Finance Score: 0

Governance Score: 4

Support Score: 6

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Large volunteers +3
Overall weighted support: +3

Overall GiG Score: 10

THE COULTERSHAW TRUST

The maintenance and operation of the Coultershaw Beam Pump (a Scheduled Ancient Monument) and the Coultershaw water turbine, the promotion of further restoration of the Coultershaw Heritage Site accessible to the public as an archive and educational resource.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23		£31	£27	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£12	£24	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21		£37	£12	£25	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£13	£5	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£7	£10	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£10	£9	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£10	£11	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£7	£9	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£26	£20	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£91	£98	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£196	£196	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12		£43	£27	£16	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£44	£35	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09		£11	£14	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08		£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07		£19	£28	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/06		£19	£2	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£2	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£5	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 22 years

www.coultershaw.co.uk

barry.flannaghan@gmail.com

01798 667244

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides human resources
Provides services

Where it operates

West Sussex,

Who it helps

Children/Young People
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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Coultershaw Trust
£36,200	19/03/2021	NL20:Covid Recovery: Our Rural History & Heritage - Re-engaging with the Community

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: 42-84

ANTONY JOHN SNELLER Appointed: 2015, Occupation: University Lecturer (Part Time)

BARRY FLANNAGHAN Appointed: 2019, Occupation: Retired Electronics Engineer

CHRISTOPHER JOHN DAVIES Appointed: 2012, Occupation: Retired

GRAHAM TOOLE MACKSON Appointed: 2024

HILARY CUNNINGHAM Appointed: 2024, Occupation: Learning Coordinator

JOCK GARDNER Appointed: 2024, Occupation: Retired

MICHELLE CLIFFORD Appointed: 2016, Occupation: Retired School Teacher

PHILIP STEPHENS Appointed: 2016, Occupation: Retired Civil Engineer

Legal constitution

Charitable company registered in England & Wales on 20/02/2003, number: 1096077
Registered at Companies House on 16/05/2002, number: 04440464

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 70 days late,

Main office

Burton Mill
Burton Park Road
PETWORTH
GU28 0JR

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY AFFORDING THEM ACCESS TO THE BEAM PUMP AT COULTERSHAW, A SCHEDULED ANCIENT MONUMENT INSTALLED IN 1782 AND NOW RESTORED AND OPERATING, ITS SURROUNDING ENVIRONMENT AS WOULD HAVE EXISTED DURING ITS WORKING LIFE, AND OTHER ITEMS OF HISTORIC INTEREST.

Defined Area of Benefit:

NOT DEFINED.