Finance Score: 0

Governance Score: 2

Support Score: 5

No PartB

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

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 7

ERASMUS DARWIN FOUNDATION

The Charity's Objects are to create, manage and develop a suitable memorial to Erasmus Darwin which is done by opening Erasmus Darwin House, Lichfield to the public and holding events and exhibitions.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
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:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/10/22		£84	£86	£-2	n/a	n/a	n/a	n/a	n/a	50
31/10/21		£91	£80	£11	n/a	n/a	n/a	n/a	n/a	50
31/10/20		£127	£88	£39	n/a	n/a	n/a	n/a	n/a	50
31/10/19	*	£83	£63	£20	n/a	n/a	n/a	n/a	n/a	50
31/10/18		£82	£95	£-13	£0	£0	£0	n/a	0	50
31/10/17		£86	£83	£4	£0	£0	£0	n/a	0	0
31/10/16		£83	£87	£-4	£0	£0	£0	n/a	0	0
31/10/15		£108	£79	£29	£0	£0	£0	n/a	0	0
31/10/14		£66	£85	£-19	£0	£0	£0	n/a	0	0
31/10/13		£86	£79	£7	£0	£0	£0	n/a	0	0
31/10/12		£54	£74	£-20	£0	£0	£0	n/a	0	0
31/10/11		£87	£82	£5	£0	£0	£0	n/a	0	0
31/10/10		£100	£89	£10	£0	£0	£0	n/a	0	0
31/10/09		£66	£80	£-14	£0	£0	£0	n/a	0	0
31/10/08		£90	£71	£19	£0	£0	£0	n/a	0	0
31/10/07		£73	£72	£1	£0	£0	£0	n/a	0	0
31/10/06		£106	£64	£41	£0	£0	£0	n/a	0	0
31/10/05		£80	£81	£0	£0	£0	£0	n/a	0	0
31/10/04		£90	£88	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 27 years

www.erasmusdarwin.org

enquiries@erasmusdarwin.org

01543263456

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Staffordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
50 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
National Lottery Heritage Fund - Grant to The Erasmus Darwin Foundation
£19,000	19/08/2020	COVID19: Erasmus Darwin Foundation
National Lottery Heritage Fund - Grant to Erasmus Darwin House
£27,500	13/03/2019	Erasmus' Evolutionary Environment

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DENIS GAYE BLAKE-ROBERTS Appointed: 2023, Occupation: Retired

DR CHRISTOPHER MARK LOCKWOOD CM Appointed: 2011

DR NICHOLAS ANTHONY CAMBRIDGE (Chair)

DR SIMON DAVID JOHN CHAPLIN Appointed: 2019, Occupation: Company Director

DAVID JOHN KERSHAW Appointed: 2006, Occupation: Retired

GWYNETH BOYLE, Other trusteeships: LICHFIELD CONDUIT LANDS, THE SWINFEN BROUN CHARITABLE TRUST,

JENNIFER EVELYN RUSSELL ARTHUR Appointed: 2010, Occupation: Retired

MR J BARLOW, Other trusteeships: THE BARLOW COLLECTION, L'AVVENTURA LONDON,

MRS M E BUDGEN, Occupation: Retired

REV CANON ANTHONY NEVIN BARNARD, Occupation: Retired

ROBERT WILLIAM BROWN Appointed: 2016, Occupation: Accountant

STUART HARRIS Appointed: 2002, Occupation: Retired Academic

DR PATRICIA FARA Appointed: 2018, Occupation: University Researcher, Other trusteeship: THE LADY CLARE FUND,

Legal constitution

Charitable company registered in England & Wales on 21/07/1997, number: 1063528
Registered at Companies House on 29/10/1996, number: 03270753

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 11 days late,

Main office

ANSONS
5 BREADMARKET STREET
LICHFIELD
WS13 6LQ

Objectives

1) THE PRESERVATION, PROTECTION AND IMPROVEMENT FOR PUBLIC BENEFIT AS A NATIONAL MONUMENT OF ANY BUILDING OR BUILDINGS OF NATIONAL HISTORICAL ARCHITECTURAL OR ARTISTIC OR SCIENTIFIC INTEREST AND IMPORTANCE INCLUDING ANY ANCILLARY BUILDINGS2) THE PRESERVATION, PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF ANY AMENITY OR OTHER LAND3) THE PRESERVATION PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF ALL FURNITURE PICTURES HISTORIC RECORDS BOOKS MANUSCRIPTS MONUMENTS ARMOUR PORCELAIN SILVER AND GOLD OBJECTS D'ART AND OTHER CHATTELS OR ITEMS OF NATIONAL HISTORIC ARTISTIC OR SCIENTIFIC INTEREST ASSOCIATED WITH OR DISPLAYED IN ANY SUCH BUILDING OR BUILDINGS4) THE ENCOURAGEMENT OF THE PROVISION OF ACCESS TO AND THE STUDY OF SUCH BUILDINGS LAND FURNITURE PICTURES AND OTHER CHATTELS OR ITEMS AND OF THE LIFE AND WORKS OF ERASMUS DARWIN (BEING THE ONE WHO LIVED BETWEEN 1731 AND 1802) BY MEMBERS OF THE GENERAL PUBLIC5) THE ENCOURAGEMENT OF THE STUDY RESEARCH AND EDUCATION IN THE FIELDS OF INTEREST AND/OR INFLUENCE OF ERASMUS DARWIN BY MEMBERS OF THE GENERAL PUBLIC. FOR FULL DETAILS SEE CLAUSE 3 OF THE MEMORANDUM.

Defined Area of Benefit:

NOT DEFINED

Data Sources