Finance Score: -2

Governance Score: 2

Support Score: 6

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Pension deficit: -5

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

Overall weighted support: +6

Overall GiG Score: 6

CHATSWORTH HOUSE TRUST

Opening the House and gardens and part at Chatsworth every day from mid March to Christmas.Holding various events and exhibitions.Offering educational programmes for school visits and self-led activities. Holding an annual Country Fair.Holding international horse trials and other sporting events. Allowing use of grounds and buildings for other charity activities.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
The Board appears to be well diversified in terms of age

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 unrestricted reserves are available
There is a pension deficit of £8,723,342

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		£17,407	£15,845	£1,562	£2,156	£29,413	£28,639	21.7	311	174
31/03/22		£13,937	£11,461	£2,475	£771	£26,446	£25,666	26.9	153	157
31/03/21		£7,442	£10,078	£-2,635	£381	£22,391	£21,617	25.7	127	174
31/03/20		£14,786	£13,930	£856	£1,840	£25,427	£24,653	21.2	164	174
31/03/19		£14,790	£13,557	£1,233	£1,785	£25,550	£24,761	21.9	157	98
31/03/18		£14,991	£16,121	£-1,130	£1,152	£23,824	£23,047	17.2	156	0
31/03/17		£13,203	£13,218	£-15	£1,119	£26,156	£25,382	23	150	0
31/03/16?		£13,639	£15,583	£-1,944	£1,333	£24,603	£23,822	18.3	143	0
31/12/14	*	£11,735	£10,628	£1,107	£190	£25,607	£25,607	28.9	142	0
31/12/13		£10,859	£11,435	£-576	£179	£25,290	£25,290	26.5	138	0
31/12/12		£10,716	£10,374	£342	£180	£24,906	£24,906	28.8	138	0
31/12/11		£8,724	£10,540	£-1,817	£38	£24,229	£24,229	27.6	133	0
31/12/10		£13,377	£11,550	£1,828	£46	£25,395	£25,395	26.4	134	0
31/12/09		£8,185	£10,742	£-2,557	£45	£23,179	£23,179	25.9	135	0
31/12/08		£7,880	£6,291	£1,589	£1,348	£28,973	£28,973	55.3	131	0
31/12/07		£7,390	£6,212	£1,178	£1,953	£29,389	£29,389	56.8	143	0
31/12/06?		£7,082	£6,108	£974	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£6,778	£5,345	£1,433	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£5,867	£4,899	£968	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 17.1%
Fundraising Costs/Total Spending: 13.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 9%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 21.7 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.4

Asset Split ?

Balance Sheet History

Established: 44 years

www.chatsworth.org

info@chatsworth.org

01246565300

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Derbyshire,

Who it helps

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
National Lottery Heritage Fund - Grant to Chatsworth House Trust
£422,111	01/03/2023	Celebrating the Cascade at Chatsworth
DCMS - The Stables, Chatsworth House
£15,000	01/02/2021	Prevent further water damage to the Grade I listed Former Stables at Chatsworth through repairing the leaking roof and rainwater disposal repairs to the gutters, downpipes and tiles. Prevent further deterioration and erosion, decay to adjacent ....more Prevent further water damage to the Grade I listed Former Stables at Chatsworth through repairing the leaking roof and rainwater disposal repairs to the gutters, downpipes and tiles. Prevent further deterioration and erosion, decay to adjacent timbers, and risk of decay to embedded timbers and corrosion of iron fixings.
DCMS - ALB-Historic England-Chatsworth
£174,713	01/04/2020	This is an 80% grant from the Programme of Major Works to the Chatsworth Estate for the renewal of the HV cable to the house.
National Lottery Heritage Fund - Grant to Chatsworth House Trust
£80,000	15/03/2016	The Game Larder: a landscape heritage interpretation project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 44-71

DR ROBERT NICHOLAS CULLINAN Appointed: 2022, Occupation: Director

EDWARD ROLAND HASLEWOOD PERKS Appointed: 2009, Occupation: Solicitor

HENRY MARK WYNDHAM Appointed: 2004, Occupation: Auctioneer

LORD WILLIAM BURLINGTON (Chair) Appointed: 2020, Occupation: Director

MARK WILLIAM FANE Appointed: 2015, Occupation: Company Director

NISHI SOMAIYA GROSE Appointed: 2021, Occupation: Investment Banker

THE DUKE OF DEVONSHIRE

THE HON MRS C CHETWOOD

Legal constitution

Charitable company registered in England & Wales on 06/03/1981, number: 511149
Registered at Companies House on 23/01/1981, number: 01541046

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
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

19 returns made; AR14: 22 days late,

Recent reorganisation events:

Asset transfer in from THE DEVONSHIRE EDUCATIONAL TRUST on 12/04/2023

Main office

CHATSWORTH HOUSE TRUST
THE ESTATE OFFICE
EDENSOR
BAKEWELL
DERBYSHIRE
DE45 1PJ

Objectives

TO PRESERVE FOR THE PUBLIC BENEFIT THE MANSION HOUSE KNOWN AS CHATSWORTH HOUSE IN DERBYSHIRE TOGETHER WITH ITS ANCILLARY BUILDINGS GARDENS ARBORETA WOODLANDS AND PARK ('CHATSWORTH') AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF CHATSWORTH AS A PLACE OF HISTORIC AND ARCHITECTURAL INTEREST AND NATURAL BEAUTY. (FOR FURTHER DETAILS SEE MEMORANDUM AND ARTICLES OF ASSOCIATION).

Defined Area of Benefit:

NOT DEFINED

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children