Finance Score: 1

Governance Score: 5

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 6

JAGUAR DAIMLER HERITAGE TRUST

To establish and maintain for the benefit of the nation a permanent collection of archive material,artefacts and motor vehicles manufactured and sold by Jaguar Land Rover Ltd,Jaguar Cars Ltd and all its predecessor companies which are of actual or potential historic,scientific importance and educational value.To exhibit,demonstrate and allow public access to these vehicles and artefacts.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,737,077 available, equivalent to 84 months of spending and so may not be able to utilise additional funding

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		£772	£816	£-43	£7	£5,737	£5,737	84.4	10	25
31/12/21		£801	£740	£60	£7	£5,811	£5,811	94.2	9	25
31/12/20		£773	£655	£117	£7	£5,750	£5,750	105.3	7	25
31/12/19		£807	£735	£72	£7	£5,610	£5,610	91.6	7	25
31/12/18		£796	£756	£40	£7	£5,538	£5,538	87.8	7	25
31/12/17		£751	£749	£2	£7	£5,477	£5,477	87.7	7	0
31/12/16		£709	£662	£47	£7	£5,476	£5,476	99.3	7	0
31/12/15	*	£1,022	£939	£83	£35	£5,429	£5,429	69.4	10	0
31/12/14		£1,381	£1,329	£52	£19	£2,250	£2,215	20	17	0
31/12/13		£1,381	£1,311	£70	£12	£2,198	£2,159	19.8	17	0
31/12/12		£2,890	£2,442	£448	£12	£2,128	£2,085	10.2	17	0
31/12/11		£1,880	£1,737	£143	£10	£1,680	£1,613	11.1	20	0
31/12/10		£1,661	£1,468	£193	£10	£1,537	£1,375	11.2	18	0
31/12/09		£1,755	£1,549	£205	£10	£1,344	£1,179	9.1	15	0
31/12/08		£325	£241	£84	£0	£0	£0	n/a	0	0
31/12/07	*	£464	£303	£161	£0	£0	£0	n/a	0	0
31/12/06	*	£855	£898	£-42	£0	£0	£0	n/a	0	0
31/12/05	*	£468	£474	£-5	£0	£0	£0	n/a	0	0
31/12/04	*	£290	£323	£-33	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 0.9%
Senior Staff Costs/Total Spending: 19%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 84.4 months
Net Current Assets/Spending: 28 months
Quick Ratio: 24.5

Asset Split ?

Established: 41 years

www.jaguarheritage.com

Trustees@jaguarheritage.com

02476564423

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

Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

10 employees
25 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: 45-80

ANNA GALLAGHER Appointed: 2021, Occupation: Director

KEVIN JOHN STRIDE Appointed: 2023, Occupation: Chartered Engineer

PAUL JONATHAN BARRITT Appointed: 2023, Occupation: Director

BARRIE ARTHUR THRUSSELL Appointed: 2000, Occupation: Managing Director Operations D

MARTYN PAUL HOLLINGSWORTH Appointed: 2019, Occupation: Retired, Other trusteeship: SIR WILLIAM LYONS CHARITABLE TRUST,

PETER GRAHAM READ Appointed: 2018, Occupation: Company Director

RICHARD CHARLES OSBORNE SHORE Appointed: 2019, Occupation: Director Business Transformation

STUART GRENVILLE DYBLE Appointed: 2000, Occupation: Head Of Sport 19 Entertainment

JOSEPH WARDEN ELLIOTT Appointed: 2010, Occupation: Company Director, Other trusteeship: CULTURE COVENTRY,

Legal constitution

Charitable company registered in England & Wales on 15/06/1983, number: 286863
Registered at Companies House on 25/03/1983, number: 01709907

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR15: 23 days late, AR07: 12 days late, AR06: 14 days late, AR05: 6 days late, AR04: 14 days late,

Main office

Jaguar Daimler Heritage Trust
Collections Centre
British Motor Museum
Banbury Road
Gaydon
CV35 0BJ

Objectives

4. THE CHARITY IS ESTABLISHED FOR THE PUBLIC BENEFIT AND TO ADVANCE THE EDUCATION OF THE PUBLIC. THE CHARITY'S OBJECTS ARESPECIFICALLY RESTRICTED TO THE FOLLOWING:(1) TO ESTABLISH AND MAINTAIN FOR THE BENEFIT OF THE NATION A PERMANENT COLLECTION OF MOTOR VEHICLES MANUFACTUREDAND SOLD BY JAGUAR LAND ROVER LIMITED AND ITS PREDECESSOR COMPANIES UNDER THE MARQUE NAMES OF SWALLOW, SS, JAGUAR, DAIMLER AND LANCHESTER TOGETHER WITH THE HISTORIC ARCHIVES AND ARTEFACTS RELATING TO JAGUAR LAND ROVER LIMITED AND ITS PREDECESSOR COMPANIES WHERE SUCH VEHICLES, ARCHIVES AND ARTEFACTS ARE OF ACTUAL OR POTENTIAL HISTORIC OR SCIENTIFIC IMPORTANCE AND EDUCATIVE VALUE.(2) TO EXHIBIT TO THE PUBLIC SUCH VEHICLES AND ARTEFACTS AS AFORESAID BY MEANS OF EITHER TEMPORARY OR PERMANENT EXHIBITIONS AND TO DEMONSTRATE AND ASSIST IN DEMONSTRATING TO THE PUBLIC THE WORKING AND OPERATION OF ANY SUCH VEHICLES,ARTEFACTS AND EQUIPMENT AND TO PROVIDE PUBLIC ACCESS TO THE ARCHIVE MATERIAL.

Defined Area of Benefit:

NOT DEFINED

Data Sources