Finance Score: -3

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 3

THE CARSHALTON WATER TOWER AND HISTORIC GARDEN TRUST

To promote for the benefit and education of the general public, the maintenance, restoration and preservation of the listed 18th century Water Tower, Hermitage, the Folly Bridge, Lodge and lake with its surrounding area at Carshalton House Estate, Surrey.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender

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 has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been less than spending

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		£40	£21	£19	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£37	£43	£-6	n/a	n/a	n/a	n/a	n/a	14
31/03/21		£47	£87	£-40	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£36	£29	£7	n/a	n/a	n/a	n/a	n/a	8
31/03/19		£39	£42	£-2	n/a	n/a	n/a	n/a	n/a	9
31/03/18	*	£40	£58	£-18	£0	£0	£0	n/a	0	0
31/03/17		£38	£12	£26	£0	£0	£0	n/a	0	0
31/03/16		£39	£44	£-5	£0	£0	£0	n/a	0	0
31/03/15		£39	£39	£1	£0	£0	£0	n/a	0	0
31/03/14		£36	£17	£19	£0	£0	£0	n/a	0	0
31/03/13		£39	£28	£11	£0	£0	£0	n/a	0	0
31/03/12		£83	£56	£27	£0	£0	£0	n/a	0	0
31/03/11		£52	£53	£-1	£0	£0	£0	n/a	0	0
31/03/10		£37	£13	£23	£0	£0	£0	n/a	0	0
31/03/09		£31	£18	£13	£0	£0	£0	n/a	0	0
31/03/08		£527	£30	£497	£30	£520	£520	205.8	0	0
31/03/07		£14	£7	£7	£0	£0	£0	n/a	0	0
31/03/06		£13	£13	£0	£0	£0	£0	n/a	0	0
31/03/05		£11	£4	£8	£0	£0	£0	n/a	0	0
31/03/04		£14	£6	£8	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

www.carshaltonwatertower.co.uk

irvineknight@btinternet.com

02086691546

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Sutton,

Who it helps

Children/Young People
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-92

ANTHONY ROBERT THORPE Appointed: 2020, Occupation: Retired Civil Servant

CLIVE ROBERT ORTON Appointed: 2009, Occupation: Retired, Other trusteeship: SUTTON SENIORS' FORUM,

DEREK CHANNON YEO (Chair) Appointed: 2005, Occupation: None, Other trusteeship: CARSHALTON OLD RECTORY ASSOCIATION,

JEAN CAROLE KNIGHT Appointed: 2001, Occupation: Lecturer, Other trusteeships: BRITISH ASSOCIATION OF FRIENDS OF MUSEUMS, CARSHALTON OLD RECTORY ASSOCIATION,

JOHN SHEPLEY THORTON, Occupation: Retired

JULIA HEATHER GERTZ Appointed: 2001, Occupation: None

KATHLEEN BALL Appointed: 2017, Occupation: Teacher

MICHAEL WARIN RAVENSCROFT SYMES Appointed: 2005, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 23/04/2001, number: 1086243
Registered at Companies House on 08/03/2001, number: 04175186

Gift Aid

NOT 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
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
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; AR18: 237 days late,

Main office

83 GROSVENOR AVENUE
CARSHALTON
SM5 3EN

Objectives

1.TO PROMOTE FOR THE PUBLIC BENEFIT THE MAINTENANCE, RESTORATION, REPAIR AND PRESERVATION OF THE WATER TOWER, THE HERMITAGE, THE LODGE, THE FOLLY BRIDGE, THE LAKE AND THE SURROUNDING GROUNDS AT CARSHALTON HOUSE, CARSHALTON, SURREY AS FEATURES OF HISTORICAL, ARCHITECTURAL OR OTHER RPUBLIC INTEREST; 2. TO ADVANCE THE EDUCATION OF THE PUBLIC, IN PARTICULAR IN RELATION TO THE HISTORY AND ARCHITECTURE OF THE HERITAGE PROPERTY; AND 3. SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL THINK FIT.

Defined Area of Benefit:

CARSHALTON

Data Sources