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 volunteer base +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:

  • On several occasions in recent years income has been less than spending
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/23£31£27£4n/an/an/an/an/an/a
30/09/22£12£24£-11n/an/an/an/an/an/a
30/09/21£37£12£25n/an/an/an/an/an/a
30/09/20£13£5£8n/an/an/an/an/an/a
30/09/19£7£10£-3n/an/an/an/an/an/a
30/09/18*£10£9£1n/an/an/an/an/an/a
30/09/17£10£11£-1n/an/an/an/an/an/a
30/09/16£7£9£-2n/an/an/an/an/an/a
30/09/15£26£20£6n/an/an/an/an/an/a
30/09/14£91£98£-8n/an/an/an/an/an/a
30/09/13£196£196£0n/an/an/an/an/an/a
30/09/12£43£27£16n/an/an/an/an/an/a
30/09/11£44£35£8n/an/an/an/an/an/a
30/09/10£5£4£1n/an/an/an/an/an/a
30/09/09£11£14£-3n/an/an/an/an/an/a
30/09/08£7£6£1n/an/an/an/an/an/a
30/09/07£19£28£-9n/an/an/an/an/an/a
30/09/06£19£2£17n/an/an/an/an/an/a
30/09/05£2£2£1n/an/an/an/an/an/a
30/09/04£5£1£3n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 22 years

www.coultershaw.co.uk

barry.flannaghan@gmail.com

01798 667244

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
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 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.

Data Sources

Charity Commission for England and Wales
360 Giving

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