Finance Score: 1

Governance Score: -5

Support Score: 3

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

No conflicts policy: -1
Only 4 Trustees: -1
All male board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -1

THE WILTON HOUSE TRUST

To preserve Wilton House, its contents, gardens and park for the public benefit in accordance with the Charitable Trust Deed creating Wilton House Trust, while continuing to maintain the house as a family home.To manage the Trust lands as an integral part of the Wilton Estate in accordance with the principles of good Estate management

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees
The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £16,633,070 available, equivalent to 134 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
31/12/22	£2,481	£1,490	£992	£38	£16,633	£16,633	134	31
31/12/21	£1,671	£1,647	£24	£24	£16,633	£16,633	121.2	18
31/12/20	£1,436	£1,373	£62	£26	£15,024	£15,024	131.3	14
31/12/19	£1,933	£1,491	£443	£80	£14,425	£14,425	116.1	31
31/12/18	£1,632	£1,418	£214	£78	£13,233	£13,233	112	31
31/12/17	£1,710	£1,990	£-281	£79	£13,105	£13,105	79	31
31/12/16	£7,585	£1,471	£6,114	£0	£13,016	£13,016	106.2	31
31/12/15	£1,523	£1,384	£139	£5	£6,511	£6,511	56.4	24
31/12/14	£1,354	£1,245	£109	£-3	£6,331	£6,331	61	24
31/12/13	£1,288	£1,297	£-9	£7	£6,076	£6,076	56.2	24
31/12/12	£1,205	£1,171	£34	£9	£5,901	£5,901	60.5	24
31/12/11	£1,395	£1,191	£204	£7	£5,687	£5,687	57.3	24
31/12/10	£1,390	£1,150	£239	£8	£5,580	£5,580	58.2	24
31/12/09	£1,251	£1,052	£199	£9	£5,111	£5,111	58.3	24
31/12/08	£1,260	£1,202	£58	£9	£4,716	£4,716	47.1	24
31/12/07	£1,334	£1,060	£275	£16	£5,530	£5,530	62.6	24
31/12/06	£1,093	£862	£231	£0	£0	£0	n/a	0
31/12/05	£904	£1,152	£-248	£0	£0	£0	n/a	0
31/12/04	£894	£971	£-77	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 5.7%
Fundraising Costs/Total Spending: 8.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 134 months
Net Current Assets/Spending: 24 months
Quick Ratio: 11.8

Asset Split ?

Established: 41 years

www.wiltonhouse.com

01722746700

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Wiltshire,

Who it helps

The General Public/Mankind

Who works here?

31 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

HENRY JULIAN NICHOLAS FITZALAN HOWARD Appointed: 2023

HENRY WILLIAM LOWSON Appointed: 2023

WILLIAM GEORGE VERDON-SMITH, Other trusteeship: THE VERDON-SMITH FAMILY CHARITABLE SETTLEMENT,

JOHN MARTIN ROBINSON, Occupation: Historic Buildings Consultant, Other trusteeships: ARUNDEL CASTLE TRUSTEES LIMITED, CHURCHES TRUST FOR CUMBRIA,

Legal constitution

Charity registered in England & Wales on 08/07/1983, number: 287144

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff
Risk management

Filing Record

19 returns made; all on time

Main office

THE ESTATE OFFICE
WILTON ESTATE
WILTON
SALISBURY
SP2 0BJ

Objectives

TO PRESERVE FOR THE PUBLIC BENEFIT THE WHOLE OR SUCH PART OR PARTS OF THE BUILDINGS AND THEIR GROUNDS KNOWN AS WILTON HOUSE IN THE COUNTY OF WILTSHIRE AND SUCH OTHER LAND OR BUILDINGS AS SHALL OR MAY HEREAFTER BE VESTED IN THE TRUST OR IN RESPECT OF W0001

Defined Area of Benefit:

WILTSHIRE

Data Sources