Finance Score: -5

Governance Score: 1

Support Score: 7

Multiple Deficits and declines: -5
No PartB

Narrow trustee age band: -2
Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 3

ALFORD AND DISTRICT CIVIC TRUST LIMITED

To preserve for the public the natural, artistic and cultural amenities of the town of Alford and its surroundings

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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 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	Volun- teers
31/03/23		£30	£34	£-4	n/a	n/a	n/a	n/a	n/a	80
31/03/22		£73	£43	£30	n/a	n/a	n/a	n/a	n/a	80
31/03/21		£72	£35	£36	n/a	n/a	n/a	n/a	n/a	85
31/03/20		£28	£32	£-5	n/a	n/a	n/a	n/a	n/a	85
31/03/19		£66	£59	£7	n/a	n/a	n/a	n/a	n/a	90
31/03/18		£38	£34	£4	£0	£0	£0	n/a	0	0
31/03/17		£66	£53	£13	£0	£0	£0	n/a	0	0
31/03/16		£37	£33	£4	£0	£0	£0	n/a	0	0
31/03/15		£20	£21	£-1	£0	£0	£0	n/a	0	0
31/03/14		£43	£28	£15	£0	£0	£0	n/a	0	0
31/03/13		£172	£100	£72	£0	£0	£0	n/a	0	0
31/03/12		£66	£60	£5	£0	£0	£0	n/a	0	0
31/03/11?		£228	£264	£-36	£0	£0	£0	n/a	0	0
31/12/09	*	£302	£186	£116	£0	£0	£0	n/a	0	0
31/12/08		£142	£144	£-2	£0	£0	£0	n/a	0	0
31/12/07		£198	£107	£91	£0	£0	£0	n/a	0	0
31/12/06	*	£240	£386	£-146	£0	£0	£0	n/a	0	0
31/12/05		£1,015	£15	£1,001	£0	£0	£0	n/a	0	0
31/12/04		£110	£9	£101	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 57 years

www.alfordmanorhouse.co.uk

info@alfordmanorhouse.co.uk

01507463073

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Lincolnshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
80 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 Alford & District Civic Trust Ltd
£17,500	21/07/2020	COVID19: Alford and District Trust Ltd
National Lottery Heritage Fund - Grant to Alford & District Civic Trust Ltd
£57,800	18/08/2016	The Thompson Collection Extension Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-78

MARGARET ANNE FULWOOD Appointed: 2020, Occupation: Retired Teacher

ASHLEY RICHARD VINCENT Appointed: 2015, Occupation: Retired

DENNIS FREDERICK BELL Appointed: 2020, Occupation: Retired, Other trusteeship: THE ALFORD WINDMILL TRUST,

KATHLEEN MARY FARRER Appointed: 2014, Occupation: Retired

KENNETH MERVYN PENSON Appointed: 2015, Occupation: Retired

LINDA MARY BIRKETT Appointed: 2014, Occupation: Director

RICHARD QUANTRELL Appointed: 2023, Occupation: Landlord, Other trusteeships: THE FRIENDS OF THE ALFORD HOSPITAL, MEMORIAL PARK TRUST, ALFORD MEMORIAL PARK, ALFORD FOCAL POINT,

SANDRA MARGARET ANNE SPENCELEY Appointed: 2009, Occupation: None, Other trusteeship: SIR ROBERT CHRISTOPHER'S ALMSHOUSES CHARITY,

Legal constitution

Charitable company registered in England & Wales on 26/06/1967, number: 252330
Registered at Companies House on 09/03/1967, number: 00900361

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Volunteer management

Filing Record

19 returns made; AR09: 224 days late, AR06: 35 days late,

Main office

Alford Manor House
Manor House
West Street
ALFORD
LN13 9HT

Objectives

TO PRESERVE, FOR THE BENEFIT OF THE PUBLIC THE NATURAL, ARTISTIC AND CULTURAL AMENITIES OF THE TOWN OF ALFORD AND ITS NEIGHBOURHOOD (FOR FURTHER DETAILS SEE CLAUSE 4).

Defined Area of Benefit:

AFORD AND DISTRICT

Data Sources