Finance Score: -6

Governance Score: 5

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 2

THE KING JOHNS HOUSE AND TUDOR COTTAGE TRUST LIMITED

To preserve for the benefit of the people of Romsey and the nation at large, all those buildings and premises of historical and architectural interest known as King John's House and Tudor Cottage, Romsey. To encourage the use of these facilities for both educational and entertainment purposes.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
31/03/23		£69	£100	£-31	n/a	n/a	n/a	n/a	n/a	39
31/03/22		£70	£74	£-4	n/a	n/a	n/a	n/a	n/a	34
31/03/21		£87	£73	£14	n/a	n/a	n/a	n/a	n/a	45
31/03/20		£125	£141	£-16	n/a	n/a	n/a	n/a	n/a	60
31/03/19		£153	£169	£-15	n/a	n/a	n/a	n/a	n/a	49
31/03/18		£150	£166	£-15	£0	£0	£0	n/a	0	0
31/03/17		£155	£149	£6	£0	£0	£0	n/a	0	0
31/03/16		£153	£143	£10	£0	£0	£0	n/a	0	0
31/03/15		£154	£148	£6	£0	£0	£0	n/a	0	0
31/03/14		£140	£141	£-1	£0	£0	£0	n/a	0	0
31/03/13		£135	£127	£8	£0	£0	£0	n/a	0	0
31/03/12		£145	£125	£20	£0	£0	£0	n/a	0	0
31/03/11		£136	£128	£8	£0	£0	£0	n/a	0	0
31/03/10		£138	£157	£-19	£0	£0	£0	n/a	0	0
31/03/09		£137	£55	£82	£0	£0	£0	n/a	0	0
31/03/08		£129	£126	£3	£0	£0	£0	n/a	0	0
31/03/07	*	£96	£59	£37	£0	£0	£0	n/a	0	0
31/03/06		£100	£103	£-3	£0	£0	£0	n/a	0	0
31/03/05		£93	£82	£11	£0	£0	£0	n/a	0	0
31/03/04		£93	£86	£8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 45 years

www.kingjohnshouse.org.uk

deputymanagerkjh@aol.com

01794512200

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides human resources

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
39 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-91

DR MARK MONEY Appointed: 2022, Occupation: Retired

KEVIN ARTHUR BARWICK Appointed: 2022, Occupation: Retired

JUNE DIANE HARGREAVES Appointed: 2011, Occupation: Retired, Other trusteeships: ROMSEY ABBEY APPEAL FUND, BARTLETTS ALMSHOUSES, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY AND ST ETHELFLAEDA, ROMSEY,

JOHN PARKER Appointed: 2015, Occupation: Retired

KAREN VALERIE WARDLEY Appointed: 2019, Occupation: Museum Consultant

NEIL ROGER PUTTOCK Appointed: 2016, Occupation: Solicitor

STEPHEN ROSS HEMSLEY Appointed: 2018, Occupation: Retired

VERONICA JOAN MUNDAY Appointed: 2022, Occupation: Retired, Other trusteeship: ROMSEY ABBEY APPEAL FUND,

Legal constitution

Charitable company registered in England & Wales on 11/09/1979, number: 276961
Registered at Companies House on 02/08/1979, number: 01441318

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

20 returns made; AR07: 14 days late,

Main office

King John's House & Heritage Centre
13 Church Street
ROMSEY
SO51 8BT

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PRESERVATION FOR THE BENEFIT OF THE PEOPLE OF ROMSEY AND OF THE NATION AT LARGE ALL THOSE BUILDINGS AND PREMISES OF HISTORICAL AND ARCHITECTURAL INTEREST KNOWN AS KING JOHN'S HOUSE AND TUDOR COTTAGE, ROMSEY, AND TO OPERATE AS A MUSEUM AND MAINTAIN AND DEVELOP ITS MUSEUM COLLECTIONS AND TO OFFER THE WIDEST POSSIBLE PUBLIC ACCESS TO KING JOHN'S HOUSE AND TUDOR COTTAGE AND ITS COLLECTIONS.

Defined Area of Benefit:

ROMSEY

Data Sources