Finance Score: -7

Governance Score: 2

Support Score: 4

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs high: -5

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: -1

CHAWTON HOUSE LIBRARY

To promote study and research into early women's literature.To protect restore and preserve Chawton House, Hampshire and the surrounding estate for the benefit of the public.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £8,105,626 available, equivalent to 132 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

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
31/12/22		£602	£738	£-137	£162	£8,213	£8,106	131.7	26	60
31/12/21		£534	£675	£-142	£127	£8,350	£8,253	146.7	22	70
31/12/20		£543	£618	£-75	£74	£8,491	£8,441	163.8	20	70
31/12/19		£659	£624	£35	£163	£7,791	£7,771	149.4	18	80
31/12/18		£539	£750	£-211	£108	£7,756	£7,742	123.8	15	60
31/12/17		£977	£890	£88	£117	£7,968	£7,953	107.3	19	0
31/12/16	*	£765	£892	£-127	£114	£7,821	£7,754	104.3	23	0
31/12/15		£754	£708	£47	£184	£8,758	£8,670	147	18	0
31/12/14		£671	£741	£-70	£196	£8,711	£8,360	135.4	19	0
31/12/13		£737	£697	£40	£143	£8,781	£8,444	145.3	17	0
31/12/12		£791	£686	£105	£153	£8,741	£8,409	147.1	17	0
31/12/11		£775	£671	£104	£181	£8,636	£8,414	150.5	17	0
31/12/10		£697	£630	£68	£131	£8,532	£8,399	160.1	17	0
31/12/09		£695	£731	£-35	£133	£8,464	£8,366	137.4	15	0
31/12/08		£743	£660	£83	£107	£8,499	£8,403	152.7	15	0
31/12/07	*	£709	£730	£-21	£118	£8,417	£8,373	137.6	12	0
31/12/06	*	£751	£751	£0	£0	£0	£0	n/a	0	0
31/12/05		£524	£657	£-133	£0	£0	£0	n/a	0	0
31/12/04		£595	£794	£-199	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 55.4%
Fundraising Costs/Total Spending: 21.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 131.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 31 years

www.chawtonhouse.org

info@chawtonhouselibrary.org

01420541010

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Services for females

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Hampshire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

26 employees
60 volunteers

Who's supporting 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
DCMS - CRF21 Chawton House Library
£35,600	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Chawton House Library
£71,200	14/10/2020	Culture Recovery Fund for Heritage 2020-21
The Foyle Foundation - Learning (MGS)
£20,000	25/04/2019	towards the salary of the Visitor Experience Manager for one year and website development
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£100,000	16/11/2017	Core Costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-74

PROFESSOR ROSALIND MARGARET BALLASTER Appointed: 2023, Occupation: University Lecturer

LOUISE ANSDELL (Chair) Appointed: 2017, Occupation: Barrister

MRS MCMEEHAN ROBERTS Appointed: 2017, Occupation: Company Director

RICHARD EDWARD B KNIGHT Appointed: 1995, Occupation: Company Director

SIMON FAIRFAX KNIGHT DL Appointed: 2017, Other trusteeships: THE WEALD & DOWNLAND OPEN AIR MUSEUM ENDOWMENT TRUST, PETWORTH HOUSE TENNIS COURT LIMITED,

SUE SAVILLE Appointed: 2018, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 06/10/1993, number: 1026921
Registered at Companies House on 03/09/1993, number: 02851718

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Volunteer management

Filing Record

19 returns made; AR16: 1 days late, AR07: 83 days late, AR06: 15 days late,

Main office

Chawton House
Chawton
ALTON
GU34 1SJ

Objectives

1. TO PROMOTE STUDY AND RESEARCH IN EARLY ENGLISH WOMEN'S LITERATURE. 2. TO PROTECT RESTORE AND PRESERVE FOR THE BENEFIT OF THE PUBLIC CHAWTON HOUSE CHAWTON ALTON HAMPSHIRE AND THE SURROUNDING FIELDS. 3. TO ADVANCE THE EDUCATION OF THE PUBLIC BY CREATING AND MAINTAINING AT THE PROPERTY A RURAL ENGLISH WORKING MANOR FARM OF THE LATE EIGHTEENTH AND EARLY NINETEENTH CENTURIES

Defined Area of Benefit:

NOT DEFINED

Data Sources