Finance Score: -5

Governance Score: -5

Support Score: 6

Fundraising costs high: -5

No volunteer policy: -2
Static board: -3

Grant maker support: +6

Overall GiG Score: -4

CHALKE VALLEY HISTORY TRUST

The Chalke Valley History Trust has been established by the founders of the Chalke Valley History Festival to promote the understanding and enjoyment of history. The Trust intends to carry out its objects by making grants to the Chalke Valley History Festival, the Chalke Valley Schools History Festival, school history trips, and other history related projects.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board composition appears to be rather static

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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
30/11/22		£1,194	£1,267	£-73	£1,225	£391	£384	3.6	15	150
30/11/21		£222	£153	£69	n/a	n/a	n/a	n/a	n/a	150
30/11/20		£269	£87	£181	n/a	n/a	n/a	n/a	n/a	0
30/11/19		£1,120	£1,021	£99	£1,006	£191	£191	2.2	13	100
30/11/18	*	£1,004	£935	£69	£727	£191	£191	2.4	12	120
30/11/17		£146	£162	£-16	£0	£0	£0	n/a	0	0
30/11/16		£864	£856	£7	£838	£111	£111	1.6	10	0
30/11/15		£856	£824	£32	£822	£103	£103	1.5	0	0
30/11/14		£787	£714	£73	£714	£71	£69	1.2	8	0
30/11/13		£116	£102	£15	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 102.6%
Fundraising Costs/Total Spending: 96.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 12.6

Asset Split ?

Established: 12 years

www.chalkevalleyhistorytrust.org.uk

CVHTgrantapplications@cvhf.org.uk

01722781133

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

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

Who works here?

15 employees
150 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
The Foyle Foundation - Learning (MGS)
£35,000	08/02/2022	to cover the initial set up costs for the online History Hub for Schools, specifically installation of fibre optic cable and the creation of the website as well as the Administrator cost for one year
DCMS - Chalke Valley History Festival 2021
£260,000	01/04/2020	To support Arts and Culture throughout England

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 53-80

CHRIS CULPIN Appointed: 2016, Occupation: Writer And Educational Consultant

LADY PENELOPE MARLAND Appointed: 2012, Occupation: Probation Officer

PETER BELL (Chair) Appointed: 2012, Occupation: Banker

STEPHEN WHITMORE Appointed: 2012, Occupation: Solicitor

THE HON. DAVID SIDNEY BERNSTEIN Appointed: 2018, Occupation: Investor

Legal constitution

Charitable company registered in England & Wales on 02/08/2012, number: 1148413
Registered at Companies House on 28/05/2012, number: 08085970

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

10 returns made; AR18: 89 days late,

Main office

Unit 1 The Stables
Chalke Pyt Farm
Broad Chalke
Salisbury
SP5 5ET

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE OBJECTS) ARE RESTRICTED TO THE PROMOTION AND ADVANCEMENT FOR THE PUBLIC BENEFIT OF THE EDUCATION OF THE PUBLIC BY THE STUDY OF HISTORY AND ALLIED SUBJECTS BY:1. ENHANCING THE TEACHING OF HISTORY TO PEOPLE SO AS TO FOSTER AN APPRECIATION AND GREATER UNDERSTANDING OF THE SUBJECT ; AND2. SUCH OTHER MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Data Sources