Finance Score: 1

Governance Score: 2

Support Score: 2

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

12+ Trustees: -1
Dynamic board: +3

Overall weighted support: +2

Overall GiG Score: 5

ROYAL HISTORICAL SOCIETY

The Royal Historical Society promotes and defends the scholarly study of the past through its lectures and publications, and speaks for the interests of history and historians. It offers grants to support research training and prizes for historical publications.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 19 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,371,166 available, equivalent to 91 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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£580	£575	£5	£0	£4,507	£4,371	91.3	5	0
30/06/22		£563	£482	£80	£0	£4,467	£4,337	107.9	4	0
30/06/21		£506	£427	£79	£0	£4,673	£4,534	127.3	4	0
30/06/20		£409	£429	£-20	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£386	£426	£-40	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£443	£412	£31	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£391	£349	£41	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£385	£394	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£359	£354	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£349	£321	£28	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£306	£284	£22	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£348	£247	£101	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£279	£237	£42	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£265	£238	£27	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£284	£234	£50	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£279	£214	£66	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£274	£220	£54	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£205	£196	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	*	£261	£232	£29	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£209	£228	£-20	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2.2%
Fundraising Costs/Total Spending: 1.6%
Senior Staff Costs/Total Spending: 27%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 91.3 months
Net Current Assets/Spending: 14 months
Quick Ratio: 8.5

Asset Split ?

Balance Sheet History

Established: 62 years

https://royalhistsoc.org

administration@royalhistsoc.org

020 3821 5311

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
LUND TRUST - Towards core costs
£5,000	01/12/2022	Towards core costs
LUND TRUST - Towards core costs
£5,000	15/12/2021	Towards core costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (19)

Current Trustees appointed

Gender Split

Based on 17/19 persons

DR ADAM BUDD Appointed: 2023

DR ANDREW SMITH Appointed: 2018

DR EMILIE MURPHY Appointed: 2021

DR EMILY ROBINSON Appointed: 2020

DR HELEN JULIA PAUL Appointed: 2022

DR KATHARINE MARIE BRADLEY Appointed: 2022

DR MELISSA CALARESU Appointed: 2020

DR REBEKAH LEE Appointed: 2020

DR STEFAN BAUER Appointed: 2021

PROFESSOR BARBARA BOMBI Appointed: 2019

PROFESSOR CAITRIONA BEAUMONT Appointed: 2021

PROFESSOR CLARE VICTORIA JOANNE GRIFFITHS Appointed: 2023

PROFESSOR EMMA GRIFFIN (Chair) Appointed: 2019

PROFESSOR IFTIKHAR HAIDER MALIK Appointed: 2023

PROFESSOR JANE WINTERS Appointed: 2016

PROFESSOR LUCY NOAKES Appointed: 2024

PROFESSOR MARK JAMES KNIGHTS Appointed: 2023

PROFESSOR OLWEN RUTH PURDUE Appointed: 2022

PROFESSOR SIMON MACLEAN Appointed: 2020

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 206888

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 51 days late, AR05: 30 days late,

Main office

UNIVERSITY COLLEGE LONDON
GOWER STREET
LONDON
WC1E 6BT

Objectives

TO PROMOTE AND FOSTER THE STUDY OF HISTORY BY ASSISTING IN THE PUBLICATION OF RARE AND VALUABLE DOCUMENTS, AND BY THE PUBLICATION FROM TIME TO TIME OF VOLUMES OF TRANSACTIONS, AND OF SCHOLARLY HANDBOOKS.

Defined Area of Benefit:

NATIONAL

Data Sources

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