Finance Score: 2

Governance Score: 3

Support Score: 7

Positive trading contribution: +2;Strong growth: +2
Deficit latest year: -2

Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 12

WESTON PARK FOUNDATION

The charity continues to carry out a maintenance programme to preserve for the public benefit the grounds, buildings, furniture and chattels at Weston Park. To the extent that finance is available, it endeavours to improve the facilities available to the public. It also encourages visitors, recreation and the educational use of its facilities. Trading activities are carried out by its subsidiary.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 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 gender

Financial issues to consider:

Income was significantly lower than spending in the latest year

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		£3,045	£4,018	£-973	£1,822	£16,986	£525	1.6	97	100
31/12/21		£3,118	£3,211	£-93	£1,517	£18,710	£1,121	4.2	54	100
31/12/20		£1,861	£2,027	£-166	£957	£17,698	£1,131	6.7	48	100
31/12/19		£1,666	£2,081	£-415	£806	£17,316	£758	4.4	38	100
31/12/18		£1,951	£2,022	£-71	£812	£16,910	£1,001	5.9	35	100
31/12/17		£1,823	£2,341	£-518	£713	£17,522	£807	4.1	34	0
31/12/16		£2,177	£2,479	£-302	£736	£17,613	£1,097	5.3	35	0
31/12/15		£2,076	£2,535	£-459	£1,130	£17,130	£1,035	4.9	49	0
31/12/14		£2,661	£3,209	£-549	£1,746	£17,636	£904	3.4	68	0
31/12/13		£2,909	£3,395	£-486	£1,962	£18,256	£1,388	4.9	71	0
31/12/12		£3,345	£2,981	£365	£2,050	£18,186	£1,806	7.3	5	0
31/12/11		£1,032	£995	£37	£21	£16,665	£417	5	4	0
31/12/10	*	£982	£1,099	£-117	£92	£8,201	£337	3.7	4	0
31/12/09		£1,554	£1,728	£-174	£92	£7,376	£389	2.7	0	0
31/12/08		£1,402	£1,469	£-66	£86	£6,818	£515	4.2	2	0
31/12/07		£904	£970	£-66	£110	£6,219	£531	6.6	2	0
31/12/06		£822	£897	£-75	£0	£0	£0	n/a	0	0
31/12/05		£825	£671	£153	£0	£0	£0	n/a	0	0
31/12/04		£801	£724	£77	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 6%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.8

Asset Split ?

Established: 37 years

www.weston-park.com

tracey@weston-park.com

01952852103

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Shropshire, Staffordshire,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

97 employees
100 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
National Lottery Heritage Fund - Grant to Weston Park Foundation
£73,240	25/05/2023	Weston Park Foundations
DCMS - Weston Park - Grants for Programmes of Major Works
£410,637	01/04/2021	Waterproofing and roof repair to Weston Hall.
DCMS - Temple of Diana, Weston Park
£18,750	01/02/2021	Stonework repairs. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage ....more Stonework repairs. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
DCMS - Temple of Diana, Weston Park
£6,250	01/02/2021	Stonework repairs. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage ....more Stonework repairs. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-69

HARRY JAMES RODOLPH KENYON-SLANEY Appointed: 2023, Occupation: Company Director

CHARLES WILLIAM MOYLE Appointed: 2018, Occupation: Managing Director

MARK GEORGE ORLANDO BRIDGEMAN Appointed: 2013, Occupation: Farmer

NICHOLAS DAVID TOWNSEND CRAWLEY Appointed: 2020, Occupation: Hotelier

THE HON MRS SELINA LUCY GRAHAM Appointed: 2017, Occupation: Chief Executive, Other trusteeships: SLANEY'S ALMSHOUSE CHARITY, The Cavalier Centre Ltd,

CHRISTINA KENYON-SLANEY (Chair) Appointed: 2015, Occupation: Marketing & Pr Consultant, Other trusteeships: THE PRESTON TRUST HOMES CHARITY, FRIENDS OF ST ANDREWS CHURCH RYTON AND GRINDLE,

Legal constitution

Charitable company registered in England & Wales on 19/12/1986, number: 518325
Registered at Companies House on 20/11/1986, number: 02076097

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; AR10: 26 days late,

Main office

Weston Hall
Weston-under-Lizard
SHIFNAL
TF11 8LE

Objectives

TO ADVANCE EDUCATION AND TO AID SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW TO BE EXCLUSIVELY CHARITABLE AND IN PARTICULAR 1) TO PRESERVE FOR THE PUBLIC BENEFIT THE WHOLE OR SUCH PARTS OF THE BUILDINGS AND THEIR GROUNDS AND SURROUNDING PARKLAND AND FARMLAND KNOWN AS WESTON PARK SHROPSHIRE. 2) TO PRESERVE FOR THE PUBLIC BENEFIT FURNITURE AND PICTURES AND CHATTELS OF ANY DESCRIPTION ORDINARILY KEPT AT WESTON PARK. (FOR FURTHER DETAILS SEE MEMORANDUM & ARTICLES OF ASSOCIATION)

Defined Area of Benefit:

NOT DEFINED

Data Sources