Finance Score: -3

Governance Score: 3

Support Score: 4

Volatile income: -3
No PartB

Good trustee age range: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 4

THE WORCESTER HERITAGE AND AMENITY TRUST LIMITED

WHAT runs Tudor House in Friar Street, Worcester. We keep a lovely Tudor building open to the public. We use displays and collections to explain the historic architecture of the house, the changing use of the building throughout its history and the heritage of Worcester.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Volun- teers
30/04/23		£84	£78	£6	n/a	n/a	n/a	n/a	n/a	40
30/04/22		£84	£81	£4	n/a	n/a	n/a	n/a	n/a	50
30/04/21		£143	£141	£2	n/a	n/a	n/a	n/a	n/a	50
30/04/20		£153	£139	£14	n/a	n/a	n/a	n/a	n/a	80
30/04/19		£88	£61	£27	n/a	n/a	n/a	n/a	n/a	70
30/04/18		£63	£56	£7	£0	£0	£0	n/a	0	0
30/04/17		£53	£48	£5	£0	£0	£0	n/a	0	0
30/04/16		£52	£42	£10	£0	£0	£0	n/a	0	0
30/04/15		£48	£44	£4	£0	£0	£0	n/a	0	0
30/04/14		£39	£37	£2	£0	£0	£0	n/a	0	0
30/04/13		£20	£19	£1	£0	£0	£0	n/a	0	0
30/04/12		£23	£20	£2	£0	£0	£0	n/a	0	0
30/04/11		£27	£20	£7	£0	£0	£0	n/a	0	0
30/04/10		£23	£22	£1	£0	£0	£0	n/a	0	0
30/04/09		£12	£15	£-2	£0	£0	£0	n/a	0	0
30/04/08	*	£33	£20	£13	£0	£0	£0	n/a	0	0
30/04/07		£20	£14	£6	£0	£0	£0	n/a	0	0
30/04/06		£16	£12	£4	£0	£0	£0	n/a	0	0
30/04/05		£17	£13	£3	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

www.tudorhouse.org.uk

info@tudorhouse.org.uk

01905612309

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 services

Where it operates

Worcestershire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
40 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 Heritage Fund - Grant to The Worcester Heritage and Amenity Trust Limited
£61,700	13/03/2019	Revealing the Past

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-70

DENNIS CHIENG Appointed: 2019, Occupation: Business Consultant

JAMES DAVID INGLIS Appointed: 2022, Occupation: Museum Curator

ROBERT BRUCE DUNLOP NEIL Appointed: 2022, Occupation: Company Director

JOHN BEALE Appointed: 2019, Occupation: Phd Researcher And Innovation Consultant

MR J V PANTER (Chair), Other trusteeships: LASLETT'S ALMSHOUSES, LASLETT'S (HINTON) CHARITY,

SHEENA JONES Appointed: 2012, Occupation: Local Government Officer

MARGARET PANTER Appointed: 2014, Occupation: Consultant, Other trusteeship: WORCESTER MUNICIPAL CHARITIES (CIO),

Legal constitution

Charitable company registered in England & Wales on 13/05/2004, number: 1103730
Registered at Companies House on 03/03/2004, number: 05062948

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
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

19 returns made; AR08: 114 days late,

Main office

Tudor House
42 Friar Street
Worcester
WR1 2NA

Objectives

TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE HERITAGE OF THE CITY OF WORCESTER BY USE OF THE HISTORIC TUDOR HOUSE SITUATED IN FRIAR STREET, IN THAT CITY, ITS ARCHITECTURE AND COLLECTIONS: THROUGH EDUCATIONAL ACTIVITIES INCLUSIVE OF ALL AGES FACILITATED IN SUCH WAYS AND BY SUCH MEANS, INCLUDING MODERN MEANS OF COMMUNICATION, AS THE ASSOCIATION SEES FIT FOR THE BENEFIT OF ALL CITIZENS OF THE CITY OF WORCESTER AND THE PUBLIC.

Defined Area of Benefit:

ALL CITIZENS OF THE CITY OF WORCESTER

Data Sources