Finance Score: 1

Governance Score: 3

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

Dynamic board: +3

Overall weighted support: +1

Overall GiG Score: 5

JANE AUSTEN'S HOUSE MUSEUM

THE ADVANCEMENT OF EDUCATION AND IN PARTICULAR THE STUDY OF ENGLISH LITERATURE, ESPECIALLY THE LIFE AND WORKS OF JANE AUSTEN, INCLUDING THE MAINTENANCE OF A MUSEUM IN THE HOUSE IN CHAWTON, HAMPSHIRE THAT WAS HER HOME FOR THE LAST EIGHT YEARS OF HER LIFE

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,849,136 available, equivalent to 75 months of spending and so may not be able to utilise additional funding

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
31/12/23	£603	£453	£150	£16	£2,853	£2,849	75.5	17	45
31/12/22	£1,217	£725	£492	£9	£2,703	£2,679	44.3	15	40
31/12/21	£481	£522	£-41	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£752	£433	£319	£3	£2,252	£2,193	60.7	15	52
31/12/19	£423	£500	£-77	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£446	£417	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£703	£668	£34	£5	£1,981	£1,277	22.9	16	0
31/12/16?	£850	£734	£116	£355	£1,947	£1,097	17.9	8	0
30/06/15	£622	£511	£111	£269	£1,831	£996	23.4	6	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.8%
Fundraising Costs/Total Spending: 3.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 75.5 months
Net Current Assets/Spending: 18 months
Quick Ratio: 12.2

Asset Split ?

Balance Sheet History

Established: 11 years

www.jane-austens-house-museum.org.uk

enquiries@jahmusm.org.uk

0142083262

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Hampshire,

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
National Lottery Heritage Fund - Grant to Jane Austen's House Museum
£92,000	13/03/2018	Building the strategic, operational and income generating functions at the Jane Austen House Museum
National Lottery Heritage Fund - Grant to Jane Austen's House Museum
£62,000	13/09/2016	Piecing together Jane Austen: Her Chawton legacy 200 years on
National Lottery Heritage Fund - Grant to Jane Austen's House Museum
£191,600	30/09/2014	The Jane Austen Bicentenary Collections Project
National Lottery Heritage Fund - Grant to Jane Austen's House Museum
£10,000	07/06/2013	Building funding opportunities at Jane Austen's House Museum

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANNABEL MARY PARTRIDGE Appointed: 2020

ANNE ELIZABETH YOUNG Appointed: 2022

ELIZABETH SU-KIM SCOTT Appointed: 2022

GEOFFREY DAVID MARSH Appointed: 2022

ISABEL MARY ROSE HUGHES (Chair) Appointed: 2013

ISABELLA MEAD Appointed: 2022

KEITH ANTHONY HARRISON Appointed: 2023

LOUISA FRANCES SWEE LIN PRICE Appointed: 2022

REBECCA BARDEN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 31/03/2014, number: 1156458

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
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

9 returns made; all on time

Main office

JANE AUSTENS HOUSE
WINCHESTER ROAD
CHAWTON
ALTON
GU34 1SD

Objectives

THE ADVANCEMENT OF EDUCATION AND IN PARTICULAR THE STUDY OF ENGLISH LITERATURE, ESPECIALLY THE LIFE AND WORKS OF JANE AUSTEN. ACTIVITIES IN FURTHERANCE OF THIS WILL INCLUDE THE MAINTENANCE OF A MUSEUM FOR THE PUBLIC BENEFIT IN THE HOUSE AT CHAWTON, HAMPSHIRE THAT WAS JANE AUSTEN’S HOME FOR THE LAST EIGHT YEARS OF HER LIFE.

Data Sources

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