Finance Score: -3
Governance Score: 0
Support Score: 6
  • Volatile income: -3
  • No PartB
  • No volunteer policy: -2
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • Large volunteers +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 3 ?

WILTSHIRE VICTORIA COUNTY HISTORY TRUST CIO

The charity raises funds to support the research, preparation and writing of the Victoria County History of Wiltshire. It raises funds by seeking donations and organising fund-raising events.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received Government grants
  • 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
  • There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • This Charity has changed registration and some of the financial and donation history pertains to the previous entity
  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile recently

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£25£23£1n/an/an/an/an/an/a
31/03/22£38£38£1n/an/an/an/an/an/a
31/03/21£24£35£-12n/an/an/an/an/an/a
31/03/20£55£28£26n/an/an/an/an/an/a
31/03/19£18£13£5n/an/an/an/an/an/a
31/03/18£12£7£4n/an/an/an/an/an/a
31/03/17£15£12£3n/an/an/an/an/an/a
31/03/16£14£22£-8n/an/an/an/an/an/a
31/03/15£17£7£10n/an/an/an/an/an/a
31/03/14£4£6£-2n/an/an/an/an/an/a
31/03/13£5£3£2n/an/an/an/an/an/a
31/03/12£2£0£2n/an/an/an/an/an/a
31/03/11£1£2£-1n/an/an/an/an/an/a
31/03/10£3£4£-1n/an/an/an/an/an/a
31/03/09£7£2£4n/an/an/an/an/an/a
31/03/08£6£2£4n/an/an/an/an/an/a
31/03/07£2£1£1n/an/an/an/an/an/a
31/03/06£1£0£1n/an/an/an/an/an/a
31/03/05£15£0£15n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 3 years

www.wiltshirehistory.org

info@wiltshirehistory.org

01225863946

Charity Commission for England and WalesInstagram
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
How it operates
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Swindon, Wiltshire,
Who it helps
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split
Based on 12/14 persons

  • ANABEL LOYD Appointed: 2023
  • BILL PERRY Appointed: 2022
  • CHRIS CASWILL Appointed: 2021
  • DAVID MOSS (Chair) Appointed: 2021
  • GILLIAN MARJORIE ALDER Appointed: 2021
  • HUGH WRIGHT Appointed: 2021
  • IAN THORN Appointed: 2022
  • JOHN D'ARCY Appointed: 2021
  • MELISSA ANN BARNETT Appointed: 2021
  • MICHAEL JEREMY HODGES Appointed: 2021
  • MIKE STONE Appointed: 2021
  • ROSEMARY ANITA ADDINGTON Appointed: 2021
  • SIMON JAMES HOLDEN Appointed: 2021
  • TEAN DALLAWAY Appointed: 2021
Legal constitution
  • Charity registered in England & Wales on 07/12/2021, number: 1196961
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
Filing Record
19 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from WILTSHIRE VICTORIA COUNTY HISTORY TRUST on 07/02/2024
Main office

47 ST. MARGARETS STREET
BRADFORD-ON-AVON
BA15 1DE

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC THROUGH KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF THE HISTORY OF THE HISTORIC COUNTY OF WILTSHIRE (INCLUDING THE BOROUGH OF SWINDON) BY RESEARCHING FOR, PREPARING AND WRITING THE VICTORIA COUNTY HISTORY OF WILTSHIRE, AND TO RAISE AND APPLY THE MONIES AND COMMISSION THE RESEARCH NECESSARY TO ACHIEVE THAT PURPOSE.

Data Sources

Charity Commission for England and Wales

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