POCKLINGTON DISTRICT HERITAGE TRUST
We promote education, knowledge and understanding for all ages of the heritage of Pocklington and its hinterland, by research, sharing and conservation of local heritage assets. We produce regular history lectures, publications and exhibitions and answer and advise public enquiries. We are also working towards establishing a museum/permanent collection to publically display local heritage.
Objects
THE OBJECT OF THE CIO IS: TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND HERITAGE OF POCKLINGTON AND ITS HINTERLAND, IN PARTICULAR BUT NOT EXCLUSIVELY BY ESTABLISHING AND OPERATING A PERMANENT MUSEUM AND COLLECTIONS FOR PUBLIC PRESENTATION, PROTECTION AND CONSERVATION OF HERITAGE ASSETS AND THE PROMOTION OF RESEARCH, THE USEFUL RESULTS OF WHICH WILL BE PUBLISHED FOR THE PUBLIC BENEFIT.
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a net surplus of £10,433 for the year ended 30 September 2025, with total funds increasing from £28,925 to £41,699. Per the trustees' report, reserves are maintained at a consistent level to support current and future activities, though no specific monetary target or policy duration is defined. The charity remains solvent with unrestricted cash and bank balances of £11,736.
What the accounts disclose
“As a newly established charity the Trustees plan and review the activities of the charity on a regular basis and ensure reserves held are at a consistent level to support current activities planned and future activities.” — page 8
“During the year one Trustees made donations of £1,000 towards the SPF Levelling up. In the prior year one Trustee made a donation of £4,030 to the charity.” — page 15
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- 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 expenses policy and procedures
Funders the charity credits
- National Lottery Heritage Fund
Trustees
- ALEXANDER JAMES HARVEY
- Alfred Halkon
- Andrew Sefton
- Ashley Rickman
- DAVID BOWMAN
- Evangeline Elizabeth Elliott
- Harriet Camilla Dorman
- Philip Gilbank
- ROBERT NEIL FISK
- Sheena Mcnamee
- Susan Sheila Fisher
- Thomas Bond
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £42k | £31k |
| 30/09/2024 | £29k | £31k |
| 30/09/2023 | £12k | £11k |
| 30/09/2022 | £7k | £2k |
| 30/09/2021 | £0 | £0 |
Common questions
Is POCKLINGTON DISTRICT HERITAGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a net surplus of £10,433 for the year ended 30 September 2025, with total funds increasing from £28,925 to £41,699. Per the trustees' report, reserves are maintained at a consistent level to support current and future activities, though no specific monetary target or policy duration is defined. The charity remains solvent with unrestricted cash and bank balances of £11,736. Its FY2025 accounts were independently examined.