Finance Score: 8

Governance Score: -1

Support Score: 3

Liabilities <10%: +3
Strong growth: +2
Fundraising costs low: +3

Only 4 Trustees: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 10

THE CHOLMONDELEY GARDENS TRUST

The preservation of the walled garden at Houghton Hall and gardens at Cholmondeley Castle. The advancement of education for the public benefit of the historic and horticultural importance of the gardens and such other charitable purposes beneficial to the community.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

There are only 4 trustees

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		£667	£620	£47	£43	£774	£774	15	0	0
31/03/22		£697	£519	£179	£17	£704	£704	16.3	0	1
31/03/21		£647	£387	£259	£20	£471	£471	14.6	0	1
31/03/20	*	£562	£415	£146	£38	£162	£162	4.7	0	0
31/03/19		£322	£193	£129	n/a	n/a	n/a	n/a	n/a	1
31/03/18	*	£492	£226	£266	£0	£0	£0	n/a	0	0
31/03/17		£48	£223	£-174	£0	£0	£0	n/a	0	0
31/03/16		£365	£218	£146	£0	£0	£0	n/a	0	0
31/03/15		£51	£214	£-163	£0	£0	£0	n/a	0	0
31/03/14		£200	£281	£-82	£0	£0	£0	n/a	0	0
31/03/13		£173	£237	£-65	£0	£0	£0	n/a	0	0
31/03/12		£42	£229	£-187	£0	£0	£0	n/a	0	0
31/03/11		£409	£216	£194	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.7%
Fundraising Costs/Total Spending: 7.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15 months
Net Current Assets/Spending: 7 months
Quick Ratio: 10.2

Asset Split ?

Established: 14 years

info@houghtonhall.com

01485528569

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Cheshire West & Chester, Norfolk,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

MARQUESS OF CHOLMONDELEY

PROFESSOR TOM WILLIAMSON Appointed: 2011

DR PAUL SEBASTIAN ZUCKERMAN, Other trusteeships: SAVE BRITAIN'S HERITAGE, THE AMBERSTONE TRUST, WILDLIFE PROTECTION SOCIETY OF INDIA (UK),

GLENN CHARLES HURSTFIELD Appointed: 2009, Occupation: Solicitor, Other trusteeships: OPERA RARA, THE WILKINSON CHARITABLE FOUNDATION, THE SYBIL CHARITABLE TRUST, THE WH BOYCE-KHORSHID HEMATI FUND, SFUMATO FOUNDATION, WEST GREEN HOUSE OPERA LIMITED, THE HOUGHTON ARTS FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 16/02/2010, number: 1134333
Registered at Companies House on 05/02/2009, number: 06811619

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

13 returns made; AR20: 5 days late, AR18: 8 days late,

Main office

HOUGHTON HALL
HOUGHTON
KINGS LYNN
PE31 6EU

Objectives

1 THE PRESERVATION OF THE WALLED GARDEN AT HOUGHTON HALL, NORFOLK; AND/OR2 THE PRESERVATION OF THE GARDENS AT CHOLMONDELEY CASTLE; AND/OR3 THE ADVANCEMENT OF EDUCATION FOR PUBLIC BENEFIT OF THE HISTORICAL AND HORTICULTURAL IMPORTANCE OF THE GARDENS; AND/OR4 SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY CONSISTENT WITH THE OBJECTS ABOVE AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

NORFOLK

Data Sources