Finance Score: 3

Governance Score: 2

Support Score: 1

Good reserves management: +3

12+ Trustees: -1
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 6

HISTORY OF PARLIAMENT TRUST

The History of Parliament Trust is engaged in compiling and publishing an authoritative history of Parliament from the 13th century, principally in the form of biographies of members of Parliament and constituency histories. It employs a full-time editorial and research team and is currently working on the history of the Commons 1422-1504, 1640-60 and 1832-68 and of the Lords 1604-1832.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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
31/03/23		£1,807	£1,902	£-95	£0	£833	£829	5.2	22	0
31/03/22		£2,020	£1,761	£259	£5	£928	£924	6.3	23	2
31/03/21	*	£1,824	£1,815	£9	£6	£618	£613	4.1	24	0
31/03/20		£1,867	£1,968	£-100	£0	£609	£605	3.7	25	1
31/03/19		£1,856	£1,879	£-23	£0	£710	£705	4.5	25	1
31/03/18		£1,788	£1,725	£63	£0	£733	£728	5.1	24	0
31/03/17		£1,721	£1,653	£69	£0	£670	£665	4.8	23	0
31/03/16		£1,703	£1,806	£-102	£0	£602	£595	4	24	0
31/03/15		£1,730	£1,888	£-158	£141	£704	£691	4.4	27	0
31/03/14	*	£1,688	£1,757	£-69	£133	£861	£842	5.7	27	0
31/03/13		£1,601	£1,767	£-166	£133	£930	£912	6.2	27	0
31/03/12	*	£1,644	£1,833	£-189	£208	£1,096	£1,045	6.8	26	0
31/03/11		£1,830	£1,938	£-108	£169	£1,285	£1,263	7.8	29	0
31/03/10		£1,789	£1,846	£-57	£164	£1,394	£1,371	8.9	30	0
31/03/09		£1,843	£1,892	£-49	£164	£1,451	£1,429	9.1	31	0
31/03/08		£1,739	£1,677	£62	£189	£1,500	£1,500	10.7	31	0
31/03/07		£1,691	£1,620	£70	£187	£1,438	£1,438	10.7	31	0
31/03/06		£1,558	£1,579	£-22	£0	£0	£0	n/a	0	0
31/03/05		£1,554	£1,475	£79	£0	£0	£0	n/a	0	0
31/03/04		£1,438	£1,299	£139	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 18%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 26%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.7

Asset Split ?

Established: 58 years

www.historyofparliamentonline.org

info@histparl.ac.uk

02076369269

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

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
National Lottery Heritage Fund - Grant to History of Parliament
£5,300	12/06/2018	Commemorating Josiah C Wedgwood
National Lottery Heritage Fund - Grant to History of Parliament
£53,400	03/07/2013	From the Grassroots: An oral history of community politics in Devon

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

CHRISTOPHER JOHN BRYANT Appointed: 2020

DR PHILIPPA TUDOR Appointed: 2014

DAME CLARE MORIARTY Appointed: 2021, Other trusteeship: HISTORY OF PARLIAMENT TRUST,

DAME ELEANOR LAING Appointed: 2020

DR KWASI ALFRED ADDO KWARTENG MP Appointed: 2012

GORDON MARSDEN, Occupation: Trustee, Other trusteeships: DARTMOUTH STREET TRUST, HISTORY OF PARLIAMENT TRUST,

JONATHAN SIMON DJANOGLY Appointed: 2020

LORD CLARK OF WINDERMERE

LORD MONROE EDWARD PALMER Appointed: 2020

LORD ROBERT LISVANE Appointed: 2017

PROFESSOR THE LORD NORTON OF LOUTH (Chair), Other trusteeship: STUDY OF PARLIAMENT GROUP,

PATRICK MATTHIAS VOLLMER Appointed: 2022

RT. HON CHRISTOPHER JAMES SKIDMORE Appointed: 2020

SARAH ALICE RUTH DAVIES Appointed: 2019

Legal constitution

Charity registered in England & Wales on 25/10/1966, number: 306034

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR21: 37 days late, AR14: 0 days late, AR12: 1 days late,

Main office

HISTORY OF PARLIAMENT TRUST
18 BLOOMSBURY SQUARE
LONDON
WC1A 2NS

Objectives

THE COMPILATION OF A LITERARY AND HISTORICAL WORK KNOWN AS THE HISTORY OF PARLIAMENT

Defined Area of Benefit:

NOT DEFINED

Data Sources