Finance Score: -2

Governance Score: 5

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE CATHOLIC RECORD SOCIETY

The Catholic Record Society was established with the aim of advancing education in connection with the history of Roman Catholicism in the British Isles since the reformation. The activities of the society are the collation and review of articles for inclusion in the society's journal and in the publication of manuscripts and other texts in the society's volumes/monographs, the 3 day annual confer

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
01/04/23	*	£61	£44	£18	n/a	n/a	n/a	n/a	n/a	0
01/04/22		£30	£14	£16	n/a	n/a	n/a	n/a	n/a	0
01/04/21	*	£21	£18	£3	n/a	n/a	n/a	n/a	n/a	0
01/04/20		£37	£19	£18	n/a	n/a	n/a	n/a	n/a	7
01/04/19		£41	£25	£16	n/a	n/a	n/a	n/a	n/a	5
01/04/18		£32	£37	£-5	£0	£0	£0	n/a	0	0
01/04/17		£101	£23	£78	£0	£0	£0	n/a	0	0
01/04/16		£39	£46	£-7	£0	£0	£0	n/a	0	0
31/03/15		£39	£53	£-14	£0	£0	£0	n/a	0	0
01/04/14		£40	£39	£2	£0	£0	£0	n/a	0	0
01/04/13		£42	£43	£-1	£0	£0	£0	n/a	0	0
31/03/12		£37	£34	£3	£0	£0	£0	n/a	0	0
31/03/11		£42	£43	£-1	£0	£0	£0	n/a	0	0
31/03/10	*	£41	£27	£14	£0	£0	£0	n/a	0	0
31/03/09		£51	£39	£12	£0	£0	£0	n/a	0	0
31/03/08		£41	£36	£5	£0	£0	£0	n/a	0	0
31/03/07	*	£165	£38	£127	£0	£0	£0	n/a	0	0
31/03/06		£49	£29	£20	£0	£0	£0	n/a	0	0
31/03/05	*	£27	£23	£4	£0	£0	£0	n/a	0	0
31/03/04	*	£29	£16	£13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 59 years

www.crs.org.uk

secretary@crs.org.uk

07899247712

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

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

Throughout England And Wales,

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 (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

DR SCHOLASTICA JACOB Appointed: 2022

ALEXANDER FITZALAN HOWARD Appointed: 2012

DR CARMEN MARGARET MANGION Appointed: 2023

DR CATHERINE MARY GIBBONS Appointed: 2018

DR HELEN KILBURN Appointed: 2021

DR LIAM TEMPLE Appointed: 2022

DR MARIA CLEMENCE POWER Appointed: 2021

DR PETER HUGH GERARD DOYLE

DR PAUL ARBLASTER Appointed: 2017

DR PETER BENEDICT NOCKLES Appointed: 2017

JUDITH ANNE SMEATON Appointed: 2019

PROFESSOR JUDITH FRANCES CHAMP DSS Appointed: 2021

DR SUSAN O'BRIEN Appointed: 2018, Other trusteeship: THE M B RECKITT TRUST,

REV PETER EDMUND BOYLE HARRIS Appointed: 2018, Other trusteeship: THE COMPANY OF LIGHTMONGERS GENERAL CHARITIES,

SIMON DAVID ALDJO JAMIESON, Other trusteeship: BRAMPTON TRUST,

Legal constitution

Charity registered in England & Wales on 14/07/1965, number: 313529

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 11 days late, AR21: 10 days late, AR10: 226 days late, AR07: 1 days late, AR05: 43 days late, AR04: 31 days late,

Recent reorganisation events:

Asset transfer in from THE ANDREW C DUNCAN CATHOLIC HISTORY TRUST on 07/03/2023

Main office

64 Claypath
DURHAM
DH1 1QT

Objectives

THE OBJECT OF THE SOCIETY IS THE ADVANCEMENT OF EDUCATION IN CONNECTION WITH THE HISTORY OF ROMAN CATHOLICISM IN ENGLAND AND WALES SINCE THE REFORMATION.

Defined Area of Benefit:

NATIONAL

Data Sources