Finance Score: -2

Governance Score: 6

Support Score: 8

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs high: -4

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

Overall weighted support: +8

Overall GiG Score: 12

THE EDWARD JAMES FOUNDATION LIMITED

The Foundation delivers education through West Dean College and, as a secondary activity, maintains and preserves the West Dean Estate.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
On several occasions in recent years income has been less than spending
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
30/09/23	£14,423	£17,569	£-3,146	£2,140	£144,111	£142,164	97.1	275	50
30/09/22	£13,272	£16,215	£-2,943	£1,742	£147,031	£145,168	107.4	268	50
30/09/21	£8,008	£10,260	£-2,252	£1,520	£149,945	£148,018	173.1	251	100
30/09/20	£7,822	£10,504	£-2,682	£2,194	£141,003	£139,227	159.1	229	100
30/09/19	£10,965	£11,360	£-395	£2,416	£82,391	£80,422	85	225	100
30/09/18	£10,299	£10,945	£-646	£2,105	£85,924	£84,114	92.2	212	0
30/09/17	£10,059	£10,384	£-325	£2,125	£82,604	£80,898	93.5	146	0
30/09/16	£9,640	£9,593	£47	£1,853	£73,891	£72,319	90.5	141	0
30/09/15	£9,410	£9,906	£-495	£1,965	£71,438	£70,051	84.9	140	0
30/09/14	£9,417	£9,504	£-87	£2,541	£63,757	£62,439	78.8	137	0
30/09/13	£18,792	£9,440	£9,353	£2,807	£62,398	£61,138	77.7	142	0
30/09/12	£8,832	£8,967	£-135	£2,366	£49,027	£47,886	64.1	145	0
30/09/11	£8,608	£9,068	£-460	£2,288	£46,428	£45,344	60	150	0
30/09/10	£8,457	£8,418	£38	£2,095	£50,055	£49,001	69.8	146	0
30/09/09	£61,387	£8,408	£52,979	£2,233	£50,294	£49,232	70.3	155	0

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Financial Ratios

Fundraising Costs/Relevant Income: 43.2%
Fundraising Costs/Total Spending: 24.2%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 8%
Liabilities/Income: 92%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 97.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.4

Asset Split ?

Balance Sheet History

Established: 16 years

www.westdean.org.uk

diane.goodman@westdean.ac.uk

01243818257

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Support for specific schools

How it operates

Makes grants to individuals
Provides buildings/facilities/open space
Provides human resources

Where it operates

Throughout England,

Who it helps

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
Mercer's Charitable Foundation - Grant to West Dean College of Arts and Conservation
£80,000	14/03/2024 55	Mercers' Arts Awards 2024-2028
DCMS - ALB-Historic England-West Dean College of Arts and Conservation (Covid-19 Emergency Response)
£47,564	01/04/2020	This project counters the threat that Covid-19 poses to the Building Conservation Masterclass (BCM) training programme that West Dean College has developed and delivered in partnership with Historic England. This joint initiative aims to mitigate ....more This project counters the threat that Covid-19 poses to the Building Conservation Masterclass (BCM) training programme that West Dean College has developed and delivered in partnership with Historic England. This joint initiative aims to mitigate the risks we now face by a paradigmatic shift from traditional teaching of building conservation skills to a blend of face-to-face learning with significant digital content (e-learning), to accommodate social distancing and other restrictions imposed by the Covid-19 crisis.
The Clothworkers Foundation - Grant to West Dean College
£23,600	03/10/2018	to run a one year internship in clock conservation
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£3,147	01/04/2018	This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There are 5 different conversion payments available for ....more This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There are 5 different conversion payments available for different farming systems: Rotational Land; Improved Permanent Pasture; Unimproved Permanent Pasture; Horticulture; and Top Fruit.This measure aims to fund organic conversion and maintenance by active farmers and builds on existing conversion and maintenance support under the previous RD programme Environmental Stewardship (Organic Higher Level and Entry Level Stewardship) elements.Activities funded under this measure support farmers wishing to convert to and maintain organic farming systems for environmental benefits. Investments contribute to meeting Englands Biodiversity 2020 goals and legal obligations under the Habitats and Species and Water Framework Directives. Support also aims to deliver the main objectives on biodiversity and the water environment (including flood management).RPA administers for measures in England.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 36-81

CAROLINE WINIFRED GRIFFITH Appointed: 2014, Occupation: Retired

DR GHAZWA ALWANI-STARR Appointed: 2022, Occupation: Chief Operating Officer & Bursar

FRANCIS PLOWDEN Appointed: 2014, Occupation: Chartered Accountant

KEVIN GRAHAM EDGELEY Appointed: 2023, Occupation: Chartered Financial Analyst

MARTIN WILLIAM ASHLEY Appointed: 2017, Occupation: Architect

MICHAEL JOHN MCCART Appointed: 2018, Occupation: Company Director

NAOMI DAVENPORT Appointed: 2022, Occupation: Head Of Programme & Content, London Craft Week

PROFESSOR PAUL O'PREY PHD (Chair) Appointed: 2015

RAY JON SHOSTAK CBE Appointed: 2024

YEN-YEN TEH Appointed: 2023, Occupation: Architect

Legal constitution

Charitable company registered in England & Wales on 26/09/2008, number: 1126084
Registered at Companies House on 04/09/2008, number: 06689362

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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

15 returns made; all on time

Main office

West Dean College
West Dean
Chichester
Chichester
West Sussex
PO18 0QZ

Objectives

TO ADVANCE SUCH CHARITABLE EDUCATION PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT IN PARTICULAR (BUT WITHOUT LIMITATION):(A) THE DELIVERY OF EDUCATION THROUGH WEST DEAN COLLEGE;(B) PROVIDED THAT THE ACTIVITY AT (A) ABOVE HAS (IN THE OPINION OF THE TRUSTEES) BEEN FULFILLED THEN IN THE TRUSTEES DISCRETION, AS A SECONDARY ACTIVITY, PRESERVING (IN WHOLE OR IN PART) THE WEST DEAM ESTATE TO THE EXTENT THAT THE SAID ESTATE CONSISTS OF LAND, BUILDINGS AND PHYSICAL OR NATURAL ENVIRONMENT, WHICH IS OF HISTORICAL, ARCHITECTURAL, ENVIRONMENTAL OR SCIENTIFIC IMPORTANCE.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources

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