Finance Score: 2
Governance Score: 5
Support Score: 2
  • Liabilities <10%: +3
  • Poor Liquidity: -1
  • Good Reserves: +1Reasonable growth: +1
  • Multiple Deficits: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • Overall weighted support: +2
Overall GiG Score: 9 ?

THE DITCHLEY FOUNDATION

Ditchley addresses current global challenges and aims to shape the future by connecting people and ideas to "think new things, make new connections." Ditchley aims to deliver on its mission through a programme of events with the majority taking place at Ditchley Park, making full use of this important asset to the Foundation.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • This charity has a robust balance sheet
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • 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:

  • Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,588£3,617£-2,029£71£25,094£25,06983.2560
31/03/22£1,305£3,124£-1,818£120£26,910£26,885103.3490
31/03/21£1,228£2,871£-1,643£49£26,495£26,308110290
31/03/20£1,588£2,726£-1,139£157£24,423£23,671104.2331
31/03/19£2,020£2,561£-541£239£25,028£24,716115.8250
31/03/18£1,080£2,071£-991£221£24,846£24,404141.4250
31/03/17£982£2,022£-1,040£229£25,378£25,294150.1270
31/03/16£755£1,442£-687£218£24,073£23,979199.5300
31/03/15£768£1,617£-848£218£24,903£24,697183.3300
31/03/14£652£1,541£-889£179£23,191£23,063179.6300
31/03/13£711£1,506£-795£142£23,435£23,313185.7290
31/03/12*£1,336£1,371£-35£173£22,354£22,231194.6280
31/03/11£524£1,207£-682£107£21,973£21,865217.5370
31/03/10£608£1,279£-671£135£22,357£22,247208.7390
31/03/09£675£1,295£-621£165£20,698£2152390
31/03/08£1,003£1,257£-255£190£25,145£4,21240.2300
31/03/07£1,077£1,274£-197£197£22,816£3,00428.3290
31/03/06*£941£1,194£-254n/an/an/an/an/an/a
31/03/05£1,179£1,012£166n/an/an/an/an/an/a
31/03/04£562£821£-259n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 13.2%
Fundraising Costs/Total Spending: 4.1%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 2%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 83.2 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.4
Asset Split ?
Balance Sheet History
Established: 63 years
(66 years as a company)

www.ditchley.com

info@ditchley.com

01608677346

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Grant-making foundations
How it operates
  • Acts as an umbrella or resource body
  • Provides buildings/facilities/open space
Where it operates
  • Canada, Oxfordshire, United States,
Who it helps
  • Other Defined Groups
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
The Pilgrim Trust - Grant to The Ditchley Foundation
£10,000 26/02/2020
3
The partial restoration of the Rotunda at Ditchley Park
Dulverton Trust - Catalyst Investment Package
£348,000 14/02/2018
Catalyst Investment Package
Dulverton Trust - the Overseas Participant Travel Fund
£50,000 10/06/2015
the Overseas Participant Travel Fund

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split
Based on 10/12 persons

Age Range of Trustees: 41-71
  • DAVID JOHN MORRISON Appointed: 2022, Occupation: Asset Manager
  • JAMES LANDALE Appointed: 2022, Occupation: Journalist
  • JAMIE MERISOTIS Appointed: 2022, Occupation: Ceo Of Private Foundation
  • LORD JAMES GEORGE BRIDGES Appointed: 2019, Occupation: Senior Adviser
  • LORD PETER BENJAMIN MANDELSON Appointed: 2019, Occupation: Chairman
  • MARJORIE GLASGOW Appointed: 2020, Occupation: Executive
  • PAMELA DOW Appointed: 2021, Occupation: Civil Servant
  • SIR JULIAN KING Appointed: 2021, Occupation: Senior Advisor, Flint Global
  • THE HON ROBERT WILLS Appointed: 2022, Occupation: Director
  • THE HON RUPERT CHRISTOPHER SOAMES Appointed: 2024, Occupation: Chair, Confederation Of British Industry
  • THE MARQUESS OF SALISBURY ROBERT SALISBURY Appointed: 2018
  • THE RT HON LORD HILL OF OAREFORD (Chair) Appointed: 2017
Legal constitution
  • Charitable company registered in England & Wales on 01/05/1962, number: 309657
  • Registered at Companies House on 24/02/1958, number: 00599389
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Engaging external speakers at charity events 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR12: 21 days late, AR06: 1 days late,
Main office

Ditchley Foundation Ltd
Lions Court
Ditchley Park
Enstone
CHIPPING NORTON
Oxfordsh

Objectives

TO PROMOTE, CARRY OUT OR ADVANCE ANY CHARITABLE OBJECTS, AND IN PARTICULAR ANY BRANCHES OR ASPECTS OF EDUCATION LIKELY TO BE FOR THE COMMON BENEFIT OF BRITISH SUBJECTS ON ONE HAND AND CITIZENS IN THE UNITED STATES ON THE OTHER, MAINTENANCE OF A CENTRE FOR STUDY, AND THE PROMOTION OF JOINT STUDY OF ANY PROBLEMS AND QUESTIONS AFFECTING THE UNITED STATES AND THE UNITED KINGDOM. (FOR FURTHER DETAILS SEE GOVERNING INSTRUMENT).

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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