Finance Score: -3

Governance Score: 0

Support Score: 4

Large legacies income: +1
Reasonable growth: +1
Volatile income & significant deficit in latest year: -5
No PartB

Overall weighted support: +4

Overall GiG Score: 1

THE ANCIENT MONUMENTS SOCIETY

Study and conservation of historic buildings of all ages and types

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

Income has been volatile recently and was significantly lower than spending in the latest year
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
31/12/23		£191	£289	£-98	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£344	£213	£130	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£402	£236	£165	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£806	£134	£671	£0	£2,731	£2,731	244.2	2	4
31/12/19		£225	£162	£63	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£242	£164	£78	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£293	£227	£66	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£217	£215	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£216	£205	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£202	£212	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£305	£203	£102	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£765	£187	£578	£13	£1,266	£1,266	81.1	3	0
31/12/11		£126	£129	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£109	£101	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£154	£149	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£143	£146	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£145	£102	£43	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£147	£132	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£128	£116	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£137	£123	£14	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 62 years

www.ancientmonumentssociety.org.uk

office@ancientmonumentssociety.org.uk

02072363934

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - ALB-Historic England-Statutory Casework- Historic Buildings and Places (Ancient Monuments Society)
£52,256	25/02/2022	Historic Buldings and Places (formerly Ancient Monuments Society) has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain ....more Historic Buldings and Places (formerly Ancient Monuments Society) has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain Historic Buildings and Places capacity to assist in other tasks acting as a clearing house on behalf of the other national societies for delisting applications and Schemes published by the Church Commissioners affecting redundant Anglican churches.
DCMS - ALB-Historic England-Statutory Casework- Ancient Monuments Society
£31,070	01/04/2020	AMS has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain AMS capacity to assist in other tasks acting as a clearing ....more AMS has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain AMS capacity to assist in other tasks acting as a clearing house on behalf of the other national societies for delisting applications and Schemes published by the Church Commissioners affecting redundant Anglican churches.
DCMS - ALB-Historic England-Statutory Casework- Ancient Monuments Society
£10,357	01/04/2019	AMS has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain AMS capacity to assist in other tasks acting as a clearing ....more AMS has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain AMS capacity to assist in other tasks acting as a clearing house on behalf of the other national societies for delisting applications and Schemes published by the Church Commissioners affecting redundant Anglican churches.
DCMS - ALB-HistoricEngland-Statutory Casework- Ancient Monuments Society
£40,615	01/04/2018	AMS has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain AMS capacity to assist in other tasks acting as a clearing ....more AMS has been a consultee on applications for listed building consent, involving demolition, since 1976. The grant will enable that role to be maintained and refined. It will also sustain AMS capacity to assist in other tasks acting as a clearing house on behalf of the other national societies for delisting applications and Schemes published by the Church Commissioners affecting redundant Anglican churches.
DCMS - National Capacity Building Grants
£40,615	21/03/2017	To allow the Ancient Monuments Society to assess planning applications affecting listed buildings, whether secular, ecclesiastical or delisting and to give expert advice to planning authorities. To act as a clearing house on behalf of the other ....more To allow the Ancient Monuments Society to assess planning applications affecting listed buildings, whether secular, ecclesiastical or delisting and to give expert advice to planning authorities. To act as a clearing house on behalf of the other national societies for delisting applications and Schemes published by the Church Commissioners affecting redundant Anglican churches
DCMS - National Capacity Building Grants
£140,758	21/03/2017	To help charities and other not-for-profit organisation?s to restore historic buildings in England and give them a new and viable use, through grant funding, low interest loans and advice; to encourage national and local government, agencies and ....more To help charities and other not-for-profit organisation?s to restore historic buildings in England and give them a new and viable use, through grant funding, low interest loans and advice; to encourage national and local government, agencies and communities to support sustainable development through the regeneration of the historic environment.To develop diversified sources of funding for future funds

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Gender Split

ANTHONY PEERS

CAROLE RYAN

DR EDWARD IMPEY FSA

EDWARD JAMES MORTON Appointed: 2019

GILES QUARME RIBA (Chair)

GILES ADAMS Appointed: 2017

JILL CHANNER

KATHLEEN FISHWICK M B E

LESLIE DU CANE

PHILIP THOMAS

ROBERT KINDRED Appointed: 2012

Legal constitution

Charity registered in England & Wales on 02/10/1962, number: 209605

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 11 days late,

Main office

The Courtyard
37 Spital Square
London
E1 6DY

Objectives

THE CONSERVATION FOR THE BENEFIT OF THE NATION OF HISTORIC INTEREST, ANCIENT MONUMENTS, HISTORIC BUILDINGS AND EXAMPLES FINE CRAFTSMANSHIP THROUGHOUT GREAT BRITAIN, TO MAKE REPRESENTATIONS IN COLLABORATION WITH OTHER BODIES OR OTHERWISE TO THE PERSON OR AUTHORITIES CONCERNED TO SECURE THE MAINTENANCE AND CONSERVATION OF ANCIENT MONUMENTS AND HISTORIC BUILDINGS; TO ASSIST, FINANCIALLY OR OTHERWISE, IN THE MAINTENANCE AND CONSERVATION OF OBJECTS OF HISTORIC INTEREST, AND TO GIVE GUIDANCE AND ASSISTANCE, SO FAR AS IN THE POWER OF THE SOCIETY, TO ANY PERSON OR ORGANIZATIONS WITH THESE OBJECTS IN VIEW.

Defined Area of Benefit:

NATIONAL

Data Sources

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