Finance Score: 1

Governance Score: -1

Support Score: 5

Reasonable growth: +1
No PartB

Narrow trustee age band: -2
Gender balanced board: +3
Multiple returns filed late: -2

Large volunteer base +3
Overall weighted support: +2

Overall GiG Score: 5

LIVING HISTORY (NORTH EAST) LIMITED

REGIONAL ORAL HISTORY CENTRERECORD PEOPLE'S MEMORIES/LIFE STORIES TO PRESERVE FOR FUTURE GENERATIONS

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£72	£70	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£45	£55	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£68	£63	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£47	£41	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£43	£40	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£34	£42	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£55	£52	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£68	£63	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£44	£47	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£42	£40	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	*	£27	£34	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£44	£47	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£67	£64	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	*	£99	£89	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£84	£75	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£304	£149	£155	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£305	£149	£156	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£72	£56	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£60	£58	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£49	£54	£-6	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 21 years

www.livinghistorynortheast.com

info@lhne.co.uk

01915654835

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Gateshead, Newcastle Upon Tyne City, North Tyneside, South Tyneside, Sunderland,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Heritage Fund - Grant to Living History North East
£20,400	14/09/2020	Covid19: Living History North East
National Lottery Community Fund - SingS: Connecting Generations Through Song
£10,000	14/09/2016 12	The organisation will use the funding to support the development and delivery of an intergenerational community outreach choir. This will engage volunteer members to write and develop new songs, become community champions and deliver performances, ....more The organisation will use the funding to support the development and delivery of an intergenerational community outreach choir. This will engage volunteer members to write and develop new songs, become community champions and deliver performances, to help promote understanding and respect between different generations, reduce social isolation and improve wellbeing through music and singing activities.
National Lottery Heritage Fund - Grant to Living History North East
£62,000	27/05/2015	Repositioning of LHNE and reinterpretation of the Donnison School: New interactive heritage experiences in Sunderland
National Lottery Community Fund - Hearts and Minds Across Generations
£10,000	08/04/2015 12	The organisation will use the funding to deliver a programme of specialised dementia awareness and reminiscence sessions/workshops for young people/teenagers, working alongside older volunteers. This will encourage intergenerational working and ....more The organisation will use the funding to deliver a programme of specialised dementia awareness and reminiscence sessions/workshops for young people/teenagers, working alongside older volunteers. This will encourage intergenerational working and raise awareness and understanding of the effects and causes of dementia, enable young people to participate and help deliver reminiscence sessions to improve the wellbeing of those living with the illness.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-75

ALAN CUMMINGS Appointed: 2019, Occupation: Retired

DR SUSAN JANE JONES (Chair) Appointed: 2014, Occupation: Senior Lecturer

MR RAY DAVISON

PAULINE HILTON Appointed: 2014, Occupation: Retired Nurse

SHARON VINCENT Appointed: 2014, Occupation: Tutor

Legal constitution

Charitable company registered in England & Wales on 18/11/2003, number: 1100755
Registered at Companies House on 13/03/2003, number: 04696986

Gift Aid

NOT 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; AR23: 90 days late, AR20: 46 days late, AR18: 58 days late, AR16: 2 days late, AR15: 3 days late, AR13: 48 days late, AR12: 2 days late, AR11: 0 days late, AR10: 2 days late, AR09: 115 days late, AR05: 36 days late, AR04: 242 days late,

Main office

LIVING HISTORY (NORTH EAST) LIMITED
THE DONNISON SCHOOL
CHURCH WALK
SUNDERLAND
SR1 2BN

Objectives

3. THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE:(A) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF THE NORTH EAST REGION BY RECORDING, PRESERVING AND DISSEMINATING THE HISTORICAL MEMORIES OF THE LIVING IN THE AREA AND BY MAINTAINING AN ARCHIVE OF ORAL AND OTHER MATERIAL FOR THE PUBLIC BENEFIT.(B) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE METHODS AND PRACTICES OF ORAL HISTORY.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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