Finance Score: -1

Governance Score: -6

Support Score: 9

Volatile income
spending growth: -1
No PartB

No volunteer policy: -2
No conflicts policy: -1
All male board: -3

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 2

BATTLE OF WORCESTER SOCIETY CHARITY

Advances the education of the public regarding the importance of the Battle of Worcester in 1651 through a program of activities, events and conferences including lectures at schools, universities and to the general public. The Charity also installs historical plaques and monuments and publishes books, pamphlets and digital information.

Analysis by Giving is Great

Positives:

This charity has been very 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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is completely male

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 but spending has been maintained

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
31/12/22	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	9
31/12/21		£13	£10	£3	n/a	n/a	n/a	n/a	n/a	9
31/12/20		£3	£1	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£5	£4	£2	n/a	n/a	n/a	n/a	n/a	4
31/12/18		£9	£10	£-1	£0	£0	£0	n/a	0	20
31/12/17		£15	£7	£8	£0	£0	£0	n/a	0	0
31/12/16		£3	£2	£1	£0	£0	£0	n/a	0	0
31/12/15		£3	£2	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 9 years

www.battleofworcestersociety.org.uk

01905775919

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Worcestershire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
9 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
Department for Business, Energy and Industrial Strategy - Accelerated Development of bitbaby
£34,993	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10046722

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BENJAMIN HUMPHREY Appointed: 2017

DANIEL DANIELS Appointed: 2019

GEOFFREY DEREK YAPP Appointed: 2019

GUY JONATHAN LITTLE Appointed: 2019

HOWARD FIELD ROBINSON Appointed: 2019

KEITH COLLINS Appointed: 2022

ROGER KNIGHT Appointed: 2020, Occupation: District Councillor, Other trusteeships: WORCESTER THEATRES CHARITABLE TRUST LTD, ST PETER'S VILLAGE HALL ASSOCIATION LIMITED, WORCESTER MUNICIPAL CHARITIES (CIO), WORCESTER NEWS AND EQUIPMENT SERVICES FOR THE BLIND (WNESB),

Legal constitution

Charity registered in England & Wales on 19/01/2015, number: 1160010

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

8 returns made; AR22: 8 days late,

Main office

1 Holloway Close
Droitwich
WR9 7DT

Objectives

THE OBJECT OF THE CIO IS TO ADVANCE THE EDUCATION OF THE PUBLIC REGARDING THE IMPORTANCE OF THE BATTLE OF WORCESTER IN 1651, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH A PROGRAMME OF ACTIVITIES, EVENTS AND CONFERENCES INCLUDING LECTURES AT SCHOOLS, UNIVERSITIES AND TO THE GENERAL PUBLIC, THE INSTALLATION OF HISTORICAL PLAQUES AND MONUMENTS AND PUBLISHING BOOKS, PAMPHLETS AND DIGITAL INFORMATION.

Data Sources