Finance Score: -13

Governance Score: 9

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

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

No supporters identified

Overall GiG Score: -4

LEDBURY AND DISTRICT SOCIETY TRUST LIMITED

Preservation of the historical appearance of Ledury and the surrounding villages.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
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
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years
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
31/12/21	*	£10	£18	£-8	n/a	n/a	n/a	n/a	n/a	0
31/12/20	*	£21	£39	£-18	n/a	n/a	n/a	n/a	n/a	50
31/12/19	*	£26	£29	£-3	n/a	n/a	n/a	n/a	n/a	50
31/12/18	*	£24	£19	£5	£0	£0	£0	n/a	0	50
31/12/17		£23	£34	£-12	£0	£0	£0	n/a	0	10
31/12/16		£28	£19	£9	£0	£0	£0	n/a	0	0
31/12/15		£30	£19	£11	£0	£0	£0	n/a	0	0
31/12/14		£236	£227	£8	£0	£0	£0	n/a	0	0
31/12/13		£26	£20	£6	£0	£0	£0	n/a	0	0
31/12/12		£16	£19	£-3	£0	£0	£0	n/a	0	0
31/12/11		£15	£18	£-3	£0	£0	£0	n/a	0	0
31/12/10		£15	£18	£-3	£0	£0	£0	n/a	0	0
31/12/09		£15	£28	£-13	£0	£0	£0	n/a	0	0
31/12/08		£16	£13	£3	£0	£0	£0	n/a	0	0
31/12/07		£16	£18	£-2	£0	£0	£0	n/a	0	0
31/12/06		£16	£23	£-7	£0	£0	£0	n/a	0	0
31/12/05		£17	£12	£5	£0	£0	£0	n/a	0	0
31/12/04	*	£16	£15	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 46 years

www.ledburycivicsociety.org

07977781826

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Herefordshire,

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 (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 30-86

HILARY DAVIS Appointed: 2023, Occupation: Retired

ANN LUMB Appointed: 2023, Occupation: Retired

HOLLY WELFORD Appointed: 2022, Occupation: Accountant

STUART GRAY Appointed: 2023, Occupation: Retired

MARK LISTER Appointed: 2020, Occupation: Retired Lawyer

NICOLA CATHERINE FORDE Appointed: 2018, Occupation: Retired, Other trusteeship: THE HEREFORDSHIRE BRANCH OF THE CAMPAIGN TO PROTECT RURAL ENGLAND,

CHRISTINE ANN TUSTIN Appointed: 2017, Occupation: Retired, Other trusteeship: LEDBURY PLACES,

MR NICK MORRIS Appointed: 2018, Occupation: Retired, Other trusteeships: THE EMMA RUSSELL EDUCATIONAL FOUNDATION, LEDBURY FOOD BANK,

Legal constitution

Charitable company registered in England & Wales on 22/03/1978, number: 507391
Registered at Companies House on 23/11/1977, number: 01340233

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR21: 89 days late, AR20: 4 days late, AR19: 72 days late, AR18: 106 days late, AR04: 22 days late,

Main office

BURGAGE HALL
CHURCH LANE
LEDBURY
HEREFORDSHIRE
HR8 1DW

Objectives

(A) TO STIMULATE PUBLIC INTEREST IN THE AREA COMPRISING OF THE CIVIC PARISHES OF LEDBURY TOWN, LEDBURY RURAL, EASTNOR, DONNINGTON AND WELLINGTON HEATH. (B) TO PROMOTE HIGH STANDARDS OF PLANNING AND ARCHITECTURE IN THE AREA OF BENEFIT. (C) TO SECURE THE PRESERVATION, PROTECTION, DEVELOPMENT AND IMPROVEMENT OF FEATURES OF HISTORIC, NATURAL OR PUBLIC INTEREST IN THE AREA OF BENEFIT.

Defined Area of Benefit:

SEE OBJECTS

Data Sources