Finance Score: 2

Governance Score: 2

Support Score: 6

Strong growth: +2

Only 4 Trustees: -1
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 10

VALLEY HERITAGE

Preserve historical, architectural, constructional and natural or scientific heritage may exist in or near to the Rossendale Valley in Lancashire (in the form of buildings of particular beauty or historical, architectural or constructional interest or ancient monuments and otherwise as shall be consistent with Valley Heritage's objects).Advance the education of the public in heritage.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
30/03/23		£519	£562	£-43	£0	£251	£228	4.9	1	20
30/03/22		£450	£458	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/03/21?		£122	£74	£48	n/a	n/a	n/a	n/a	n/a	n/a
11/08/20		£49	£14	£35	n/a	n/a	n/a	n/a	n/a	n/a
11/08/19	*	£26	£1	£24	n/a	n/a	n/a	n/a	n/a	n/a
11/08/18	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
11/08/17		£11	£14	£-3	n/a	n/a	n/a	n/a	n/a	n/a
11/08/16		£10	£3	£8	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 48%
Liabilities/Income: 44%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 4.9 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2.5

Asset Split ?

Balance Sheet History

Established: 9 years

http://valleyheritage.org.uk

info@valleyheritage.org.uk

01706875371

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Bury, Calderdale, Lancashire, Rochdale,

Who it helps

Other Charities Or Voluntary Bodies
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

National Lottery Heritage Fund	£88,429
DCMS	£37,400
Garfield Weston Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Valley Heritage
£20,029	04/07/2023	Rossendale Sole
National Lottery Heritage Fund - Grant to Pobl Group
£68,400	02/06/2021	#Natur Russell House Green Roof
Garfield Weston Foundation - Main Grants award
£20,000	29/01/2021	Alliance at Lancashire and Yorkshire Bank
DCMS - ALB-Historic England-Surveying Heritage in Rossendale
£37,400	01/04/2020	Our project intends to capture and preserve local heritage at risk digitally as a means of engaging our
National Lottery Heritage Fund - Grant to Valley Heritage
£48,700	28/02/2019	Unlocking the future of Stubbylee Hall
National Lottery Heritage Fund - Grant to Valley Heritage
£10,000	30/03/2016	Development of Waterside Mill in Bacup

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

COURTNAY MARGARET IVES Appointed: 2022

JACOB PAUL LANDERS Appointed: 2022

RACHAEL LOUISE GILDERT BA HONS Appointed: 2014

STEPHEN MICHAEL ANDERSON (Chair) Appointed: 2014

Legal constitution

Charity registered in England & Wales on 18/12/2015, number: 1164935

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
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

8 returns made; AR19: 288 days late, AR18: 56 days late,

Main office

Valley Heritage
18 Market Street
BACUP
Lancashire
OL13 8EZ

Objectives

THE OBJECTS OF THE CIO ARE EITHER ON ITS OWN OR IN CONJUNCTION WITH OTHERS ARE TO:I) TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF THE ROSSENDALE VALLEY IN LANCASHIRE AND THE NATION AT LARGE WHATEVER OF THE ENGLISH HISTORICAL, ARCHITECTURAL, CONSTRUCTIONAL AND NATURAL OR SCIENTIFIC HERITAGE MAY EXIST IN OR NEAR TO THE AFORESAID AREA (IN THE FORM OF BUILDINGS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST OR ANCIENT MONUMENTS AND OTHERWISE AS SHALL BE CONSISTENT WITH THESE OBJECTS).II) ADVANCE THE EDUCATION OF THE PUBLIC IN THE SAID HERITAGE AND TO UNDERTAKE SUCH OTHER CHARITABLE ACTIVITIES AS MAY BENEFIT THE PEOPLE OF OR VISITORS TO THE SAID AREA.

Defined Area of Benefit:

IN AND AROUND THE ROSSENDALE VALLEY IN LANCASHIRE.