Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 0

ANCHOLME VALLEY HERITAGE TRUST LTD

To facilitate and advance the education of the general public, schools and community groups in all aspects of heritage, arts and culture primarily, but not exclusively, in the Ancholme Valley.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

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
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/11/23		£18	£32	£-14	n/a	n/a	n/a	n/a	n/a	n/a
30/11/22		£22	£33	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/11/21		£79	£48	£31	n/a	n/a	n/a	n/a	n/a	n/a
30/11/20		£65	£47	£18	n/a	n/a	n/a	n/a	n/a	n/a
30/11/19		£48	£47	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/11/18		£50	£53	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/11/17		£51	£45	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/11/16		£44	£46	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/11/15		£58	£43	£15	n/a	n/a	n/a	n/a	n/a	n/a
30/11/14	*	£58	£40	£18	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 10 years

http://www.briggheritage.org/

briggheritage.centre@northlincs.gov.uk

01652656435

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

North Lincolnshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-82

ALAN ROBERT WALTHAM Appointed: 2013, Occupation: Director

CHRISTINE MARGARET ROBINSON Appointed: 2013, Occupation: Director

KAY FRANCIS ROTHERY Appointed: 2013, Occupation: None

MR WILLIAM TREVOR RICHARDSON Appointed: 2013

PATRICIA ANN HORTON Appointed: 2013, Occupation: None

PAUL JAMES JOHNSON Appointed: 2020, Occupation: Retired

CAROL JOY BROWN Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 04/07/2014, number: 1157731
Registered at Companies House on 06/11/2013, number: 08764973

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

10 returns made; AR14: 112 days late,

Main office

Hillborne House
Brigg Road
Wrawby
Brigg
DN20 8RQ

Objectives

TO FACILITATE AND ADVANCE THE EDUCATION OF THE GENERAL PUBLIC, SCHOOLS AND COMMUNITY GROUPS IN ALL ASPECTS OF HERITAGE, ARTS AND CULTURE PRIMARILY BUT NOT EXCLUSIVELY IN THE ANCHOLME VALLEY.

Data Sources

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