Finance Score: 2

Governance Score: 6

Support Score: 0

Strong growth: +2
No PartB

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 8

THE HERCULANEUM SOCIETY

The objects of the charity are to advance to education of the public concerning the World Heritage Site of Herculaneum, to promote research into Herculaneum including the continuing investigation of the Villa of the Papyri at Herculaneum and its papyri, and to promote the conservation of the artefacts and buildings at Herculaneum.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

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
30/04/23	£93	£89	£4	n/a	n/a	n/a	n/a	n/a	0
30/04/22	£10	£11	£-1	n/a	n/a	n/a	n/a	n/a	10
30/04/21	£13	£11	£2	n/a	n/a	n/a	n/a	n/a	0
30/04/20	£12	£13	£-1	n/a	n/a	n/a	n/a	n/a	12
30/04/19	£26	£23	£3	n/a	n/a	n/a	n/a	n/a	0
30/04/18	£25	£28	£-2	£0	£0	£0	n/a	0	0
30/04/17	£21	£18	£3	£0	£0	£0	n/a	0	0
30/04/16	£7	£20	£-13	£0	£0	£0	n/a	0	0
30/04/15	£20	£16	£4	£0	£0	£0	n/a	0	0
30/04/14	£23	£12	£11	£0	£0	£0	n/a	0	0
30/04/13	£15	£10	£5	£0	£0	£0	n/a	0	0
30/04/12	£9	£11	£-2	£0	£0	£0	n/a	0	0
30/04/11	£17	£18	£-1	£0	£0	£0	n/a	0	0
30/04/10	£12	£15	£-3	£0	£0	£0	n/a	0	0
30/04/09	£14	£10	£4	£0	£0	£0	n/a	0	0
30/04/08	£20	£25	£-5	£0	£0	£0	n/a	0	0
30/04/07	£43	£35	£7	£0	£0	£0	n/a	0	0
30/04/06	£21	£14	£7	£0	£0	£0	n/a	0	0
30/04/05	£10	£7	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 20 years

http://www.herculaneum.ox.ac.uk/

herculaneum@classics.ox.ac.uk

01865 288260

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Sponsors or undertakes research

Where it operates

Italy, Throughout England And Wales, United States,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 47-78

DR GIANLUCA DEL MASTRO Appointed: 2018

DR JOY LITTLEWOOD Appointed: 2018

ALISON CLARE CARTER Appointed: 2018, Occupation: Editor, Pr And Communications Consultant

DR HOLGER MARC ESSLER Appointed: 2018, Occupation: Lecturer

DR CAROL ANN SCOTT Appointed: 2015, Occupation: Museum Consultant

KATHARINE MARY STARLING Appointed: 2015, Occupation: Museum Consultant

KAY BYERS Appointed: 2018, Occupation: Company Secretary

NIGEL GUY WILSON FBA, Other trusteeship: THE OXFORD BIBLIOGRAPHICAL SOCIETY,

PROFESSOR ROBERT LOUIS HERBERT FOWLER (Chair), Occupation: Retired Academic

PROFESSOR ANNALISA MARZANO Appointed: 2018, Occupation: University Professor

TOBIAS REINHARDT Appointed: 2023, Occupation: Lecturer, Other trusteeship: CORPUS CHRISTI COLLEGE OXFORD,

Legal constitution

Charitable company registered in England & Wales on 29/06/2004, number: 1104632
Registered at Companies House on 15/06/2004, number: 05153841

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; all on time

Main office

HERCULANEUM SOCIETY
IOANNOU CENTRE
66 ST GILES
OXFORD
OX1 3LU

Objectives

3.1 TO ADVANCE THE EDUCATION OF THE PUBLIC CONCERNING THE WORLD HERITAGE SITE AT HERCULANEUM, IN PARTICULAR TO CREATE AN ARCHIVE OF MATERIALS RELATING TO THE WORLD HERITAGE SITE AT HERCULANEUM AND THE WORK OF THE HERCULANEUM SOCIETY;3.2 TO PROMOTE RESEARCH INTO HERCULANEUM, INCLUDING THE CONTINUED INVESTIGATION OF THE VILLA OF THE PAPYRI AT HERCULANEUM AND ITS PAPYRI, AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH3.3 TO PROMOTE THE CONSERVATION, FOR THE BENEFIT OF THE PUBLIC, OF THE ARTEFACTS AND BUILDINGS AT HERCULANEUM.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources