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home >> charity search >> the great dixter charitable trust
Finance Score: -3
Governance Score: -1
Support Score: 7
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Fundraising costs high: -5
  • 12+ Trustees: -1
  • Grant maker support: +7
Overall GiG Score: 3 ?

THE GREAT DIXTER CHARITABLE TRUST 

The primary aim of the Great Dixter Charitable Trust is to ensure the conservation of the Great Dixter estate and public access to the house and gardens as developed by the Lloyd family over the 20th and 21st centuries. The approach will be driven by Christopher Lloyd's belief in challenging and experimenting while striving for horticultural excellence.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • 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:

  • There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • Fundraising costs are extremely high relative to funds raised
miles

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£2,066£2,001£65£683£8,620£3,43020.66626
31/03/22£1,800£1,772£28£637£8,553£3,43923.35220
31/03/21£1,710£1,527£184£480£8,525£3,49227.4442
31/03/20£1,774£1,749£24£732£8,341£3,40323.33549
31/03/19£1,717£1,572£145£574£8,317£3,34525.53652
31/03/18£1,469£1,400£70£534£8,172£3,23427.7360
31/03/17£1,745£1,392£353£558£8,103£3,20127.6360
31/03/16£1,372£1,334£38£54£7,749£2,98026.8360
31/03/15£1,265£1,185£81£1,176£7,711£2,89829.4180
31/03/14£1,293£1,219£74£980£7,630£2,85928.2180
31/03/13£1,578£2,064£-486£909£7,426£2,73515.9140
31/03/12£2,311£2,715£-405£872£6,969£2,85212.6140
31/03/11£1,827£1,176£651£801£5,724£2,98130.4140
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 56%
Fundraising Costs/Total Spending: 34.1%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 3%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 40%
Reserves/Spending: 20.6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.9
Asset Split ?
Established: 14 years

www.greatdixter.co.uk

office@greatdixter.co.uk

01797254048

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Other facilities management and maintenance
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • East Sussex,
Who it helps
  • The General Public/Mankind
Who works here?
  • 66 employees
  • 26 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
LUND TRUST£300,000
National Lottery Heritage Fund£103,700
Esmee Fairbairn£7,000
Specific Donations
Amount When
Months		 To be used for
Esmee Fairbairn - TASK to Great Dixter Charitable Trust
£7,000 19/07/2023
TASK fund donation towards core costs
LUND TRUST - Towards Fergus Garrett's work at Great Dixter
£300,000 16/02/2021
For core costs, earmarked towards the costs of a woodsman/estate worker, green woodworker, skilled repairs and maintenance and an education officer.
National Lottery Heritage Fund - Grant to Great Dixter Charitable Trust
£103,700 03/09/2020
COVID19 The Great Dixter Charitable Trust
Garfield Weston Foundation - Main Grants award
£30,000 20/09/2017
Acquisition of Great Park
National Lottery Heritage Fund - Grant to Great Dixter Charitable Trust
£30,000 17/07/2017
The Great Dixter Biodiversity Audit
Dulverton Trust - the woodsman apprenticeship
£14,000 22/10/2014
the woodsman apprenticeship

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split
Based on 12/13 persons

Age Range of Trustees: 54-75
Legal constitution
  • Charitable company registered in England & Wales on 15/03/2010, number: 1134948
  • Registered at Companies House on 09/03/2010, number: 07181964
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • 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
  • 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
13 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from HIGH WEALD LANDSCAPE TRUST on 14/02/2024
Main office

The Great Dixter Charitable Trust
Great Dixter House and Gardens
Northiam
Rye
East Sussex
TN31 6PH

Objectives

2.1 TO CONSERVE, MAINTAIN, AND ENRICH THE GARDEN (IN ACCORDANCE WITH THE LONG HONOURED GARDENING SPIRIT AND TRADITION OF THE SETTLOR AS EVIDENCED IN THE CONSIDERABLE BODY OF HORTICULTURAL LITERATURE PRODUCED AND PUBLISHED BY THE SETTLOR THROUGHOUT HIS WORKING LIFE) FOR THE BENEFIT OF THE GENERAL PUBLIC;2.2 TO CONSERVE, MAINTAIN AND RESTORE THE HOUSE (IN ACCORDANCE WITH THE CONSERVATION PRINCIPLES AND POLICIES APPLICABLE THERETO AS A GRADE I LISTED AND REGISTERED HERITAGE PROPERTY), AND WHERE APPLICABLE GREAT DIXTER IN ITS ENTIRETY FOR THE BENEFIT OF THE GENERAL PUBLIC;2.3 TO MANAGE THE WOODLANDS, MEADOWS AND FIELDS IN A MANNER THAT ENCOURAGES THEIR BIODIVERSITY AND SERVES THE OBJECTS IN CLAUSES 2.1 AND 2.2 ABOVE;2.4 TO ADVANCE EDUCATION IN HORTICULTURE AND BIO-DIVERSITY, IN PARTICULAR BUT NOTEXCLUSIVELY BY CONSERVING, CATALOGUING, MAINTAINING AND MAKING ACCESSIBLE TO THEPUBLIC THE EXTENSIVE ARCHIVAL MATERIAL IN THE HOUSE RELATING TO THE HOUSE, THE GARDEN AND THE SETTLOR'S FAMILY FOR ITS HERITAGE AND HISTORICAL VALUE.

Defined Area of Benefit:

EAST SUSSEX

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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