Finance Score: -2

Governance Score: 9

Support Score: 8

Multiple Deficits: -2
No PartB

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

Large volunteer base +5
Overall weighted support: +3

Overall GiG Score: 15

HEREFORDSHIRE & WORCESTERSHIRE EARTH HERITAGE TRUST

The Trust's objects are to promote the protection, conservation and improvement of Earth heritage sites for the benefit of the public, in particular, but not exclusively, in the counties of Herefordshire and Worcestershire; and also to educate the public in Earth heritage.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

On several occasions in recent years income has been less than spending
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
31/12/23	£60	£66	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£87	£80	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£60	£54	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£24	£31	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£38	£44	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£63	£71	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£70	£73	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£101	£131	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£181	£127	£53	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£122	£125	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£119	£112	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£87	£59	£29	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 13 years

www.EarthHeritageTrust.org

eht@worc.ac.uk

01905855184

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides services
Sponsors or undertakes research

Where it operates

Herefordshire, Worcestershire,

Who it helps

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 Herefordshire and Worcestershire Earth Heritage Trust
£112,900	02/06/2021	Birmingham's Erratic Boulders: Heritage of the Ice Age
National Lottery Heritage Fund - Grant to Herefordshire and Worcestershire Earth Heritage Trust
£5,400	11/06/2020	COVID19: Herefordshire and Worcestershire Earth Heritage Trust
National Lottery Heritage Fund - Grant to Herefordshire & Worcestershire Earth Heritage Trust
£59,000	30/09/2015	Voyages in Deep Time

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-74

DR ANDREW PETER SIMS Appointed: 2023, Occupation: Chartered Geologist

DR CHERYL VANESSA JONES Appointed: 2015, Occupation: Lecturer

ELIZABETH ANNE ANDREWS Appointed: 2022, Occupation: Geologist

KATHERINE HUGHES Appointed: 2018, Occupation: Retired

KATHERINE JOAN ANDREW Appointed: 2018, Occupation: Project Manager

MICHAEL STEPHEN BROOKS Appointed: 2014, Occupation: Retired

MARK ANDREW BAGGOTT Appointed: 2021, Occupation: Finance Director

PROF IAN FAIRCHILD Appointed: 2015, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 19/10/2011, number: 1144354
Registered at Companies House on 31/03/2011, number: 07586089

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Investing charity funds policy and procedures
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

12 returns made; all on time

Main office

UNIVERSITY OF WORCESTER
HENWICK GROVE
WORCESTER
WR2 6AJ

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:(1) TO PROMOTE THE PROTECTION, CONSERVATION AND IMPROVEMENT OF EARTH HERITAGE SITES FOR THE BENEFIT OF THE PUBLIC, IN PARTICULAR BUT NOT EXCLUSIVELY IN THE COUNTIES OF HEREFORDSHIRE AND WORCESTERSHIRE.(2) TO EDUCATE THE PUBLIC IN EARTH HERITAGE.

Data Sources

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