Finance Score: -5

Governance Score: -1

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -6

J R HESLAM TRUST

The Trustees have the power to apply income or capital to the purchase of pictures, prints, sculptures, books, works of art as the Trustees consider to be of national, scientific, historic or artistic interest in connection with City of Lincoln. The ownership of items purchased to be transferred to the City, such items to be exhibited in the Usher Gallery or such other place in the City.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending

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
05/04/23		£17	£40	£-23	n/a	n/a	n/a	n/a	n/a
05/04/22		£15	£13	£1	n/a	n/a	n/a	n/a	n/a
05/04/21		£17	£8	£9	n/a	n/a	n/a	n/a	n/a
05/04/20		£16	£9	£7	n/a	n/a	n/a	n/a	n/a
05/04/19		£23	£143	£-120	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£25	£15	£10	£0	£0	£0	n/a	0
05/04/17		£24	£210	£-185	£0	£0	£0	n/a	0
05/04/16		£25	£15	£10	£0	£0	£0	n/a	0
05/04/15		£24	£19	£4	£0	£0	£0	n/a	0
05/04/14		£22	£83	£-61	£0	£0	£0	n/a	0
05/04/13		£22	£10	£12	£0	£0	£0	n/a	0
05/04/12		£20	£52	£-32	£0	£0	£0	n/a	0
05/04/11		£22	£28	£-7	£0	£0	£0	n/a	0
05/04/10		£24	£43	£-18	£0	£0	£0	n/a	0
05/04/09		£29	£7	£22	£0	£0	£0	n/a	0
05/04/08	*	£30	£2	£28	£0	£0	£0	n/a	0
05/04/07		£25	£14	£12	£0	£0	£0	n/a	0
05/04/06		£25	£17	£8	£0	£0	£0	n/a	0
05/04/05		£25	£22	£3	£0	£0	£0	n/a	0
05/04/04		£23	£17	£6	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

helen.newson@chattertons.com

01522 781465

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Lincolnshire,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Gender Split

Based on 8/9 persons

JEREMEY WEBSTER Appointed: 2013

CHRISTOPHER NEVILE

COUNCILLOR LORAINE KAREN WOOLLEY Appointed: 2016

MALCOLM SMITH Appointed: 2020

PETER HARROLD

ROGER ALAN COLE

REBECCA JANE BLACKWOOD Appointed: 2020

HENRY RUDDOCK Appointed: 2013, Other trusteeship: ROTARY CLUB OF LINCOLN COLONIA,

PETER MANTON (Chair), Other trusteeship: JOHN ROBERT HALKES SETTLEMENT,

Legal constitution

Charity registered in England & Wales on 03/05/1966, number: 247823

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

20 returns made; AR18: 1 days late, AR08: 134 days late,

Main office

Chattertons Legal Services Ltd
1 Flavian Road
LINCOLN
LN2 4GR

Objectives

PURCHASE OF PICTURES PRINTS SCULPTURES BOOKS MANUSCRIPTS WORKS OF ART OR OTHER CHATTELS AS THE TRUSTEES SHALL CONSIDER TO BE OF NATIONAL SCIENTIFIC HISTORIC OR ARTISTIC INTEREST BY VIRTUE OF ASSOCIATION WITH THE CITY OF LINCOLN TO BE TRANSFERRED TO THE LINCOLN CITY CORPORATION ON TRUST TO EXHIBIT THEM TO THE PUBLIC.

Defined Area of Benefit:

UNRESTRICTED.

Data Sources