Finance Score: -1

Governance Score: -1

Support Score: 6

Liabilities <10%: +3
Excess reserves: -4

Mainly male board: -1

Grant maker support: +6

Overall GiG Score: 4

THE STOWE HOUSE PRESERVATION TRUST

The restoration and preservation of Stowe House in Buckinghamshire for the benefit of the public and the nation.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,436,634 available, equivalent to 47 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
31/03/23	£1,195	£617	£577	£114	£22,878	£2,437	47.4	5	52
31/03/22	£656	£649	£8	£103	£22,300	£2,283	42.2	5	56
31/03/21	£1,022	£639	£384	£111	£22,273	£2,232	41.9	6	49
31/03/20	£677	£757	£-81	£146	£21,766	£2,216	35.1	5	57
31/03/19	£986	£676	£310	£143	£21,847	£2,207	39.2	5	59
31/03/18	£550	£774	£-224	£132	£21,536	£2,114	32.8	4	0
31/03/17	£650	£640	£10	£111	£21,760	£2,083	39	6	0
31/03/16	£1,082	£655	£427	£87	£21,751	£1,708	31.3	4	0
31/03/15	£1,266	£873	£392	£90	£21,323	£1,653	22.7	4	0
31/03/14	£734	£648	£86	£71	£20,931	£1,937	35.9	2	0
31/03/13	£1,308	£488	£820	£73	£20,845	£2,030	49.9	3	0
31/03/12	£1,383	£409	£974	£55	£20,025	£2,003	58.8	2	0
31/03/11	£3,358	£448	£2,911	£31	£19,052	£1,950	52.3	2	0
31/03/10	£2,469	£331	£2,138	£39	£16,141	£1,969	71.4	1	0
31/03/09	£874	£308	£566	£38	£14,004	£1,762	68.8	1	0
31/03/08	£249	£268	£-19	£0	£0	£0	n/a	0	0
31/03/07	£210	£260	£-50	£0	£0	£0	n/a	0	0
31/03/06	£1,926	£549	£1,377	£0	£0	£0	n/a	0	0
31/03/05	£3,333	£96	£3,236	£0	£0	£0	n/a	0	0
31/03/04	£1,998	£209	£1,789	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14.1%
Fundraising Costs/Total Spending: 18.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 47.4 months
Net Current Assets/Spending: 18 months
Quick Ratio: 4.8

Asset Split ?

Established: 26 years

shpt.org.uk

schooladministrator@stowe.co.uk

01280818002

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

5 employees
52 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.

Major supporters in last 5 years

Garfield Weston Foundation	£100,000
DCMS	£63,900
The Pilgrim Trust	£12,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Major Grants award
£100,000	08/07/2022	Final Phase of Restoration of Stowe House
DCMS - CRF20: Stowe House Preservation Trust
£63,900	14/10/2020	Culture Recovery Fund for Heritage 2020-21
The Pilgrim Trust - Grant to The Stowe House Preservation Trust
£12,000	26/02/2020 20	Restoration of Four Panels Depicting Male and Female Centaurs over the doors to the State Dining Room, Stowe House
Esmee Fairbairn - Grant to The Stowe House Preservation Trust
£30,000	18/06/2013	Towards development and delivery of co-creation projects and activities involving local families, young people, school children and harder-to-reach audiences, allowing them to gain a greater ....more Towards development and delivery of co-creation projects and activities involving local families, young people, school children and harder-to-reach audiences, allowing them to gain a greater connection with their local heritage.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANDREW W M FANE MA FCA OBE (Chair)

ANNABEL WESTMAN FSA Appointed: 2013, Occupation: Textile Historian

JEFFREY HAWORTH Appointed: 2011, Occupation: Architect, Other trusteeship: HEREFORD AND WORCESTER GARDENS TRUST,

JOHN R C ARKWRIGHT Appointed: 2011, Occupation: Chartered Surveyor

JULIE CHRISTINE BRUNSKILL BSC MRICS Appointed: 2018, Other trusteeship: STOWE SCHOOL LIMITED,

MARK ANTHONY JACKSON-STOPS Appointed: 1998, Occupation: Surveyor

MR ROB MORLEY, Other trusteeships: THE FRILSHAM & YATTENDON PAROCHIALCHARITIES, YATTENDON AND FRILSHAM SPORTS AND SOCIAL TRUST,

MARK HERROD Appointed: 2021, Occupation: Director, Other trusteeship: THE ROYAL AGRICULTURAL BENEVOLENT INSTITUTION,

RICHARD BROYD OBE, Other trusteeships: THE FFESTINIOG AND WELSH HIGHLAND RAILWAYS TRUST (YMDDIRIEDOLAETH RHEILFFYRDD FFESTINIOG AC ERYRI), YMDDIRIEDOLAETH YR HAFOD HAFOD TRUST, ROTHER VALLEY RAILWAY HERITAGE TRUST, STRATA FLORIDA TRUST,

SIMON CHARLES CREEDY SMITH BA ACA Appointed: 2016, Occupation: Accountant, Other trusteeships: STOWE SCHOOL LIMITED, THE STOWE SCHOOL FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 26/11/1997, number: 1066272
Registered at Companies House on 30/06/1997, number: 03394958

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

STOWE SCHOOL
BUCKINGHAM
MK18 5EH

Objectives

TO PROTECT AND PRESERVE FOR THE BENEFIT OF THE PUBLIC AND OF THE NATION STOWE HOUSE IN THE COUNTY OF BUCKINGHAM.

Defined Area of Benefit:

BUCKINGHAM

Data Sources