Finance Score: 0

Governance Score: 2

Support Score: 3

No PartB

No conflicts policy: -1
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 5

WILLOUGHBY MEMORIAL TRUST

The Charity established and now maintains a library and art gallery which is open to the public. It promotes the study and education and a knowledge of literature, the arts and music in Lincolnshire by organising art exhibitions, an annual art competition, an annual poetry competition for schools and by giving grants and loans for study, education and knowledge to organisations and individuals.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£40	£37	£3	n/a	n/a	n/a	n/a	n/a	1
31/12/21		£37	£36	£1	n/a	n/a	n/a	n/a	n/a	1
31/12/20		£49	£31	£18	n/a	n/a	n/a	n/a	n/a	1
31/12/19		£40	£35	£5	n/a	n/a	n/a	n/a	n/a	1
31/12/18		£40	£38	£2	£0	£0	£0	n/a	0	1
31/12/17		£37	£40	£-3	£0	£0	£0	n/a	0	0
31/12/16		£36	£36	£0	£0	£0	£0	n/a	0	0
31/12/15		£37	£35	£1	£0	£0	£0	n/a	0	0
31/12/14		£37	£29	£8	£0	£0	£0	n/a	0	0
31/12/13	*	£42	£31	£10	£0	£0	£0	n/a	0	0
31/12/12		£38	£34	£4	£0	£0	£0	n/a	0	0
31/12/11		£37	£33	£4	£0	£0	£0	n/a	0	0
31/12/10		£8	£33	£-24	£0	£0	£0	n/a	0	0
31/12/09		£34	£32	£2	£0	£0	£0	n/a	0	0
31/12/08		£82	£34	£48	£0	£0	£0	n/a	0	0
31/12/07		£39	£32	£7	£0	£0	£0	n/a	0	0
31/12/06		£31	£36	£-4	£0	£0	£0	n/a	0	0
31/12/05		£32	£48	£-16	£0	£0	£0	n/a	0	0
31/12/04		£31	£30	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 58 years

www.willoughbygallery.com

01778591205

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Lincolnshire,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

BARONESS NANCY JANE MARIE WILLOUGHBY DE ERESBY (Chair)

ELAINE ANNE WILSON Appointed: 2017

JOHN KIRKMAN

REV MARGARET BARTON Appointed: 2021

TRACEY LAMMING Appointed: 2021, Other trusteeship: RON DAWSON MEMORIAL TRUST,

CHARLES JOHN HOUSEAGO Appointed: 2021, Other trusteeship: BOURNE TOWN HALL TRUST,

SUSAN WOOLLEY Appointed: 2011, Other trusteeship: TOWN LANDS CHARITY,

Legal constitution

Charity registered in England & Wales on 09/08/1966, number: 527647

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR13: 4 days late,

Main office

ESTATE OFFICE
GRIMSTHORPE
BOURNE
LINCOLNSHIRE
PE10 0LY

Objectives

(1) THE OBJECT OF THE CHARITY IS THE ESTABLISHMENT AND MAINTENANCE OF A LIBRARY AND ART GALLERY FOR PROMOTING THE STUDY, EDUCATION AND KNOWLEDGE OF LITERATURE, ART AND MUSIC AMONGST THE INHABITANTS OF THE AREA OF BENEFIT.(2) IF AND IN SO FAR AS THE INCOME OR PROPERTY OF THE CHARITY CANNOT BE APPLIED TOWARDS THE OBJECT ABOVE IT MAY BE APPLIED IN PROMOTING THE STUDY, EDUCATION AND KNOWLEDGE OF THE INHABITANTS OF THE AREA OF BENEFIT IN SUCH WAYS AS THE TRUSTEES SHALL DECIDE.

Defined Area of Benefit:

THE COUNTY OF LINCOLNSHIRE AND THOSE PARTS OF THE NEIGHBOURING COUNTIES WITHIN A 25 MILE RADIUS OF CORBY GLEN.

Data Sources