Finance Score: -1

Governance Score: 0

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -1

MARC FITCH FUND

The Marc Fitch Fund supports research and publication, chiefly in the local and regional history of the British Isles, in the fields of Archaeology, History, Historical Geography, History of Art and Architecture, Heraldry and Genealogy.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

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
05/04/23	£267	£446	£-178	n/a	n/a	n/a	n/a	n/a
05/04/22	£244	£183	£61	n/a	n/a	n/a	n/a	n/a
05/04/21	£234	£129	£105	n/a	n/a	n/a	n/a	n/a
05/04/20	£260	£332	£-72	n/a	n/a	n/a	n/a	n/a
05/04/19	£265	£265	£-1	n/a	n/a	n/a	n/a	n/a
05/04/18	£263	£150	£113	£0	£0	£0	n/a	0
05/04/17	£256	£300	£-44	£0	£0	£0	n/a	0
05/04/16	£231	£217	£14	£0	£0	£0	n/a	0
05/04/15	£209	£287	£-78	£0	£0	£0	n/a	0
05/04/14	£201	£144	£57	£0	£0	£0	n/a	0
05/04/13	£211	£213	£-2	£0	£0	£0	n/a	0
05/04/12	£194	£233	£-38	£0	£0	£0	n/a	0
05/04/11	£195	£242	£-47	£0	£0	£0	n/a	0
05/04/10	£184	£66	£118	£0	£0	£0	n/a	0
05/04/09	£229	£249	£-19	£0	£0	£0	n/a	0
05/04/08	£246	£268	£-22	£0	£0	£0	n/a	0
05/04/07	£211	£213	£-2	£0	£0	£0	n/a	0
05/04/06	£193	£184	£9	£0	£0	£0	n/a	0
05/04/05	£194	£140	£54	£0	£0	£0	n/a	0
05/04/04	£196	£107	£89	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years
(67 years as a company)

www.marcfitchfund.org.uk

admin@marcfitchfund.org.uk

07805 650625

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Canada, Ireland, Northern Ireland, Scotland, Throughout England And Wales, United States,

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 (10)

Current Trustees appointed

Age Range of Trustees: 55-75

DR HENRY ROSEWELL THOMAS SUMMERSON Appointed: 2023, Occupation: Historian

DR JOHN HARRY DAVIS Appointed: 2023, Occupation: Retired University Lecturer

MICHAEL HAROLD WEBSTER HALL FSA

CHRISTIANA PAYNE Appointed: 2012, Occupation: University Lecturer

DR JOHN BLAIR, Occupation: University Tutor

DR HELEN FORDE, Other trusteeships: BANBURY HISTORICAL SOCIETY, THE BANBURY MUSEUM TRUST,

JOHN EDWARD FORD Appointed: 2023, Occupation: Finance Director, Other trusteeship: THE OXFORD MINDFULNESS FOUNDATION,

LINDSAY ALLASON-JONES (Chair) Appointed: 2006, Occupation: Retired, Other trusteeships: THE ROYAL ARCHAEOLOGICAL INSTITUTE, THE CLAYTON COLLECTION OF ROMAN ANTIQUITIES, THE NORMA LIPMAN MEMORIAL TRUST, WOODHORN CHARITABLE TRUST, THE SOCIETY OF ANTIQUARIES OF NEWCASTLE UPON TYNE,

ROEY SWEET Appointed: 2016, Occupation: Professor Of Urban History, Other trusteeships: THE BRITISH SCHOOL AT ROME, THE HISTORIC TOWNS TRUST,

DAVID VINES WHITE Appointed: 2008, Occupation: Officer Of Arms, Other trusteeships: COLLEGE OF ARMS TRUST, BRITISH RECORD SOCIETY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 19/08/1965, number: 313303
Registered at Companies House on 30/07/1956, number: 00569597

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Flat 9
13 Tavistock Place
LONDON
WC1H 9SH

Objectives

TO IMPROVE AND DIFFUSE KNOWLEDGE, AND TO PROMOTE AND FURTHER THE STUDY OF AND EDUCATION AND RESEARCH, IN OR IN CONNECTION WITH ALL OR ANY OF THE FOLLOWING SUBJECTS, NAMELY, ARCHAEOLOGY, HISTORICAL GEOGRAPHY, THE HISTORY OF ART AND ARCHITECTURE, HERALDRY, GENEALOGY THE USE OF ARCHIVES AND OTHER ANTIQUARIAN ARCHAEOLOGICAL OR HISTORICAL STUDIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources