Finance Score: 1

Governance Score: -3

Support Score: 3

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2

Narrow trustee age band: -2
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 1

HOWICK TRUSTEES LIMITED

Maintenance and development of garden and wild source arboretum at Howick, together with the surrounding countryside, all in an AONB. Conservation of environment including 1 1/2 miles of coastline in a SSSI. Nature education programme for children with local schools.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£786	£1,014	£-229	£0	£3,562	£3,562	42.1	24	65
31/03/22	£819	£930	£-111	£0	£4,232	£4,232	54.6	23	67
31/03/21	£697	£741	£-44	£299	£4,212	£4,212	68.2	12	77
31/03/20	£650	£969	£-319	£0	£3,688	£3,688	45.7	20	56
31/03/19	£639	£1,058	£-419	£0	£4,408	£4,408	50	20	60
31/03/18	£624	£844	£-221	£0	£4,706	£4,706	66.9	20	0
31/03/17	£599	£656	£-57	£0	£4,923	£4,723	86.4	11	0
31/03/16	£597	£614	£-16	£0	£4,630	£4,520	88.4	11	0
31/03/15	£634	£608	£26	£9	£4,705	£4,591	90.7	11	0
31/03/14	£543	£581	£-38	£10	£4,393	£4,393	90.8	11	0
31/03/13	£492	£597	£-104	£0	£0	£0	n/a	0	0
31/03/12	£479	£523	£-44	£0	£0	£0	n/a	0	0
31/03/11	£489	£543	£-55	£0	£0	£0	n/a	0	0
31/03/10	£501	£539	£-38	£153	£4,130	£4,130	91.9	10	0
31/03/09	£480	£505	£-25	£0	£0	£0	n/a	0	0
31/03/08	£442	£443	£-2	£0	£0	£0	n/a	0	0
31/03/07	£430	£420	£10	£0	£0	£0	n/a	0	0
31/03/06	£409	£456	£-47	£0	£0	£0	n/a	0	0
31/03/05	£407	£368	£39	£0	£0	£0	n/a	0	0
31/03/04	£349	£418	£-68	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 42.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.1

Asset Split ?

Established: 49 years

www.howickhallgardens.com

estateoffice@howickuk.com

01665577285

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides buildings/facilities/open space

Where it operates

Northumberland,

Who it helps

The General Public/Mankind

Who works here?

24 employees
65 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-60

DAVID GILCHRIST KNOTT Appointed: 2020, Occupation: Curator

HON DAVID CHARLES EVELYN BARING (Chair), Occupation: Doctor Of Medicine

MARK BRIDGEMAN Appointed: 2008, Occupation: Fund Manager

MATTHEW GEORGE DARBY Appointed: 2018, Occupation: Farmer

SIR WALTER JOHN BUCHANAN RIDDELL Appointed: 2016, Occupation: Company Director

VICTORIA JANE BARING Appointed: 2019, Occupation: Doctor Of Medicine

GEORGE CHARLES NICHOLAS LANE FOX Appointed: 2022, Occupation: None, Other trusteeship: Woodmeadow Trust,

Legal constitution

Charitable company registered in England & Wales on 18/06/1975, number: 504347
Registered at Companies House on 18/04/1975, number: 01208214

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media 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

HOWICK TRUSTEES LIMITED
HOWICK GARDENS
HOWICK
ALNWICK
NORTHUMBERLAND
NE66 3LB

Objectives

1.THE ACQUISITION AND PRESERVATION AND CONSERVATION AND IMPROVEMENT FOR THE BENEFIT OF THE PUBLIC OF PLACES OF HISTORICAL OR ARCHAEOLOGICAL INTEREST OR OF NATURAL OR OF NATURAL OR CULTIVATED BEAUTY IN NORTHUMBERLAND AND THE PROVISION OF READY ACCESS TO THEM BY THE PUBLIC.2.TO ADVANCE THE EDUCATION OF THE PUBLIC IN MATTERS OF CONSERVATION, HORTICULTURE, ARCHITECTURE, THE ARTS AND THE HISTORY OF HOWICK AND THE SURROUNDING AREA IN PARTICULAR BY THE DISPLAY AND EXHIBITIONS OF RELATED ARTWORK AND THE SUPPLY OF INTERPRETIVE AND EDUCATIONAL MATERIALS.

Defined Area of Benefit:

NORTHUMBERLAND

Data Sources