Finance Score: -2

Governance Score: 1

Support Score: 0

Multiple Deficits: -2
No PartB

Only 3 Trustees: -2
Good trustee age range: +3

No supporters identified

Overall GiG Score: -1

THE MERTOUN GARDENS TRUST

1. Opens Mertoun Gardens to the public; 2. Restores, improves and maintains Mertoun Gardens; 3. Acquires, restores, preserves and displays papers and artefacts relating to Mertoun Gardens; 4. Raises funds for the benefit of Mertoun Gardens; 5. Publicises and promotes Mertoun Gardens and produces publications and literature in order to achieve this.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees

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
31/03/23		£101	£141	£-40	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£98	£40	£58	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£104	£158	£-54	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£99	£134	£-35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£95	£114	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£266	£207	£59	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£290	£104	£185	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£323	£90	£233	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£443	£96	£347	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£66	£89	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£224	£90	£134	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£69	£100	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£250	£103	£148	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£57	£106	£-49	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£164	£120	£45	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£163	£87	£76	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£154	£81	£74	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 19 years

emma.james@farrer.co.uk

02033757000

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Provides financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Scotland,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Age Range of Trustees: 47-78

MICHAEL JOHN CHANTLER (Chair) Appointed: 2006, Occupation: Solicitor

THE LADY ALICE MARIAN FREMANTLE, Occupation: None

THE LORD HENRY ALEXANDER EGERTON, Occupation: Surveyor

Legal constitution

Charitable company registered in England & Wales on 24/03/2006, number: 1113423
Registered at Companies House on 17/03/2006, number: 05747404

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

17 returns made; AR07: 34 days late,

Main office

FARRER & CO
65-66 LINCOLN'S INN FIELDS
LONDON
WC2A 3LH

Objectives

THE OBJECTS OF THE CHARITY (THE OBJECTS) ARE:3.1 TO PROMOTE FOR THE PUBLIC BENEFIT THE PLANTING, MAINTENANCE, IMPROVEMENT AND PRESERVATION OF MERTOUN GARDENS AT ST BOSWELLS, MELROSE, ROXBURGHSHIRE (THE GARDENS);3.2 TO ADVANCE THE EDUCATION OF THE PUBLIC, IN PARTICULAR IN RELATION TO THE HISTORY, DESIGN AND HORTICULTURAL SIGNIFICANCE OF THE GARDENS; AND3.3 SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL THINK FIT.

Defined Area of Benefit:

MERTOUN GARDENS AT ST BOSWELLS, MELROSE, ROXBURGHSHIRE