DACORUM HERITAGE TRUST LTD
Maintains museum store of artefacts, mounts exhibitions and undertakes outreach work and events concerned with the heritage of the Dacorum area of Hertfordshire.
Objects
THE ADVANCEMENT OF EDUCATION BY ACQUIRING HOUSING AND EXHIBITING AND CONSERVING RESTORING AND REPAIRING OBJECTS AND COLLECTIONS OF AN HISTORICALAND OR EDUCATIONAL NATURE AND BY ESTABLISHING ACQUIRING MANAGING AND MAINTAINING MUSEUMS GALLERIES LIBRARIES AND OTHER PLACES WHERE SUCH PURPOSES MAY BE ACHIEVED AND WHERE EDUCATION AND EDUCATIONAL RESEARCH AND ENQUIRY AND THE EXCHANGE AND DISSEMINATION OF VIEWS AND INFORMATION MAY OCCUR
Financial health, per its FY2026 accounts
The accounts state that the charity reported a net deficit of £79 for the year ended 31 March 2026, compared to a surplus in the prior year. Per the trustees' report, unrestricted reserves stood at £106,575, which is above the stated policy target of £80,000 (equivalent to 12 months of running costs). The trustees confirm that resources are adequate to continue as a going concern with no material uncertainties identified.
What the accounts disclose
“Income from charitable activities was £115,564 (2025 - £131,756)” — page 16
“The current reserves policy is to hold as reserves a sum equivalent to 12 months of running costs for the Museum Store which is estimated as £80,000.” — page 5
Policies the charity declares
- Bullying and harassment policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 13
- Government income: £70,703 — grants £70,703 (3); 57% of the £124,170 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 10
- Government income: £70,703 — grants £70,703 (3); 50% of the £141,133 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 16
- Government income: £62,120 — grants £62,120 (2); 39% of the £159,331 total gross income on the same return
Register events
- Received assets from another charity (14/01/2025)
Trustees
- Adrian Antony Barham
- Fiona Jayne Page
- Francis Robin Herzberg
- Katherine Elizabeth Cassels
- Khaled Galal
- Louis Warden
- Maria McEvoy
- Rachel Heather Frances Benvie
- Simon Ratcliffe
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £124k | £124k |
| 31/03/2025 | £141k | £122k |
| 31/03/2024 | £159k | £160k |
| 31/03/2023 | £67k | £76k |
| 31/03/2022 | £72k | £87k |
Common questions
Is DACORUM HERITAGE TRUST LTD financially healthy?
Per its FY2026 accounts: The accounts state that the charity reported a net deficit of £79 for the year ended 31 March 2026, compared to a surplus in the prior year. Per the trustees' report, unrestricted reserves stood at £106,575, which is above the stated policy target of £80,000 (equivalent to 12 months of running costs). The trustees confirm that resources are adequate to continue as a going concern with no material uncertainties identified. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 28/09/2023 | £91k | "Dacorum Heritage 30:30 - reflecting our 30th anniversary and looking 30 years into the future." |
| The National Lottery Heritage Fund | 19/12/2017 | £10k | "Commemorating Peacetime in Dacorum" |
| The National Lottery Heritage Fund | 14/11/2013 | £10k | "Restoration of Cranstone's Water Fountain" |
| The National Lottery Heritage Fund | 05/05/2007 | £10k | "Lefevre Cranstone Collection" |
| The National Lottery Community Fund | 19/01/2007 | £8k | Mobile Shelving Phase II |
| The National Lottery Heritage Fund | 19/01/2007 | £8k | "The Dacorum Heritage Trust Is A Non-Profit Organisation That Manages A Museum In Hertfordshire. They Collect, Restore And Exhibit Items Of L" |
| The National Lottery Heritage Fund | 04/11/2004 | £2k | "This Registered Charity Would Use An Award To Organise An Exhibition To Celebrate The Important Role Played By Local Men And Women In The He" |
| The National Lottery Community Fund | 28/10/2004 | £13k | WW2 Exhibition |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BUCKINGHAMSHIRE COMMUNITY FOUNDATION | 1 | £10k |
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £6k |
| MOBBS MEMORIAL TRUST LIMITED | 1 | £3k |
| THE DYERS' COMPANY CHARITABLE TRUST | 1 | £500 |
Charities like this
- DACORTIUM
- CASTLEFORD HERITAGE TRUST
- AXMINSTER HERITAGE LIMITED
- DACORUM COUNCIL FOR VOLUNTARY SERVICE
- WYCOMBE HERITAGE AND ARTS TRUST
- EXETER HISTORIC BUILDINGS TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| DACORUM HERITAGE TRUST LTD | £124k | — | 0 | above | — | no doubt |
| DACORTIUM | £340k | — | 0 | above | — | no doubt |
| CASTLEFORD HERITAGE TRUST | £247k | — | 0 | unclear | — | no doubt |
| AXMINSTER HERITAGE LIMITED | £35k | — | 0 | unclear | — | no doubt |
| DACORUM COUNCIL FOR VOLUNTARY SERVICE | £3.1m | — | — | unclear | — | no doubt |
| WYCOMBE HERITAGE AND ARTS TRUST | £246k | — | 0 | within | 83.8% | no doubt |