Finance Score: -6

Governance Score: -1

Support Score: 6

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

Large volunteers +3
Gov Income
Grant maker support: +3

Overall GiG Score: -1

LEICESTERSHIRE VICTORIA COUNTY HISTORY TRUST

To further the education of the public in the history of the county of Leicestershire and its communities; to promote and foster public knowledge, understanding and appreciation of the history of the area.To commission, facilitate and promote research into the history of the county of Leicestershire and its communities; to disseminate the useful results of such research for the public benefit.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
31/08/22	£16	£21	£-5	n/a	n/a	n/a	n/a	n/a	15
31/08/21	£9	£26	£-17	n/a	n/a	n/a	n/a	n/a	0
31/08/20	£13	£29	£-16	n/a	n/a	n/a	n/a	n/a	33
31/08/19	£13	£21	£-8	n/a	n/a	n/a	n/a	n/a	20
31/08/18	£54	£47	£7	£0	£0	£0	n/a	0	30
31/08/17	£85	£117	£-31	£0	£0	£0	n/a	0	0
31/08/16	£129	£105	£24	£0	£0	£0	n/a	0	0
31/08/15	£126	£109	£17	£0	£0	£0	n/a	0	0
31/08/14	£92	£68	£24	£0	£0	£0	n/a	0	0
31/08/13	£25	£13	£11	£0	£0	£0	n/a	0	0
31/08/12	£22	£20	£2	£0	£0	£0	n/a	0	0
31/08/11	£15	£12	£2	£0	£0	£0	n/a	0	0
31/08/10	£18	£7	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 15 years

http://leicestershirehistory.co.uk

smg45@le.ac.uk

01162596547

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides services
Sponsors or undertakes research

Where it operates

Leicester City, Leicestershire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees:

THE SQUIRE DE LISLE (Chair)

DR RICHARD LUTHER CARADOC JONES Appointed: 2021, Occupation: University Lecturer

PROFESSOR MARILYN UPSTONE MBE FSA Appointed: 2019

DR DAVID LEWIS WYKES Appointed: 2024, Occupation: Retired, Other trusteeships: EAST MIDLAND UNITARIANS, ESSEX HALL, THE CHARITY OF FRANCIS HOPKINSON FOR THE POOR, GREAT MEETING (ENDOWMENT FUND) CHARITY, ANNESLEY (CLW) TRUST,

PROFESSOR CHRISTOPHER CHARLES DYER CBE, FBA, Other trusteeships: WORCESTERSHIRE HISTORICAL SOCIETY, MEDIEVAL SETTLEMENT RESEARCH GROUP, THE HEREFORDSHIRE VICTORIA COUNTY HISTORY TRUST,

PROFESSOR ELIZABETH CAROLINE TINGLE Appointed: 2023, Occupation: University Professor, Other trusteeship: THE ROYAL ARCHAEOLOGICAL INSTITUTE,

ROBERT BRUCE COLLINS Appointed: 2008, Occupation: Retired

SIMON MORFORD GRAVETT Appointed: 2013, Occupation: None, Other trusteeships: LEICESTER AID IN SICKNESS FUND, GEORGE TOWNSEND CHARITY FOR WIDOWS AND SPINSTERS, THE GEORGE TOWNSEND CHARITY,

GORDON DRAKE ARTHUR Appointed: 2013, Occupation: Director, Other trusteeships: THE KIBWORTH BEAUCHAMP RELIGIOUS EDUCATION FUND, WARNING ZONE LIMITED,

Legal constitution

Charitable company registered in England & Wales on 16/03/2009, number: 1128575
Registered at Companies House on 28/08/2008, number: 06683052

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

13 returns made; all on time

Main office

MEADOWSIDE
MAIN STREET
KINGS NORTON
LEICESTER
LE7 9BF

Objectives

1 TO FURTHER THE EDUCATION OF THE PUBLIC IN THE HISTORY OF THE COUNTY OF LEICESTERSHIRE AND ITS COMMUNITIES AND TO PROMOTE AND FOSTER PUBLIC KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF THE HISTORY OF THE AREA IN GENERAL2 TO COMMISSION, FACILITATE AND PROMOTE RESEARCH INTO THE HISTORY OF THE COUNTY OF LEICESTERSHIRE AND ITS COMMUNITIES AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH FOR THE PUBLIC BENEFIT

Defined Area of Benefit:

THE COUNTY OF LEICESTERSHIRE AND ITS COMMUNITIES

Data Sources