Finance Score: -6

Governance Score: 0

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
12+ Trustees: -1
Good trustee age range: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: -6

THE HARLEIAN SOCIETY INCORPORATED 1902

The principal activity of the society is the transcribing, printing and publishing of the heraldic visitations of counties, parish registers or any manuscripts relating to genealogy, family history and heraldry.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age

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
Spending has fallen significantly over the last 5 years relative to the previous period
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
31/12/22		£5	£3	£2	n/a	n/a	n/a	n/a	n/a
31/12/21		£5	£2	£2	n/a	n/a	n/a	n/a	n/a
31/12/20		£6	£9	£-3	n/a	n/a	n/a	n/a	n/a
31/12/19		£7	£3	£4	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£7	£12	£-5	£0	£0	£0	n/a	0
31/12/17		£5	£2	£3	£0	£0	£0	n/a	0
31/12/16		£6	£2	£4	£0	£0	£0	n/a	0
31/12/15		£6	£2	£4	£0	£0	£0	n/a	0
31/12/14		£8	£14	£-5	£0	£0	£0	n/a	0
31/12/13		£7	£6	£2	£0	£0	£0	n/a	0
31/12/12		£7	£4	£3	£0	£0	£0	n/a	0
31/12/11		£8	£3	£4	£0	£0	£0	n/a	0
31/12/10		£8	£14	£-6	£0	£0	£0	n/a	0
31/12/09		£7	£6	£2	£0	£0	£0	n/a	0
31/12/08		£7	£2	£5	£0	£0	£0	n/a	0
31/12/07		£15	£16	£-1	£0	£0	£0	n/a	0
31/12/06		£11	£1	£9	£0	£0	£0	n/a	0
31/12/05		£13	£12	£1	£0	£0	£0	n/a	0
31/12/04	*	£11	£7	£5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 57 years
(122 years as a company)

https://harleian.org.uk

info@harleian.org.uk

02072482762

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-78

DR DOMINIC CHARLES DAVENPORT INGRAM Appointed: 2021, Occupation: Portcullis Pursuivant Of Arms

DR PHILLIP ALAN BONE Appointed: 2023, Occupation: Rouge Dragon Pursuivant Of Arms

ALAN ROGER DICKINS Appointed: 2012, Occupation: Solicitor

CAROL PENELOPE HARTLEY Appointed: 1987, Occupation: Research Secretary

DR ADRIAN PETER AILES Appointed: 1987, Occupation: Development Officer Historical

GILES HOWARD MANDELBROTE Appointed: 2015, Occupation: Librarian And Archivist, Other trusteeships: THE WALPOLE SOCIETY, PRINTING HISTORICAL SOCIETY,

KATHARINE OWEN FSA Appointed: 2014, Occupation: Publications Manager

NICHOLAS JOHN ROGERS Appointed: 2018, Occupation: Archivist, Other trusteeship: MONUMENTAL BRASS SOCIETY,

PROFESSOR RICHARD PURY CUST Appointed: 2012, Occupation: Historian

SIR THOMAS WOODCOCK KCVO DL (Chair) Appointed: 1996, Other trusteeships: COLLEGE OF ARMS TRUST, THE LANCASHIRE PARISH REGISTER SOCIETY, SLAIDBURN ARCHIVE,

TIMOTHY HUGH STEWART DUKE Appointed: 1989, Occupation: Clarenceux King Of Arms, Other trusteeship: THE NEW ENGLAND COMPANY,

MR JOE EDWARDS Appointed: 2002, Occupation: Engineer, Other trusteeship: FOUNDATION FOR MEDIEVAL GENEALOGY,

NICOLAS JOHN BELL Appointed: 2017, Occupation: Librarian, Other trusteeships: THE VAUGHAN WILLIAMS CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BENEDICTS, CAMBRIDGE, VAUGHAN WILLIAMS FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 11/09/1967, number: 253659
Registered at Companies House on 31/01/1902, number: 00072647

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management
Volunteer management

Filing Record

19 returns made; AR18: 28 days late, AR04: 16 days late,

Main office

COLLEGE OF ARMS
130 QUEEN VICTORIA STREET
LONDON
EC4V 4BT

Objectives

THE TRANSCRIBING, PRINTING AND PUBLISHING OF THE HERALDIC VISITATIONS OF COUNTIES, PARISH REGISTERS OR ANY MANUSCRIPTS RELATING TO GENEALOGY, FAMILY HISTORY AND HERALDRY.

Defined Area of Benefit:

NATIONAL

Data Sources