Finance Score: -1

Governance Score: -3

Support Score: 6

Poor Liquidity: -1

Narrow trustee age band: -2
Mainly male board: -1

Overall weighted support: +6

Overall GiG Score: 2

THE ZURBARAN TRUST

The charity was formed to acquire from the Church Commissioners a collection of paintings by the Spanish artist Zurbaran, and in conjunction with her sister charity, The Auckland Castle Trust (Charity Reg:1146219), to enable these paintings to be seen by the general public.It also owns other paintings, furniture and artefacts that form part of the permanent exhibition at Auckland Castle

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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
31/03/23		£3,502	£307	£3,195	£0	£29,222	£57	2.2
31/03/22		£1,788	£277	£1,511	£0	£26,027	£158	6.9
31/03/21		£2,990	£292	£2,698	£0	£25,516	£16,179	664.9
31/03/20		£1,485	£287	£1,197	£0	£22,818	£13,750	574.1
31/03/19		£688	£286	£403	£0	£21,620	£39	1.6
31/03/18		£3,958	£354	£3,604	£0	£21,218	£63	2.1
31/03/17	*	£3,865	£186	£3,679	£0	£17,613	£1,633	105.3
31/03/16		£4,753	£1,071	£3,682	£0	£13,934	£4,884	54.7
31/03/15		£1,127	£949	£178	£5	£10,252	£1,079	13.6
31/03/14		£1,019	£26	£994	£5	£10,074	£53	24.9
31/03/13		£9,121	£40	£9,081	£4	£9,081	£60	17.8

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 2.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 8.1

Asset Split ?

Balance Sheet History

Established: 13 years

www.aucklandproject.org

enquiries@aucklandproject.org

01388743750

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Provides financial or material assistance

How it operates

Other charitable activities

Where it operates

Durham,

Who it helps

Other Charities Or Voluntary Bodies
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
The Jerusalem Trust - Towards The Burning of the Heathen Books tapestry
£15,000	19/12/2023 1	Christian Art
The Linbury Trust - Tapestry -Auckland Project, Zurbaran Trust
£25,000	05/10/2023	A one-off grant to purchase The Burning of the Heathen Books, a tapestry dating back to the mid-1500s.
The Jerusalem Trust - Towards the Burning of the Heathen Books tapestry
£25,000	05/06/2023 12	Christian Art

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 62-77

ANTHONY STEWART WORSLEY MOULD Appointed: 2013, Occupation: Art Consultant

BRENDAN GODFREY EAMONN FINUCANE Appointed: 2022, Occupation: Circuit Judge

DR JANE MARY RUFFER Appointed: 2012, Occupation: Medical Practitioner

DR JOSE LUIS COLOMER Appointed: 2015, Occupation: Publisher

DR LINDSAY RAYMONDE CLIFFORD STAINTON Appointed: 2013, Occupation: Curator And Author

JONATHAN GARNIER RUFFER (Chair) Appointed: 2012, Occupation: Investment Manager

Legal constitution

Charitable company registered in England & Wales on 16/03/2012, number: 1146437
Registered at Companies House on 14/11/2011, number: 07846779

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

11 returns made; AR17: 2 days late,

Main office

Ord House
Little Fencote
NORTHALLERTON
North Yorkshire
DL7 0RR

Objectives

OBJECT 1 FOR THE BENEFIT OF THE PUBLIC AND IN PARTICULAR THE PEOPLE OF THE NORTH-EAST OF ENGLAND TO ADVANCE ART CULTURE AND HERITAGE INCLUDING BY:-(A) ACQUIRING AND HOLDING IN PERPETUITY THE PAINTINGS (REFERRED TO BELOW TO BE HOUSED AT AUCKLAND CASTLE IN SUCH LOCATIONS AS ARE NOT LIKELY TO CAUSE DAMAGE OR DETERIORATION TO THE PAINTINGS AND WHICH ARE AVAILABLE FOR ON-GOING PUBLIC DISPLAY AND THE PAINTINGS WILL ONLY BE REMOVED FROM AUCKLAND CASTLE FOR THE PURPOSES OF RESTORATION OR TEMPORARY PUBLIC EXHIBITION; (B) PROVIDING FOR AND FACILITATING THE PRESERVATION OF AN EXHIBITION FOR THE PUBLIC OF THE PAINTINGS AND (C) RECEIVING ON LOAN AND/OR ACQUIRING AND/OR PROVIDING FOR AND FACILITATING THE PRESERVATION OF OR RESEARCH INTO AND/OR EXHIBITING TO THE PUBLIC OTHER WORKS OF ART FROM TIME TO TIME AT AUCKLAND CASTLE OR ELSEWHERE.OBJECT 2 TO ADVANCE EDUCATIONOBJECT 3 TO RELIEVE POVERTY AND SUFFERING IN PARTICULAR BY PROVIDING FINANCIAL AND OTHER ASSISTANCE (INCLUDING THE MAKING OF GRANTS) TO ORGANISATIONS AND INDIVIDUALS.OBJECT 4 SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND & WALES.THE PAINTINGS MEANS THE 13 PAINTINGS COLLECTIVELY KNOWN AS THE PICTURE CYCLE OF JACOB AND HIS SONS INCLUDING 12 PAINTINGS OF JACOB AND HIS 11 SONS BY FRANCISCO DE ZURBARAN (1598-1664) AND ONE PAINTING OF BENJAMIN PAINTED AS A COPY BY ARTHUR POND (1705-1758) (OIL ON CANVAS EACH PAINTING APPROX. 80 X 41 INCHES).

Data Sources

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