Finance Score: -1

Governance Score: -3

Support Score: 0

Reasonable growth: +1
Deficit latest year: -2
No PartB

No conflicts policy: -1
12+ Trustees: -1
Mainly male board: -1

No supporters identified

Overall GiG Score: -4

UNITARIAN HISTORICAL SOCIETY

Produces annually a set of learned articles known as 'The Transactions Of The Unitarian Historical Society'. The transactions are widely distributed to historians, libraries and universities. The society meets every year for its annual general meeting and lecture. Members pay a subscription and attend the AGM. They receive a copy of the transactions in return for their subscriptions.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was significantly lower than spending in the latest year

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
31/12/23		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
31/12/22		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/21		£2	£2	£1	n/a	n/a	n/a	n/a	n/a
31/12/20		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/19		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£2	£1	£1	£0	£0	£0	n/a	0
31/12/17		£1	£1	£0	£0	£0	£0	n/a	0
31/12/16		£1	£2	£0	£0	£0	£0	n/a	0
31/12/15	*	£3	£3	£0	£0	£0	£0	n/a	0
31/12/14		£1	£2	£0	£0	£0	£0	n/a	0
31/12/13		£1	£1	£0	£0	£0	£0	n/a	0
31/12/12		£2	£1	£0	£0	£0	£0	n/a	0
31/12/11		£2	£2	£0	£0	£0	£0	n/a	0
31/12/10		£2	£1	£0	£0	£0	£0	n/a	0
31/12/09		£2	£2	£0	£0	£0	£0	n/a	0
31/12/08		£2	£2	£0	£0	£0	£0	n/a	0
31/12/07		£2	£2	£0	£0	£0	£0	n/a	0
31/12/06		£2	£2	£0	£0	£0	£0	n/a	0
31/12/05		£2	£1	£0	£0	£0	£0	n/a	0
31/12/04		£2	£1	£0	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 60 years

www.unitarianhistory.org.uk

info@unitariansocieties.org.uk

01334208115

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

DR RACHEL ELAINE ECKERSLEY Appointed: 2019

REV ANDREW HILL Appointed: 2019

REV DR DAVID GARLAND STEERS Appointed: 2019

REV DR ROBERT WHITEMAN Appointed: 2015

REV DR RORY CASTLE JONES Appointed: 2024

RORY DELANY Appointed: 2024

ALAN RUSTON, Other trusteeships: THE BRITISH AND FOREIGN UNITARIAN ASSOCIATION (INCORPORATED), THE MANCHESTER ACADEMY TRUST,

DEREK MCAULEY (Chair) Appointed: 2019, Other trusteeships: ARTHUR MCDOUGALL FUND, DR DANIEL WILLIAMS (COMMONLY KNOWN AS DR WILLIAMS'S TRUST), THE JOHN GREGSON TRUST, THE HIBBERT TRUST, ICA:UK,

DR DAVID WYKES, Other trusteeships: THE BRITISH AND FOREIGN UNITARIAN ASSOCIATION (INCORPORATED), THE MANCHESTER ACADEMY TRUST,

GRAHAM HAGUE Appointed: 2019, Other trusteeship: THE OLD CHAPEL (UNITARIAN), GREAT HUCKLOW,

HOWARD HAGUE Appointed: 2014, Other trusteeship: NEW GRAVEL PIT UNITARIAN CHAPEL FUND,

REV DANIEL COSTLEY Appointed: 2015, Other trusteeships: PRISCILLA PEIRCE AND OTHERS, DEPTFORD GENERAL BAPTIST CHAPEL FUND, CHICHESTER GENERAL BAPTIST CHAPEL, CHANNING HOUSE INCORPORATED, HIGHGATE,

REV DR ANN SONJA PEART Appointed: 2019, Other trusteeships: DR DANIEL WILLIAMS (COMMONLY KNOWN AS DR WILLIAMS'S TRUST), THE BRITISH AND FOREIGN UNITARIAN ASSOCIATION (INCORPORATED), UNITARIAN COLLEGE, MANCHESTER,

Legal constitution

Charity registered in England & Wales on 10/09/1964, number: 236744

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR15: 30 days late,

Main office

10 Greenside Court
ST. ANDREWS
KY16 9UG

Objectives

THE ADVANCEMENT OF EDUCATION AND THE WIDENING OF PUBLIC INTEREST IN THE HISTORY OF THE UNITARIAN AND KINDRED MOVEMENTS IN THE UNITED KINGDOM AND ELSEWHERE AND THE PROMOTION AND ORGANISATION OF RESEARCH INTO AND STUDY OF SUCH HISTORY. (FOR FURTHER OBJECTS SEE RULES).

Defined Area of Benefit:

BRITISH ISLES AND COMMONWEALTH

Data Sources