Finance Score: -5

Governance Score: -3

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Positive trading contribution: +2;Fundraising costs high: -5

No volunteer policy: -2
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: -5

HARRIS (BELMONT) CHARITY

The preservation, maintenance and upkeep (of the mansion house known as Belmont House) for the benefit of the public of property of historic architectural or artistic importance or beauty and the making of the same available for the education, enjoyment and benefit of the public.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £50,649,241 available, equivalent to 345 months of spending and so may not be able to utilise additional funding
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
31/03/23	£1,989	£1,760	£229	£904	£50,649	£50,649	345.2	14	25
31/03/22	£1,554	£1,592	£-39	£710	£51,433	£51,433	387.6	13	12
31/03/21	£1,233	£1,372	£-140	£596	£48,024	£48,024	420	16	0
31/03/20	£1,666	£1,428	£239	£780	£44,512	£44,512	374.1	16	12
31/03/19	£1,570	£1,375	£195	£715	£44,728	£44,728	390.4	19	17
31/03/18	£1,559	£1,332	£227	£682	£44,178	£44,178	397.9	18	0
31/03/17	£1,332	£1,333	£-1	£709	£43,801	£43,801	394.4	16	0
31/03/16	£1,332	£1,477	£-145	£109	£42,696	£42,696	346.9	15	0
31/03/15	£1,310	£1,407	£-97	£720	£42,801	£42,801	365	17	0
31/03/14	£1,324	£1,512	£-188	£732	£42,298	£42,298	335.8	16	0

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Financial Ratios

Fundraising Costs/Relevant Income: 990.8%
Fundraising Costs/Total Spending: 53.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 345.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.1

Asset Split ?

Established: 12 years

www.belmont-house.org

administrator@belmont-house.org

01728 724200

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Kent,

Who it helps

The General Public/Mankind

Who works here?

14 employees
25 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-73

ALASTAIR MATHEWSON Appointed: 2014, Occupation: Trustee

DOMINIC MICHAEL DEL MAR Appointed: 2018, Occupation: Consultant

JOHN STAINTON Appointed: 2020, Occupation: Fine Art Specialist

LORD ALASTAIR CAMPBELL COLGRAIN Appointed: 2012, Occupation: Recruitment Consultant

VICKI JESSEL Appointed: 2017, Occupation: Partner In A Farming Business

ANDREW JOHN SHIRLEY ROSS Appointed: 2018, Occupation: Chief Executive, Other trusteeship: ST RONAN'S SCHOOL (HAWKHURST),

Legal constitution

Charitable company registered in England & Wales on 05/10/2012, number: 1149240
Registered at Companies House on 10/09/2012, number: 08208048

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Main office

Clarke & Simpson
Well Close Square
Framlingham
WOODBRIDGE
Suffolk
IP13 9DU

Objectives

4.1 THE PRESERVATION AND MAINTENANCE OF, AND PROVISION OF PUBLIC ACCESS TO BELMONT HOUSE, FAVERSHAM, KENT TOGETHER WITH ITS CONTENTS AND SURROUNDING LAND, AND ANY OTHER PROPERTY AND ASSETS OF ARCHITECTURAL, HISTORICAL OR ARTISTIC IMPORTANCE OR BEAUTY, FOR THE EDUCATION, ENJOYMENT AND BENEFIT OF THE PUBLIC;4.2 NOTWITHSTANDING THE DIRECTORS'ABSOLUTE DISCRETION TO DO OTHERWISE, THE DIRECTORS SHOULD ENDEAVOUR TO PRESERVE BELMONYT HOUSE AND ITS CONTENTS AND SURROUNDING LAND;4.3 THE PROMOTION OF SUCH OTHER CHARITABLE PURPOSES AS THE DIRECTORS DECIDE.

Data Sources