Finance Score: 1

Governance Score: 8

Support Score: 4

Liabilities <10%: +3
Fundraising costs high: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 13

WORLD MONUMENTS FUND BRITAIN LIMITED

THE CONSERVATION AND RESTORATION FOR THE PUBLIC BENEFIT, BUILDINGS OF HISTORICAL AND ARCHITECTURAL INTEREST, EDUCATIVE VALUE AND ARTISTIC MERIT AND ALSO THEREBY ADVANCING OF EDUCATION OF THE PUBLIC

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Fundraising costs are high relative to funds raised

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
30/06/23		£963	£667	£295	£173	£1,437	£432	7.8	4
30/06/22		£3,547	£3,393	£154	£176	£1,142	£428	1.5	3
30/06/21		£1,154	£888	£266	£121	£988	£417	5.6	4
30/06/20		£989	£827	£161	£133	£723	£395	5.7	3
30/06/19	*	£689	£969	£-280	£92	£537	£367	4.5	3
30/06/18	*	£1,115	£1,051	£63	£133	£818	£357	4.1	3
30/06/17	*	£486	£662	£-176	£0	£0	£0	n/a	0
30/06/16		£622	£1,015	£-393	£226	£930	£161	1.9	6
30/06/15		£919	£1,461	£-542	£206	£1,324	£264	2.2	6
30/06/14		£1,471	£1,135	£336	£244	£1,866	£409	4.3	6
30/06/13		£1,806	£1,435	£371	£240	£1,530	£475	4	5
30/06/12		£556	£1,119	£-563	£199	£1,159	£395	4.2	5
30/06/11		£3,424	£3,444	£-20	£208	£1,721	£439	1.5	4
30/06/10		£3,728	£4,592	£-864	£204	£1,741	£355	0.9	4
30/06/09		£3,222	£1,165	£2,057	£89	£2,606	£207	2.1	4

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Financial Ratios

Fundraising Costs/Relevant Income: 20.3%
Fundraising Costs/Total Spending: 25.9%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 3%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 30%
Reserves/Spending: 7.8 months
Net Current Assets/Spending: 26 months
Quick Ratio: 36.3

Asset Split ?

Established: 16 years

www.wmf.org.uk

enquiries@wmf.org.uk

02072518142

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Antigua And Barbuda, Iraq, Jordan, Tanzania, Throughout England And Wales, Yemen,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

4 employees

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.

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£75,000	29/11/2022	towards third phase of works, a two-year conservation programme for the historic Stable Block of the Strata Florida Abbey in Wales, led by experts who will train and employ members of the community ....more towards third phase of works, a two-year conservation programme for the historic Stable Block of the Strata Florida Abbey in Wales, led by experts who will train and employ members of the community to complete the work

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 34-84

SUMAYYA VALLY Appointed: 2022, Occupation: Professional Architect

ANNA VAN PRAAGH Appointed: 2021

HANNAH LUCY PENELOPE KAYE Appointed: 2019, Occupation: Executive Producer

PATRICK FRANCO Appointed: 2023, Occupation: Chief Executive

WILLIAM SIEGHART Appointed: 2023, Occupation: Company Director

ANN FRANCES CHAPMAN-DANIEL Appointed: 2019, Occupation: Company Owner

HELENE SHAFRAN (Chair) Appointed: 2017, Occupation: Art Advisory

JULIAN SHARPE Appointed: 2017, Occupation: Architect

MONIKA MCLENNAN Appointed: 2016, Occupation: None

SONALI WIJEYARATNE Appointed: 2018, Occupation: Lawyer

WILLIAM LOSCHERT Appointed: 2014, Occupation: Retired

JAMES EDWARD IAN GOOLD Appointed: 2022, Occupation: Solicitor, Other trusteeship: THE INFLEXION FOUNDATION,

JACQUELINE RANAWAKE Appointed: 2016, Occupation: Marketing Consultant, Other trusteeship: THE ST PETER'S COLLEGE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 05/11/2008, number: 1126578
Registered at Companies House on 22/10/2008, number: 06730565

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

15 returns made; AR19: 1 days late, AR18: 72 days late, AR17: 30 days late,

Main office

70 COWCROSS STREET
LONDON
EC1M 6EJ

Objectives

(A) TO CONSERVE AND RESTORE FOR THE PUBLIC BENEFIT AND THEREBY TO SAVE FOR FUTUREGENERATIONS BUILDINGS AND MONUMENTS OF HISTORICAL OR ARCHITECTURAL INTEREST,EDUCATIVE VALUE OR ARTISTIC MERIT WHEREVER SITUATED; AND(A) TO ADVANCE THE EDUCATION OF THE PUBLIC BY ENCOURAGING KNOWLEDGE ANDUNDERSTANDING OF BUILDINGS AND MONUMENTS OF HISTORICAL OR ARCHITECTURAL INTEREST,EDUCATIVE VALUE OR ARTISTIC MERIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS

Data Sources