Finance Score: 2

Governance Score: 4

Support Score: 9

Strong growth: +2

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +9

Overall GiG Score: 15

HERITAGE TRUST OF LINCOLNSHIRE

The Heritage Trust of Lincolnshire is established to advance public understanding, knowledge and appreciation of all matters relating to the cultural and physical heritage of Lincolnshire with particular regard to its archaeology and architecture with their associated landscapes, social history and traditional skills, and to promote their preservation and continuity for public enjoyment.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years, despite a decline more recently
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:

The Board has little diversity in terms of age

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£1,838	£2,030	£-192	£233	£1,057	£958	5.7	45	28
31/03/22	*	£2,236	£1,934	£302	£170	£1,249	£1,103	6.8	42	147
31/03/21		£2,084	£2,028	£56	£195	£412	£411	2.4	34	16
31/03/20		£2,434	£2,485	£-51	£198	£355	£355	1.7	37	341
31/03/19		£1,334	£1,211	£123	£236	£406	£406	4	37	328
31/03/18		£1,195	£1,191	£4	£170	£283	£283	2.9	28	0
31/03/17		£956	£1,056	£-100	£184	£279	£279	3.2	33	0
31/03/16		£1,063	£1,083	£-21	£324	£380	£380	4.2	29	0
31/03/15		£1,093	£1,063	£29	£338	£311	£310	3.5	29	0
31/03/14		£1,384	£1,380	£4	£328	£281	£198	1.7	31	0
31/03/13		£2,240	£2,207	£33	£439	£277	£194	1.1	38	0
31/03/12		£2,030	£2,028	£2	£492	£244	£161	1	35	0
31/03/11		£1,315	£1,283	£32	£335	£242	£159	1.5	35	0
31/03/10		£997	£1,002	£-5	£253	£210	£127	1.5	36	0
31/03/09		£1,148	£1,234	£-86	£480	£215	£132	1.3	37	0
31/03/08		£1,345	£1,365	£-20	£418	£301	£68	0.6	47	0
31/03/07		£1,276	£1,355	£-79	£5	£322	£89	0.8	47	0
31/03/06		£2,119	£2,093	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£1,383	£1,360	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,084	£1,061	£23	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 16.5%
Fundraising Costs/Total Spending: 12.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 58%
Liabilities/Income: 81%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.5

Asset Split ?

Balance Sheet History

Established: 34 years

www.heritagelincolnshire.org

htladmin@heritagelincolnshire.org

01529461499

Charity Commission for England and Wales

Tweets

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 services
Sponsors or undertakes research

Where it operates

Lincolnshire,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who supports 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.

Major supporters in last 5 years

DCMS	£425,600
National Lottery Heritage Fund	£342,700
Architectural Heritage Fund	£76,915
The Pilgrim Trust	£40,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Heritage Trust of Lincolnshire
£250,000	08/02/2023	Mr Grimsby & Mr Cleethorpes – The astonishing legacy of Edward Watkin
The Pilgrim Trust - Grant to Heritage Trust of Lincolnshire
£25,000	30/09/2022 36	Greyfriars Lincoln: conservation of stonework in the country's oldest surviving Franciscan monastery building
Architectural Heritage Fund - Grant to Heritage Lincolnshire
£17,100	05/07/2021	The Harlequin, Lincoln
DCMS - CRF21: Heritage Trust of Lincolnshire
£147,400	08/03/2021	Culture Recovery Fund for Heritage 2020-21
Architectural Heritage Fund - Grant to Heritage Lincolnshire
£59,815	14/01/2021	HDT Capacity Building - Heritage Trust Lincolnshire
DCMS - CRF20: Heritage Trust of Lincolnshire
£278,200	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Heritage Trust of Lincolnshire
£92,700	30/06/2020	COVID19: Heritage Trust of Lincolnshire
The Pilgrim Trust - Grant to Heritage Trust of Lincolnshire
£15,000	26/02/2020 17	Re-imagining Greyfriars: 800 years of stories in the making
Co-Operative Group - Grant to Community Archaeology at the Old King's Head in Kirton
£4,008	15/11/2019	We want to encourage people in our community to take up archeology in their own gardens, sharing findings in a collaborative guidebook.
DCMS - ALB-Historic England-Lincolnshire Long Barrow Programme
£16,783	01/04/2019	Lincolnshire Long Barrow Programme. Stage 1 PD to assess protocols for the use of aerial investigation and mapping techniques to inform designation process - by HE AIM team.
DCMS - Heritage at Risk Solutions Officer
£30,628	01/04/2018	Heritage at Risk Solutions Officer
DCMS - ALB-Historic England-Lincolnshire Long Barrow Programme
£12,000	01/04/2018	Lincolnshire Long Barrow Programme. Stage 1 PD to assess protocols for the use of aerial investigation and mapping techniques to inform designation process - by HE AIM team.
The Pilgrim Trust - Grant to Heritage Trust of Lincolnshire
£15,000	14/02/2018 23	The Old King's Head: repair and refurbishment and re-purposing
National Lottery Heritage Fund - Grant to Heritage Trust of Lincolnshire
£7,600	28/09/2017	2-4 Market Place Caistor
DCMS - Repair Grants for Heritage at Risk
£40,734	21/07/2017	This application to Historic England concerns the urgent structural works that were identified during the full condition survey and are essential and necessary to stabilise the main building and the ....more This application to Historic England concerns the urgent structural works that were identified during the full condition survey and are essential and necessary to stabilise the main building and the stableblock before the main capital works begin in c12 months time.
DCMS - ALB-Historic England-Lincolnshire Long Barrow Programme
£56,600	01/04/2017	Lincolnshire Long Barrow Programme. Stage 1 PD to assess protocols for the use of aerial investigation and mapping techniques to inform designation process - by HE AIM team.
National Lottery Heritage Fund - Grant to Heritage Trust of Lincolnshire
£10,000	16/02/2017	Boston Sessions House
National Lottery Heritage Fund - Grant to Heritage Trust of Lincolnshire
£79,500	15/12/2016	Heritage Lincolnshire - Strengthening Our Business
DCMS - Regional Capacity Building
£37,602	31/03/2016	Heritage at Risk Solutions Officer
National Lottery Heritage Fund - Grant to Heritage Trust of Lincolnshire
£2,260,700	21/07/2015	Save the Old King's Head, Boston
National Lottery Heritage Fund - Grant to Heritage Trust of Lincolnshire
£452,900	10/06/2014	Layers of History: Discovering Lincolnshire's Past Landscapes

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-69

ANDREW SIMON CLARK Appointed: 2018, Occupation: Property Agent

CHARLES PINCHBECK Appointed: 2015, Occupation: Director

DAVID ANDREW STOCKER Appointed: 2024, Occupation: Historian

JULIAN FREE Appointed: 2020, Occupation: University Vice Chancellor

JUNE BINGHAM Appointed: 2014, Occupation: Journalist

URSULA FRANCES ROSAMOND LIDBETTER Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 09/01/1991, number: 1001463
Registered at Companies House on 02/11/1990, number: 02554738

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 1 days late, AR22: 1 days late, AR05: 12 days late,

Main office

Heritage Trust of Lincs
The Old School
Cameron Street
Heckington
SLEAFORD
NG34 9RW

Objectives

A) TO ADVANCE THE EDUCATION OF THE PUBLIC IN ALL MATTERS RELATING TO THE COUNTY OF LINCOLNSHIRE. B) TO PRESERVE OR INVESTIGATE FOR THE PUBLIC BENEFIT BUILDINGS AND OTHER FEATURES OF HISTORICAL, ARCHITECTURAL, ARCHAEOLOGICAL OR ENVIROMENTAL INTEREST.

Defined Area of Benefit:

NOT DEFINED