Finance Score: -5

Governance Score: 6

Support Score: 11

Positive trading contribution: +2;Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
Fundraising costs high: -3

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

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 12

DELAPRE ABBEY PRESERVATION TRUST

Preservation of Delapre Abbey and the grounds

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
More than half of total income was derived from trading and fees in the latest year
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:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending
Fundraising costs are extremely 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
30/03/23		£663	£709	£-47	£62	£481	£469	7.9	12	144
30/03/22		£831	£682	£149	£109	£528	£516	9.1	143	132
30/03/21	*	£635	£529	£106	£528	£379	£379	8.6	11	107
30/03/20	*	£596	£674	£-78	£70	£230	£230	4.1	12	120
30/03/19		£455	£624	£-169	n/a	n/a	n/a	n/a	n/a	110
30/03/18		£520	£662	£-142	£144	£477	£453	8.2	8	0
30/03/17	*	£648	£319	£329	£223	£623	£465	17.5	5	0
31/03/16?	*	£244	£112	£132	£0	£0	£0	n/a	0	0
28/02/15		£55	£6	£48	£0	£0	£0	n/a	0	0
28/02/14		£60	£3	£57	£0	£0	£0	n/a	0	0
28/02/13		£56	£1	£56	£0	£0	£0	n/a	0	0
29/02/12		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
28/02/11		£5	£5	£0	£0	£0	£0	n/a	0	0
28/02/10	*	£30	£29	£1	£0	£0	£0	n/a	0	0
28/02/09		£25	£24	£0	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 30.7%
Fundraising Costs/Total Spending: 8.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 50%
Liabilities/Income: 74%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 7.9 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Established: 17 years

www.delapreabbey.org

richard.clinton@delapreabbey.org

01604866713

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Northamptonshire,

Who it helps

The General Public/Mankind

Who works here?

12 employees
144 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

National Lottery Heritage Fund	£606,524
DCMS	£436,100
Architectural Heritage Fund	£200,000

Specific Donations

Amount	When Months	To be used for
Architectural Heritage Fund - Grant to Delapre Abbey Preservation Trust
£200,000	13/03/2023	Delapre Abbey
National Lottery Heritage Fund - Grant to Delapre Abbey Preservation Trust
£477,024	15/06/2022	HERITAGE ENTERPRISE: Delapre Abbey Stable Blocks Wellbeing Hub
DCMS - CRF21: Delapre Abbey Preservation Trust
£142,700	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21: Delapre Abbey Preservation Trust
£150,300	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Delapre Abbey Preservation Trust
£143,100	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Delapre Abbey Preservation Trust
£129,500	17/07/2020	COVID19: Delapre Abbey Preservation Trust
National Lottery Heritage Fund - Grant to Delapre Abbey Preservation Trust
£239,900	16/02/2017	Developing a sustainable business at Delapre Abbey

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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: 36-74

ADAM WILLIAM BROWN Appointed: 2021, Occupation: Company Director

ALISA MOORE Appointed: 2023, Occupation: Chartered Accountant

DR DAVID SMART Appointed: 2020, Occupation: Gp

DR MARCELLA DAYE Appointed: 2022, Occupation: Lecturer

JANE BIRCH Appointed: 2018, Occupation: Councillor, Other trusteeship: BECKETT'S AND SARGEANT'S EDUCATIONAL FOUNDATION,

MARGARET HAWKINS Appointed: 2015, Occupation: Trustee

STEPHEN EDMONDS (Chair) Appointed: 2016, Occupation: Retired, Other trusteeships: THE METHODIST HOMESTEAD, THE LOWDOWN,

SABINE SCHAEBITZ Appointed: 2014, Occupation: Trustee

SARAH HOLLIS Appointed: 2019, Occupation: Lawyer

FREDDIE GUILMARD Appointed: 2015, Occupation: Managing Director, Other trusteeship: WOMEN LEADERS UK,

Legal constitution

Charitable company registered in England & Wales on 10/09/2007, number: 1120815
Registered at Companies House on 21/11/2006, number: 06005336

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

15 returns made; AR21: 134 days late, AR20: 23 days late, AR17: 1 days late, AR16: 1 days late, AR10: 23 days late,

Main office

Delapre Abbey
Delapre Park
London Road
NORTHAMPTON
NN4 8AW

Objectives

TO CONSERVE, PRESERVE, PROTECT AND ENHANCE FOR THE BENEFIT OF THE PEOPLE OF NORTHAMPTON AND THE NATION GENERALLY, THE SURROUNDING AND ADJACENT GEOGRAPHICAL AREAS, THE HISTORICAL, ARCHAEOLOGICAL, ARCHITECTURAL, CULTURAL AND ENVIRONMENTAL HERITAGE IN THE BUILDINGS AND THE WIDER ESTATE CONSTITUTING DELAPRE ABBEY AS MAY BE FROM TIME TO TIME THE SUBJECT OF LEASES, LICENCES AND TENANCIES OR OTHER ARRANGEMENTS BETWEEN NORTHAMPTON BOROUGH COUNCIL AND THE CHARITY AND THE SAFEGUARDING, MAINTENANCE AND UPKEEP OF DELAPRE ABBEY FOR FUTURE GENERATIONS.

Defined Area of Benefit:

DELAPRE ABBEY, NORTHAMPTON, NORTHAMPTONSHIRE

Data Sources