Finance Score: -5

Governance Score: 9

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 9

HERITAGE EDUCATION TRUST

In depth appraisal of educational facilities and activities at heritage properties. Inspection followed by a report and consultancy if appropriate. High standards recognised by Sandford Award.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of age and 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
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		£15	£3	£12	n/a	n/a	n/a	n/a	n/a	44
31/03/22		£50	£17	£33	n/a	n/a	n/a	n/a	n/a	31
31/03/21		£32	£33	£-1	n/a	n/a	n/a	n/a	n/a	35
31/03/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/18	*	£0	£1	£-1	£0	£0	£0	n/a	0	0
31/03/17		£1	£0	£0	£0	£0	£0	n/a	0	0
31/03/16		£0	£0	£0	£0	£0	£0	NAN	0	0
31/03/15		£1	£0	£1	£0	£0	£0	n/a	0	0
31/03/14	*	£2	£0	£2	£0	£0	£0	NAN	0	0
31/03/13		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/12		£0	£0	£0	£0	£0	£0	NAN	0	0
31/03/11		£16	£19	£-3	£0	£0	£0	n/a	0	0
31/03/10		£22	£36	£-14	£0	£0	£0	n/a	0	0
31/03/09		£54	£49	£4	£0	£0	£0	n/a	0	0
31/03/08		£42	£39	£3	£0	£0	£0	n/a	0	0
31/03/07		£91	£91	£0	£0	£0	£0	n/a	0	0
31/03/06		£89	£88	£1	£0	£0	£0	n/a	0	0
31/03/05		£21	£19	£3	£0	£0	£0	n/a	0	0
31/03/04		£18	£24	£-5	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 37 years

www.sandfordaward.org

sandford@bishopg.ac.uk

01522583695

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Ireland, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
44 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 48-80

DR TRACY BORMAN Appointed: 2018, Occupation: Chief Curator

ANDREW HEDGES JACKSON Appointed: 2023, Occupation: He Manager

CHRISTOPHER BROMLEY GREEN Appointed: 2022, Occupation: Executive Director - Education

ROBIN JOCELYN CLUTTERBUCK Appointed: 2022, Occupation: Museum And Heritage Consultant

ALISON LIGHTBOWN Appointed: 2020, Occupation: Head Of Learning

DR DAVID SOUDEN Appointed: 2014, Occupation: Heritage Consultant

DR MICHAEL MADDISON Appointed: 2017, Occupation: Company Director

PETER BURKE Appointed: 2018, Occupation: Retired

SHARON GODDARD Appointed: 2014, Occupation: Director, Other trusteeship: SUFFOLK WILDLIFE TRUST,

Legal constitution

Charitable company registered in England & Wales on 28/07/1987, number: 297311
Registered at Companies House on 04/12/1986, number: 02080758

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
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
Volunteer management

Filing Record

20 returns made; AR18: 40 days late, AR14: 112 days late,

Main office

Bishop Grosseteste University
Longdales Road
LINCOLN
LN1 3DY

Objectives

THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN GENERAL AND YOUNG PEOPLE IN PARTICULAR IN HISTORY, ART, ARCHITECTURE AND OTHER ENVIRONMENTAL SUBJECTS THROUGH THE STUDY OF HISTORIC BUILDINGS THEIR CONTENTS, SURROUNDINGS AND HISTORIC LANDSCAPES.

Defined Area of Benefit:

NOT DEFINED

Data Sources