Finance Score: -2

Governance Score: 7

Support Score: 6

Multiple Deficits: -2
No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 11

LEDBURY PLACES

The charity has now taken ownership of the Heritage Centre (HC), Barrett Browning Institute (BBI) and Burgage Hall. We have made a second unsuccessful bid to the Heritage Lottery Fund and are currently evaluating the impact of that failure. We will make a third attempt for funding but not immediately. We recognise there are actions required for the BBI and the HC.

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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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
On several occasions in recent years income has been 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
30/06/23		£56	£59	£-3	n/a	n/a	n/a	n/a	n/a	40
30/06/22		£51	£47	£4	n/a	n/a	n/a	n/a	n/a	40
30/06/21		£12	£50	£-38	n/a	n/a	n/a	n/a	n/a	35
30/06/20		£46	£42	£4	n/a	n/a	n/a	n/a	n/a	30
30/06/19	*	£12	£56	£-44	n/a	n/a	n/a	n/a	n/a	50
30/06/18		£10	£79	£-69	£0	£0	£0	n/a	0	0
30/06/17		£13	£27	£-15	£0	£0	£0	n/a	0	0
30/06/16	*	£21	£10	£11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 9 years

www.ledburyplaces.org

hello@ledburyplaces.org

01531 636304

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Herefordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
40 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
National Lottery Community Fund - Kitchen and Toilet Refurbishment
£10,000	23/06/2023	The funding will be used to refurbish the kitchen and toilet facilities on the upper floor of The Old Grammar School. The project aims to ensure that the facilities of the building remain up to date ....more The funding will be used to refurbish the kitchen and toilet facilities on the upper floor of The Old Grammar School. The project aims to ensure that the facilities of the building remain up to date and visitors have a positive experience of the building.
Co-Operative Group - Grant to Ledbury Places Barrett Browning Youth Project
£5,431	15/11/2019	We want to renovate rooms and facilities in the Barrett Browning Institute to create a safe space for young people in Ledbury.
National Lottery Heritage Fund - Grant to Ledbury Places Ltd
£10,000	19/05/2016	Ledbury Places - Multiple Heritage Asset Transfer

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 36-78

LIV KING Appointed: 2024, Occupation: Actor

ALISON BRAITHWAITE Appointed: 2021, Occupation: Retired

PENELOPE SHAW Appointed: 2024, Occupation: Historian

MARK LISTER Appointed: 2024, Occupation: Retired, Other trusteeships: CASTLEMORTON POORS, CHURCH LANDS CHARITY,

MARK WALLER (Chair) Appointed: 2015, Occupation: Retired

MELISSA HAWKER Appointed: 2017, Occupation: Director

STUART BARRIE HOUGHTON Appointed: 2014, Occupation: Potter

CHRISTINE ANN TUSTIN Appointed: 2018, Occupation: Retired, Other trusteeship: LEDBURY AND DISTRICT SOCIETY TRUST LIMITED,

CLIVE JUPP Appointed: 2014, Occupation: Requirements Engineer, Other trusteeship: MORTIMER HISTORY SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 10/06/2015, number: 1162108
Registered at Companies House on 10/06/2014, number: 09079970

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Risk management
Safeguarding policy and procedures

Filing Record

8 returns made; AR19: 33 days late, AR16: 3 days late,

Main office

10 Pound Close
Ledbury
HR8 2SU

Objectives

4.(1) THE CHARITY'S OBJECTS ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:(A) TO PRESERVE, MANAGE AND IMPROVE FOR THE BENEFIT OF THE PEOPLE OF THE TOWN OF LEDBURY AND OF THE NATION THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE THAT EXISTS IN AND AROUNDLEDBURY IN BUILDINGS (INCLUDING ANY STRUCTURE OR CONSTRUCTION OR ANY PART OF A BUILDING) OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST: AND(B) TO PROMOTE AND FACILITATE EDUCATION CONCERNING THE SOCIAL ECONOMIC AND ARCHITECTURAL HISTORY AND HERITAGE OF LEDBURY AND THE SURROUNDING AREA (THE AREA): AND(C) TO PROMOTE AND FACILITATE FOR THE BENEFIT OF THE PUBLIC REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION IN AND AROUND THE AREA BY OR THROUGH:(I) THE RELIEF OF UNEMPLOYMENT; AND/OR(II) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE; AND/OR(III) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP EITHER IN SETTING UP THEIR OWN BUSINESS, OR THROUGH HELP TO EXISTING BUSINESSES: AND/OR(IV) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS, AND/OR LAND FOR USE ON FAVOURABLE TERMS, AND/OR(V) THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING: AND/OR(VI) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES WITHIN OR AROUND THE BUILDINGS; AND/OR(VII) THE PRESERVATION OF OTHER BUILDINGS OR SITES IN OR NEAR THE AREA WHICH ARE OF HISTORIC OR ARCHITECTURAL IMPORTANCE: AND/OR(VIII) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE. INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES; AND/OR(IX) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT: AND/OR(X) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.

Data Sources