Finance Score: 1
Governance Score: 5
Support Score: 8
  • Liabilities <10%: +3
  • Poor Liquidity: -1
  • Good Reserves: +1Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • Grant maker support: +8
Overall GiG Score: 14 ?

GILBERT WHITE & THE OATES COLLECTIONS 

Museum and Field Study Centre operating as a charity organisation
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker recently
  • This charity has a robust balance sheet
  • Fundraising costs are unusually low relative to funds raised
  • 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 male

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • Income has been volatile and on several occasions in recent years 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£532£693£-160£12£2,020£1,9653435100
31/03/22£517£637£-119£0£2,180£2,1754131100
31/03/21£671£586£85£0£2,300£2,30047.12895
31/03/20*£421£586£-166n/an/an/an/an/a90
31/03/19£959£644£315£83£2,380£1252.325120
31/03/18£1,539£496£1,043£61£2,066£1493.6220
31/03/17£1,509£486£1,023£83£1,023£1994.9250
31/03/16*£0£0£0n/an/an/an/an/a0
31/03/15*£0£0£0n/an/an/an/an/a0

Financial Ratios
Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 1.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 34 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.4
Asset Split ?
Established: 10 years

www.gilbertwhiteshouse.org.uk

info@gilbertwhiteshouse.org.uk

01420511275

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides buildings/facilities/open space
  • Sponsors or undertakes research
Where it operates
  • Hampshire,
Who it helps
  • Children/Young People
  • 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.

Major supporters in last 5 years
DCMS£168,778
National Lottery Heritage Fund£57,000
The Foyle Foundation£39,000
The Berkeley Foundation£10,000
Specific Donations
Amount When
Months
To be used for
The Foyle Foundation - Learning (MGS)
£39,000 20/09/2022
towards the re-design and renovation of the Gilbert White Galleries
National Lottery Heritage Fund - Grant to Gilbert White and the Oates Collections
£57,000 20/05/2020
COVID19:Gilbert White & The Oates Collections
DCMS - Surviving for the Future
£168,778 01/04/2020
To support Arts and Culture throughout England
The Berkeley Foundation - Engagement of young people in Gilbert White's work and collections
£10,000 05/02/2020
One-off grant supporting the engagement of young people in the Charity's work and collections.
National Lottery Heritage Fund - Grant to Gilbert White and the Oates Collections
£29,400 20/03/2019
Towards 2020: Preparing for the next stage of our journey
Wolfson Foundation - Grant to Gilbert White and the Oates Collection
£50,000 16/06/2016
Library and temporary exhibition facility

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 46-79
Legal constitution
  • Charitable company registered in England & Wales on 03/11/2014, number: 1159058
  • Registered at Companies House on 03/06/2014, number: 09069349
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
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • 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
  • Volunteer management
Filing Record
9 returns made; AR20: 59 days late, AR16: 53 days late, AR15: 7 days late,
Recent reorganisation events:
  • Asset transfer in from FRIENDS OF GILBERT WHITE AND THE OATES COLLECTIONS on 05/09/2023
Main office

Gilbert Whites House & Gardens
High Street
Selborne
Alton
GU34 3JH

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE MAINTENANCE OF A MUSEUM AND LIBRARY.

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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