Finance Score: -3

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Reasonable growth: +1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

CODICOTE LOCAL HISTORY SOCIETY

We arrange:- Monthly members meetings with guest speakers Sept-MarchExcursions to places of historical interest July-AugustAnnual Family History DayVarious historical exhibitions in villageLocal History and Family history research We produce publications on the above

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been 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
31/12/23		£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£1	£3	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£2	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£5	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£2	£8	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£13	£6	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£14	£2	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£2	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 30 years

www.codicotelocalhistorysociety.co.uk

info@codicotelocalhistorysociety.co.uk

01438821849

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Other charitable activities
Sponsors or undertakes research

Where it operates

Hertfordshire,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

DOREEN BATH Appointed: 2013

NICHOLAS MADDEX

SHARON ALLEN

Legal constitution

Charity registered in England & Wales on 24/11/1994, number: 1042366

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR20: 12 days late, AR19: 106 days late,

Main office

213 VALLEY ROAD SOUTH
CODICOTE
HITCHIN
SG4 8UH

Objectives

(A) TO ADVANCE THE EDUCATION OF THE PUBLIC BY PROMOTING THE STUDY OF THE LOCAL HISTORY OF CODICOTE AND DISTRICT IN ALL ITS ASPECTS. (B) THE PRESERVATION OF OBJECTS AND RECORDS OF HISTORIC INTEREST FOR THE BENEFIT OF THE PUBLIC BY THE PROVISION OF A MUSEUM

Defined Area of Benefit:

NOT DEFINED - IN PRACTICE CODICOTE PARISH

Data Sources

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