Finance Score: 0

Governance Score: 0

Support Score: 8

No PartB

Large volunteers +5
Gov Income
Grant maker support: +3

Overall GiG Score: 8

HAMPSHIRE HISTORY TRUST

We aim to inspire Hampshire residents and visitors of all ages & from all communities to learn about history and heritage by providing free Heritage Open Days events every September in and around Winchester, an annual festival of history that offers a range of activities for the whole community, and free and low cost history and heritage educational projects such as 'Hampshire HistBites'.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/10/23	£13,673	£15,127	£-1,454	20
31/10/22	£7,001	£15,441	£-8,440	20
31/10/21	£32,011	£8,626	£23,385	35

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

https://hampshirehistorytrust.com/

info@hampshirehistorytrust.com

02380970460

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Hampshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

ANNE BARRETT REILLY SMITH Appointed: 2020

ELIZABETH SARAH KING Appointed: 2024

MADELAINE CAREY SMITH Appointed: 2020

NICOLA ALEXANDRA GOTTLIEB (Chair) Appointed: 2020

PADMINI BROOMFIELD Appointed: 2022, Other trusteeship: THE ORAL HISTORY SOCIETY,

PAUL GEOFFREY BLACKBURN Appointed: 2022

RICHARD WILLIAM JOHN NORTH Appointed: 2022

SHARON GRAY Appointed: 2024

Legal constitution

Charity registered in England & Wales on 21/09/2020, number: 1191377

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

3 returns made; all on time

Main office

42-43
EAST STRATTON
WINCHESTER
SO21 3DT

Objectives

TO ADVANCE THE ARTS, HERITAGE AND CULTURE FOR THE PUBLIC BENEFIT BY PROMOTING AND ORGANISING EVENTS, FESTIVALS AND WORKSHOPS IN AND AROUND WINCHESTER, HAMPSHIRE WITH A PARTICULAR FOCUS ON THE DEVELOPMENT OF A WINCHESTER HISTORY FESTIVALTO ADVANCE THE EDUCATION OF THE PUBLIC (AND PARTICULARLY AMONGST THOSE LIVING IN, WORKING IN OR VISITING HAMPSHIRE) IN THE SUBJECTS OF HISTORY AND HERITAGE BY PROVIDING LECTURES AND TALKS, GUIDED WALKS, STAGING EXHIBITIONS, EDUCATIONAL MATERIALS, PODCASTS AND OTHER SIMILAR EDUCATIONAL ACTIVITIES AND PROJECTS AS THE CHARITY TRUSTEES THINK FIT.

Data Sources