Finance Score: -2

Governance Score: 2

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

OXFORDSHIRE LOCAL HISTORY ASSOCIATION

Fosters and promotes the study and publication of local history in Oxfordshire. Publishes a regular news bulletin and an occasional journal and organises two study days a year. Acts as an umbrella organisation for parish and other local history groups. Makes occasional small grants to individuals and organisations to facilitate the study of Oxfordshire local history.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

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
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	*	£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/03/22		£4	£4	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£4	£4	£-1	n/a	n/a	n/a	n/a	n/a
31/03/20		£5	£3	£1	n/a	n/a	n/a	n/a	n/a
31/03/19		£4	£8	£-4	n/a	n/a	n/a	n/a	n/a
31/03/18		£5	£3	£2	£0	£0	£0	n/a	0
31/03/17		£4	£2	£2	£0	£0	£0	n/a	0
31/03/16		£10	£12	£-1	£0	£0	£0	n/a	0
31/03/15		£10	£12	£-1	£0	£0	£0	n/a	0
31/03/14		£9	£7	£1	£0	£0	£0	n/a	0
31/03/13		£5	£4	£1	£0	£0	£0	n/a	0
31/03/12		£4	£3	£1	£0	£0	£0	n/a	0
31/03/11		£3	£3	£0	£0	£0	£0	n/a	0
31/03/10		£2	£4	£-2	£0	£0	£0	n/a	0
31/03/09	*	£3	£3	£0	£0	£0	£0	n/a	0
31/03/08		£3	£5	£-2	£0	£0	£0	n/a	0
31/03/07		£3	£2	£1	£0	£0	£0	n/a	0
31/03/06		£4	£4	£0	£0	£0	£0	n/a	0
31/03/05		£3	£2	£1	£0	£0	£0	n/a	0
31/03/04		£3	£2	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 43 years

www.olha.org.uk

membership@olha.org.uk

01865242760

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DR KATHRYN DAVIES Appointed: 2011

DR NORMA ROSE AUBERTIN-POTTER Appointed: 2011

DR PRIYA ATWAL Appointed: 2022

DR SIMON TOWNLEY Appointed: 2004

ELIZABETH BERYL WOOLLEY

CHRISTOPHER JOHN FANCE Appointed: 2019, Other trusteeship: THE OXFORDSHIRE RECORD SOCIETY,

DR MALCOLM GRAHAM, Other trusteeship: OXFORD HISTORICAL SOCIETY,

VANESSA MARGARET MOIR Appointed: 2021, Other trusteeship: THE OXFORD BACH CHOIR,

Legal constitution

Charity registered in England & Wales on 05/02/1981, number: 281851

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 35 days late, AR09: 13 days late,

Main office

138 MARLBOROUGH ROAD
OXFORD
OX1 4LS

Objectives

I. TO PROMOTE THE ADVANCEMENT OF EDUCATION BY THE STUDY OF LOCAL HISTORY IN THE COUNTY OF OXFORDSHIRE. II. TO PROMOTE AND ORGANISE CO-OPERATON IN THE ACHIEVEMENT OF THE ABOVE PURPOSES AN TO THAT END TO BRING TOGETHER REPRESENTATIVES OF THE STATUTORY AUTHORITIES, VOLUTARY ORGANISATIONS AND INDIVIDUALS ENGAGED IN THE FURTHERANCE OF THE ABOVE PURPOSES WITHIN THE AREA OF BENEFIT.

Defined Area of Benefit:

COUNTY OF OXFORDSHIRE

Data Sources