Finance Score: 3

Governance Score: 2

Support Score: 6

Liabilities <10%: +3
Strong growth: +2
Multiple Deficits: -2

12+ Trustees: -1
Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: 11

NORFOLK HISTORIC BUILDINGS TRUST

To preserve historical, architectural and constructional heritage in Norfolk.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end but spending has been increasing rapidly
On several occasions in recent years income has been less than spending

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
31/03/23		£570	£351	£219	£0	£823	£575	19.7	3	0
31/03/22		£116	£146	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£57	£62	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£63	£35	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£51	£63	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£42	£41	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£62	£277	£-215	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£51	£64	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£112	£149	£-37	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£86	£152	£-66	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£37	£68	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£47	£41	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£70	£88	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	*	£61	£93	£-32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£71	£66	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£98	£32	£66	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£286	£153	£133	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£799	£814	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£375	£490	£-114	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£370	£384	£-14	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 19.7 months
Net Current Assets/Spending: 15 months
Quick Ratio: 13.2

Asset Split ?

Balance Sheet History

Established: 47 years

www.historicnorfolk.org.uk

secretary@historicnorfolk.org.uk

01603629048

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides human resources
Provides other finance

Where it operates

Norfolk,

Who it helps

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
The Pilgrim Trust - Grant to Norfolk Historic Buildings Trust
£30,000	08/03/2022 8	Becket's Chapel Repair Project
Architectural Heritage Fund - Grant to Norfolk Historic Buildings Trust
£100,000	14/09/2021	Becket's Chapel
Architectural Heritage Fund - Grant to Norfolk Historic Buildings Trust
£37,940	15/02/2021	Becket's Chapel

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 60-81

ADAM POWER Appointed: 2019, Occupation: Consulting Civil/Structural Engineer

ANDREW BARNES Appointed: 2023, Occupation: Non-Practising Solicitor

BRYAN GILLERY Appointed: 2017, Occupation: Solicitor

CHRISTOPHER CODLING Appointed: 2023, Occupation: Retired

CHRISTOPHER MAW Appointed: 2019, Occupation: Accountant

DR RICHARD HALSEY Appointed: 2017, Occupation: Retired

GERARD STAMP Appointed: 2021, Occupation: Artist

HELEN LEITH Appointed: 2015, Occupation: Cpre Branch Manager

JAMES PARRY Appointed: 2019, Occupation: Writer

JUDITH HARWOOD (Chair) Appointed: 2019, Occupation: Management Consultant

ROSEMARY SUSAN MARTIN Appointed: 2024, Occupation: Retired

STEVEN MICHAEL JAGGARD Appointed: 2024, Occupation: Marketing Consultant

TERRY HICKMAN SMITH Appointed: 2018, Occupation: Architect (Retired)

Legal constitution

Charitable company registered in England & Wales on 06/07/1977, number: 273702
Registered at Companies House on 24/01/1977, number: 01295328

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR15: 1 days late, AR10: 1 days late, AR08: 1 days late, AR06: 29 days late,

Main office

Beckets Chapel
2 Church Street
WYMONDHAM
Norfolk
NR18 0PH

Objectives

TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF THE COUNTY OF NORFOLK AND OF THE NATION AT LARGE, WHATEVER OF THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE COUNTY OF NORFOLK IN THE FORM OF (A) BUILDINGS (INCLUDING ANY BUILDING AS DEFINED IN SECTION 290 (1) OF THE TOWN AND COUNTRY PLANNING ACT 1971) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST; (B) ANCIENT MONUMENTS; (C) LAND OF PARTICULAR BEAUTY OR HISTORICAL INTEREST.

Defined Area of Benefit:

COUNTY OF NORFOLK

Data Sources

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