Finance Score: -2

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 2

LEICESTERSHIRE ARCHAEOLOGICAL AND HISTORICAL SOCIETY

Promotion of Lectures, publications etc on the history and archaeology of Leicestershire & Rutland

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
This charity has substantial assets and unrestricted reserves of £1,089,015 available, equivalent to 207 months of spending and so may not be able to utilise additional funding

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
30/04/23		£1,207	£63	£1,144	£0	£1,089	£1,089	206.9	0	20
30/04/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
30/04/21		£45	£38	£7	n/a	n/a	n/a	n/a	n/a	6
30/04/20		£54	£45	£9	n/a	n/a	n/a	n/a	n/a	6
30/04/19		£64	£46	£18	n/a	n/a	n/a	n/a	n/a	0
30/04/18		£37	£43	£-5	£0	£0	£0	n/a	0	0
30/04/17		£861	£28	£833	£0	£1,049	£918	395	0	0
30/04/16		£24	£27	£-2	£0	£0	£0	n/a	0	0
30/04/15		£22	£22	£0	£0	£0	£0	n/a	0	0
30/04/14		£19	£19	£0	£0	£0	£0	n/a	0	0
30/04/13		£16	£20	£-4	£0	£0	£0	n/a	0	0
30/04/12	*	£15	£19	£-4	£0	£0	£0	n/a	0	0
30/04/11		£12	£17	£-6	£0	£0	£0	n/a	0	0
30/04/10		£22	£19	£3	£0	£0	£0	n/a	0	0
30/04/09		£13	£14	£-1	£0	£0	£0	n/a	0	0
30/04/08	*	£14	£13	£1	£0	£0	£0	n/a	0	0
30/04/07	*	£16	£23	£-8	£0	£0	£0	n/a	0	0
30/04/06	*	£14	£9	£5	£0	£0	£0	n/a	0	0
30/04/05	*	£11	£10	£1	£0	£0	£0	n/a	0	0
30/04/04	*	£16	£8	£9	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 206.9 months
Net Current Assets/Spending: 26 months
Quick Ratio: 6.8

Asset Split ?

Established: 3 years

www.lahs.org.uk

secretary@lahs.org.uk

0116221380

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
20 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 Heritage Fund - Grant to Leicestershire Archaeological and Historical Society
£45,000	15/03/2016	Changing Leicester: Perceptions of heritage development in the Post War Period

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DEIRDRE O'SULLIVAN Appointed: 2022

HELEN LOUISE SHARP Appointed: 2023

MATTHEW GILLESPIE BEAMISH Appointed: 2021

ROBIN PATRICK JENKINS Appointed: 2023

WENDY SCOTT Appointed: 2023

PROFESSOR ELIZABETH CAROLINE TINGLE Appointed: 2023, Other trusteeship: LEICESTER AND LEICESTERSHIRE HISTORIC CHURCHES PRESERVATION TRUST,

Legal constitution

Charity registered in England & Wales on 29/06/2021, number: 1195000

Gift Aid

Registered with HMRC for Gift Aid

Event History

15/09/2022 - Asset transfer in from LEICESTERSHIRE ARCHAEOLOGICAL RESEARCH FUND
02/05/2023 - Asset transfer in from THE W ALAN NORTH MEMORIAL LECTURE FUND TRUST
09/05/2023 - Asset transfer in from LEICESTERSHIRE ARCHAEOLOGICAL AND HISTORICAL SOCIETY

Policies in force

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
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR12: 19 days late, AR08: 133 days late, AR07: 528 days late, AR06: 895 days late, AR05: 1260 days late, AR04: 1652 days late,

Recent reorganisation events:

Asset transfer in from LEICESTERSHIRE ARCHAEOLOGICAL RESEARCH FUND on 15/09/2022
Asset transfer in from THE W ALAN NORTH MEMORIAL LECTURE FUND TRUST on 02/05/2023
Asset transfer in from LEICESTERSHIRE ARCHAEOLOGICAL AND HISTORICAL SOCIETY on 09/05/2023

Main office

THE GUILDHALL
GUILDHALL LANE
LEICESTER
LE1 5FQ

Objectives

THE OBJECT OF THE CIO IS TO PROMOTE THE STUDY OF HISTORY, ARCHAEOLOGY, ANTIQUITIES AND ARCHITECTURE OF THE COUNTIES OF LEICESTERSHIRE AND RUTLAND AND TO FURNISH SUGGESTIONS FOR THE PRESERVATION OF ALL REMAINS CONSIDERED TO BE OF VALUE AND IMPORTANCE.

Data Sources