Finance Score: -2

Governance Score: 3

Support Score: 3

Multiple Deficits: -2
No PartB

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 4

THE STRATFIELD SAYE PRESERVATION TRUST

TO MAINTAIN AND RESTORE STRATFIELD SAYE HOUSE AND THE CHATTELS RELATING TO THE FIRST DUKE OF WELLINGTON AND OPENING THE HOUSE TO THE PUBLIC.

Analysis by Giving is Great

Positives:

The charity has received Government grants
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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
31/12/22		£372	£535	£-162	n/a	n/a	n/a	n/a	n/a
31/12/21		£472	£599	£-127	n/a	n/a	n/a	n/a	n/a
31/12/20		£288	£566	£-278	n/a	n/a	n/a	n/a	n/a
31/12/19		£400	£626	£-226	n/a	n/a	n/a	n/a	n/a
31/12/18		£422	£592	£-170	£0	£0	£0	n/a	0
31/12/17		£459	£552	£-92	£0	£0	£0	n/a	0
31/12/16		£412	£537	£-125	£0	£0	£0	n/a	0
31/12/15		£545	£570	£-26	£5	£2,771	£2,771	58.3	5
31/12/14		£607	£437	£170	£5	£2,728	£2,728	74.9	4
31/12/13		£618	£349	£268	£5	£2,365	£2,365	81.3	5
31/12/12		£216	£357	£-141	£0	£0	£0	n/a	0
31/12/11		£560	£253	£307	£8	£1,825	£1,825	86.5	4
31/12/10		£344	£344	£0	£0	£0	£0	n/a	0
31/12/09		£171	£222	£-51	£0	£0	£0	n/a	0
31/12/08		£166	£280	£-113	£0	£0	£0	n/a	0
31/12/07	*	£217	£266	£-49	£0	£0	£0	n/a	0
31/12/06		£199	£296	£-98	£0	£0	£0	n/a	0
31/12/05	*	£231	£297	£-65	£0	£0	£0	n/a	0
31/12/04		£176	£283	£-107	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 40 years

www.wellingtonestates.co.uk

info@wellingtonestates.co.uk

01256882694

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

BARON PIERS BARON VON WESTENHOLZ

LORD RANDAL ANTRIM Appointed: 2012

THE HON. EDWARD CLIVE

THE MARCHIONESS OF DOURO

LADY RACHEL BILLINGTON, Other trusteeships: THE SIOBHAN DOWD TRUST, FRANK LONGFORD CHARITABLE TRUST, THE TABLET TRUST,

Legal constitution

Charity registered in England & Wales on 21/09/1984, number: 289822

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR07: 41 days late, AR05: 22 days late,

Main office

STRATFIELD SAYE ESTATE OFFICE
STRATFIELD SAYE
READING
RG7 2BT

Objectives

FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT BUT IN PARTICULAR TO ACQUIRE RESTORE AND PRESERVE FOR THE PUBLIC BENEFIT STRATFIELD SAYE HOUSE AND OTHER BUILDINGS IN THE PARISH OF STRATFIELD SAYE OR ITS VICINITY OR ELSEWHERE WHICH ARE (WHETHER IN THEMSELVES OR AS PART OF THEIR SURROUNDINGS) OF PARTICULAR BEAUTY OR OF PARTICULAR ARCHITECTURAL OR HISTORIC INTERESTS OR WHICH ARE OF GENERAL BENEFIT TO THE TRUST FUND.

Defined Area of Benefit:

STRATFIELD SAYE AND SURROUNDING DISTRICT

Data Sources