Finance Score: 0

Governance Score: -3

Support Score: 1

Deficit on unrestricted reserves: -2
Positive trading contribution: +2;

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

Grant maker support: +1

Overall GiG Score: -2

BURGHLEY HOUSE PRESERVATION TRUST LIMITED

The Charity is established for the advancement of historic and aesthetic education which shall include the preservation of buildings of national importance, and in particular the preservation and showing of Burghley House, Stamford. The Governing Body is permitted to carry out its activities with a view to conserving the environment of land and buildings owned by the Charity.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has an endowment fund which generates most of its income
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:

There was a deficit on unrestricted reserves of £4,709,362 at the last year end after deducting the value of own use assets

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
31/01/23		£13,711	£13,346	£365	£7,255	£83,934	£-4,709	-4.2	106	18
31/01/22		£9,057	£8,337	£719	£5,053	£80,621	£543	0.8	136	18
31/01/21		£7,955	£7,800	£154	£2,877	£75,698	£-5,572	-8.6	126	14
31/01/20		£11,833	£10,563	£1,270	£5,643	£75,282	£-4,564	-5.2	142	0
31/01/19		£10,413	£9,095	£1,318	£4,717	£69,292	£-4,969	-6.6	111	0
31/01/18		£9,178	£8,524	£654	£4,554	£68,040	£-4,317	-6.1	105	0
31/01/17		£10,008	£8,173	£1,836	£4,207	£66,269	£-1,936	-2.8	103	0
31/01/16		£9,371	£7,924	£1,447	£4,140	£62,116	£-2,549	-3.9	102	0
31/01/15		£7,951	£7,397	£554	£24	£59,649	£58,512	94.9	89	0
31/01/14		£7,576	£7,227	£349	£24	£56,021	£54,879	91.1	87	0
31/01/13		£7,333	£6,767	£566	£24	£54,278	£53,131	94.2	84	0
31/01/12		£7,440	£6,641	£799	£22	£52,280	£51,129	92.4	82	0
31/01/11		£4,251	£3,813	£438	£17	£50,405	£49,249	155	76	0
31/01/10		£3,916	£3,632	£284	£20	£49,107	£47,946	158.4	74	0
31/01/09		£3,803	£3,495	£308	£20	£48,698	£47,533	163.2	74	0
31/01/08		£3,733	£3,336	£397	£20	£50,741	£49,570	178.3	74	0
31/01/07		£3,381	£2,986	£395	£2,534	£48,297	£47,231	189.8	74	0
31/01/06		£4,046	£2,711	£1,334	£0	£0	£0	n/a	0	0
31/01/05		£2,837	£2,441	£397	£0	£0	£0	n/a	0	0
31/01/04	*	£2,503	£2,374	£130	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 16%
Liabilities/Income: 113%
Unrestricted Funds/Total Funds: -6%
Reserves/Spending: -4.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1.9

Asset Split ?

Established: 55 years

www.burghley.co.uk

burghley@burghley.co.uk

01780752075

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Cambridgeshire, Leicestershire, Lincolnshire, Northamptonshire,

Who it helps

The General Public/Mankind

Who works here?

106 employees
18 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
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£22,252	01/04/2019	This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment Countryside Stewardship and Environmental Stewardship schemes offered under the previous RD programme.The measure funds activities intended to deliver environmental land management priorities contributing to EnglandÃs Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change.Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified.RPA administers for measures in England.
Sport England - Stamford AFC - Sports & Education Facility
£46,919	06/12/2013	Funding under Sport England's Protecting Playing Fields funding programme for a Capital project titled 'Stamford AFC - Sports & Education Facility'. This project lists its main activity as Multi ....more Funding under Sport England's Protecting Playing Fields funding programme for a Capital project titled 'Stamford AFC - Sports & Education Facility'. This project lists its main activity as Multi Sports. This funding has contributed towards a Grass Pitch - Grass Pitch (Football)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-73

CRESSIDA MARY HOGG Appointed: 2022, Occupation: Company Director

SIR GILES HENRY CHARLES FLOYD BT

EDWARD MORTIMER HARLEY OBE, Other trusteeships: THE HARLEY CHARITY, THE FRIENDS OF THE HEREFORDSHIRE LIGHT INFANTRY MUSEUM, THE GOLDSMITHS' COMPANY CHARITY,

JONATHON CHENEVIX-TRENCH Appointed: 2011, Occupation: Banker

STUART RICHMOND-WATSON Appointed: 2011, Occupation: Company Director

WILLIAM PARENTE Appointed: 2011, Occupation: Company Director

EDWARD GEORGE CLIVE Appointed: 2003, Occupation: Surveyor, Other trusteeships: THE HICHENS CHARITABLE SETTLEMENT, THE STRAWBERRY HILL COLLECTION TRUST,

EDWARD LEIGH-PEMBERTON Appointed: 1999, Occupation: Surveyor, Other trusteeship: PAYNE GALLWEY 1989 CHARITABLE TRUST,

WILLIAM A OSWALD Appointed: 2006, Occupation: Company Director, Other trusteeship: TWINS,

Legal constitution

Charitable company registered in England & Wales on 12/05/1969, number: 258489
Registered at Companies House on 03/04/1969, number: 00951524

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR04: 36 days late,

Main office

BURGHLEY ESTATE OFFICE
61 HIGH STREET
ST. MARTINS
STAMFORD
PE9 2LQ

Objectives

THE ADVANCEMENT OF HISTORIC AND AESTHETIC EDUCATION AND IN PARTICULAR THE PRESERVATION OF BUILDINGS AS NATIONAL MONUMENTS.

Defined Area of Benefit:

NOT DEFINED

Data Sources