Finance Score: -5

Governance Score: 2

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3

Large volunteers +3

Overall GiG Score: 0

NORFOLK ARCHIVES AND HERITAGE DEVELOPMENT FOUNDATION

The Norfolk Archives and Heritage Development Foundation provides funding to support; 1. Purchase of Norfolk's archives, so they can be made accessible to all.2. Preservation of Norfolk's archives, namely storage, active conservation and digitisation.3. Engagement activities linked to the above and other archives.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
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		£7	£12	£-6	n/a	n/a	n/a	n/a	n/a	3
31/03/22		£2	£5	£-3	n/a	n/a	n/a	n/a	n/a	2
31/03/21		£2	£0	£2	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£21	£14	£8	n/a	n/a	n/a	n/a	n/a	2
31/03/19		£14	£1	£13	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£11	£27	£-16	£0	£0	£0	n/a	0	0
31/03/17	*	£22	£0	£22	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.norah-df.org.uk

enquiries@norah-df.org.uk

01603222003

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

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

Where it operates

Norfolk,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ALAN CHARLES STEYNOR Appointed: 2023

BRIAN JAMES HORNER Appointed: 2023

DR CHRISTOPHER JOHN KEMP Appointed: 2023

DR JOHN RICHARD ALBAN Appointed: 2023, Other trusteeships: NORFOLK RECORD SOCIETY, THE NORFOLK ARCHAEOLOGICAL AND HISTORICAL RESEARCH GROUP,

HELEN MARIE GREEN Appointed: 2023

INDIA MARILYN SOWE Appointed: 2023

JULIAN MATTHEW WHITE Appointed: 2023

MICHAEL JOHN BAYLIS CHENERY OF HORSBRUGH Appointed: 2019

NATALIE ELIZABETH BUTLER (Chair) Appointed: 2023

PETER ROBERT WILLIAMS CBE Appointed: 2023, Other trusteeship: THE EDUCATORS TRUST,

Legal constitution

Charity registered in England & Wales on 23/05/2016, number: 1167279

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Trustee expenses policy and procedures

Filing Record

7 returns made; AR17: 15 days late,

Recent reorganisation events:

Asset transfer in from FEDERATION OF NORFOLK HISTORICAL AND ARCHAEOLOGICAL ORGANISATIONS on 22/08/2022

Main office

The Archive Centre
County Hall
Martineau Lane
Norwich
NR1 2DQ

Objectives

THE OBJECT OF THE CIO IS(1) ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT, IN THE HISTORY OF NORFOLK BY WORKING IN CONJUNCTION WITH THE NORFOLK RECORD OFFICE AND ITS PARTNER ORGANISATIONS, IN PARTICULAR BUT NOT EXCLUSIVELY BY FUNDING;(A) THE ACQUISITION, PRESERVATION AND PROCESSING OF RECORDS AND PRINTED MATERIALS WORTHY OF PERMANENT RETENTION SO THEY CAN BE MADE ACCESSIBLE TO THE PUBLIC BY THE NORFOLK RECORD OFFICE AND ITS PARTNER ORGANISATIONS,(B) PROJECTS AND ACTIVITIES WHICH ENGAGE DIFFERENT AUDIENCES WITH RECORDS AND PRINTED MATERIALS WORTHY OF PERMANENT RETENTION.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources