Finance Score: -3

Governance Score: -1

Support Score: 3

Liabilities <10%: +3
Excess reserves: -3
Fundraising costs high: -3

No conflicts policy: -1
Good trustee age range: +3
All male board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -1

ARUNDEL CASTLE TRUSTEES LIMITED

The Charity preserves the buildings, grounds and chattels of Arundel Castle for public benefit to whom it gives access for a minimum of 100 days per annum. To maximise the public enjoyment and education by refurbishing and improving displays and the condition of artefacts, supported by hosting special events such as jousting, civil war re-enactments and other events in keeping with its history.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £10,638,145 available, equivalent to 30 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Established: 48 years

www.arundelcastle.org

visits@arundelcastle.org

01903882173

Charity Commission for England and Wales

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
31/12/22		£4,752	£4,207	£544	£991	£14,267	£10,638	30.3	85	4
31/12/21		£3,760	£3,025	£735	£637	£14,645	£10,658	42.3	65	4
31/12/20		£1,018	£2,441	£-1,423	£430	£13,289	£9,599	47.2	59	4
31/12/19		£4,088	£3,419	£669	£1,066	£13,771	£10,422	36.6	108	3
31/12/18		£3,855	£3,540	£315	£992	£12,153	£9,241	31.3	109	4
31/12/17		£3,904	£3,256	£648	£963	£12,396	£9,355	34.5	107	0
31/12/16		£3,555	£2,970	£585	£864	£11,487	£8,659	35	106	0
31/12/15		£3,380	£2,780	£600	£833	£10,221	£7,657	33.1	103	0
31/12/14		£3,098	£2,803	£294	£795	£9,597	£7,035	30.1	101	0
31/12/13		£2,842	£2,664	£179	£769	£9,064	£6,591	29.7	100	0
31/12/12		£2,756	£2,499	£257	£744	£8,302	£6,103	29.3	98	0
31/12/11		£2,677	£2,324	£352	£666	£7,792	£5,739	29.6	93	0
31/12/10		£2,364	£2,366	£-2	£759	£7,608	£5,215	26.4	94	0
31/12/09		£2,364	£2,366	£-2	£641	£7,375	£5,108	25.9	89	0
31/12/08		£2,458	£2,259	£199	£619	£6,723	£4,948	26.3	87	0
31/12/07	*	£2,429	£2,030	£399	£961	£7,949	£5,221	30.9	88	0
31/12/06		£1,411	£2,294	£-883	£0	£0	£0	n/a	0	0
31/12/05		£1,841	£1,989	£-148	£0	£0	£0	n/a	0	0
31/12/04		£1,632	£1,759	£-127	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 31.8%
Fundraising Costs/Total Spending: 26%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 75%
Reserves/Spending: 30.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 9.6

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

West Sussex,

Who it helps

The General Public/Mankind

Who works here?

85 employees
4 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-75

CHARLES TORQUIL DE MONTALT FRASER Appointed: 2008, Occupation: Businessman Farmer

EDWARD PERKS Appointed: 2023, Occupation: Solicitor

HUGH COGHILL Appointed: 2015, Occupation: Land Agent

JOHN MARTIN ROBINSON Appointed: 1995, Occupation: Historic Buildings Consultant, Other trusteeships: THE WILTON HOUSE TRUST, CHURCHES TRUST FOR CUMBRIA,

LORD HENRY FITZALAN-HOWARD Appointed: 2019, Occupation: Finance

THE DUKE OF NORFOLK (Chair), Other trusteeship: COLLEGE OF ARMS TRUST,

Legal constitution

Charitable company registered in England & Wales on 27/09/1976, number: 271833
Registered at Companies House on 19/07/1976, number: 01269400

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR07: 1 days late,

Main office

ARUNDEL CASTLE
HIGH STREET
ARUNDEL
BN18 9AB

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources