMENTAL IMPORTANCE WITHIN THE BOROUGH AND (C) TO PROMOTE SCHEMES AND AWARDS FOR PROTECTING AND IMPROVING THE ENVIRONMENT.

Defined Area of Benefit:

LONDON BOROUGH OF HARROW

Data Sources