BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY
The Society promotes interest in local history of Berkhamsted and district, holds illustrated lectures, publishes annual journal of historical research, newsletters, arranges Heritage Open Days, encourages historical research and collects artefacts stored in accredited Museum
Objects
THE CHARITYS OBJECTS (THE OBJECTS) ARE: TO ADVANCE THE EDUCATION OF THE PUBLIC, IN PARTICULAR WITHIN THE AREA OF THE CIVIL PARISHES OF BERKHAMSTED (INCLUSIVE OF THAT PART OF THE ASHRIDGE ESTATE EXTENDING INTO THE CIVIL PARISH OF LITTLE GADDESDEN), NORTHCHURCH (INCLUSIVE OF THAT PART OF COW ROAST EXTENDING INTO THE CIVIL PARISH OF WIGGINTON) AND NETTLEDEN WITH POTTEN END IN THE BOROUGH OF DACORUM IN HERTFORDSHIRE, BY(1) A STUDY OF LOCAL HISTORY AND ARCHAEOLOGY;(2) ACQUIRING, HOUSING, CONSERVING, RESTORING, REPAIRING AND EXHIBITING OBJECTS AND COLLECTIONS OF AN HISTORICAL AND / OR EDUCATIONAL NATURE;(3) ESTABLISHING, ACQUIRING, MANAGING AND MAINTAINING MUSEUMS, GALLERIES, ARCHIVES, LIBRARIES AND OTHER PLACES WHERE EDUCATION AND EDUCATIONAL RESEARCH AND ENQUIRY AND THE EXCHANGE AND DISSEMINATION OF VIEWS AND INFORMATION MAY OCCUR.
Financial health, per its FY2025 accounts
The charity reports unrestricted reserves of £944,454, an increase from the previous year's £922,065, driven by a significant legacy income of £19,334 and total incoming resources of £35,750 against expenditure of £13,361. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The financial position is further strengthened by the holding of investment properties valued at £850,000, which are currently being marketed for sale.
What the accounts disclose
“The Society’s reserve policy is to maintain the General Fund at the level of at least one year’s normal expenditure.” — page 6
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Social media policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 15
Register events
- Received assets from another charity (07/07/2025)
Trustees
- MARY CASSERLEYchair
- ALAN CUMMINS
- Adrian Antony Barham
- BARRY MICHAEL - KNOWN AS BILL Willett
- Dr James Maxwell Guthrie Moir FIPM
- JANICE MAY BOAKES
- NORMAN SOUTER GROVES
- Peter Kenneth Morgan
- Richard James North
- Robin Gee
- Sandra Jenkins
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £36k | £13k |
Common questions
Is BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY financially healthy?
Per its FY2025 accounts: The charity reports unrestricted reserves of £944,454, an increase from the previous year's £922,065, driven by a significant legacy income of £19,334 and total incoming resources of £35,750 against expenditure of £13,361. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The financial position is further strengthened by the holding of investment properties valued at £850,000, which are currently being marketed for sale. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 22/02/2018 | £61k | "Berkhamsted Heritage Hub" |