Finance Score: 2

Governance Score: 9

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 11

SHERBORNE HOUSE TRUST 2018

RESTORING, PRESERVING AND MAINTAINING SHERBORNE HOUSE, SHERBORNE, DORSET, INCLUDING THE THORNHILL MURALPROMOTING, AND ADVANCING THE EDUCATION OF THE PUBLIC IN, THE ARTS, INCLUDING (a) PROMOTING AND PROVIDING FACILITIES FOR PARTICIPATION IN THE ARTS; AND(b)FOSTERING AND PROMOTING THE IMPROVEMENT AND DEVELOPMENT OF ARTISTIC KNOWLEDGE,UNDERSTANDING AND APPRECIATION OF THE ARTS

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available

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
30/06/23	£7,409	£277	£7,132	£0	£13,538	£13,538	586.5	1
30/06/22	£4,301	£99	£4,202	£0	£6,405	£6,405	773.9	0
30/06/21	£325	£9	£316	n/a	n/a	n/a	n/a	n/a
30/06/20	£100	£94	£6	n/a	n/a	n/a	n/a	n/a
30/06/19	£1,995	£113	£1,882	£0	£1,882	£1,882	200.2	0

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 586.5 months
Net Current Assets/Spending: -35 months
Quick Ratio: 0

Asset Split ?

Established: 6 years

chris@twocannons.co.uk

07866456776

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 43-78

CHRISTOPHER JOHN MITCHELL Appointed: 2018, Occupation: Solicitor, Other trusteeships: M. R. CANNON 1998 CHARITABLE TRUST, THE CANNON FOUNDATION, GI TRUST,

RICHARD HENRY MILLER Appointed: 2023, Occupation: Executive Chairman

SHEILA ELIZABETH HEALY Appointed: 2023, Occupation: Management Consultant

ANYA LUCAS Appointed: 2024, Occupation: Historic Buildings Conservation Adviser/Heritage P, Other trusteeship: THE FRIENDS OF SHERBORNE HOUSE,

EVA DE BLOCQ VAN KUFFELER Appointed: 2023, Other trusteeship: THE EARLY OPERA COMPANY LIMITED,

JONATHAN JAMES TIVERTON BROWN Appointed: 2023, Other trusteeships: M. R. CANNON 1998 CHARITABLE TRUST, THE CANNON FOUNDATION,

SALLY ANN TIVERTON CANNON Appointed: 2018, Occupation: Retired, Other trusteeships: M. R. CANNON 1998 CHARITABLE TRUST, THE CANNON FOUNDATION,

TIMOTHY DAVID HAGUE Appointed: 2023, Occupation: Accountant

SIR ROBERT ALAN FRY Appointed: 2023, Occupation: Director, Other trusteeship: SHERBORNE ARTS TRUST,

Legal constitution

Charitable company registered in England & Wales on 03/08/2018, number: 1179440
Registered at Companies House on 20/06/2018, number: 11423527

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Main office

Albert Goodman
Hendford Manor
33 Hendford
YEOVIL
Somerset
BA20 1UN

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE OBJECTS) ARE RESTRICTED TO:1 PROMOTING, AND ADVANCING THE EDUCATION OF THE PUBLIC IN, THE ARTS, IN PARTICULAR, BUT NOT EXCLUSIVELY, BY:1.1 PROMOTING AND PROVIDING FACILITIES FOR PARTICIPATION IN THE ARTS; AND1.2 FOSTERING AND PROMOTING THE IMPROVEMENT AND DEVELOPMENT OF ARTISTIC KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF THE ARTS; AND2 RESTORING, PRESERVING AND MAINTAINING, FOR THE PUBLIC BENEFIT, SHERBORNE HOUSE, SHERBORNE, DORSET, INCLUDING THE THORNHILL MURAL, SITUATED WITHIN SHERBORNE HOUSE.

Data Sources