Finance Score: -2

Governance Score: 9

Support Score: 6

Multiple Deficits: -2
No PartB

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

Grant maker support: +6

Overall GiG Score: 13

DACORUM HERITAGE TRUST LTD

Maintains museum store of artefacts, mounts exhibitions and undertakes outreach work and events concerned with the heritage of the Dacorum area of Hertfordshire.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
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
On several occasions in recent years income has been less than spending

Established: 31 years

www.dacorumheritage.org.uk

info@dacorumheritage.org.uk

01442 879525

Charity Commission for England and Wales

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		£67	£76	£-9	n/a	n/a	n/a	n/a	n/a	8
31/03/22		£72	£87	£-15	n/a	n/a	n/a	n/a	n/a	24
31/03/21		£69	£57	£12	n/a	n/a	n/a	n/a	n/a	24
31/03/20		£83	£83	£0	n/a	n/a	n/a	n/a	n/a	24
31/03/19		£78	£83	£-5	n/a	n/a	n/a	n/a	n/a	24
31/03/18		£70	£71	£-1	£0	£0	£0	n/a	0	0
31/03/17		£63	£67	£-5	£0	£0	£0	n/a	0	0
31/03/16	*	£64	£64	£0	£0	£0	£0	n/a	0	0
31/03/15	*	£92	£82	£10	£0	£0	£0	n/a	0	0
31/03/14	*	£80	£91	£-11	£0	£0	£0	n/a	0	0
31/03/13	*	£130	£86	£44	£0	£0	£0	n/a	0	0
31/03/12		£89	£81	£9	£0	£0	£0	n/a	0	0
31/03/11		£72	£78	£-5	£0	£0	£0	n/a	0	0
31/03/10		£66	£72	£-6	£0	£0	£0	n/a	0	0
31/03/09		£79	£74	£6	£0	£0	£0	n/a	0	0
31/03/08		£111	£59	£52	£0	£0	£0	n/a	0	0
31/03/07		£70	£59	£11	£0	£0	£0	n/a	0	0
31/03/06		£81	£75	£6	£0	£0	£0	n/a	0	0
31/03/05		£76	£72	£5	£0	£0	£0	n/a	0	0
31/03/04		£90	£85	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

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

Where it operates

Hertfordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
8 volunteers

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 The Dacorum Heritage Trust Limited
£249,999	02/10/2023	Dacorum Heritage 30:30 - reflecting our 30th anniversary and looking 30 years into the future.
Garfield Weston Foundation - Main Grants award
£20,000	04/12/2018	Ovaltine
National Lottery Heritage Fund - Grant to The Dacorum Heritage Trust Ltd
£10,000	19/12/2017	Commemorating Peacetime in Dacorum

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 25-67

ADRIAN ANTONY BARHAM Appointed: 2020, Occupation: Civil Servant, Other trusteeships: BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY, BERKHAMSTED CASTLE TRUST,

ANNA LOUISE HAYNES Appointed: 2022, Occupation: Civil Servant

FIONA JAYNE PAGE Appointed: 2019, Occupation: Finance Director, Other trusteeship: THE DANCEHOUSE THEATRE COMPANY LIMITED,

FRANCIS ROBIN HERZBERG Appointed: 2021, Occupation: Chartered Accountant

JOHN WILLIAM ALLEN Appointed: 2023, Occupation: Teacher / Borough Councillor, Other trusteeship: DACORUM COUNCIL FOR VOLUNTARY SERVICE,

KATHERINE ELIZABETH CASSELS Appointed: 2021, Occupation: Museum Manager

KHALED GALAL Appointed: 2023, Occupation: Strategic Branding & Communications Consultant

STEPHEN WILLIAM GILL Appointed: 2021, Occupation: Retired, Other trusteeship: LONDON AND MIDDLESEX ARCHAEOLOGICAL SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 17/09/1993, number: 1026161
Registered at Companies House on 08/09/1993, number: 02851313

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR16: 18 days late, AR15: 2 days late, AR14: 1 days late, AR13: 2 days late,

Main office

THE DACORUM HERITAGE TRUST LTD
THE MUSEUM STORE
CLARENCE ROAD
BERKHAMSTED
HP4 3YL

Objectives

THE ADVANCEMENT OF EDUCATION BY ACQUIRING HOUSING AND EXHIBITING AND CONSERVING RESTORING AND REPAIRING OBJECTS AND COLLECTIONS OF AN HISTORICALAND OR EDUCATIONAL NATURE AND BY ESTABLISHING ACQUIRING MANAGING AND MAINTAINING MUSEUMS GALLERIES LIBRARIES AND OTHER PLACES WHERE SUCH PURPOSES MAY BE ACHIEVED AND WHERE EDUCATION AND EDUCATIONAL RESEARCH AND ENQUIRY AND THE EXCHANGE AND DISSEMINATION OF VIEWS AND INFORMATION MAY OCCUR

Defined Area of Benefit:

BOROUGH OF DACORUM, HERTFORDSHIRE

Data Sources