Finance Score: -5

Governance Score: -1

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

THE HARROGATE AND DISTRICT IMPROVEMENT TRUST

Fund raising activities and events to generate income for the Conservation, and Enhancement of Buildings & Structures of Historical, Architectural, or Environmental importance in Harrogate & surrounding District.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/01/23	£0	£97	£-97
31/01/22	£13	£2,292	£-2,279
31/01/21?	£26	£58	£-32
31/03/20	£1,029	£715	£314

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

07785355782

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

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

Where it operates

North Yorkshire,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-88

CATHERINE ELIZABETH WORMALD Appointed: 2018, Occupation: None, Other trusteeship: THE ROYAL HALL RESTORATION TRUST,

LYNNE MEE Appointed: 2018, Occupation: Retired, Other trusteeship: THE ROYAL HALL RESTORATION TRUST,

MARTIN GERRARD Appointed: 2018, Occupation: Banker

MONIQUE PURDY Appointed: 2018, Occupation: Administrator

RUSSELL MARK DAVIDSON (Chair) Appointed: 2018, Occupation: None, Other trusteeship: THE ROYAL HALL RESTORATION TRUST,

SIMON KENT Appointed: 2018, Occupation: General Manager

JOHN CHARLES HARRIS Appointed: 2018, Occupation: Company Director, Other trusteeships: THE ROYAL HALL RESTORATION TRUST, Harrogate and Knaresborough District of Sanctuary,

NICHOLAS BROWN Appointed: 2018, Occupation: Business Consultant, Other trusteeship: NORTHERN ALDBOROUGH FESTIVAL,

Legal constitution

Charitable company registered in England & Wales on 11/10/2018, number: 1180278
Registered at Companies House on 18/01/2018, number: 11157539

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

4 returns made; all on time

Main office

ROYAL HOUSE
STATION PARADE
HARROGATE
NORTH YORKSHIRE
HG1 1EP

Objectives

2.1 THE OBJECTS OF THE COMPANY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING WHOLLY CHARITABLE PURPOSES ONLY: NAMELY, FOR THE BENEFIT OF THE INHABITANTS OF THE BOROUGH OF HARROGATE AND THE SURROUNDING AREA ('THE AREA OF BENEFIT'):(A) TO PROMOTE THE PRESERVATION AND CONSERVATION OF THE BUILT AND NATURAL ENVIRONMENT IN THE AREA OF BENEFIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY ACQUIRING, RENOVATING, REDEVELOPING, MAINTAINING, MANAGING AND PROVIDING USE OF AND ACCESS TO LAND, BUILDINGS, STRUCTURES AND SITES OF HISTORICAL, ARCHITECTURAL OR ENVIRONMENTAL IMPORTANCE IN THE AREA OF BENEFIT AND ENCOURAGING HIGH STANDARDS OF ARCHITECTURE, LANDSCAPE DESIGN AND TOWN PLANNING WITHIN THE AREA OF BENEFIT;(B) TO ADVANCE EDUCATION IN THE ENVIRONMENT, ARCHITECTURE, HISTORY, CULTURE AND THE ARTS IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING (OR ASSISTING IN THE PROVISION OF) EDUCATIONAL PROGRAMMES, PROJECTS, RE-ENACTMENTS, PRODUCTIONS, PLAYS, PERFORMANCES, SCREENINGS, EXHIBITIONS, CONFERENCES, SEMINARS, WORKSHOPS, LECTURES, TALKS OR ANY OTHER EDUCATIONAL ACTIVITIES IN THE AREA OF BENEFIT RELATING TO SUCH SUBJECTS; (C) TO PROVIDE (OR ASSIST IN THE PROVISION) OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION (I) FOR THOSE INHABITANTS OF THE AREA OF BENEFIT WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR (II) FOR THE INHABITANTS OF THE AREA OF BENEFIT GENERALLY, IN THE INTEREST OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; (D) TO FURTHER SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE INHABITANTS OF THE AREA OF BENEFIT AS THE TRUSTEES MAY THINK FIT FROM TIME TO TIME.

Defined Area of Benefit:

LOCAL

Data Sources