Finance Score: 1

Governance Score: 0

Support Score: 4

Large legacies income: +1
No PartB

Overall weighted support: +4

Overall GiG Score: 5

THE ANCIENT MONUMENTS SOCIETY

Study and conservation of historic buildings of all ages and types

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years

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
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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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 significant 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 ....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 ....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 ....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 ....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 ....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 ....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

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; AR18: 12 days late,

Main office

ANCIENT MONUMENTS SOCIETY
ST. ANNS VESTRY HALL
2 CHURCH ENTRY
LONDON
EC4V 5HB

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