Finance Score: 4

Governance Score: -1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Strong growth: +2
Fundraising costs low: +3

No volunteer policy: -2
No conflicts policy: -1
Good trustee age range: +3
Mainly male board: -1

Large volunteers +3

Overall GiG Score: 6

THE COPPED HALL TRUST

Restoring an eighteenth century building and gardens to provide facilities/open space/education

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,850,528 available, equivalent to 126 months of spending and so may not be able to utilise additional funding

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		£654	£366	£288	£11	£4,077	£3,851	126.1	0	140
31/12/21		£609	£277	£333	£8	£3,756	£3,531	153.1	0	140
31/12/20		£740	£192	£548	£5	£3,428	£3,255	203.7	0	140
31/12/19		£386	£199	£187	n/a	n/a	n/a	n/a	n/a	100
31/12/18		£305	£205	£100	£0	£0	£0	n/a	0	90
31/12/17?		£392	£178	£213	£0	£0	£0	n/a	0	0
31/03/16		£349	£197	£152	£0	£0	£0	n/a	0	0
31/03/15	*	£316	£165	£151	£0	£0	£0	n/a	0	0
31/03/14		£349	£152	£197	£0	£0	£0	n/a	0	0
31/03/13		£231	£143	£88	£0	£0	£0	n/a	0	0
31/03/12		£237	£140	£97	£0	£0	£0	n/a	0	0
31/03/11		£242	£107	£136	£0	£0	£0	n/a	0	0
31/03/10		£159	£98	£61	£0	£0	£0	n/a	0	0
31/03/09		£257	£84	£172	£0	£0	£0	n/a	0	0
31/03/08		£173	£96	£77	£0	£0	£0	n/a	0	0
31/03/07		£243	£72	£172	£0	£0	£0	n/a	0	0
31/03/06		£174	£73	£101	£0	£0	£0	n/a	0	0
31/03/05		£121	£77	£44	£0	£0	£0	n/a	0	0
31/03/04		£86	£53	£33	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 3.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 126.1 months
Net Current Assets/Spending: 32 months
Quick Ratio: 17.1

Asset Split ?

Established: 27 years

coppedhalltrust.org.uk

secretary@coppedhalltrust.org.uk

01992573101

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Essex,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
140 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-80

ALAN MICHAEL COX RIBA (Chair)

MICHAEL SMITH Appointed: 2023, Occupation: Retire

DAVID BURTON Appointed: 2020, Occupation: Retired

GEOFFREY RICHARD SPELLER Appointed: 2019, Occupation: Retired

LOUISE ROBERTSON Appointed: 2020, Occupation: Historian

PHILIP JAMES MCKINDER Appointed: 2018, Occupation: Retired

ANDREW LEWIS Appointed: 2023, Occupation: Museum Administrator, Other trusteeships: MARKFIELD BEAM ENGINE AND MUSEUM, WALTHAMSTOW PUMPHOUSE MUSEUM,

Legal constitution

Charitable company registered in England & Wales on 06/11/1997, number: 1065569
Registered at Companies House on 01/09/1997, number: 03428819

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR15: 17 days late,

Main office

6 Kendal Avenue
Epping
CM16 4PN

Objectives

1. THE CONSERVATION, RESTORATION, MAINTENANCE AND ENHANCEMENT FOR T HE BENEFIT OF THE DISTRICT OF EPPING FOREST IN ESSEX AND OF THE NATION AT LARGE OF COPPED HALL, IN EPPING ESSEX AND ITS OUTBUILDINGS, GARDENS, GROUNDS AND ENVIRONS FOR THE TIME BEING (TOGETHER CALLED COPPED HALL); AND 2. TO ADVANCE PUBLIC EDUCATION BY SUCH MEANS AS THE TRUSTEES SHALL THINK FIT PARTICULARLY (WITHOUT PREJUDICE TO THE GENERALITY) IN THE HISTORY AND ARCHITECTURAL VALUE OF COPPED HALL AND THE HISTORY AND ECOLOGICAL VALUE OF EPPING FOREST AND ITS SUPPORT LANDS; AND 3. IN THE INTERESTS OF SOCIAL WELFARE, TO PROVIDE, OR ASSIST IN THE PROVISION OF FACILITIES AT COPPED HALL FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION WITHIN THE MEANING OF THE RECREATIONAL CHARITIES ACT 1958. (SUPPORT LANDS) MEANS THOSE LANDS ADJACENT TO OR SURROUNDING EPPING FOREST WHICH PROVIDE ECOLOGICAL PROTECTION FOR THE FOREST.

Defined Area of Benefit:

EPPING FOREST

Data Sources