Finance Score: -1

Governance Score: -1

Support Score: 8

Spending declining: -1
No PartB

Mainly female board: -1

Grant maker support: +8

Overall GiG Score: 6

ANNA PLOWDEN TRUST

Makes grants to individuals and organisations in connection with training in skills and awareness of conservation of the man made heritage

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is predominantly female

Financial issues to consider:

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

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
30/11/22		£105	£69	£36	n/a	n/a	n/a	n/a	n/a
30/11/21		£90	£85	£5	n/a	n/a	n/a	n/a	n/a
30/11/20		£93	£95	£-2	n/a	n/a	n/a	n/a	n/a
30/11/19		£121	£99	£22	n/a	n/a	n/a	n/a	n/a
30/11/18		£225	£108	£117	£0	£0	£0	n/a	0
30/11/17		£91	£91	£0	£0	£0	£0	n/a	0
30/11/16		£70	£94	£-23	£0	£0	£0	n/a	0
30/11/15		£59	£62	£-2	£0	£0	£0	n/a	0
30/11/14		£64	£54	£10	£0	£0	£0	n/a	0
30/11/13		£74	£33	£41	£0	£0	£0	n/a	0
30/11/12		£29	£39	£-10	£0	£0	£0	n/a	0
30/11/11		£43	£48	£-6	£0	£0	£0	n/a	0
30/11/10		£54	£30	£24	£0	£0	£0	n/a	0
30/11/09		£123	£28	£95	£0	£0	£0	n/a	0
30/11/08		£14	£27	£-12	£0	£0	£0	n/a	0
30/11/07		£41	£26	£14	£0	£0	£0	n/a	0
30/11/06		£14	£28	£-14	£0	£0	£0	n/a	0
30/11/05		£14	£26	£-11	£0	£0	£0	n/a	0
30/11/04	*	£21	£29	£-8	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 26 years

www.annaplowdentrust.org.uk

info@annaplowdentrust.org.uk

02088799841

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

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
The Clothworkers Foundation - Grant to Anna Plowden Trust
£80,000	14/09/2023	To run and administer the CPD conservation bursary scheme
Dulverton Trust - Training the next generation of heritage conservators
£120,000	08/02/2023	Training the next generation of heritage conservators
The Clothworkers Foundation - Grant to Anna Plowden Trust
£30,000	07/10/2022	to run and administer the CPD conservation bursary scheme
The Clothworkers Foundation - Grant to Anna Plowden Trust
£30,000	27/10/2021	to run and administer the CPD conservation bursary scheme
The Clothworkers Foundation - Grant to Anna Plowden Trust
£30,000	05/11/2020	to run and administer the CPD conservation bursary scheme
The Clothworkers Foundation - Grant to Anna Plowden Trust
£30,000	03/12/2019	to run and administer the CPD conservation bursary scheme in 2020.
Dulverton Trust - Supporting Training in Heritage Conservation
£90,000	12/06/2019	Supporting Training in Heritage Conservation
The Clothworkers Foundation - Grant to Anna Plowden Trust
£30,000	29/11/2018	to run and administer the CPD conservation bursary scheme in 2019.
Garfield Weston Foundation - Main Grants award
£25,000	24/01/2018	Training the next generation of heritage conservators [please note: this application is for project costs not core costs - however, I have indicated core costs below as project costs were not ....more Training the next generation of heritage conservators [please note: this application is for project costs not core costs - however, I have indicated core costs below as project costs were not offered as an option]
Dulverton Trust - bursaries and professional training in conservation
£90,000	08/06/2016	bursaries and professional training in conservation
Dulverton Trust - bursaries and professional training in conservation
£20,000	19/06/2013	bursaries and professional training in conservation
Dulverton Trust - bursaries and professional development in conservation
£10,000	13/06/2012	bursaries and professional development in conservation

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Gender Split

CAROL LUCY WEISS Appointed: 2014

CHRISTINA ROZEIK Appointed: 2019

DR DAVID RAY SAUNDERS

DR ISOBEL MARGARET GRIFFIN Appointed: 2024

ELIZABETH HIPPISLEY- COX Appointed: 2023

JANE GRANT MCAUSLAND

PENELOPE CHRISTINA MARTIN

PENELOPE MARY HOARE MBE

PUNEETA SHARMA Appointed: 2023

DR DAVID LEIGH, Other trusteeship: FRIENDS OF THE NEWPORT SHIP,

Legal constitution

Charity registered in England & Wales on 02/11/1998, number: 1072236

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR04: 6 days late,

Main office

4 HIGHBURY ROAD
LONDON
SW19 7PR

Objectives

A) TO CONSERVE RESTORE AND MAINTAIN FOR THE PUBLIC BENEFIT AND THEREBY TO SAVE FOR FUTURE GENERATIONS FURNITURE, PICTURE, HISTORIC RECORDS, BOOKS, MANUSCRIPTS, MUNIMENTS, ARMOUR, PORCELAIN, SILVER AND GOLD OBJECTS D'ART, STATUES AND OTHER CHATTELS OR ITEMS OF NATIONAL, HISTORIC, ARCHITECTURAL, OR ARTISTIC OR SCIENTIFIC INTEREST, INCLUDING ANY ANCILLARY BUILDINGS.B) TO ADVANCE THE EDUCATION OF THE PUBLIC BY ENCOURAGING KNOWLEDGE AND UNDERSTANDING AND PROVIDING OPPORTUNITIES FOR THEM TO ACQUIRE SKILLS IN THE RESTORATION AND CONSERVATION OF SUCH OBJECTS OR BUILDINGS OF NATIONAL, HISTORIC, ARCHITECTURAL OR ARTISTIC OR SCIENTIFIC INTEREST AND IMPORTANCE IN PARTICULAR BUT NOT EXCLUSIVELY BY:I) THE CREATION, MAINTENANCE AND FUNDING GRANTS, BURSARIES, SCHOLARSHIPS, PRIZES AND AWARDS;II)THE CREATION, MAINTENANCE AND FUNDING GRANTS TO OTHER CHARITABLE INSTITUTIONS; ANDIII)THE ENCOURAGEMENT OF THE PROVISION OF ACCESS TO AND STUDY OF SUCH OBJECTS AND BUILDINGS.

Defined Area of Benefit:

NOT DEFINED.

Data Sources