Finance Score: -2

Governance Score: 5

Support Score: 0

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Grant maker support: +0

Overall GiG Score: 3

MARRICK PRIORY TRUST LTD

The primary aim of the Charity is to maintain and manage Marrick Priory as a Christian residential community centre for outdoor education and training, religious worship, study and recreation.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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	*	£470	£446	£23	n/a	n/a	n/a	n/a	n/a	8
31/03/22		£311	£348	£-37	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£212	£269	£-58	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£407	£365	£42	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£438	£387	£51	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£374	£383	£-9	£0	£0	£0	n/a	0	0
31/03/17	*	£495	£338	£156	£0	£0	£0	n/a	0	0
31/03/16	*	£368	£355	£13	£0	£0	£0	n/a	0	0
31/03/15		£407	£372	£35	£0	£0	£0	n/a	0	0
31/03/14		£361	£342	£19	£0	£0	£0	n/a	0	0
31/03/13		£377	£404	£-27	£0	£0	£0	n/a	0	0
31/03/12		£338	£309	£29	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years
(24 years as a company)

www.marrickpriory.co.uk

office@marrickpriory.co.uk

01677450703

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Education/Training
Environment/Conservation/Heritage
Religious Activities

GiG Classification

Christian congregations

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

North Yorkshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
8 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.

Specific Donations

Amount	When Months	To be used for
Sport England - COVID-19 CEF
£5,000	16/06/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Orienteering

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-81

CLARE CHAPMAN Appointed: 2022, Occupation: Assistant Case Officer

GEOFFREY PARK Appointed: 2020, Occupation: Accountant

HELEN MARGARET STEPHENSON Appointed: 2021, Occupation: Quantity Surveyor

NAOMI ALEJANDRA HOGAN Appointed: 2022, Occupation: Office Manager

NICOLA JANE DOBSON Appointed: 2022, Occupation: Head Teacher

BARRIE WHITFIELD Appointed: 2004, Occupation: Retired, Other trusteeship: ROTARY CLUB OF WENSLEYDALE TRUST FUND,

CATHERINE TREWBY Appointed: 2014, Occupation: Retired

EMMA COSGRIF Appointed: 2019, Occupation: Charter Town Planner

JUDITH CLARKE Appointed: 2014, Occupation: Retired

ROLLINE CHARLOTTE FREWEN (Chair) Appointed: 2005, Occupation: Retired, Other trusteeship: TWO RIDINGS COMMUNITY FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 01/12/2010, number: 1139240
Registered at Companies House on 07/01/2000, number: 03903233

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; AR23: 30 days late, AR17: 1 days late, AR16: 2 days late,

Main office

Marrick Priory
Marrick
RICHMOND
North Yorkshire
DL11 7LD

Objectives

THE OBJECTS ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING;FOR THE PUBLIC BENEFIT TO MAINTAIN AND MANAGE MARRICK PRIORY AS A CHRISTIAN (RESIDENTIAL COMMUNITY) CENTRE FOR OUTDOOR EDUCATION, RELIGIOUS WORSHIP, STUDY AND RECREATION IN THE INTEREST OF SOCIAL WELFARE WITH THE OBJECTIVE OF IMPROVING PEOPLE'S CONDITIONS OF LIFE

Defined Area of Benefit:

MARRICK PRIORY

Data Sources