Finance Score: 3

Governance Score: 6

Support Score: 10

Poor Liquidity: -1
Income diversified: +3
Multiple Deficits: -2
Fundraising costs low: +3

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

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 19

THE STRAWBERRY HILL TRUST

BUILDING PRESERVATION TRUST

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Income generation is well diversified
Fundraising costs are unusually low relative to funds raised
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:

Liquidity appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending

Established: 21 years

www.strawberryhillhouse.org.uk

enquiry@strawberryhillhouse.org.uk

02087441241

Charity Commission for England and Wales

Tweets

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		£807	£903	£-97	£14	£488	£172	2.3	11	200
31/12/21		£663	£618	£44	£12	£623	£238	4.6	9	200
31/12/20		£497	£535	£-38	n/a	n/a	n/a	n/a	n/a	200
31/12/19		£814	£833	£-19	£54	£572	£217	3.1	16	250
31/12/18		£656	£931	£-274	£49	£542	£247	3.2	14	230
31/12/17	*	£638	£547	£91	£44	£600	£168	3.7	12	0
31/12/16		£723	£695	£28	£41	£483	£123	2.1	12	0
31/12/15	*	£885	£878	£7	£235	£437	£-78	-1.1	8	0
31/12/14		£1,305	£1,330	£-25	£286	£432	£71	0.6	12	0
31/12/13		£800	£773	£27	£433	£324	£111	1.7	11	0
31/12/12		£755	£874	£-119	£410	£206	£188	2.6	12	0
31/12/11?		£1,853	£1,848	£5	£418	£325	£298	1.9	11	0
31/08/10		£3,086	£3,816	£-730	£76	£320	£231	0.7	5	0
31/08/09		£2,159	£2,157	£3	£32	£1,050	£218	1.2	0	0
31/08/08		£1,414	£597	£818	£52	£1,048	£100	2	3	0
31/08/07?	*	£456	£236	£220	£0	£0	£0	n/a	0	0
20/08/06	*	£396	£395	£1	£0	£0	£0	n/a	0	0
20/08/05		£96	£53	£43	£0	£0	£0	n/a	0	0
20/08/04		£5	£8	£-3	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 1.6%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 22%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 35%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 0.7

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

How it operates

Provides buildings/facilities/open space

Where it operates

Richmond Upon Thames,

Who it helps

The General Public/Mankind

Who works here?

11 employees
200 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	£510,600
National Lottery Heritage Fund	£163,900
The Pilgrim Trust	£24,250

Specific Donations

Amount	When Months	To be used for
DCMS - Museum Estate and Development fund
£125,000	16/02/2023	This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance ....more This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance backlogs which are beyond the scope of day-to-day maintenance budgets.
DCMS - Strawberry Hill Trust : Portrait of Horace Walpole
£115,000	01/02/2022	Having been advised by the Arts Council Acceptance in Lieu Panel that it is in a position to make a positive recommendation that this highly significant portrait by William Hogarth of Horace Walpole ....more Having been advised by the Arts Council Acceptance in Lieu Panel that it is in a position to make a positive recommendation that this highly significant portrait by William Hogarth of Horace Walpole be allocated to Strawberry Hill Trust, we are faced with the challenge of bridging the gap between the value of the painting and the tax credit.
DCMS - Strawberry Hill House
£18,750	20/01/2021	Repair and redecoration of windows, oak crestings & pinnacles and Great Tower door.
DCMS - Strawberry Hill House
£6,250	20/01/2021	Repair and redecoration of windows, oak crestings & pinnacles and Great Tower door.
National Lottery Heritage Fund - Grant to Strawberry Hill Trust
£163,900	06/08/2020	COVID-19: Strawberry Hill Trust
The Pilgrim Trust - Grant to Strawberry Hill Trust
£24,250	08/06/2020 28	Strawberry Hill House two year part-time internship in preventative conservation.
DCMS - Strawberry Hill Future Resilience
£200,600	01/04/2020	To support Arts and Culture throughout England
DCMS - Strawberry Hill House Covid Recovery
£45,000	01/04/2020	To support Arts and Culture throughout England
ARTS COUNCIL ENGLAND - Lost Treasures of Strawberry Hill Interactive App & Legacy
£15,000	09/10/2018 4	This project will help us to create a free to download app, which will be a vital interpretation tool for our Lost Treasures of Strawberry Hill exhibition. It will help visitors of all ages navigate ....more This project will help us to create a free to download app, which will be a vital interpretation tool for our Lost Treasures of Strawberry Hill exhibition. It will help visitors of all ages navigate the exhibition.
City Bridge Trust - Grant to Strawberry Hill Trust
£22,800	01/03/2017 36	£22,800 over three years (£7,600 x 3) towards developing the Feel Good Garden project working with older people aged 75 plus.
National Lottery Heritage Fund - Grant to Strawberry Hill Trust
£246,000	09/12/2016	A major review of the governance and operating business model of Strawberry Hill 2017/2018
National Lottery Heritage Fund - Grant to Strawberry Hill Trust
£97,500	03/08/2016	Review, Refresh, Renew: review our offer, upgrade our systems, seek out partnerships, refresh the Board
National Lottery Heritage Fund - Grant to Strawberry Hill Trust
£57,700	04/11/2015	Are you sitting comfortably...?' Chairs, benches and sofas at Strawberry Hill
National Lottery Heritage Fund - Grant to Strawberry Hill Trust
£56,400	05/02/2014	Title: Development of Communications and Marketing Strategies and the Creation of a More Resilient Organisation

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 40-71

CHRISTOPHER ROUGH Appointed: 2020, Occupation: Financier

DEREK PURNELL Appointed: 2021, Occupation: Director

DR LYNN BEARD Appointed: 2019, Occupation: Tourism Consultant

HENRY SHERMAN Appointed: 2019, Occupation: Retiered Lawyer

JEROME STERN Appointed: 2019, Occupation: Banking Managing Partner

PAMELA BAXTER Appointed: 2020, Occupation: Retired

PAUL FINUCANE Appointed: 2020, Occupation: Retail Consultant

PAUL KAFKA (Chair) Appointed: 2019, Occupation: Magistrate

ROBERT WAITING Appointed: 2022, Occupation: Headteacher

XENIA CARR-GRIFFITHS Appointed: 2019, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 24/01/2003, number: 1095618
Registered at Companies House on 21/08/2002, number: 04516140

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR17: 15 days late, AR15: 78 days late, AR07: 94 days late, AR06: 33 days late,

Main office

268 Waldegrave Road
Strawberry Hill
Twickenham
TW1 4ST

Objectives

4 ObjectsThe charity's objects (Objects) are specifically restricted to the following:4.1 the advancement of the education of the public and the advancement of the arts, culture and heritage by:4.1.1 preserving for the public benefit Strawberry Hill House, its historical, architectural and artistic heritage, its collection of paintings, furniture and other objects and its garden (together the House) and by providing public access to the House on appropriate terms; and4.1.2 maintaining the House for the public benefit as a diverse cultural hub reflecting the enduring values of its creator, Horace Walpole, and his successors as owners, as an educational resource open to everyone and as a focus and venue for community activities of all kinds.

Defined Area of Benefit:

TWICKENHAM

Data Sources