Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

HAMPSHIRE ARCHIVES TRUST

Promotes the conservation and preservation of Hampshire's archives and advances public education about archives. Administers Wessex Film and Sound Archive. Has a membership (newsletters, events). Makes grants.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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		£51	£56	£-5	n/a	n/a	n/a	n/a	n/a
31/03/22		£14	£38	£-24	n/a	n/a	n/a	n/a	n/a
31/03/21		£12	£124	£-112	n/a	n/a	n/a	n/a	n/a
31/03/20		£28	£48	£-20	n/a	n/a	n/a	n/a	n/a
31/03/19		£35	£55	£-21	n/a	n/a	n/a	n/a	n/a
31/03/18		£27	£21	£6	£0	£0	£0	n/a	0
31/03/17		£30	£33	£-4	£0	£0	£0	n/a	0
31/03/16	*	£80	£69	£11	£0	£0	£0	n/a	0
31/03/15		£42	£24	£18	£0	£0	£0	n/a	0
31/03/14		£76	£69	£7	£0	£0	£0	n/a	0
31/03/13		£142	£112	£30	£0	£0	£0	n/a	0
31/03/12		£51	£42	£10	£0	£0	£0	n/a	0
31/03/11	*	£37	£37	£-1	£0	£0	£0	n/a	0
31/03/10		£129	£146	£-18	£0	£0	£0	n/a	0
31/03/09	*	£106	£87	£19	£0	£0	£0	n/a	0
31/03/08		£87	£59	£28	£0	£0	£0	n/a	0
31/03/07		£93	£55	£38	£0	£0	£0	n/a	0
31/03/06		£68	£39	£29	£0	£0	£0	n/a	0
31/03/05	*	£237	£206	£31	£0	£0	£0	n/a	0
31/03/04	*	£207	£200	£7	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 38 years

www.hampshirearchivestrust.co.uk

secretary@hampshirearchivestrust.co.uk

01962846154

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities

Where it operates

Hampshire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ANDREW JOHN BURCHER Appointed: 2021

BARBARA RUTH GIBSON Appointed: 2023

DAVID JOHN SPURLING Appointed: 2017

DAVID STUART CANNIFORD Appointed: 2017

JAYNE MARTIN Appointed: 2023

MR D LIVERMORE (Chair) Appointed: 2017

NICHOLAS JOHN SHRIMPTON Appointed: 2023

SUSAN LORRAINE WOOLGAR Appointed: 2016

CHARLOTTE ANNE BAILEY Appointed: 2016, Other trusteeship: WINCHESTER AND DISTRICT NEIGHBOURHOOD MEDIATION SERVICE,

DR ALISTAIR DOUGALL Appointed: 2021, Other trusteeship: THE HOUGHTON COMMUNITY BENEFIT FUND,

MICHAEL WOODHALL Appointed: 2018, Other trusteeships: WINCHESTER EXCAVATIONS COMMITTEE, ROMSEY AND DISTRICT BUILDINGS PRESERVATION TRUST LIMITED, HAMPSHIRE GARDENS TRUST, WINCHESTER EXCAVATIONS COMMITTEE,

Legal constitution

Charity registered in England & Wales on 30/04/1986, number: 294312

Gift Aid

NOT 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
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR16: 2 days late, AR11: 2 days late, AR09: 4 days late, AR05: 1 days late, AR04: 1 days late,

Main office

c/o Hampshire Record Office
Sussex Street
Winchester
SO23 8TH

Objectives

THE PRIMARY PURPOSES FOR WHICH THE TRUST IS ESTABLISHED ARE TO PROMOTE THE CONSERVATION AND PRESERVATION OF ARCHIVES FOR THE BENEFIT OF THE PUBLIC AND TO ADVANCE PUBLIC EDUCATION ON MATTERS CONNECTED WITH ARCHIVES. (IN THIS CONTEXT ARCHIVES INCLUDES RECORDS REFLECTING THE HISTORY, LIFE, ECONOMY AND ACTIVITIES OF HAMPSHIRE AND ITS PEOPLE WHATEVER THEIR MEDIA, INCLUDING PHOTOGRAPHS, FILM, TAPE AND MACHINE READABLE RECORDS AS WELL AS TRADITIONAL MATERIALS SUCH AS PAPER AND PARCHMENT.)

Defined Area of Benefit:

HAMPSHIRE

Data Sources