Finance Score: -9

Governance Score: 0

Support Score: 8

Poor Liquidity: -1
Strong growth: +2
Multiple Deficits and declines: -5
Fundraising costs high: -5

Grant maker support: +8

Overall GiG Score: -1

COMPTON VERNEY HOUSE TRUST

Compton Verney is a nationally-accredited art gallery and historic, ?Capability? Brown-designed park located in the heart of the South Midlands, not far from Stratford-upon-Avon. We present a wealth of opportunities for discovery and enjoyment in our galleries and landscape, and we passionately believe in sharing everything our rich, multi-faceted site has to offer.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

Established: 30 years

www.comptonverney.org.uk

info@comptonverney.org.uk

01926645500

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/03/23?		£742	£28,932	£-28,190	£295	£0	£0	n/a	62	30
31/12/21		£3,620	£3,837	£-217	£266	£28,303	£28,293	88.5	66	161
31/12/20	*	£3,873	£2,910	£963	£140	£28,531	£28,181	116.2	78	110
31/12/19		£2,868	£3,201	£-333	£951	£27,627	£27,659	103.7	87	110
31/12/18		£3,106	£3,533	£-427	£960	£27,435	£27,431	93.2	87	105
31/12/17		£3,370	£3,060	£310	£169	£28,691	£28,689	112.5	78	0
31/12/16		£5,187	£3,438	£1,749	£166	£28,038	£28,038	97.9	76	0
31/12/15		£5,323	£3,962	£1,361	£732	£26,051	£25,839	78.3	26	0
31/12/14		£3,619	£2,832	£787	£637	£24,608	£24,464	103.7	32	0
31/12/13	*	£3,025	£2,506	£519	£438	£23,747	£664	3.2	32	0
31/12/12		£2,411	£2,229	£182	£332	£23,228	£334	1.8	54	0
31/12/11		£2,599	£2,235	£364	£337	£23,046	£657	3.5	63	0
31/12/10		£2,783	£2,304	£479	£279	£22,682	£134	0.7	60	0
31/12/09		£2,525	£2,653	£-128	£296	£22,203	£0	n/a	68	0
31/12/08		£2,890	£3,196	£-307	£424	£22,331	£0	n/a	33	0
31/12/07		£2,804	£2,949	£-145	£561	£22,638	£0	n/a	30	0
31/12/06?		£3,729	£2,840	£889	£0	£0	£0	n/a	0	0
05/04/05	*	£3,143	£2,367	£776	£0	£0	£0	n/a	0	0
05/04/04		£5,626	£2,180	£3,445	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 115.3%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 100%
Liabilities/Income: 169%
Unrestricted Funds/Total Funds: NAN%
Reserves/Spending: 0 months
Net Current Assets/Spending: 0 months
Quick Ratio: 1

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science

How it operates

Provides buildings/facilities/open space

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

62 employees
30 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.

Major supporters in last 5 years

DCMS	£1,617,760
National Lottery Heritage Fund	£223,500
Wolfson Foundation	£39,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Compton Verney, Warwickshire
£39,000	09/12/2021	Redisplay and reinterpretation of the Naples Collection
National Lottery Heritage Fund - Grant to Compton Verney House Trust
£223,500	28/08/2020	COVID19: Compton Verney House Trust
DCMS - Compton Verney's Landscape, a canvas for future growth
£152,760	01/04/2020	We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of ....more We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. We invest public money from Government and The National Lottery to help support the sector and to deliver this vision.
DCMS - Repowering Compton Verney
£980,000	01/04/2020	To support Arts and Culture throughout England
DCMS - Cultural Capital Kickstart Fund
£25,000	01/04/2020	To support Arts and Culture throughout England
DCMS - Compton Verney CRF 2
£460,000	01/04/2020	To support Arts and Culture throughout England
ARTS COUNCIL ENGLAND - Building sustainable infrastructure in Compton Verney Park
£120,000	18/10/2018 18	This project will development the infrastructure in Compton Verney Park, so we have a comprehensive technical framework that will support Compton Verney’s wider artistic and commercial plans, ....more This project will development the infrastructure in Compton Verney Park, so we have a comprehensive technical framework that will support Compton Verney’s wider artistic and commercial plans, across existing and future activities.
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 1
£150,000	01/04/2018 11	National portfolio organisation- are leaders in their areas, with a collective responsibility to protect and develop our national arts and cultural ecology.
National Lottery Heritage Fund - Grant to Compton Verney House Trust
£9,900	23/01/2017	Exploiting Compton Verney's unique setting and for resilience
National Lottery Community Fund - Increasing volunteering opportunities at Compton Verney
£10,000	02/07/2014 12	Not Available
National Lottery Heritage Fund - Grant to Compton Verney House Trust
£2,476,500	19/11/2013	Compton Verney Chapel and Landscape Restoration Project

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

Compton Verney House Charity

Legal constitution

Charity registered in England & Wales on 01/02/1994, number: 1032478

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR20: 4 days late, AR13: 11 days late, AR05: 4 days late,

Main office

COMPTON VERNEY HOUSE
COMPTON VERNEY
WARWICK
CV35 9HZ

Objectives

GENERAL CHARITABLE PURPOSES BUT IN PARTICULAR TO ESTABLISH A MUSEUM GALLERY AND EDUCATION CENTRE AT COMPTON VERNEY HOUSE AND/OR ANY OTHER PLACE OR PLACES AND TO RAISE AND EDUCATE THE ARTISTIC TASTE OF THE PUBLIC WHETHER IN RELATION TO PAINTING SCULPTURE THE APPLIED AND OTHER VISUAL ARTS AND IN RELATION TO MUSIC DRAMA DANCE AND OPERA AND THE FINE ARTS GENERALLY

Defined Area of Benefit:

NOT DEFINED

Data Sources