Finance Score: -1

Governance Score: 9

Support Score: 9

Liabilities <10%: +3
Excess reserves: -2
Reasonable growth: +1
Fundraising costs high: -3

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

Grant maker support: +9

Overall GiG Score: 17

THE CHARLESTON TRUST (BLOOMSBURY IN SUSSEX)

Charleston is a house, garden and art gallery situated in the South Downs National Park. It was the home of twentieth century artists Vanessa Bell and Duncan Grant, who were key members of the Bloomsbury group. Charleston has a shop and cafe and is available for venue hire. It is open all year.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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 and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,813,668 available, equivalent to 29 months of spending and so may not be able to utilise additional funding
Fundraising costs are high relative to funds raised

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	£3,559	£3,240	£319	£705	£8,721	£7,814	28.9	61	25
31/12/21	£2,498	£2,376	£123	£581	£8,401	£7,944	40.1	37	35
31/12/20	£2,078	£1,296	£783	£612	£8,279	£7,593	70.3	53	15
31/12/19	£1,951	£2,055	£-104	£1,278	£7,496	£7,095	41.4	84	50
31/12/18	£3,311	£2,056	£1,255	£1,123	£7,600	£7,163	41.8	71	96
31/12/17	£2,604	£1,648	£956	£934	£6,352	£413	3	70	0
31/12/16	£3,993	£1,523	£2,470	£46	£5,385	£476	3.7	30	0
31/12/15	£2,617	£1,338	£1,279	£657	£2,905	£394	3.5	31	0
31/12/14	£1,400	£1,199	£201	£567	£1,625	£319	3.2	24	0
31/12/13	£1,224	£989	£235	£461	£1,419	£344	4.2	11	0
31/12/12	£1,024	£968	£55	£464	£1,160	£350	4.3	13	0
31/12/11	£893	£884	£8	£454	£1,093	£462	6.3	12	0
31/12/10	£1,073	£851	£222	£435	£1,280	£662	9.3	12	0
31/12/09	£882	£816	£66	£429	£1,050	£709	10.4	12	0
31/12/08	£963	£756	£207	£417	£973	£753	12	10	0
31/12/07	£1,010	£919	£91	£392	£810	£588	7.7	11	0
31/12/06	£476	£548	£-72	£0	£0	£0	n/a	0	0
31/12/05	£584	£717	£-134	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 25.9%
Fundraising Costs/Total Spending: 21.8%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 5%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 28.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.4

Asset Split ?

Established: 19 years

www.charleston.org.uk

l.zandstra@charleston.org.uk

01323811626

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Performing and visual arts

How it operates

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

Where it operates

East Sussex,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

61 employees
25 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	£1,045,649
National Lottery Heritage Fund	£234,100
Wolfson Foundation	£145,000
Architectural Heritage Fund	£50,000

Specific Donations

Amount	When Months	To be used for
Trusthouse Charitable Foundation - Grant to Charleston Trust (Bloomsbury in Sussex)
£6,000	28/10/2022	50% of the running costs for an artists’ house and studio museum in East Sussex
DCMS - Culture Recovery Fund: Continuity Support
£428,000	27/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
Wolfson Foundation - Grant to Charleston
£145,000	09/12/2020	WF Covid-19 Support Fund
Architectural Heritage Fund - Grant to The Charleston Trust
£50,000	08/12/2020	Charleston
Trusthouse Charitable Foundation - Grant to Charleston Trust (Bloomsbury in Sussex)
£2,500	04/11/2020	4% as running costs for an artists’ house and studio museum in East Sussex
National Lottery Heritage Fund - Grant to The Charleston Trust
£234,100	26/06/2020	COVID19 The Charleston Trust
DCMS - The Charleston Trust
£249,995	01/04/2020	To support Arts and Culture throughout England
DCMS - The Charleston Trust
£367,654	01/04/2020	To support Arts and Culture throughout England

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-59

HANNAH WALLACE Appointed: 2022, Occupation: Head Of Student Engagement And Enhancement

HARRIET OTOO Appointed: 2021, Occupation: Head Of Communications

KATY HESSEL Appointed: 2022, Occupation: Art Historian

KIM WALKER Appointed: 2022, Occupation: Publisher

PIERS SANDERS Appointed: 2022, Occupation: Product Director

ROHAN JERATH Appointed: 2022, Occupation: Solicitor

SARAH SERGEANT Appointed: 2018, Occupation: Finance Director

CAROLINE PRICE Appointed: 2018, Occupation: Company Director, Other trusteeship: READ EASY SOUTHWARK,

JOLYON LAWRENCE BREWIS Appointed: 2017, Occupation: Architect, Other trusteeship: CHARLESTON LEWES LIMITED,

PIPPA HARRIS Appointed: 2016, Occupation: Film And Television Producer, Other trusteeship: THE ROYAL FOUNDATION OF THE PRINCE AND PRINCESS OF WALES,

Legal constitution

Charitable company registered in England & Wales on 17/12/2004, number: 1107313
Registered at Companies House on 23/08/2004, number: 05212725

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

18 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE ASHAM LITERARY ENDOWMENT TRUST on 03/02/2021

Main office

Charleston
Firle
Lewes
BN8 6LL

Objectives

(1) TO ACQUIRE PROTECT AND IMPROVE FOR THE BENEFIT OF THE PUBLIC GENERALLY THE LAND AND BUILDINGS LISTED IN THE DEEDS OF CHARLESTON FARMHOUSE FIRLE EAST SUSSEX BUT KNOWN AS CHARLESTON ITS CHARACTER AMENITIES AND CONTENTS AND ANY ADJACENT PROPERTY AND(2) TO PROMOTE THE MAINTENANCE IMPROVEMENT AND DEVELOPMENT OF PUBLIC KNOWLEDGE UNDERSTANDING AND APPRECIATION OF THE ART ARCHITECTURE AND CONTENTS OF CHARLESTON AND ITS HISTORICAL LITERARY AND ARTISTIC CONNECTIONS; AND(3) TO ENCOURAGE AND PROMOTE APPRECIATION AND UNDERSTANDING OF THE ARTS.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE EAST SUSSEX.

Data Sources