Finance Score: -9

Governance Score: 3

Support Score: 1

Excess reserves: -5
Spending declining: -1
Volatile income: -3

Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: -5

COMPTON VERNEY FUND

The preservation of Compton Verney (Compton Verney House Trust) and maintaining and supporting, for the benefit of the publice, the museum, gallery and education centre at Compton Verney

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £11,208,653 available, equivalent to 81 months of spending and so may not be able to utilise additional funding
Spending is declining
Income has been volatile recently

Established: 14 years

01772430000

Charity Commission for England and Wales

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
31/12/22	£653	£1,663	£-1,011	£0	£40,916	£11,209	80.9	0
31/12/21	£735	£1,671	£-936	£0	£45,207	£11,909	85.5	0
31/12/20	£630	£1,583	£-953	£0	£41,278	£10,588	80.3	0
31/12/19	£793	£1,703	£-910	£0	£40,472	£10,376	73.1	0
31/12/18	£859	£2,415	£-1,556	£0	£36,925	£8,789	43.7	0
31/12/17	£12,127	£1,818	£10,309	£299	£40,530	£11,850	78.2	0
31/12/16	£961	£1,879	£-918	£0	£28,172	£0	n/a	0
31/12/15	£992	£1,470	£-478	£28	£25,245	£0	n/a	0
31/12/14	£1,013	£1,462	£-449	£28	£25,804	£0	n/a	0
31/12/13	£971	£1,460	£-489	£28	£25,126	£0	n/a	0
31/12/12	£503	£1,432	£-929	£26	£23,528	£0	n/a	1
31/12/11	£472	£1,440	£-968	£0	£0	£0	n/a	0
31/12/10	£25,278	£1,203	£24,076	£14	£25,518	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 27%
Reserves/Spending: 80.9 months
Net Current Assets/Spending: 24 months
Quick Ratio: 97.7

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

How it operates

Makes Grants to Organisations

Where it operates

Warwickshire,

Who it helps

Other Charities Or Voluntary Bodies
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.

Specific Donations

Amount	When Months	To be used for
DCMS - Compton Verney's Landscape, a canvas for future growth
£150,000	01/04/2019	£1.6bn invested in the key arts and culture infrastrucure organisations in England for a 4 year period
DCMS - Building sustainable infrastructure in Compton Verney Park
£120,000	01/04/2018	Building sustainable infrastructure in Compton Verney Park
DCMS - Compton Verney's Landscape a canvas for future growth
£150,000	01/04/2018	Compton Verney's Landscape a canvas for future growth
DCMS - Compton Verney's Landscape a canvas for future growth
£37,500	01/04/2018	To support Compton Verney's Landscape a canvas for future growth
DCMS - DCMS/Wolfson Museums and Galleries Improvement Fund
£36,000	01/04/2017	The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled ....more The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled visitors, and to improve the quality of interpretation. The scheme is open to four categories of museums and galleries.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Gender Split

HOWARD JONES Appointed: 2018

JOANNA VAZQUEZ (Chair)

KIRSTEN VICTORIA MARY SUENSON-TAYLOR

MATTHEW WOODS Appointed: 2019

PHILIP BUNT Appointed: 2020, Other trusteeship: DAME KELLY HOLMES TRUST,

Legal constitution

Charity registered in England & Wales on 12/03/2010, number: 1134907

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

13 returns made; all on time

Main office

7 FERRY ROAD
OFFICE PARK
FERRY ROAD
PRESTON
PR2 2YH

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR THE PURPOSES OF1 THE PRESERVATION OF COMPTON VERNEY FOR THE BENEFIT OF THE PUBLIC; AND2 MAINTAINING AND SUPPORTING FOR THE BENEFIT OF THE PUBLIC THE MUSEUM, GALLERY AND EDUCATION CENTRE AT COMPTON VERNEY

Defined Area of Benefit:

COMPTON VERNEY

Data Sources