Finance Score: -2

Governance Score: -4

Support Score: 4

Reasonable growth: +1
Volatile income: -3
No PartB

No volunteer policy: -2
Narrow trustee age band: -2

Large volunteers +3
Grant maker support: +1

Overall GiG Score: -2

WINTERBOURNE MEDIEVAL BARN TRUST

The preservation of the unique 14th century Barn and promotion of knowledge of the history of its architecture,, agricultural landscape and people; through creation of a renowned centre providing for future generations

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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		£108	£113	£-4	n/a	n/a	n/a	n/a	n/a	45
31/03/22		£137	£91	£46	n/a	n/a	n/a	n/a	n/a	76
31/03/21		£101	£107	£-5	n/a	n/a	n/a	n/a	n/a	53
31/03/20		£21	£238	£-216	n/a	n/a	n/a	n/a	n/a	56
31/03/19		£240	£28	£211	n/a	n/a	n/a	n/a	n/a	72
31/03/18		£137	£111	£25	£0	£0	£0	n/a	0	0
31/03/17		£33	£19	£14	£0	£0	£0	n/a	0	0
31/03/16		£13	£11	£2	£0	£0	£0	n/a	0	0
31/03/15		£22	£10	£12	£0	£0	£0	n/a	0	0
31/03/14		£47	£40	£7	£0	£0	£0	n/a	0	0
31/03/13		£24	£17	£7	£0	£0	£0	n/a	0	0
31/03/12?		£7	£6	£1	£0	£0	£0	n/a	0	0
30/06/11		£14	£8	£6	£0	£0	£0	n/a	0	0
30/06/10		£7	£10	£-3	£0	£0	£0	n/a	0	0
30/06/09	*	£9	£7	£2	£0	£0	£0	n/a	0	0
30/06/08		£3	£1	£2	£0	£0	£0	n/a	0	0
30/06/07		£2	£5	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 18 years
(20 years as a company)

www.winterbournebarn.co.uk

sue.parsons6@btinternet.com

01453823256

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
Other Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

South Gloucestershire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
45 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.

Specific Donations

Amount	When Months	To be used for
The Pilgrim Trust - Grant to Winterbourne Medieval Barn Trust
£10,000	24/05/2018 21	Medieval Foundations; Repairs to the West Barn
Co-Operative Group - Grant to Winterbourne Medieval Barn Trust
£5,562	04/08/2017	The project will ensure that the site is "family friendly" and attractive to visitors by the elimination of existing safety hazards

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-74

DEREK MILES ANDOW Appointed: 2013, Occupation: Retired Crown Servant

GEORGE KOUSOUROS Appointed: 2019, Occupation: Project Manager

JOHN ANDREW PETERS Appointed: 2018, Occupation: Chartered Accountant

NICHOLAS PETER LABUSCHAGNE Appointed: 2017, Occupation: It Manager

REV MALCOLM STRANGE Appointed: 2022, Occupation: Clerk In Holy Orders, Other trusteeships: THE PERRY ALMSHOUSE CHARITY, CONSTANCE CICELY PARKIN DECEASED WILL TRUST, WINTERBOURNE CHARITABLE TRUST (SOUTH GLOUCESTERSHIRE),

SUE FOX Appointed: 2016, Occupation: Retired

TIMOTHY CHARLES BOWLES Appointed: 2017, Occupation: Sales Manager

SUSAN BARBARA PARSONS (Chair) Appointed: 2013, Occupation: Retired, Other trusteeships: COTSWOLD ARCHAEOLOGY LTD, GLOUCESTERSHIRE COUNTY HISTORY TRUST CIO,

Legal constitution

Charitable company registered in England & Wales on 02/02/2006, number: 1112908
Registered at Companies House on 12/06/2003, number: 04797256

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR09: 95 days late,

Main office

Winterbourne Court Farm Barn
Church Lane
Winterbourne
BRISTOL
BS36 1SE

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: (1) TO PROMOTE AND UNDERTAKE THE CONSERVATION, MANAGEMENT, MAINTENANCE, AND IMPROVEMENT OF THE SITE AT WINTERBOURNE COURT FARM BARN TO ENSURE THAT IT IS PROTECTED, CELEBRATED AND USED AS A UNIQUE HISTORICAL ASSET FOR THE PUBLIC BENEFIT OF SERVING THE LOCAL COMMUNITY AND IMPROVING COMMUNITY COHESION NOW AND FOR THE FUTURE BY SUCH EXCLUSIVELY CHARITABLE MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.(2) TO ADVANCE PUBLIC EDUCATION BY INCREASING THE LOCAL COMMUNITY’S KNOWLEDGE AND UNDERSTANDING OF THE HISTORY AND MEDIEVAL ARCHITECTURE OF WINTERBOURNE COURT FARM BARN, AND ITS SURROUNDING LANDSCAPE BY THE PROVISION OF GUIDED TOURS, EXHIBITIONS, TALKS AND SUCH OTHER ACTIVITIES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE

Defined Area of Benefit:

WINTERBOURNE, SOUTH GLOUCESTERSHIRE.

Data Sources