Finance Score: -1

Governance Score: -3

Support Score: 3

Reasonable growth: +1
Deficit latest year: -2

All male board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -1

THE PENNINGTON MELLOR MUNTHE CHARITY TRUST

The charity trust's objects are to protect and maintain, in perpetuity, two houses of historic interest - Southside House, Wimbledon and Hellens, Much Marcle and to make both houses available for educational and cultural activities to the local communities.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates most of its income
There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

Income was significantly lower than spending in the latest year

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
05/04/23	£636	£860	£-224	£74	£10,819	£2,022	28.2	11	50
05/04/22	£653	£649	£4	£58	£11,923	£2,611	48.3	9	44
05/04/21	£549	£572	£-23	£15	£11,592	£2,619	55	8	27
05/04/20	£574	£490	£84	£25	£9,865	£2,586	63.3	10	6
05/04/19	£605	£538	£67	£46	£11,434	£2,558	57.1	8	0
05/04/18	£559	£482	£77	£56	£11,374	£2,470	61.5	5	0
05/04/17	£602	£533	£68	£91	£11,323	£2,383	53.6	5	0
05/04/16	£639	£607	£32	£80	£10,384	£2,292	45.3	5	0
05/04/15	£541	£467	£75	£175	£10,982	£2,285	58.8	6	0
05/04/14	£543	£428	£115	£153	£10,749	£2,206	61.9	6	0
05/04/13	£521	£380	£141	£101	£10,342	£2,054	64.9	6	0
05/04/12	£534	£461	£73	£78	£9,409	£1,855	48.3	6	0
05/04/11	£573	£319	£254	£75	£9,518	£1,799	67.7	5	0
05/04/10	£516	£304	£211	£85	£9,037	£1,473	58.1	4	0
05/04/09	£558	£394	£164	£84	£7,375	£1,344	40.9	4	0
05/04/08	£582	£572	£9	£89	£8,738	£1,109	23.2	4	0
05/04/07	£536	£529	£7	£72	£9,669	£1,113	25.2	4	0
05/04/06	£479	£330	£149	£0	£0	£0	n/a	0	0
05/04/05	£488	£312	£176	£0	£0	£0	n/a	0	0
05/04/04	£448	£315	£133	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 156%
Unrestricted Funds/Total Funds: 19%
Reserves/Spending: 28.2 months
Net Current Assets/Spending: -8 months
Quick Ratio: 0.4

Asset Split ?

Established: 43 years

www.pmmct.org.uk

info@pmmct.org.uk

02079370415

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Herefordshire, Merton,

Who it helps

The General Public/Mankind

Who works here?

11 employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Gender Split

Based on 10/11 persons

DR LINDSAY RAYMONDE CLIFFORD STAINTON

ANDREW KEAN Appointed: 2023

EDWARD HENRY BONHAM-CARTER

GABRIEL ALEXANDER MICHAEL WALSH Appointed: 2013

JOHN FREDERICK HARKNESS

PETER HENRY CHARLES RICHEY

PATRICK MCILROY Appointed: 2023

TOBIAS AXEL MUNTHE

TURI BENJAMIN MUNTHE

ADAM JOHN AXEL RUSSELL MUNTHE Appointed: 1997, Other trusteeships: THE EAST WEST EDUCATIONAL TRUST, HELLENSMUSIC,

MARTIN DRURY, Other trusteeships: THE FARINGDON COLLECTION TRUST, THE SOCIETY OF DILETTANTI CHARITABLE TRUST FUND, THE CLAPHAM SOCIETY, THE WALLACE COLLECTION FOUNDATION, PROJECT HOUGOUMONT LIMITED, WENTWORTH WOODHOUSE PRESERVATION TRUST,

Legal constitution

Charity registered in England & Wales on 24/09/1981, number: 283266

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

5 EARLS WALK
LONDON
W8 6EP

Objectives

(A) THE PRESERVATION, RESTORATION AND MAINTENANCE FOR THE BENEFIT OF THE PUBLIC OF HELLEN'S MUCH MARCLE AND THE CONTENTS THEREOF, ALONQ WITH SUCH OF THE FORMER CONTENTS OF SOUTHSIDE HOUSE, WIMBLEDON, BEING OF SIGNIFICANT ARTISTIC AND/OR HISTORIC VALUE, AS MAY REASONABLY BE ACCOMMODATED AND DISPLAYED AT HELLENS MUCH MARCLE; AND(B) THE USE OF THE SAID PROPERTY FOR THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY MEANS WHICH ARE COMPATIBLE WITH MAINTENANCE OF THE PROPERTY FOR THE BENEFIT OF THE PUBLIC AND IN KEEPING WITH ITS HISTORIC NATURE.

Defined Area of Benefit:

HEREFORDSHIRE

Data Sources