Finance Score: -5

Governance Score: 2

Support Score: 5

Poor Liquidity: -1
Positive trading contribution: +2;Volatile income
spending growth: -1
Fundraising costs high: -5

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

Grant maker support: +5

Overall GiG Score: 2

AVENUE HOUSE ESTATE TRUST

Provides meeting rooms, provides offices for charities, manages a public park, and hosts school parties for environmental education

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
There have been no material income shortfalls in recent 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 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
Income has been volatile recently but spending has been maintained
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
31/03/23	*	£697	£855	£-158	£474	£85	£83	1.2	21	20
31/03/22		£1,004	£806	£198	£379	£243	£204	3	25	66
31/03/21		£534	£523	£11	£214	£45	£39	0.9	18	66
31/03/20		£686	£665	£21	£402	£34	£28	0.5	22	46
31/03/19		£719	£713	£6	£393	£13	£15	0.2	22	63
31/03/18		£888	£916	£-28	£323	£7	£9	0.1	19	0
31/03/17		£1,781	£1,764	£17	£276	£34	£7	0.1	15	0
31/03/16		£973	£1,064	£-91	£218	£18	£8	0.1	13	0
31/03/15		£611	£504	£107	£225	£109	£4	0.1	12	0
31/03/14		£575	£576	£0	£209	£2	£2	0	12	0
31/03/13	*	£310	£332	£-23	£0	£0	£0	n/a	0	0
31/03/12	*	£352	£345	£7	£0	£0	£0	n/a	0	0
31/03/11		£461	£476	£-15	£0	£0	£0	n/a	0	0
31/03/10	*	£429	£441	£-12	£0	£0	£0	n/a	0	0
31/03/09		£428	£409	£19	£0	£0	£0	n/a	0	0
31/03/08		£437	£498	£-61	£0	£0	£0	n/a	0	0
31/03/07		£449	£437	£13	£0	£0	£0	n/a	0	0
31/03/06	*	£439	£480	£-41	£0	£0	£0	n/a	0	0
31/03/05		£502	£412	£90	£0	£0	£0	n/a	0	0
31/03/04		£349	£366	£-17	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 296.6%
Fundraising Costs/Total Spending: 55.4%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 58%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 1.2 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.6

Asset Split ?

Established: 22 years

www.stephenshouseandgardens.com

trust@stephenshouseandgardens.com

02083467814

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Barnet,

Who it helps

The General Public/Mankind

Who supports 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	£289,200
National Lottery Heritage Fund	£36,000
National Lottery Community Fund	£4,200

Specific Donations

Amount	When Months	To be used for
DCMS - CRF21 Avenue House Estate Trust
£169,200	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21 Avenue House Estate Trust
£120,000	08/03/2021	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Avenue House Estate Trust
£36,000	20/05/2020	COVID19: AVENUE HOUSE ESTATE TRUST
National Lottery Community Fund - Good for Nature, Good for You
£4,200	23/10/2019 12	Good for Nature, Good for You
National Lottery Community Fund - Social and Therapeutic Gardening Hub
£4,455	15/11/2017 12	This project will improve the facilities at the local community gardens, allowing the group to run social gardening sessions for young people with disabilities and older people, reducing social ....more This project will improve the facilities at the local community gardens, allowing the group to run social gardening sessions for young people with disabilities and older people, reducing social isolation.
London Borough of Barnet - Grant to Avenue House Estate Trust
£5,000	06/03/2017	Outdoor fitmess trail for adults
National Lottery Heritage Fund - Grant to Avenue House Trust
£2,256,300	25/06/2013	Avenue House Estate restoration project

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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: 45-77

ALISON DEAN (Chair) Appointed: 2014, Occupation: Gardener

GREGORY RUBACK Appointed: 2023, Occupation: Solicitor

HILARY HICKEY Appointed: 2022, Occupation: Retired

JOHN LANCASTER Appointed: 2010, Occupation: Chartered Certified Accountant

JULIAN BLACKETT THORNTON TREVELYAN Appointed: 2013, Occupation: Accountant

KHALID GHANI Appointed: 2014, Occupation: Estate Agent

PHILIP RUBENSTEIN Appointed: 2016, Occupation: Head Of Communications, The Tech Partnership

SIMON BRADLEY SHAER Appointed: 2018, Occupation: Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 24/09/2002, number: 1093908
Registered at Companies House on 30/10/2000, number: 04099007

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
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

20 returns made; AR23: 124 days late, AR13: 1 days late, AR12: 2 days late, AR10: 1 days late, AR06: 64 days late,

Recent reorganisation events:

Asset transfer in from THE STEPHENS COLLECTION on 03/02/2020

Main office

17 East End Road
London
N3 3QE

Objectives

THE OBJECTS OF THE CHARITY ARE:3.1 TO PROMOTE THE CHARITABLE OBJECTS OF THE CHARITY THE AVENUE HOUSE ESTATE FOR THE BENEFIT OF THE PUBLIC.3.2 TO PROMOTE THE CONSERVATION OF THE GROUNDS AND BUILDINGS OF THE AVENUE HOUSE ESTATE IN FINCHLEY FOR THE BENEFIT OF THE PUBLIC.3.3 TO EDUCATE THE PUBLIC IN THE HISTORIC, ARCHITECTURAL, LANDSCAPE AND CULTURAL ASPECTS OF THE GROUNDS AND BUILDINGS OF THE AVENUE HOUSE ESTATE IN FINCHLEY.3.4.1 THE PROTECTION AND PRESERVATION OF THE ENVIRONMENT FOR THE PUBLIC BENEFIT BY:3.4.1.1. PREVENTING OR REDUCING ANY POTENTIAL CAUSES OF POLLUTION IN RELATION TO ANY LAND WHICH HAS SUFFERED OR MAY SUFFER POLLUTION AS A RESULT OF AN ACTIVITY PREVIOUSLY CARRIED OUT ON THE LAND OR3.4.1.2 REMEDYING OR MITIGATING THE EFFECTS OF ANY POLLUTION IN RELATION TO LAND WHICH HAS SUFFERED OR MAY SUFFER POLLUTION AS A RESULT OF AN ACTIVITY PREVIOUSLY CARRIED OUT ON THE LAND.3.4.2 THE PROTECTION AND PRESERVATION OF THE ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC BY:3.4.2.1. THE PROVISION, MAINTENANCE OR IMPROVEMENT OF A PUBLIC PARK, RECREATION GROUND OR OPEN SPACE OR3.4.2.2 THE PROVISION OF SOME OTHER PUBLIC AMENITY IN THE VICINITY OF A LANDFILL SITE.IN THIS CLAUSE LANDFILL SITE SHALL HAVE THE MEANING ASCRIBED BY SECTION 66 OF THE FINANCE ACT 1996.3.4.3 THE MAINTENANCE, REPAIR OR RESTORATION OF A BUILDING WHICH IS USED FOR RELIGIOUS WORSHIP AND IS IN THE VICINITY OF A LANDFILL SITE, AND THE PROTECTION AND PRESERVATION OF THE ENVIRONMENT, INCLUDING THE BUILT ENVIRONMENT, FOR THE BENEFIT OF THE PUBLIC, BY THE MAINTENANCE REPAIR OR RESTORATION OF ANY BUILDING OR STRUCTURE WHICH IS OF HISTORIC, SCIENTIFIC OR ARCHITECTURAL INTEREST AND IS IN THE VICINITY OF A LANDFILL SITE. IN THIS CLAUSE LANDFILL SITE SHALL HAVE THE MEANING ASCRIBED BY SECTION 66 OF THE FINANCE ACT 1996.3.5 TO PROMOTE ANY OTHER EXCLUSIVELY CHARITABLE OBJECT.

Defined Area of Benefit:

GREATER LONDON. BARNET AND FINCHLEY

Data Sources