Finance Score: 0

Governance Score: 0

Support Score: 8

No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5
Gov Income
Grant maker support: +3

Overall GiG Score: 8

THE LYTHAM HERITAGE GROUP

To educate the public in the geography,history&natural history, archaeology & architecture of the Ancient Parish of Lytham;to preserve, protect, develop & improve buildings of historic or architectural interest;to foster & stimulate public interest in its history & heritage;to form & to encourage others to form a collection of material & make this available for public exhibition from time to time.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
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

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		£24	£23	£1	n/a	n/a	n/a	n/a	n/a	50
31/03/22		£28	£14	£14	n/a	n/a	n/a	n/a	n/a	50
31/03/21		£32	£35	£-2	n/a	n/a	n/a	n/a	n/a	50
31/03/20		£19	£16	£3	n/a	n/a	n/a	n/a	n/a	50
31/03/19		£15	£16	£-2	n/a	n/a	n/a	n/a	n/a	50
31/03/18		£16	£15	£1	£0	£0	£0	n/a	0	0
31/03/17		£17	£17	£1	£0	£0	£0	n/a	0	0
31/03/16	*	£18	£20	£-2	£0	£0	£0	n/a	0	0
31/03/15		£16	£17	£-1	£0	£0	£0	n/a	0	0
31/03/14		£16	£20	£-4	£0	£0	£0	n/a	0	0
31/03/13		£15	£15	£0	£0	£0	£0	n/a	0	0
31/03/12		£15	£32	£-17	£0	£0	£0	n/a	0	0
31/03/11		£23	£19	£4	£0	£0	£0	n/a	0	0
31/03/10		£15	£27	£-12	£0	£0	£0	n/a	0	0
31/03/09		£17	£20	£-4	£0	£0	£0	n/a	0	0
31/03/08		£21	£19	£2	£0	£0	£0	n/a	0	0
31/03/07		£27	£22	£5	£0	£0	£0	n/a	0	0
31/03/06		£20	£22	£-1	£0	£0	£0	n/a	0	0
31/03/05		£20	£22	£-1	£0	£0	£0	n/a	0	0
31/03/04		£19	£20	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 35 years

www.lythamheritage.uk

thecentre@lythamheritage.co.uk

01253730787

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

HILARY FLETCHER

AUDREY GEORGINA KIRBY

DAVID JOHN HOYLE Appointed: 2016

JENNIFER ANN TRUEMAN Appointed: 2019

MRS SUE FORSHAW (Chair)

PHILIP THOMAS STRINGER Appointed: 2023

KATHARINE MARY WYKES Appointed: 2023, Other trusteeship: MAKING SPACE,

MICHAEL BELL Appointed: 2012, Other trusteeship: Blackpool and South Fylde Methodist Circuit,

PETER ANTHONY Appointed: 2023, Other trusteeship: QUEENDEANS ASSOCIATION,

MR STEVE WILLIAMS Appointed: 2016, Occupation: Director, Other trusteeship: THE HERITAGE TRUST FOR THE NORTH WEST,

Legal constitution

Charity registered in England & Wales on 03/02/1989, number: 701152

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Investing charity funds policy and procedures

Filing Record

20 returns made; AR16: 2 days late,

Main office

THE HERITAGE CENTRE
2 HENRY STREET
LYTHAM
LYTHAM ST ANNES
LANCASHIRE
FY8 5LE

Objectives

THE GROUP IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING PURPOSES RELATING TO THE AREA COMPRISING THE ANCIENT PARISH OF LYTHAM THAT SHALL HEREINAFTER BE REFERRED TO AS THE 'AREA OF BENEFIT' 1. TO EDUCATE THE PUBLIC ABOUT THE GEOGRAPHY, HISTORY, NATURAL HISTORY, ARCHAEOLOGY AND ARCHITECTURE OF THE AREA OF BENEFIT. 2. TO PRESERVE, PROTECT, DEVELOP AND IMPROVE BUILDINGS OF HISTORIC OR ARCHITECTURAL INTEREST FOR THE PUBLIC BENEFIT.3. TO FOSTER AND STIMULATE PUBLIC INTEREST IN ITS HISTORY AND HERITAGE.4. TO FORM AND TO ENCOURAGE OTHER INSTITUTIONS TO FORM A COLLECTION OF PHOTOGRAPHS, DOCUMENTS, FILMS AND OTHER ARTEFACTS OF AN EDUCATIONAL AND HISTORICAL NATURE AND TO MAKE THESE AVAILABLE FOR PUBLIC EXHIBITION FROM TIME.

Defined Area of Benefit:

ANCIENT PARISH OF LYTHAM

Data Sources