Finance Score: -10

Governance Score: 6

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Accounts overdue -5
Deficit latest year: -2
Fundraising costs high: -5

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

Gov Income
Grant maker support: +3

Overall GiG Score: -1

BURTON AGNES HALL PRESERVATION TRUST LIMITED

Opening Burton Agnes Hall to the general public; promoting Burton Agnes Hall as a destination for school parties, individual visitors and group parties; furthering the historic and aesthetic education of visitors to Burton Agnes Hall; maintaining and improving the structure and contents of the Hall; raising funds to support these activities.

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 and gender

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Latest accounts are overdue for filing
Income was lower than spending in the latest year
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
05/04/23	*	£755	£885	£-129	£353	£7,697	£1,731	23.5	29
05/04/22		£784	£766	£17	£298	£7,829	£1,755	27.5	27
05/04/21		£612	£583	£30	£179	£7,757	£1,619	33.3	31
05/04/20	*	£831	£920	£-90	£363	£7,363	£1,203	15.7	36
05/04/19		£862	£906	£-44	£379	£2,197	£1,235	16.4	35
05/04/18		£765	£921	£-156	£377	£2,260	£1,270	16.5	42
05/04/17		£798	£862	£-64	£399	£2,425	£1,396	19.4	42
05/04/16		£957	£911	£47	£407	£2,351	£1,316	17.3	53
05/04/15	*	£944	£889	£54	£422	£2,378	£1,326	17.9	23
05/04/14		£859	£885	£-26	£577	£2,230	£1,173	15.9	22
05/04/13	*	£773	£895	£-122	£581	£2,310	£1,248	16.7	22
05/04/12	*	£982	£895	£87	£548	£2,265	£1,207	16.2	22
05/04/11	*	£767	£802	£-35	£516	£2,143	£1,020	15.3	22
05/04/10		£538	£517	£21	£284	£2,092	£943	21.9	18
05/04/09	*	£911	£552	£359	£208	£1,862	£706	15.3	14
05/04/08		£490	£501	£-11	£0	£0	£0	n/a	0
05/04/07	*	£419	£440	£-21	£0	£0	£0	n/a	0
05/04/06	*	£311	£348	£-37	£0	£0	£0	n/a	0
05/04/05		£245	£254	£-10	£0	£0	£0	n/a	0
05/04/04		£285	£273	£12	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 93.7%
Fundraising Costs/Total Spending: 39.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 22%
Reserves/Spending: 23.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.1

Asset Split ?

Established: 47 years

www.burtonagnes.com

office@burtonagnes.com

01262490324

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

29 employees

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: 44-80

GEORGINA ROSE ALIANORE PRIDDEN Appointed: 2020, Occupation: Pr Consultant & Event Curator

SIMON CHARLES CUNLIFFE-LISTER Appointed: 2001, Occupation: Company Director

THE HON MRS SUSAN CUNLIFFE-LISTER

TRISTAN HAIGH JAMES HADDOW Appointed: 2021, Occupation: Director

CHRISTOPHER JOHN MATTHEWS Appointed: 2013, Occupation: Councillor

OLIVIA CUNLIFFE-LISTER Appointed: 2016, Occupation: Trustee

SIR NICHOLAS BROOKSBANK, Occupation: Director

THE HON JAMES WILLIAM MICHAEL WILLOUGHBY Appointed: 2019, Occupation: Director, Other trusteeships: THE WILLOUGHBY ALMSHOUSES, THE MIDDLETON FUND,

OLIVER LUKE HOYLE HALLAM Appointed: 2018, Occupation: Director, Other trusteeship: ANTHONY CRITCHLEY MEMORIAL TRUST,

Legal constitution

Charitable company registered in England & Wales on 27/01/1977, number: 272796
Registered at Companies House on 07/01/1977, number: 01293608

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

Filing Record

20 returns made; AR23: 2 days late, AR20: 52 days late, AR15: 7 days late, AR13: 71 days late, AR12: 1 days late, AR11: 367 days late, AR09: 1 days late, AR07: 52 days late, AR06: 22 days late,

Main office

THE ESTATE OFFICE
BURTON AGNES
DRIFFIELD
NORTH HUMBERSIDE
YO25 4NB

Objectives

THE ADVANCE OF HISTORIC AND AESTHETIC EDUCATION.

Defined Area of Benefit:

BURTON AGNES, DRIFFIELD, NORTH HUMBERSIDE

Data Sources