Finance Score: -2

Governance Score: 0

Support Score: 5

Excess reserves: -4
Pension deficit: -1
Fundraising costs low: +3

Grant maker support: +5

Overall GiG Score: 3

THE LANDMARK TRUST

Acquires smaller historic buildings that are at risk and in some way significant. These are restored to the highest standards of conservation using traditional materials and skills whose survival is thus also supported. Anyone can stay in the restored buildings to learn about their significance in time and place, giving them a sustainable future. Public Open Days provide further public access.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £66,605,000 available, equivalent to 48 months of spending and so may not be able to utilise additional funding
There is a pension deficit of £268,000
There has been a change of accounting period recently, so trends may be hard to determine

Established: 59 years

www.landmarktrust.org.uk

info@landmarktrust.org.uk

01628825920

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/12/22		£21,194	£16,659	£4,535	£527	£69,143	£66,605	48	182	113
31/12/21		£20,056	£15,676	£4,380	£429	£64,562	£59,291	45.4	179	97
31/12/20?		£10,931	£8,290	£2,641	£316	£60,185	£53,767	77.8	150	12
31/03/19		£19,077	£12,433	£6,644	£421	£57,776	£52,277	50.5	157	170
31/03/18		£13,965	£12,180	£1,785	£403	£51,135	£46,665	46	159	0
31/03/17		£15,699	£12,137	£3,562	£395	£49,360	£45,906	45.4	156	0
31/03/16		£12,818	£11,257	£1,561	£373	£45,872	£43,724	46.6	157	0
31/03/15		£11,630	£10,360	£1,270	£373	£44,364	£41,290	47.8	150	0
31/03/14		£11,981	£9,999	£1,982	£346	£43,094	£40,956	49.2	152	0
31/03/13		£10,250	£10,075	£175	£396	£41,516	£40,143	47.8	221	0
31/03/12		£12,841	£10,566	£2,275	£403	£41,341	£35,540	40.4	200	0
31/03/11		£10,318	£10,889	£-571	£416	£39,066	£34,590	38.1	225	0
31/03/10		£11,734	£10,189	£1,545	£450	£39,637	£34,992	41.2	205	0
31/03/09		£12,471	£10,030	£2,441	£520	£38,092	£34,721	41.5	200	0
31/03/08		£10,292	£9,523	£769	£510	£35,651	£32,870	41.4	200	0
31/03/07		£9,757	£8,624	£1,133	£487	£34,882	£32,915	45.8	198	0
31/03/06		£9,854	£8,153	£1,701	£0	£0	£0	n/a	0	0
31/03/05		£7,107	£6,041	£1,066	£0	£0	£0	n/a	0	0
31/03/04	*	£9,925	£7,108	£2,817	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 3.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 12%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 48 months
Net Current Assets/Spending: 12 months
Quick Ratio: 0.7

Asset Split ?

Listed activities

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

How it operates

Provides buildings/facilities/open space

Where it operates

France, Guernsey, Italy, Jersey, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

182 employees
113 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

DCMS	£2,134,313
National Lottery Heritage Fund	£400,000
Essex Community Foundation	£6,500

Specific Donations

Amount	When Months	To be used for
Essex Community Foundation - Grant to The Landmark Trust
£1,500	20/03/2023	towards rescuing and restoring historic places of interest
Essex Community Foundation - Grant to The Landmark Trust
£1,500	20/04/2022	towards rescuing and restoring historic places of interest
DCMS - Landmark Trust Portfolio of Grants for Programmes of Major Works
£918,557	01/04/2021	The Landmark Trust Major Works Programme presents a list of high priority capital repair works within a portfolio of scheduled and/or listed historic buildings of outstanding significance which are ....more The Landmark Trust Major Works Programme presents a list of high priority capital repair works within a portfolio of scheduled and/or listed historic buildings of outstanding significance which are open to the public.
Essex Community Foundation - Grant to The Landmark Trust
£1,500	15/03/2021	towards rescuing and restoring historic places of interest
Essex Community Foundation - Grant to The Landmark Trust
£500	12/03/2021	towards the repairs to the Calvery Old Hall Appeal
DCMS - The Ruin, Hackfall
£12,482	09/11/2020	Structural survey and analysis of decaying stonework
National Lottery Heritage Fund - Grant to The Landmark Trust
£250,000	21/07/2020	COVID-19 The Landmark Trust
Essex Community Foundation - Grant to The Landmark Trust
£1,500	03/04/2020	Towards rescuing and restoring historic places of interest
DCMS - ALB-Historic England-The Landmark Trust
£1,203,274	01/04/2020	The Landmark Trust Major Works Programme presents a list of high priority capital repair works within a portfolio of scheduled and/or listed historic buildings of outstanding significance which are ....more The Landmark Trust Major Works Programme presents a list of high priority capital repair works within a portfolio of scheduled and/or listed historic buildings of outstanding significance which are open to the public. All of the works listed in Annex 1 had already been identified by our experienced team of surveyors as needing completion within the next twelve to eighteen months, based upon quinquennial or condition surveys.
National Lottery Heritage Fund - Grant to The Landmark Trust
£150,000	05/03/2020	Crafting Cultures: Reviving Calverley Old Hall
Garfield Weston Foundation - Major Grants award
£100,000	21/11/2018	Fairburn Tower
Andrew Lloyd Webber Foundation - Grant to The Landmark Trust
£23,100	27/06/2018 12	Winsford Cottage Hospital
National Lottery Heritage Fund - Grant to The Landmark Trust
£582,600	14/03/2017	Saving Winsford Cottage Hospital
Andrew Lloyd Webber Foundation - Grant to The Landmark Trust
£25,000	22/10/2014	The Grange, A W N Pugin's Gothic Revival Ramsgate home
National Lottery Heritage Fund - Grant to The Landmark Trust
£2,556,500	20/05/2014	Rescuing Llwyn Celyn

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

THE LANDMARK TRUSTEE COMPANY LIMITED

Legal constitution

Charity registered in England & Wales on 25/08/1965, number: 243312

Gift Aid

Registered with HMRC for Gift Aid

Event History

20/01/2017 - Asset transfer in from MANOR OF SUTTON AWARD
20/01/2017 - Asset transfer in from THE SUTTON AND CHEAM SOCIETY
05/01/2021 - Asset transfer in from MANOR BUILDING PRESERVATION TRUST LIMITED

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR04: 31 days late,

Recent reorganisation events:

Asset transfer in from MANOR BUILDING PRESERVATION TRUST LIMITED on 05/01/2021

Main office

THE LANDMARK TRUST
SHOTTESBROOKE PARK
BROADMOOR ROAD
WHITE WALTHAM
MAIDENHEAD
SL6 3SW

Objectives

(A) FOR PRESERVING SMALL BUILDINGS STRUCTURES OR SITES OF HISTORIC INTEREST ARCHITECTURAL MERIT OR AMENITY VALUE AND WHERE POSSIBLE FINDING SUITABLE USES FOR THEM. (B) FOR PROTECTING AND PROMOTING THE ENJOYMENT OF PLACES OF HISTORIC INTEREST OR NATURAL BEAUTY. (C) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NATIONAL

Data Sources