Finance Score: -3

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

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

Gov Income
Grant maker support: +3

Overall GiG Score: 9

LEEDS CASTLE FOUNDATION

The aims and activities of Leeds Castle Foundation are to preserve the Castle, its collections and its grounds for the benefit and enjoyment of the public. Its secondary aim is to provide a location for discussion and debate of medical science, and a forum for the arts. The Castle and its grounds are made available to the general public for 364 days per annum.

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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending
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
29/03/23		£10,922	£10,756	£166	£5,142	£22,744	£19,926	22.2	110	80
29/03/22	*	£9,611	£10,018	£-407	£4,277	£22,256	£19,438	23.3	98	80
29/03/21	*	£3,765	£6,875	£-3,110	£1,934	£20,601	£17,794	31.1	163	67
29/03/20		£11,557	£11,651	£-94	£5,093	£20,907	£18,100	18.6	251	17
29/03/19		£11,377	£11,577	£-200	£4,835	£20,734	£17,927	18.6	267	60
29/03/18		£11,050	£10,448	£602	£4,256	£21,351	£18,544	21.3	262	0
31/03/17		£10,851	£10,729	£122	£4,259	£20,087	£17,280	19.3	262	0
24/03/16		£10,324	£10,050	£274	£4,115	£19,796	£16,989	20.3	260	0
31/03/15		£9,733	£10,333	£-600	£3,903	£19,392	£16,579	19.3	158	0
31/03/14		£8,977	£9,263	£-286	£3,653	£18,364	£15,776	20.4	154	0
28/03/13		£8,453	£9,222	£-769	£3,660	£18,056	£15,450	20.1	250	0
31/03/12		£5,599	£5,082	£517	£3,598	£18,070	£15,467	36.5	243	0
31/03/11		£4,854	£4,850	£5	£3,241	£17,132	£14,529	36	242	0
31/03/10		£4,586	£4,404	£182	£2,720	£15,907	£13,304	36.3	251	0
31/03/09		£4,311	£4,845	£-534	£2,434	£14,149	£11,546	28.6	234	0
31/03/08		£4,371	£4,577	£-206	£3,044	£13,604	£10,930	28.7	245	0
31/03/07		£4,687	£4,547	£139	£3,252	£13,003	£10,209	26.9	155	0
31/03/06		£4,728	£5,005	£-277	£0	£0	£0	n/a	0	0
31/03/05		£4,322	£4,592	£-270	£0	£0	£0	n/a	0	0
31/03/04		£1,282	£826	£455	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 104.1%
Fundraising Costs/Total Spending: 48.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 10%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 22.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Established: 50 years

www.leeds-castle.com

enquiries@leeds-castle.co.uk

01622765400

Charity Commission for England and Wales

Listed activities

Amateur Sport
Animals
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Kent,

Who it helps

The General Public/Mankind

Who works here?

110 employees
80 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-70

JUDITH ARMITT Appointed: 2023, Occupation: Director

ADRIAN TINNISWOOD Appointed: 2018, Occupation: Historian

ANNA EAVIS Appointed: 2019, Occupation: Curatorial Director

HELEN DEEBLE Appointed: 2019, Occupation: Company Director

JULIAN ARTHUR VAUGHAN SMITH Appointed: 2021, Occupation: Solicitor, Other trusteeships: CHARINCO COMMON INVESTMENT FUND, THE PRINCESS ANNE'S CHARITIES, CHARISHARE COMMON INVESTMENT FUND, CHARISHARE RESTRICTED COMMON INVESTMENT,

LAURA CICELY ALISON NESFIELD Appointed: 2014, Occupation: Chartered Surveyor

RICHARD GEORGE LAING Appointed: 2014, Occupation: Company Director

ROSALEEN CLARE KERSLAKE BA MBA CBE Appointed: 2022, Other trusteeships: THE ARCHITECTURAL HERITAGE FUND, UNIVERSITY COLLEGE OF ESTATE MANAGEMENT, Re-Form Heritage,

THOMAS CHARLES WRIGHT Appointed: 2015, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 29/10/1974, number: 268354
Registered at Companies House on 30/05/1974, number: 01172263

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
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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 8 days late, AR21: 3 days late,

Main office

LEEDS CASTLE
BROOMFIELD
MAIDSTONE
ME17 1PL

Objectives

TO ADVANCE EDUCATION TO RELIEVE POVERTY TO ADVANCE RELIGION AND TO PROMOTE AND AID SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW TO BE EXCLUSIVELY CHARITABLE AND IN PARTICULAR TO PRESERVE FOR THE PUBLIC BENEFIT THE WHOLE OR PARTS OF THE BUILDINGS AND THEIR GROUNDS KNOWN AS LEEDS CASTLE IN THE COUNTY OF KENT AND TO PROMOTE AND ENCOURAGE MEDICAL RESEARCH, AND TO ENCOURAGE RESEARCH AND EDUCATION IN ANY BRANCH OF THE ARTS AND SCIENCES (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM AND ARTICLES OF ASSOCIATION

Defined Area of Benefit:

THE COUNTY OF KENT

Data Sources