Finance Score: -6

Governance Score: 5

Support Score: 0

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

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Large volunteers +3

Overall GiG Score: 2

HISTORIC LINCOLN TRUST

Promotion of the benefits of the conservation, protection and improvement of the physical and historic environment of Historic Lincoln through major redevelopments. Advancing the education and enjoyment of the public in the historic environment and artefacts of Historic Lincoln by the interpretation of historic sites, and public access to Heritage Skills Centre.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

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
31/03/23	*	£15	£9	£6	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£22	£319	£-297	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£0	£551	£-551	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£534	£260	£275	£55	£559	£559	25.8	1	5
31/03/19		£508	£606	£-99	£5	£284	£284	5.6	0	20
31/03/18	*	£572	£480	£92	£0	£383	£383	9.6	0	0
31/03/17	*	£254	£321	£-67	£0	£0	£0	n/a	0	0
31/03/16		£315	£499	£-184	£0	£0	£0	n/a	0	0
31/03/15		£516	£63	£453	£45	£541	£540	102.8	0	0
31/03/14		£82	£0	£82	£0	£0	£0	NAN	0	0
31/03/13		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 12 years

www.historiclincolntrust.org.uk

enquiries@historiclincolntrust.org.uk

01522522815

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Lincolnshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

Age Range of Trustees: 39-83

AIR VICE-MARSHAL PAUL ANTHONY ROBINSON Appointed: 2014, Occupation: None, Other trusteeships: LINCOLNSHIRE BOMBER COMMAND MEMORIAL, CRANWELLIAN ASSOCIATION,

CAROLINE HILDA KENYON Appointed: 2023, Occupation: Company Director

DAVID CHRISTOPHER CHAMBERS Appointed: 2011, Occupation: Company Director

EDWARD ANTHONY STRANGE Appointed: 2023, Occupation: Wealth Manager

GEORGE WILLIAM LOCKWOOD Appointed: 2021, Occupation: Director

JOHN ROBERT HENRY RUDDOCK Appointed: 2023, Occupation: Retired

ROBERT WILLIAM DAY Appointed: 2023, Occupation: Retired

BARONESS SARAH ELIZABETH MARY HOGG Appointed: 2023, Occupation: Company Director, Other trusteeship: LINCOLNSHIRE BOMBER COMMAND MEMORIAL,

JENNY WORTH Appointed: 2023, Occupation: Retired, Other trusteeships: VILLAGE HALL, FARMER EDUCATIONAL FOUNDATION, THE A H WORTH CHARITABLE TRUST, HOLBEACH CEMETERY CHAPELS LIMITED,

JAMES JULIUS CHRISTOPHER BIRCH Appointed: 2023, Occupation: Farmer, Other trusteeship: UK TRUST FOR NATURE CONSERVATION IN NEPAL,

NEAL PETER JUSTER Appointed: 2023, Occupation: University Vice Chancellor, Other trusteeship: Lincoln City Foundation,

PROFESSOR LOUISE JANE WILKINSON Appointed: 2023, Occupation: Professor Of Medieval Studies, Other trusteeships: THE PIPE ROLL SOCIETY, LINCOLN RECORD SOCIETY,

RICHARD ANTHONY DALE Appointed: 2023, Occupation: Solicitor, Other trusteeship: LINCOLNSHIRE JEWISH COMMUNITY,

ROBIN MAXWELL BATTLE Appointed: 2023, Occupation: Land Agent, Other trusteeship: MERE CHARITY,

SIMON NICHOLAS WALTERS Appointed: 2017, Occupation: Local Government Officer, Other trusteeship: Lincoln City Foundation,

Legal constitution

Charitable company registered in England & Wales on 25/06/2012, number: 1147823
Registered at Companies House on 24/08/2011, number: 07751944

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

11 returns made; AR23: 73 days late, AR18: 48 days late, AR17: 1 days late,

Main office

15 NEWLAND
LINCOLN
LN1 1XG

Objectives

- TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION,PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND HISTORIC ENVIRONMENT OF HISTORIC LINCOLN- TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE PHYSICAL ENVIRONMENT AND ARTEFACTS OF HISTORIC LINCOLN

Defined Area of Benefit:

LOCAL

Data Sources