Finance Score: -5

Governance Score: 2

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

WARWICKSHIRE LOCAL HISTORY SOCIETY

The object of the charity is to promote the study of local history in Warwickshire. It does this by lectures and by publications. The Society meets approximately ten times yearly to hear speakers, and to visit sites of historical interest, It publishes Warwickshire History and a bulletin, both distributed free to members twice a year.

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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 recently and was significantly lower than spending in the latest year

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
31/12/22	*	£5	£7	£-1	n/a	n/a	n/a	n/a	n/a
31/12/21		£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/12/19		£7	£6	£1	n/a	n/a	n/a	n/a	n/a
31/12/18		£6	£6	£0	£0	£0	£0	n/a	0
31/12/17		£7	£6	£1	£0	£0	£0	n/a	0
31/12/16		£7	£6	£1	£0	£0	£0	n/a	0
31/12/15		£9	£9	£0	£0	£0	£0	n/a	0
31/12/14		£5	£5	£-1	£0	£0	£0	n/a	0
31/12/13		£6	£5	£1	£0	£0	£0	n/a	0
31/12/12		£7	£6	£0	£0	£0	£0	n/a	0
31/12/11		£6	£5	£1	£0	£0	£0	n/a	0
31/12/10		£6	£5	£0	£0	£0	£0	n/a	0
31/12/09		£6	£5	£1	£0	£0	£0	n/a	0
31/12/08		£6	£5	£1	£0	£0	£0	n/a	0
31/12/07		£5	£5	£0	£0	£0	£0	n/a	0
31/12/06		£4	£4	£-1	£0	£0	£0	n/a	0
31/12/05		£4	£4	£0	£0	£0	£0	n/a	0
31/12/04		£3	£3	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 37 years

https://warwickshirehistory.org.uk

info@warwickshirehistory.org.uk

01926842178

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Other charitable activities

Where it operates

Warwickshire,

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 (12)

Gender Split

Based on 11/12 persons

ROWAN FISHER Appointed: 2018

DR RUTH BARBOUR

DR ANDREW DAVID WATKINS Appointed: 2019

DR JOHN WILLIAM BLAND

DR JOHN WILMOT (Chair) Appointed: 2015

LESLEY ANN CAINE BA DAA

CHRISTINE WOODLAND, Other trusteeship: THE DUGDALE SOCIETY,

DR NATHANIEL WARREN ALCOCK, Other trusteeships: THE DUGDALE SOCIETY, SPON END BUILDING PRESERVATION TRUST,

DR ROBERT BEARMAN, Other trusteeships: STRATFORD-UPON-AVON SOCIETY, THE DUGDALE SOCIETY,

GEORGE MARK DOBSON BOOTH Appointed: 2022, Other trusteeship: THE DUGDALE SOCIETY,

MAIRI RENA MACDONALD, Other trusteeship: THE DUGDALE SOCIETY,

STELLA WINIFRED THEBRIDGE Appointed: 2022, Other trusteeships: CITY OF BIRMINGHAM CHOIR, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY SUTTON COLDFIELD, WEST MIDLANDS READERS' NETWORK,

Legal constitution

Charity registered in England & Wales on 23/06/1987, number: 511528

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR22: 96 days late, AR20: 2 days late,

Main office

BEACONSFIELD
WOLVERTON FIELDS
NORTON LINDSEY
WARWICK
CV35 8JN

Objectives

TO PROMOTE THE ADVANCEMENT OF PUBLIC EDUCATION IN LOCAL HISTORY IN WARWICKSHIRE. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE CONSTITUTION).

Defined Area of Benefit:

COUNTY OF WARWICKSHIRE

Data Sources