Finance Score: -9

Governance Score: 6

Support Score: 5

Excess reserves: -2
Multiple Deficits: -2
Fundraising costs high: -5

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 2

THE ALNWICK GARDEN TRUST

The Vision and Mission Statement - The Alnwick Garden cultivates communities and raises aspirations in a place of beauty. Fearlessly inspiring and connecting people in an inclusive garden environment that creates learning opportunities and enriches lives.

Analysis by Giving is Great

Positives:

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 age and gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £15,120,315 available, equivalent to 25 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Established: 21 years

www.alnwickgarden.com

info@alnwickgarden.com

01665511350

Charity Commission for England and Wales

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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		£8,365	£7,293	£1,072	£3,014	£15,669	£15,120	24.9	154	84
31/03/22		£6,976	£6,384	£592	£2,625	£14,597	£14,035	26.4	124	76
31/03/21		£3,924	£4,617	£-692	£1,259	£14,004	£13,465	35	79	75
31/03/20		£6,269	£5,316	£953	£1,212	£14,697	£14,197	32	109	79
31/03/19		£5,180	£6,251	£-1,072	£2,327	£13,744	£13,238	25.4	99	87
31/03/18		£5,099	£6,213	£-1,114	£2,455	£14,816	£14,300	27.6	134	0
31/03/17		£4,702	£5,694	£-992	£193	£15,930	£15,475	32.6	133	0
31/03/16		£4,661	£5,477	£-816	£185	£16,922	£16,124	35.3	116	0
31/03/15		£4,382	£5,433	£-1,051	£1,766	£12,678	£11,905	26.3	123	0
31/03/14		£4,355	£5,613	£-1,258	£2,059	£13,728	£13,094	28	112	0
31/03/13		£5,514	£6,702	£-1,188	£2,797	£14,987	£14,539	26	157	0
31/03/12		£4,676	£6,282	£-1,606	£2,849	£16,175	£15,979	30.5	146	0
31/03/11		£5,086	£6,240	£-1,154	£2,928	£17,781	£17,642	33.9	160	0
31/03/10		£8,180	£5,911	£2,270	£2,699	£18,935	£18,914	38.4	105	0
31/03/09		£5,506	£6,189	£-684	£2,708	£16,665	£16,663	32.3	103	0
31/03/08		£6,687	£6,799	£-112	£3,047	£17,349	£16,660	29.4	109	0
31/03/07		£6,322	£6,648	£-326	£3,048	£17,460	£17,237	31.1	100	0
31/03/06	*	£7,627	£5,244	£2,383	£0	£0	£0	n/a	0	0
31/03/05	*	£7,228	£3,596	£3,632	£0	£0	£0	n/a	0	0
31/03/04		£9,344	£2,727	£6,618	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 58.4%
Fundraising Costs/Total Spending: 41.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 51%
Liabilities/Income: 198%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 24.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.5

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Newcastle Upon Tyne City, North Tyneside, Northumberland,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

154 employees
84 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

DCMS	£90,000
The Shears Foundation	£35,000
Community Foundation serving Tyne & Wear and Northumberland	£900

Specific Donations

Amount	When Months	To be used for
Community Foundation serving Tyne & Wear and Northumberland - A grant to Alnwick Garden Trust
£400	20/05/2021	Supporting the charity's purposes
Community Foundation serving Tyne & Wear and Northumberland - A grant to Alnwick Garden Trust
£500	29/04/2021	Running costs of the Elderberries project
DCMS - The Alnwick Garden
£90,000	01/04/2020	To support Arts and Culture throughout England
The Shears Foundation - The Alnwick Garden
£35,000	11/11/2019	Roots and Shoots
Mercer's Charitable Foundation - Grant to Alnwick Garden Trust
£80,100	17/10/2018 35	The Alnwick Garden Grow into Work programme.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-72

DR CATHERINE BRENDA KALSON Appointed: 2021, Occupation: Management Consultant

JANE NORTHUMBERLAND Appointed: 2002, Occupation: Director

JONATHAN BLACKIE (Chair) Appointed: 2011, Occupation: Regional Director

JOHN HADDON LOVETT Appointed: 2019, Occupation: Company Director

SIR JAMES HENRY LEIGH-PEMBERTON Appointed: 2019, Occupation: None, Other trusteeship: THE CHARITIES AID FOUNDATION,

SIR JAMES MACKEY Appointed: 2019, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 16/01/2003, number: 1095435
Registered at Companies House on 07/11/2002, number: 04584694

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
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; AR06: 0 days late, AR05: 1 days late,

Main office

The Alnwick Garden
Gardeners Cottage
Greenwell Road
ALNWICK
NE66 1HB

Objectives

(A) THE ACQUISITION AND PRESERVATION AND IMPROVEMENT FOR THE BENEFIT OF THE PUBLIC OF PLACES OF HISTORICAL OR ARCHAEOLOGICAL INTEREST OR OF NATURAL OR CULTIVATED BEAUTY IN THE COUNTY OF NORTHUMBERLAND AND THE PROVISION OF READY ACCESS TO THEM BY THE PUBLIC(B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC THROUGH SUCH MEANS AS THE TRUSTEES THINK FIT IN ACCORDANCE WITH THE LAW OF CHARITY

Defined Area of Benefit:

NORTHUMBERLAND

Data Sources