Finance Score: -5

Governance Score: -1

Support Score: 1

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

Grant maker support: +1

Overall GiG Score: -5

BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY

The Society promotes interest in local history of Berkhamsted and district, holds illustrated lectures and outings, publishes annual journal of historical research, three newsletters a year, holds regular historical exhibitions, arranges Heritage Open Days, encourages historical research and collects artefacts stored in accredited Museum. Gives two local history prizes annually to a Primary Schoo

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker

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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
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
31/12/23	£5	£8	£-3	n/a	n/a	n/a	n/a	n/a
31/12/22	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a
31/12/21	£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/20	£2	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/19	£33	£56	£-23	n/a	n/a	n/a	n/a	n/a
31/12/18	£42	£13	£29	£0	£0	£0	n/a	0
31/12/17	£6	£5	£1	£0	£0	£0	n/a	0
31/12/16	£5	£3	£1	£0	£0	£0	n/a	0
31/12/15	£3	£3	£1	£0	£0	£0	n/a	0
31/12/14	£6	£4	£1	£0	£0	£0	n/a	0
31/12/13	£3	£2	£1	£0	£0	£0	n/a	0
31/12/12	£4	£2	£2	£0	£0	£0	n/a	0
31/12/11	£4	£2	£2	£0	£0	£0	n/a	0
31/12/10	£3	£3	£0	£0	£0	£0	n/a	0
31/12/09	£3	£2	£1	£0	£0	£0	n/a	0
31/12/08	£3	£4	£-1	£0	£0	£0	n/a	0
31/12/07	£3	£6	£-3	£0	£0	£0	n/a	0
31/12/06	£8	£3	£4	£0	£0	£0	n/a	0
31/12/05	£4	£3	£1	£0	£0	£0	n/a	0
31/12/04	£3	£3	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 34 years

berkhamsted-history.org.uk

RICHARD.NORTH5@NTLWORLD.COM

01442384271

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

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Bedford, Buckinghamshire, Hertfordshire,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Berkhamsted Local History and Museum Society
£60,900	22/02/2018	Berkhamsted Heritage Hub

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ALAN CUMMINS

JANICE MAY BOAKES Appointed: 2012

MARY CASSERLEY Appointed: 2013

NORMAN SOUTER GROVES Appointed: 2015

PETER KENNETH MORGAN Appointed: 2024

ROBIN GEE Appointed: 2011

SANDRA JENKINS Appointed: 2021

ADRIAN ANTONY BARHAM Appointed: 2017, Other trusteeships: DACORUM HERITAGE TRUST LTD, BERKHAMSTED CASTLE TRUST,

BILL WILLETT Appointed: 2013, Other trusteeship: GRAHAM GREENE BIRTHPLACE TRUST,

RICHARD JAMES NORTH Appointed: 2018, Other trusteeships: CHARITY OF DR SMOULT, BERKHAMSTED CASTLE TRUST,

DR JAMES MAXWELL GUTHRIE MOIR FIPM Appointed: 2021, Occupation: Historic Buildings Consultant, Other trusteeships: THE BUCKINGHAMSHIRE HISTORIC BUILDINGS TRUST, BERKHAMSTED CASTLE TRUST,

Legal constitution

Charity registered in England & Wales on 22/05/1990, number: 803417

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; all on time

Main office

8 PAGES CROFT
BERKHAMSTED
HP4 1BX

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC, IN PARTICULAR WITHIN THE AREA OF THE PARISHES OF BERKHAMSTED, NORTHCHURCH AND NETTLEDON WITH POTTEN END, WITHOUT DISTINCTION OF SEX OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY THE PROVISION OF A MUSEUM.

Defined Area of Benefit:

SEE OBJECT

Data Sources