Finance Score: 2

Governance Score: 4

Support Score: 8

Strong growth: +2
No PartB

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +3

Overall GiG Score: 14

THE HORBURY HERITAGE COMMUNITY BUILDING PRESERVATION AND MANAGEMENT TRUST LTD

Horbury Heritage Trust, on behalf of the community, is watchful of land, listed and non-listed buildings within Horbury. It is trustee of Primrose Hall Charity. The hall is a vibrant community assett employing a part-time Caretaker and Hall Administrator with voluntary helpers. It is also in the process of negotiating a lease with Wakefield Council to take over management of Green Park, Horbury.

Analysis by Giving is Great

Positives:

This charity has been very 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
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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

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
31/12/23		£15	£6	£9	n/a	n/a	n/a	n/a	n/a	15
31/12/22		£19	£1	£18	n/a	n/a	n/a	n/a	n/a	21
31/12/21		£3	£0	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/17		£1	£0	£0	£0	£0	£0	n/a	0	0
31/12/16		£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/15		£0	£1	£-1	£0	£0	£0	n/a	0	0
31/12/14		£1	£0	£1	£0	£0	£0	n/a	0	0
31/12/13		£1	£0	£0	£0	£0	£0	n/a	0	0
31/12/12		£2	£1	£1	£0	£0	£0	n/a	0	0
31/12/11		£1	£0	£1	£0	£0	£0	n/a	0	0
31/12/10		£3	£0	£2	£0	£0	£0	n/a	0	0
31/12/09		£3	£7	£-4	£0	£0	£0	n/a	0	0
31/12/08		£7	£18	£-11	£0	£0	£0	n/a	0	0
31/12/07		£8	£8	£0	£0	£0	£0	n/a	0	0
31/12/06		£13	£13	£0	£0	£0	£0	n/a	0	0
31/12/05		£9	£3	£7	£0	£0	£0	n/a	0	0
31/12/04		£14	£9	£5	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 22 years

heritagetrusthorbury@gmail.com

01924272619

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Environment/Conservation/Heritage

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

City Of Wakefield,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
15 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
National Lottery Community Fund - Green Park Horbury Footpaths
£10,000	09/06/2023	The funding will be used to improve the footpaths in Green Park Horbury. The project aims to improve the facilities for community use.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-86

CHRISTINE MARGARET CUDWORTH Appointed: 2000, Occupation: Retired, Other trusteeships: HORBURY COMMON LANDS TRUST, THE PRIMROSE HALL, DANIEL GASKELL FOUNDATION, HORBURY EDUCATIONAL FOUNDATION,

ELIZABETH ANN WEBSTER Appointed: 2008, Occupation: Administrative Officer, Other trusteeship: THE PRIMROSE HALL,

KEITH STANLEY FORMAN Appointed: 2013, Occupation: Company Director, Other trusteeship: THE PRIMROSE HALL,

MICHAEL CHARLES CUDWORTH (Chair) Appointed: 2002, Occupation: Bank Manager, Other trusteeship: THE PRIMROSE HALL,

SANDRA WALKER Appointed: 2022, Occupation: Retired, Other trusteeship: THE PRIMROSE HALL,

THOMAS WILLIAM RANDALL Appointed: 2024, Occupation: Teacher, Other trusteeship: THE PRIMROSE HALL,

CHRISTOPHER JOHN RANDALL Appointed: 2019, Occupation: Retired, Other trusteeship: THE PRIMROSE HALL,

IRENE MARION RANDALL Appointed: 2019, Occupation: Retired, Other trusteeship: THE PRIMROSE HALL,

Legal constitution

Charitable company registered in England & Wales on 09/05/2002, number: 1091935
Registered at Companies House on 11/12/2000, number: 04122636

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 17 days late,

Main office

36 BEECHWOOD GROVE
HORBURY
WAKEFIELD
WF4 5JQ

Objectives

The object of the charity is to preserve for the benefit of the people of Horbury and of the Nation, the historical uses, and architectural and constructional heritage that may exist in and around Horbury in buildings (including any building as defined in Section 336 of the Town and Country Planning Act 1990) of particular beauty or historical, architectural, constructional or local interest, together with land and land use.

Defined Area of Benefit:

NATIONAL

Data Sources