Finance Score: -3

Governance Score: 9

Support Score: 6

Volatile income: -3
No PartB

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

Grant maker support: +6

Overall GiG Score: 12

BORLASE SMART JOHN WELLS TRUST LIMITED

PROMOTION OF ART IN ST IVES & WEST CORNWALL THROUGH PROVISION OF STUDIOS, AND PROVIDE FOR THE GENERAL PUBLIC'S ENGAGEMENT WITH THE WORK OF STUDIO OCCUPANTS.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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	£141	£129	£12	n/a	n/a	n/a	n/a	n/a	0
31/03/22	£127	£143	£-16	n/a	n/a	n/a	n/a	n/a	2
31/03/21	£560	£103	£458	£12	£4,710	£256	29.9	2	2
31/03/20	£204	£154	£50	n/a	n/a	n/a	n/a	n/a	6
31/03/19	£172	£155	£17	n/a	n/a	n/a	n/a	n/a	7
31/03/18	£234	£143	£91	£0	£0	£0	n/a	0	0
31/03/17	£115	£122	£-7	£0	£0	£0	n/a	0	0
31/03/16	£163	£111	£52	£0	£0	£0	n/a	0	0
31/03/15	£245	£118	£127	£0	£0	£0	n/a	0	0
31/03/14	£332	£106	£226	£0	£0	£0	n/a	0	0
31/03/13	£1,538	£98	£1,440	£32	£3,674	£11	1.3	2	0
31/03/12	£1,049	£59	£990	£39	£2,234	£-2	-0.4	1	0
31/03/11	£893	£74	£820	£40	£1,243	£-15	-2.4	1	0
31/03/10	£418	£195	£223	£0	£0	£0	n/a	0	0
31/03/09	£86	£60	£25	£0	£0	£0	n/a	0	0
31/03/08	£212	£121	£91	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 17 years
(19 years as a company)

www.bsjwtrust.co.uk

admin@bsjwtrust.co.uk

01736339339

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space

Where it operates

Cornwall,

Who it helps

The General Public/Mankind

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	£1,033,938
The Pilgrim Trust	£10,000
Garfield Weston Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
DCMS - Culture Recovery Fund: Continuity Support
£1,000,000	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.
DCMS - ALB-HISTORIC ENGLAND - Anchor Studio, Newlyn, Cornwall
£29,188	01/04/2020	Renew sized Cornish slate roof to the east side. Renew wet-laid Cornish scantle roof to the west.
DCMS - ALB-HISTORIC ENGLAND - Anchor Studio, Newlyn, Cornwall
£4,750	01/04/2020	Renew sized Cornish slate roof to the east side. Renew wet-laid Cornish scantle roof to the west.
The Pilgrim Trust - Grant to Borlase Smart John Wells Trust
£10,000	19/09/2019 21	Renovation and refit of Grade II* Anchor Studio, Newlyn
Garfield Weston Foundation - Main Grants award
£10,000	04/09/2019	Renovation and refit of Grade II* Anchor Studio, Newlyn
DCMS - Anchor Studio, Newlyn, Cornwall
£4,750	01/04/2019	Renew sized Cornish slate roof to the east side. Renew wet-laid Cornish scantle roof to the west.
National Lottery Heritage Fund - Grant to Borlase Smart John Wells Trust Ltd
£337,700	05/12/2017	Renovation and refit of Grade II* Anchor Studio, Newlyn

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 20-76

ANNE CURNOW CARE Appointed: 2021, Occupation: Teacher

JONTY KEIR LEES Appointed: 2021, Occupation: Fine Art Course Leader

KIRSTY TAMAR BRIDGEWATER Appointed: 2021, Occupation: Jewellery Designer

MICHAEL JAMES BIRD Appointed: 2021, Occupation: Writer

RACHEL DELPHINE SHANKS Appointed: 2021, Occupation: Relationship Manager

THALIA PLUMMER PENNY Appointed: 2024, Occupation: Student

DANIEL PATRICK WILSON Appointed: 2005, Occupation: Chartered Accountant

JAMES GREEN Appointed: 2008, Occupation: Gallery Director

JANE VAL BAKER, Occupation: Director

ROGER TOWNDROW Appointed: 2017, Occupation: University Lecturer

PERCIVAL ROSS WILLIAMS (Chair) Appointed: 2005, Occupation: Director, Other trusteeships: PENWITH GALLERIES LIMITED, THE PERCY AND LILY REED WILLIAMS CHARITABLE TRUST, MIRACLE THEATRE TRUST LIMITED, CORNWALL MEDIA RESOURCE LIMITED, KERNOW EDUCATION ARTS PARTNERSHIP, HEARTLANDS TRUST, THE CORNUBIAN ARTS AND SCIENCE TRUST,

Legal constitution

Charitable company registered in England & Wales on 17/04/2007, number: 1118840
Registered at Companies House on 21/03/2005, number: 05400279

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
Investment
Paying staff
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

16 returns made; all on time

Main office

Porthmeor Studios
Back Road West
St Ives
Cornwall
TR26 1NG

Objectives

TO PROMOTE ART IN ST IVES AND THE DISTRICT OF PENWITH.

Defined Area of Benefit:

ST IVES AND THE DISTRICT OF PENWITH

Data Sources