Finance Score: -5

Governance Score: 3

Support Score: 3

Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 1

SAMLESBURY HALL TRUST

Grade 1 listed manor house and grounds open to public and visitors.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
More than half of total income was derived from trading and fees in the latest year
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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		£1,758	£1,545	£214	£1,237	£1,663	£1,511	11.7	54	10
31/12/21		£1,247	£1,337	£-90	£893	£1,458	£1,296	11.6	46	10
31/12/20		£777	£957	£-180	£701	£1,531	£1,269	15.9	38	10
31/12/19		£1,244	£1,353	£-109	£1,142	£1,738	£1,558	13.8	50	10
31/12/18		£1,628	£1,149	£479	£927	£1,840	£1,650	17.2	51	10
31/12/17		£1,179	£1,216	£-37	£943	£1,361	£1,163	11.5	53	0
31/12/16		£1,192	£1,049	£144	£834	£1,393	£1,059	12.1	49	0
31/12/15		£187	£204	£-17	£0	£0	£0	n/a	0	0
31/12/14		£855	£773	£82	£19	£1,207	£938	14.6	35	0
31/12/13		£965	£783	£182	£20	£1,126	£850	13	35	0
31/12/12		£843	£786	£57	£630	£908	£700	10.7	34	0
31/12/11		£788	£758	£30	£615	£834	£648	10.3	33	0
31/12/10	*	£183	£164	£19	£0	£0	£0	n/a	0	0
31/12/09		£149	£136	£12	£0	£0	£0	n/a	0	0
31/12/08		£210	£140	£70	£0	£0	£0	n/a	0	0
31/12/07		£172	£127	£45	£0	£0	£0	n/a	0	0
31/12/06		£179	£100	£80	£0	£0	£0	n/a	0	0
31/12/05		£92	£95	£-2	£0	£0	£0	n/a	0	0
31/12/04		£147	£121	£26	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1638.3%
Fundraising Costs/Total Spending: 80.1%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 26%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 11.7 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.8

Asset Split ?

Established: 61 years

www.samlesburyhall.co.uk

enquiries@samlesburyhall.co.uk

01254812010

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Cheshire West & Chester, Cumbria, Lancashire,

Who it helps

The General Public/Mankind

Who works here?

54 employees
10 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 - CRF20: Samlesbury Hall Limited
£388,100	14/10/2020	Culture Recovery Fund for Heritage 2020-21

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

CATHERINE MALLORD Appointed: 2017

DUNCAN ISHERWOOD

DAVID MCCRAITH Appointed: 2018

JASON KARL Appointed: 2023

JENNIFER CLOUGH Appointed: 2021

PETER CLANCY

RONALD ASHTON Appointed: 2019

GREGORY TURNER Appointed: 2012, Other trusteeship: QUEEN ELIZABETH'S GRAMMAR SCHOOL BLACKBURN LIMITED,

LILLIAN CROSTON Appointed: 2016, Other trusteeships: THE PEEL FOUNDATION SCHOLARSHIP FUND, ROSSALL SCHOOL,

Legal constitution

Charity registered in England & Wales on 03/10/1963, number: 526052

Gift Aid

NOT 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: 14 days late,

Main office

SAMLESBURY HALL
PRESTON NEW ROAD
SAMLESBURY
PRESTON
PR5 0UP

Objectives

TO PRESERVE THE MANSION HOUSE AS A PLACE OF HISTOICAL INTEREST AND TO PERMIT THE INHABITANTS OF BLACKBURN AND THE PUBLIC GENERALLY TO HAVE THE USE AND ENJOYMENT OF THE SAID MANSION HOUSE AND GROUNDS AS A MUSEUM, RECREATION GROUND OR PARK.

Defined Area of Benefit:

BLACKBURN AND NEIGHBOURHOOD

Data Sources