Finance Score: 7

Governance Score: 3

Support Score: 4

Liabilities <10%: +3
Income diversified: +3
Multiple Deficits: -2
Fundraising costs low: +3

Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 14

BRANTWOOD (JOHN RUSKIN MEMORIAL TRUST)

To administer Brantwood as a permanent memorial to John Ruskin and as a museum, to which members of the public shall have access, containing collections of drawings, books and objects of interest connected with John Ruskin; and as a place of study and recreation for students, teachers and professors and such other members of the public as may from time to time be approved bythe Management Trustees

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
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 gender

Financial issues to consider:

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
31/12/22		£597	£557	£40	£20	£1,791	£299	6.4	18	6
31/12/21		£405	£464	£-59	n/a	n/a	n/a	n/a	n/a	4
31/12/20		£577	£357	£219	£2	£1,810	£398	13.4	13	4
31/12/19		£579	£488	£91	£45	£1,551	£9	0.2	13	6
31/12/18		£313	£390	£-77	£0	£0	£0	n/a	0	5
31/12/17		£337	£405	£-68	£0	£0	£0	n/a	0	0
31/12/16		£564	£370	£194	£34	£1,446	£180	5.8	15	0
31/12/15		£350	£387	£-37	£0	£0	£0	n/a	0	0
31/12/14		£293	£362	£-69	£0	£0	£0	n/a	0	0
31/12/13		£276	£378	£-102	£0	£0	£0	n/a	0	0
31/12/12		£281	£347	£-67	£0	£0	£0	n/a	0	0
31/12/11		£287	£371	£-83	£0	£0	£0	n/a	0	0
31/12/10		£273	£363	£-90	£0	£0	£0	n/a	0	0
31/12/09		£253	£336	£-84	£0	£0	£0	n/a	0	0
31/12/08		£280	£314	£-34	£0	£0	£0	n/a	0	0
31/12/07		£268	£310	£-43	£0	£0	£0	n/a	0	0
31/12/06	*	£262	£318	£-57	£0	£0	£0	n/a	0	0
31/12/05		£272	£311	£-39	£0	£0	£0	n/a	0	0
31/12/04	*	£820	£310	£511	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.4%
Fundraising Costs/Total Spending: 3.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 17%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.2

Asset Split ?

Established: 61 years

www.brantwood.org.uk

howard@brantwood.org.uk

01539441396

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

18 employees
6 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 - Museum Estate and Development fund
£189,870	09/02/2022	This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance ....more This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance backlogs which are beyond the scope of day-to-day maintenance budgets.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Gender Split

Based on 5/6 persons

THE EDUCATION TRUST LTD

CHARLOTTE JANE GERRAN ROBINS Appointed: 2019

PROFESSOR ROBERT ALWYN PETRIE HEWISON

PROFESSOR STUART WALKER Appointed: 2016

THE HONOURABLE MRS CATHERINE GERRAN EDWARDS, Other trusteeship: THE JACK IMBER CHARITABLE TRUST,

NICHOLA JOHNSON Appointed: 2013, Occupation: Retired Museum Director, Other trusteeships: THE GUILD OF ST GEORGE, WESSEX ARCHAEOLOGY LIMITED,

Legal constitution

Charity registered in England & Wales on 15/02/1963, number: 504743

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR06: 365 days late, AR04: 143 days late,

Recent reorganisation events:

Asset transfer in from THE RUSKIN FOUNDATION on 09/03/2020

Main office

BRANTWOOD LODGE
CONISTON
LA21 8AD

Objectives

A) A PERMANENT MEMORIAL TO JOHN RUSKIN AS A PUBLIC MUSEUM. B) A PLACE OF STUDY AND RECREATION FOR MEMBERS OF UNIVERSITIES COLLEGES AND OTHER PLACES OF EDUCATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources