Finance Score: -2

Governance Score: 9

Support Score: 13

Good reserves management: +3
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +13

Overall GiG Score: 20

CHISWICK HOUSE AND GARDENS TRUST

Chiswick House and Gardens Trust - the objectives of the charity are to advance education by preservation, restoration, maintenance, repair and enhancement of the property and its contents, for the benefit of the public and historical and architectural heritage of England.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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 and gender and dynamic in terms of composition

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 19 years

www.chiswickhouseandgardens.org.uk

info@chgt.org.uk

020 3141 3350

Charity Commission for England and Wales

Tweets

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		£1,889	£1,828	£61	£703	£744	£623	4.1	32	180
31/03/22		£1,682	£1,617	£65	£535	£683	£459	3.4	17	225
31/03/21		£1,332	£1,364	£-32	£428	£618	£418	3.7	13	160
31/03/20		£1,371	£1,210	£162	£466	£650	£451	4.5	26	170
31/03/19		£1,291	£1,243	£48	£383	£488	£402	3.9	23	120
31/03/18		£1,208	£1,333	£-125	£486	£440	£395	3.6	25	0
31/03/17		£968	£1,017	£-49	£319	£565	£487	5.7	16	0
31/03/16		£989	£921	£68	£335	£614	£519	6.8	14	0
31/03/15		£884	£783	£101	£286	£546	£440	6.7	10	0
31/03/14		£746	£899	£-153	£381	£446	£361	4.8	8	0
31/03/13		£846	£833	£13	£328	£598	£510	7.3	7	0
31/03/12		£504	£669	£-165	£13	£586	£325	5.8	5	0
31/03/11?		£357	£495	£-138	£0	£0	£0	n/a	0	0
31/07/10		£359	£1,048	£-688	£0	£0	£0	n/a	0	0
31/07/09		£1,122	£723	£399	£4	£1,577	£1,567	26	2	0
31/07/08		£792	£6	£786	£2	£1,178	£3	5.8	2	0
31/07/07	*	£380	£2	£378	£0	£0	£0	n/a	0	0
31/07/06		£3	£0	£3	£0	£0	£0	NAN	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 77.9%
Fundraising Costs/Total Spending: 38.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 34%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 4.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

How it operates

Provides buildings/facilities/open space

Where it operates

Hounslow,

Who it helps

The General Public/Mankind

Who works here?

32 employees
180 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	£462,100
The Foyle Foundation	£240,000
National Lottery Heritage Fund	£195,179
London Borough of Hounslow	£124,028
The Linbury Trust	£50,000

Specific Donations

Amount	When Months	To be used for
The Linbury Trust - Energy efficiency - Chiswick House
£50,000	13/12/2023	A grant focused on energy efficiency, to remove an oil-fired boiler and replace with new electric radiators.
The Foyle Foundation - Learning (MGS)
£200,000	28/11/2023	towards a major capital development - Cedar Yards Community and Creative Campus
National Lottery Heritage Fund - Grant to The Chiswick House and Gardens Trust
£162,379	19/04/2023	Community Fruit Garden and new Volunteer Base: project planning
Wates Foundation - Kitchen Gardener - AWF Sept 2022
£14,000	21/09/2022	To support the most critical and crucial role in our gardens:our Kitchen Gardener. The success of our organisation relies on our Kitchen Gardener managing our 80 volunteers and Kitchen Garden ....more To support the most critical and crucial role in our gardens:our Kitchen Gardener. The success of our organisation relies on our Kitchen Gardener managing our 80 volunteers and Kitchen Garden apprentice who help to plant, cultivate and harvest our produce, leading gardening sessions for our community groups, managing produce partnerships with local produce schemes including food banks and our Café, developing and delivering our practices to enhance our biodiversity, sustainability and wildlife habitats as well as generate significant income through weekly sales of our produce and flowers.
London Borough of Hounslow - Grant to Chiswick House and Gardens Trust
£124,028	12/05/2022	Construction of a new Learning Centre, a Community Pavilion and four new workspaces
The Foyle Foundation - Learning (MGS)
£40,000	28/04/2021	towards core costs to support delivery over the next 12 months (awarded grant in response to coronavirus)
DCMS - CRF21: Chiswick House and Gardens Trust
£44,200	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21: Chiswick House and Gardens Trust
£109,900	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Chiswick House & Gardens Trust
£308,000	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Chiswick House & Gardens Trust
£32,800	19/06/2020	COVID19: Chiswick House and Gardens Trust
National Lottery Heritage Fund - Grant to Chiswick House & Gardens Trust
£85,000	03/07/2018	Chiswick House and Gardens: Towards a fully integrated, inclusive and self-sustaining Grade I Listed site
City Bridge Trust - Grant to Chiswick House and Gardens Trust
£89,100	13/05/2015 36	£89,100 over three years (£29,130; £29,700; £30,270) for the salary of the full-time Kitchen Gardener and associated project costs.
London Borough of Hounslow - Grant to Chiswick House & Gardens Trust
£15,000	23/07/2014 12	Kitchen Garden Project programme which supports volunteers to work in the Kitchen Garden for their own benefit and for the garden's

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 41-80

COUNCILLOR AMY CROFT Appointed: 2022, Occupation: Councillor

JOHN RICHARD TODD Appointed: 2018, Occupation: Councillor

KATHRYN FOSTER Appointed: 2022, Occupation: Chartered Accountant

LYCIA LOBO Appointed: 2022, Occupation: Company Director

MARK STUART-SMITH Appointed: 2019, Occupation: Finance Director

PAULA GHOSH Appointed: 2021, Occupation: Director

SEBASTIAN EDWARDS Appointed: 2021, Occupation: Director

SIAN ALEXANDRA ALEXANDER Appointed: 2023, Occupation: Theatre Consultant

VICKY TAYLOR Appointed: 2021, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 27/04/2005, number: 1109239
Registered at Companies House on 06/07/2004, number: 05171882

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
Investment
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

18 returns made; AR07: 27 days late,

Main office

Chiswick House
Estate Office
Hogarth Lane
LONDON
W4 2QN

Objectives

TO ADVANCE EDUCATION BY THE PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND ENHANCEMENT OF THE PROPERTY KNOWN A CHISWICK HOUSE AND GROUNDS, CHISWICK, LONDON (THE PROPERTY) AND ITS CONTENTS, FOR THE BENEFIT OF THE PUBLIC AND OF THE HISTORICAL AND ARCHITECTURAL HERITAGE OF ENGLAND AND FOR SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE. CHISWICK

Data Sources