Finance Score: -5

Governance Score: 2

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Mainly male board: -1

Large volunteers +5

Overall GiG Score: 2

LEATHERHEAD & DISTRICT LOCAL HISTORY SOCIETY CIO

The Society promotes and encourages the study of local history; it owns and manages the Leatherhead Museum, it maintains / curates artefacts for local parishes; and maintains the local history archives and records. It publishes historical materials; holds talks on local history; and encourages the preservation of buildings and sites of archaeological or historical interest in the district.

Analysis by Giving is Great

Positives:

This charity has been very 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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 but has stabilised more recently
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£3	£17	£-14	n/a	n/a	n/a	n/a	n/a	40
31/12/22	£10	£13	£-3	n/a	n/a	n/a	n/a	n/a	40
31/12/21	£13	£11	£2	n/a	n/a	n/a	n/a	n/a	40
31/12/20	£18	£8	£9	n/a	n/a	n/a	n/a	n/a	20
31/12/19	£17	£45	£-27	n/a	n/a	n/a	n/a	n/a	30
31/12/18	£14	£15	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 7 years

https://www.leatherheadhistory.org/

01372386348

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

Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Surrey,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

CATHY BRETT Appointed: 2023

DUNCAN MACFARLANE Appointed: 2022

FRANK WILLIAM HASLAM Appointed: 2017, Other trusteeship: THE FRIENDS OF LEATHERHEAD PARISH CHURCH,

JOHN CHARLES OLIVER Appointed: 2023, Other trusteeships: SYDNEY SIMMONS HOMES, THE LONDON SCHOOL OF ARCHITECTURE, SYDNEY SIMMONS HOMES,

JOHN ROWLEY (Chair) Appointed: 2017

NIGEL BOND Appointed: 2017

PROFESSOR DAVID HAWKSWORTH CBE Appointed: 2017

PETER HUMPHREYS Appointed: 2022

SIMON RITCHIE Appointed: 2021, Other trusteeship: THE LEATHERHEAD COMMUNITY ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 11/10/2017, number: 1175119

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Investing charity funds policy and procedures
Investment
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
Volunteer management

Filing Record

6 returns made; all on time

Main office

Leatherhead Museum
Hampton COTTAGE
64 Church Street
LEATHERHEAD
KT22 8DP

Objectives

1) TO INSTITUTE, PROMOTE AND ENCOURAGE FOR THE PUBLIC BENEFIT, THE STUDY OF LOCAL HISTORY IN ALL ITS ASPECTS,2) TO OWN, MAINTAIN AND MANAGE THE MUSEUM AT HAMPTON COTTAGE, 64 CHURCH STREET, LEATHERHEAD, THE MAINTAINING AND CURATION OF ARTEFACTS FOR THE PARISHES OF ASHTEAD, FETCHAM, GREAT AND LITTLE BOOKHAM, HEADLEY, LEATHERHEAD, MICKLEHAM AND THE SURROUNDING DISTRICT FOR CURRENT AND FUTURE GENERATIONS, AND3) THE RETENTION AND DEVELOPMENT OF THE ARCHIVES AND RECORDS OF THE HISTORY SOCIETY FOR THE PARISHES OF ASHTEAD, FETCHAM, GREAT AND LITTLE BOOKHAM, LEATHERHEAD AND THE SURROUNDING DISTRICT FOR CURRENT AND FUTURE GENERATIONS.IN FURTHERANCE OF THE ABOVE: I. TO PUBLISH SUCH HISTORICAL/EDUCATIONAL MATERIALS AS MAY BE DESIRABLE FOR THE BENEFIT OF THE PUBLIC IN PRINTED AND DIGITAL MEDIA AND ALSO TO USE THE LATTER TO PROVIDE RESEARCH FACILITIES FOR ITS MEMBERS;II. TO HOLD OR PARTICIPATE IN EVENTS SUCH AS TALKS ON LOCAL HISTORY AND OTHER HISTORICAL EVENTS OF INTEREST TO MEMBERS, AND TO ARRANGE VISITS TO PLACES OF HISTORICAL INTEREST; ANDIII. TO ENCOURAGE, WHERE DESIRABLE, THE PRESERVATION OF ANY SITE, BUILDING, MONUMENT OR RECORD OF ARCHAEOLOGICAL, ANTIQUARIAN OR HISTORICAL INTEREST IN THE DISTRICT AND TO CO-OPERATE WITH PUBLIC OR PRIVATE BODIES OR INDIVIDUALS IN SAFEGUARDING SUCH SITES, BUILDINGS, MONUMENTS OR RECORDS.

Data Sources