Finance Score: 0

Governance Score: 2

Support Score: 6

No PartB

No conflicts policy: -1
Good trustee age range: +3

Large volunteers +5
Overall weighted support: +1

Overall GiG Score: 8

JERICHO LIVING HERITAGE TRUST

For the benefit of the Jericho community, Oxford residents and the general public; to preserve and enhance the historical heritage in and around Jericho by the provision of educational facilities including the establishment of a Community Centre, a Heritage Centre, the restoration of a working boat yard and a communal open space. To provide affordable social housing for key workers.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

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

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
30/09/23		£18	£6	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£15	£33	£-18	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21		£19	£8	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£17	£16	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£2	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18		£28	£20	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£2	£27	£-25	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£28	£32	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£33	£6	£27	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12		£2	£8	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£57	£50	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10	*	£35	£28	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09	*	£127	£132	£-5	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 16 years

www.jlht.org

info@jlht.org

01865558017

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

Provides advocacy/advice/information

Where it operates

Oxfordshire,

Who it helps

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Jericho Living Heritage Trust
£3,100	07/09/2020	COVID 19:Jericho Living Heritage Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-95

MARK JOHNSTONE DAVIES (Chair) Appointed: 2016, Occupation: Local Historian

MICHAEL ROBIN NEILSON BARNES Appointed: 2021, Occupation: Tv Producer

PROFESSOR DAVID FELIX FEENY, Occupation: None

SEAN AARON ROBINSON Appointed: 2021, Occupation: Business Executive

STEPHANIE JOHANNE PIRRIE Appointed: 2008, Occupation: Marketing Manager

TONY JOYCE, Occupation: None

VALERIE RUTH PETTS Appointed: 2021, Occupation: Artist

Legal constitution

Charitable company registered in England & Wales on 14/11/2008, number: 1126723
Registered at Companies House on 08/05/2008, number: 06588372

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Safeguarding policy and procedures
Volunteer management

Filing Record

15 returns made; AR10: 11 days late, AR09: 5 days late,

Main office

JERICHO COMMUNITY CENTRE
33A CANAL STREET
OXFORD
OX2 6BQ

Objectives

TO ADVANCE EDUCATION AND HERITAGE FOR THE BENEFIT OF THE INHABITANTS OF JERICHO, OXFORDAND FOR THE GENERAL PUBLIC BY THE PRESERVATION, RESTORATION, MAINTENANCE, REPAIR ANDENHANCEMENT OF THE HISTORICAL, ARCHITECTURAL AND BUILT HERITAGE IN AND AROUND JERICHO ANDITS NEIGHBOURHOOD IN THE FORM OF BUILDINGS, BOATYARDS, WATERWAYS AND OPEN SPACES OFHISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST; AND3.2 TO PROVIDE FOR THE ADVANCEMENT OF PUBLIC EDUCATION IN THE SUBJECT OF THE LOCAL ANDNATIONAL HERITAGE ASSOCIATED WITH JERICHO AND ITS NEIGHBOURHOOD BY THE PROVISION OFEDUCATIONAL AND TRAINING FACILITIES INCLUDING, BUT NOT EXCLUSIVELY, THE ESTABLISHMENT ANDMAINTENANCE OF A MUSEUM AND LIVING HERITAGE CENTRE COMPRISING SUCH EXHIBITS OR ITEMSRELATING TO THE HERITAGE OF JERICHO AND ITS NEIGHBOURHOOD AS THE CHARITY MAY FROM TIMETO TIME HOLD OR RECEIVE; AND3.3 TO FURTHER OR BENEFIT THE RESIDENTS .OF JERICHO, ITS NEIGHBOURHOOD AND THE CITY OF OXFORDWITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE, OR OF POLITICAL, RELIGIOUS OR OTHEROPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARYAND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDEFACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATIONWITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS; AND3.4 TO PROVIDE FOR THE BENEFIT OF THE COMMUNITY HOUSING AND ANY ASSOCIATED AMENITIES FORPERSON IN CONDITIONS OF NEED UPON TERMS APPROPRIATE TO THEIR MEANS; AND3 5 TO PROMOTE SUCH OTHER CHARITABLE PURPOSES AS MAY FROM TIME TO TIME BE DETERMINED

Defined Area of Benefit:

OXFORD