Finance Score: -4

Governance Score: -2

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No conflicts policy: -1
Mainly female board: -1

No supporters identified

Overall GiG Score: -6

HELMSLEY ARCHAEOLOGICAL AND HISTORICAL SOCIETY

Increasing knowledge of local historic and archaeological interest to members of the society and local inhabitants.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/12/21		£1	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/20		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/19		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£1	£1	£1	£0	£0	£0	n/a	0
31/12/17		£2	£2	£0	£0	£0	£0	n/a	0
31/12/16		£1	£1	£1	£0	£0	£0	n/a	0
31/12/15		£1	£1	£0	£0	£0	£0	n/a	0
31/12/14		£1	£1	£0	£0	£0	£0	n/a	0
31/12/13		£1	£2	£-1	£0	£0	£0	n/a	0
31/12/12	*	£1	£1	£0	£0	£0	£0	n/a	0
31/12/11		£1	£1	£0	£0	£0	£0	n/a	0
31/12/10	*	£1	£1	£0	£0	£0	£0	n/a	0
31/12/09		£1	£1	£0	£0	£0	£0	n/a	0
31/12/08	*	£3	£2	£0	£0	£0	£0	n/a	0
31/12/07		£2	£1	£1	£0	£0	£0	n/a	0
31/12/06?		£2	£3	£0	£0	£0	£0	n/a	0
31/12/04		£2	£2	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 22 years

helmsleyarchaeologicalandhistoricalsociety.or

01439771781

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Sponsors or undertakes research

Where it operates

North Yorkshire,

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 (5)

Gender Split

AMY JUDITH BRADFIELD Appointed: 2017

GEORGE DONNOR

JENNIFER JANE HARRIS Appointed: 2015

PATRICIA DONNOR

VERONICA MARY DUNNE Appointed: 2017, Other trusteeships: OSWALDKIRK VILLAGE HALL, OSWALDKIRK VILLAGE HALL CIO,

Legal constitution

Charity registered in England & Wales on 06/12/2001, number: 1089682

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; AR12: 20 days late, AR10: 45 days late, AR08: 33 days late,

Main office

2 CHAPEL CLOSE
HELMSLEY
YORK
YO62 5BE

Objectives

TO ADVANCE THE EDUCATION FOR THE PUBLIC BENEFIT IN ARCHAEOLOGY AND LOCAL HISTORY IN NORTHERN ENGLAND BY THE FOLLOWING:A) TO INCREASE AND DISSEMINATE KNOWLEDGE OF AND INTEREST IN THE SAMEB) TO UNDERTAKE AND SUPPORT RESEARCH INTO SITES AND ARCHIVES OF ARCHAEOLOGICAL AND HISTORICAL INTEREST, AND THE PUBLICATION OF THE RESULTS OF SUCH RESEARCHES.C) TO ENCOURAGE THE IDENTIFICATION, PROTECTION AND PRESERVATION OF SUCH SITES AND ARCHIVES.

Defined Area of Benefit:

NORTHERN ENGLAND

Data Sources