Finance Score: -7

Governance Score: 5

Support Score: 5

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

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

Grant maker support: +5

Overall GiG Score: 3

THE KELMARSH TRUST

Environment/ Conservation/ Heritage including education and access for the general public

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
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 age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £11,245,549 available, equivalent to 115 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

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	£1,072	£1,174	£-102	£149	£27,780	£11,246	114.9	11	95
31/03/22	£1,212	£1,013	£199	£105	£28,078	£11,742	139.1	11	95
31/03/21	£1,133	£850	£284	£29	£27,405	£10,907	154	9	93
31/03/20	£1,083	£1,031	£52	£98	£26,606	£10,116	117.8	12	93
31/03/19	£1,197	£1,246	£-49	£211	£22,128	£8,923	85.9	16	96
31/03/18	£1,833	£1,513	£319	£200	£22,148	£8,970	71.1	16	0
31/03/17	£1,551	£1,087	£464	£221	£21,489	£8,998	99.4	19	0
31/03/16	£1,271	£1,378	£-108	£280	£16,324	£7,905	68.8	20	0
31/03/15	£1,253	£1,253	£0	£290	£16,532	£8,116	77.7	16	0
31/03/14	£1,095	£965	£130	£187	£16,466	£7,987	99.3	14	0
31/03/13	£1,171	£1,273	£-102	£193	£16,253	£7,830	73.8	13	0
31/03/12	£1,113	£1,020	£93	£229	£16,191	£7,980	93.9	13	0
31/03/11	£894	£1,016	£-122	£175	£13,058	£7,785	92	14	0
31/03/10	£765	£726	£39	£97	£13,070	£7,797	128.9	17	0
31/03/09	£732	£704	£29	£106	£12,717	£7,443	126.9	17	0
31/03/08	£732	£698	£35	£87	£13,095	£7,822	134.5	15	0
31/03/07	£704	£773	£-69	£117	£13,140	£7,866	122.1	15	0
31/03/06	£534	£602	£-68	£0	£0	£0	n/a	0	0
31/03/05	£670	£739	£-68	£0	£0	£0	n/a	0	0
31/03/04	£598	£587	£12	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 383.3%
Fundraising Costs/Total Spending: 38%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 40%
Reserves/Spending: 114.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.9

Asset Split ?

Established: 38 years
(41 years as a company)

www.kelmarsh.com

lesleydenton@kelmarsh.com

01604686543

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Northamptonshire,

Who it helps

The General Public/Mankind

Who works here?

11 employees
95 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - CRF21 The Kelmarsh Trust
£129,800	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20 The Kelmarsh Trust
£263,600	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to The Kelmarsh Trust
£108,400	26/06/2020	COVID19 The Kelmarsh Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-78

CHRISTOPHER GREVILLE-HEYGATE Appointed: 2023, Occupation: Trustee

DR ROBERT VINCENT MATTHEW HAUGHNEY Appointed: 2023, Occupation: Trustee

HON MRS EMILY MARY ANDERSON Appointed: 2023

CAROLINE BROCKLEHURST Appointed: 2018, Occupation: Director/Trustee

MARK HUMPHREY WILKINSON Appointed: 2023, Occupation: Trustee, Other trusteeship: CAMBRIDGESHIRE GARDENS TRUST,

OLIVER BROOKSHAW (Chair) Appointed: 2019, Occupation: Trustee

RICHARD FLENLEY Appointed: 2011, Occupation: Landscape Designer

STUART JOHN RICHMOND-WATSON Appointed: 2023, Occupation: Trustee, Other trusteeship: THE ST. JOHN THE BAPTIST, PLUMPTON HERITAGE TRUST,

JAMES DAVID LANCASTER Appointed: 2018, Occupation: Director/Trustee, Other trusteeship: MISS LANCASTER'S 1994 CHARITABLE TRUST,

RICHARD KING Appointed: 2019, Occupation: Director, Other trusteeship: MISS LANCASTER'S 1994 CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 12/09/1986, number: 295154
Registered at Companies House on 15/10/1982, number: 01672106

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting 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

Kelmarsh Hall
Main Road
Kelmarsh
Northampton
NN6 9LY

Objectives

THE GENERAL OBJECT OF THE TRUST IS THE ADVANCEMENT OF HISTORIC AND AESTHETIC EDUCATION, AND FOR THE PURPOSE OF CARRYING OUT THAT GENERAL OBJECT THE PRIMARY OBJECTS OF THE TRUST ARE IN PARTICULAR:- (A) TO PRESERVE FOR THE BENEFIT OF THE NATION MONUMENTS BUILDINGS OF NATIONAL HISTORIC OR ARCHITECTURAL OR ARTISTIC INTEREST AND IMPORTANCE ANDTO PROTECT AND IMPROVE THE AMENITIES OF SUCH BUILDINGS AND THEIR SURROUNDINGS. (B) TO PRESERVE FOR THE BENEFIT OF THE NATION AND AS AN ADJUNCT TO ANY SUCH BUILDINGS AS AFORESAID FURNITURE PICTURES AND OTHER CHATTELS OF NATIONAL HISTORIC OR ARTISTIC INTEREST. (C) TO FACILITATE THE ACCESS TO AND THE STUDY AND APPLICATION OF SUCH BUILDINGS (AND THEIR SURROUNDINGS) FURNITURE PICTURES AND CHATTELS AS AFORESAID BY THE GENERAL PUBLIC.

Defined Area of Benefit:

KELMARSH

Data Sources