Finance Score: -1

Governance Score: 6

Support Score: 5

Liabilities <10%: +3
Reasonable growth: +1
Fundraising costs high: -5

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

Overall weighted support: +5

Overall GiG Score: 10

BERNARD LEACH (ST IVES) TRUST LIMITED

The Trust's objectives are to:-Advance the education of the public in the life and work of Bernard Leach-Preserve and maintain his former home and workplace at Higher Stennack, St.Ives to house and display examples of his work and those of others-Train people in the art, craft and manufacture of pottery and related skills and increase the appreciation of the public in the ceramic arts

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending 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 dynamic in terms of composition

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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
31/03/23		£828	£724	£104	£321	£1,052	£595	9.9	15	8
31/03/22		£757	£724	£33	£298	£947	£575	9.5	14	7
31/03/21		£724	£598	£126	£229	£914	£539	10.8	16	14
31/03/20		£803	£599	£204	£221	£788	£289	5.8	15	14
31/03/19		£563	£479	£83	£245	£584	£260	6.5	12	14
31/03/18		£525	£489	£35	£230	£501	£184	4.5	12	0
31/03/17		£437	£380	£58	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£430	£415	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£449	£395	£54	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£634	£367	£267	£173	£338	£9	0.3	8	0
31/03/13		£381	£326	£55	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£326	£326	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£107	£150	£-43	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£231	£222	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£124	£193	£-69	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£95	£67	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£73	£9	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£30	£6	£25	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 75.6%
Fundraising Costs/Total Spending: 44.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 57%
Reserves/Spending: 9.9 months
Net Current Assets/Spending: 12 months
Quick Ratio: 38.3

Asset Split ?

Balance Sheet History

Established: 19 years

www.leachpottery.com

office@leachpottery.com

01736799703

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Other education support

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Bernard Leach (St Ives) Trust Limited
£60,116	02/12/2022	The Leach Pottery: the next 100 years
Garfield Weston Foundation - Main Grants award
£50,000	27/12/2019	Leach 100
National Lottery Heritage Fund - Grant to Bernard Leach (St Ives) Trust Limited
£89,200	13/03/2019	Preparing the Leach Pottery for the next 100 years
Co-Operative Group - Grant to Bernard Leach Trust Limited
£6,353	19/11/2018	We want to host a local ‘Clay Club’ after school for local St Ives children from less privileged backgrounds aged between 6-12.
Esmee Fairbairn - Grant to Leach Pottery
£46,200	16/12/2009 36	Towards Core costs Towards the salary of the lead potter.

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: 32-63

CHRISTOPHER BALCH Appointed: 2021, Occupation: Lawyer

ERICA SUSAN STEER Appointed: 2018, Occupation: Company Director

GARY JOHN TOPP Appointed: 2017, Occupation: Independent Director

JULIA DEFABO Appointed: 2021, Occupation: Social Media Manager

RHIANNON EWING-JAMES Appointed: 2021, Occupation: Creative Producer

SHEILA STUART Appointed: 2021, Occupation: Accounts Manager

SUSAN POPE Appointed: 2021, Occupation: Freelance Heritage And Music Education Consultant

VIDYA THIRUNARAYAN Appointed: 2021, Occupation: Freelance Artist

Legal constitution

Charitable company registered in England & Wales on 12/09/2005, number: 1111263
Registered at Companies House on 22/02/2005, number: 05372378

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
Engaging external speakers at charity events policy and procedures
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: 268 days late, AR06: 221 days late,

Main office

LEACH POTTERY
HIGHER STENNACK
ST. IVES
TR26 2HE

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN CORNWALL AND ELSEWHERE IN THE LIFE AND WORK OF BERNARD LEACH, HIS INFLUENCE ON THE DEVELOPMENT OF THE CERAMIC ARTS AND IN PARTICULAR STUDIO POTTERY AND TO PRESERVE AND MAINTAIN HIS FORMER HOUSE AND WORK PLACE AT HIGHER STENNACK, ST IVES TO HOUSE AND DISPLAY EXAMPLES OF HIS WORK AND THOSE OF OTHERS WHOSE WORK IN THE TRUSTEES' OPINION MAY APPROPRIATELY BE DISPLAYED WITH THE WORKS OF BERNARD LEACH AND TO TRAIN PEOPLE IN THE ART, CRAFT AND MANUFACTURE OF POTTERY AND RELATED SKILLS AND INCREASE THE APPRECIATION OF THE PUBLIC IN THE CERAMIC ARTS.

Defined Area of Benefit:

IN CORNWALL AND ELSEWHERE