Finance Score: -2

Governance Score: 5

Support Score: 2

Multiple Deficits: -2
No PartB

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 5

BRADING ROMAN VILLA TRUST

TO PRESERVE, PROTECT AND IMPROVE THE SITE OF BRADING ROMAN VILLA. THE VILLA IS AN EXAMPLE OF A MARITIME COURTYARD VILLA WITH IN SITU MOSAICS OF THE 3RD CENTURY. IT IS AN ANCIENT SCHEDULED MONUMENT AND GRADE 1 LISTED BUILDING SET IN AN AREA OF OUSTANDING NATURAL BEAUTY ON THE ISLE OF WIGHT. THE MISSION OF THE TRUST IS TO CONSERVE AND DEVELOP THE VILLA SITE.

Analysis by Giving is Great

Positives:

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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£357	£412	£-55	n/a	n/a	n/a	n/a	n/a	20
31/03/22		£330	£326	£4	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£335	£277	£58	n/a	n/a	n/a	n/a	n/a	6
31/03/20	*	£427	£470	£-43	n/a	n/a	n/a	n/a	n/a	20
31/03/19		£412	£464	£-52	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£435	£477	£-42	£0	£0	£0	n/a	0	0
31/03/17	*	£427	£517	£-90	£0	£0	£0	n/a	0	0
31/03/16		£453	£505	£-52	£0	£0	£0	n/a	0	0
31/03/15	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/14		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/13	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/12		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/11		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/10	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 15 years
(21 years as a company)

www.bradingromanvilla.org.uk

info@bradingromanvilla.org.uk

01983406223

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Isle Of Wight,

Who it helps

Children/Young People
The General Public/Mankind

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
DCMS - ALB-Historic England-Brading Roman Villa (Oglander Roman Trust) (Covid-19 Emergency Response)
£25,000	01/04/2020	Brading Roman Villa (Oglander Roman Trust)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-77

DR ANGELA BUCKLEY Appointed: 2024, Occupation: Lecturer

DR LOUISE REVELL Appointed: 2024, Occupation: University Lecturer

DR SARAH JANE KITCHING Appointed: 2024, Occupation: Blue Badge Tour Guide

JESSICA SUZANNE GARBETT Appointed: 2024, Occupation: Accountant

JOHN HAIGH Appointed: 2020, Occupation: Company Director

KATHERINE ELIZABETH COLLINS Appointed: 2024, Occupation: Housewife

MARTYN MEIRION DAVIES Appointed: 2024, Occupation: Retired

NICHOLAS WOODIFIELD Appointed: 2020, Occupation: Retired

NIGEL ALAN HARTLEY Appointed: 2024, Occupation: Hospice Ceo, Other trusteeship: THE HIGH SHERIFFS' CRIMEBEAT AWARD (ISLE OF WIGHT),

PATRICIA MARY BARBER Appointed: 2015, Occupation: Mature Student

PROFESSOR MICHAEL GORDON FULFORD Appointed: 2016, Other trusteeships: THE HAMPSHIRE FIELD CLUB AND ARCHAEOLOGICAL SOCIETY, THE FRIENDS OF THE UNIVERSITY OF READING,

REV CANON DAVID MICHAEL LOW MA Appointed: 2016, Other trusteeship: OGLANDER ROMAN TRUST,

STEWART DALE WHITE Appointed: 2017, Occupation: Retired, Other trusteeship: OGLANDER ROMAN TRUST,

SARA ARABELLA JANSON Appointed: 2020, Occupation: Writer & Film Maker

STEPHEN RICHARD DERRICK BAILEY Appointed: 2024, Occupation: Retired, Other trusteeship: AGE CONCERN ISLE OF WIGHT,

Legal constitution

Charitable company registered in England & Wales on 02/03/2009, number: 1128326
Registered at Companies House on 17/02/2003, number: 04667573

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
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
Volunteer management

Filing Record

14 returns made; AR20: 5 days late, AR17: 2 days late, AR15: 152 days late, AR13: 64 days late, AR10: 302 days late,

Main office

BRADING ROMAN VILLA TRUST
BRADING ROMAN VILLA
MORTON OLD ROAD
BRADING
SANDOWN
PO36 0EN

Objectives

FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT AND WITHOUT DETRACTING FROM THE GENERAL NATURE OF THE TRUST THE PRIMARY OBJECTS SHALL BE:I THE PRESERVATION PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT AS A NATIONAL MONUMENT OF ANY BUILDING OR BUILDINGS OF A NATIONAL HISTORIC ARCHAEOLOGICAL ARTISTIC OR SCIENTIFIC INTEREST AND IMPORTANCE SITUATED ON THE ISLE OF WIGHT INCLUDING ANY ANCILLARY BUILDINGS AS SHALL OR MAY AT ANY TIME BE VESTED IN THE TRUST OR IN RESPECT OF WHICH THE TRUST SHALL HAVE ANY INTERESTII THE PRESERVATION PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF ANY AMENITY OR OTHER LAND SITUATED ON THE ISLE OF WIGHT AS SHALL OR MAY AT ANY TIME BE VESTED IN THE TRUST OR IN RESPECT OF WHICH THE TRUST SHALL HAVE ANY INTEREST AND WHICH IS ASSOCIATED WITH ANY SUCH BUILDING OR BUILDINGS WHERE SUCH LAND IS OF SCIENTIFIC ARCHAEOLOGICAL AGRICULTURAL HORTICULTURAL OR SILVICULTURAL INTERESTIII THE PRESERVATION PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF ALL FURNITURE PICTURES HISTORIC RECORDS BOOKS MANUSCRIPTS MONUMENTS ARMOUR PORCELAIN SILVER AND GOLD OBJETS D'ART ARTEFACTS REMAINS AND OTHER CHATTELS OR ITEMS OF NATIONAL HISTORIC ARCHAEOLOGICAL ARTISTIC OR SCIENTIFIC INTEREST ASSOCIATED WITH OR DISPLAYED IN ANY SUCH BUILDING OR BUILDINGSIV THE ENCOURAGEMENT OF THE PROVISION OF ACCESS TO AND THE STUDY OF SUCH BUILDINGS LAND FURNITURE PICTURES AND OTHER CHATTELS OR ITEMS BY MEMBERS OF THE GENERAL PUBLICV THE CREATION MAINTENANCE AND FUNDING OF GRANTS BURSARIES SCHOLARSHIPS PRIZES AND REWARDS FOR MEMBERS OF THE GENERAL PUBLIC TO INCREASE THEIR KNOWLEDGE APPRECIATION AND ENJOYMENT OF SUCH BUILDINGS LAND AND FURNITURE PICTURES AND OTHER CHATTELS OR ITEMS AND FOR EDUCATIONAL AND RESEARCH PURPOSES GENERALLYVI THE APPLICATION OF INCOME AND CAPITAL TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS AT SUCH TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK

Defined Area of Benefit:

ISLE OF WIGHT

Data Sources