Finance Score: 1

Governance Score: 5

Support Score: 8

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Multiple Deficits and declines: -5
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +8

Overall GiG Score: 14

GILBERT WHITE & THE OATES COLLECTIONS

Museum and Field Study Centre operating as a charity organisation

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Income has been volatile and on several occasions in recent years 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		£532	£693	£-160	£12	£2,020	£1,965	34	35	100
31/03/22		£517	£637	£-119	£0	£2,180	£2,175	41	31	100
31/03/21		£671	£586	£85	£0	£2,300	£2,300	47.1	28	95
31/03/20	*	£421	£586	£-166	n/a	n/a	n/a	n/a	n/a	90
31/03/19		£959	£644	£315	£83	£2,380	£125	2.3	25	120
31/03/18		£1,539	£496	£1,043	£61	£2,066	£149	3.6	22	0
31/03/17		£1,509	£486	£1,023	£83	£1,023	£199	4.9	25	0
31/03/16	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/15	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 1.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 34 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.4

Asset Split ?

Established: 10 years

www.gilbertwhiteshouse.org.uk

info@gilbertwhiteshouse.org.uk

01420511275

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 buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Hampshire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

35 employees
100 volunteers

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.

Major supporters in last 5 years

DCMS	£168,778
National Lottery Heritage Fund	£57,000
The Foyle Foundation	£39,000
The Berkeley Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£39,000	20/09/2022	towards the re-design and renovation of the Gilbert White Galleries
National Lottery Heritage Fund - Grant to Gilbert White and the Oates Collections
£57,000	20/05/2020	COVID19:Gilbert White & The Oates Collections
DCMS - Surviving for the Future
£168,778	01/04/2020	To support Arts and Culture throughout England
The Berkeley Foundation - Engagement of young people in Gilbert White's work and collections
£10,000	05/02/2020	One-off grant supporting the engagement of young people in the Charity's work and collections.
National Lottery Heritage Fund - Grant to Gilbert White and the Oates Collections
£29,400	20/03/2019	Towards 2020: Preparing for the next stage of our journey
Wolfson Foundation - Grant to Gilbert White and the Oates Collection
£50,000	16/06/2016	Library and temporary exhibition facility

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-79

CHRISTOPHER NOBLETT CARTER DIPLA CMLI Appointed: 2013

DOMINIC EDWARD JONES Appointed: 2022, Occupation: Director

ELIZABETH ANN MOORCRAFT Appointed: 2021

PAUL DE QUINCEY Appointed: 2020

RUPERT NABARRO Appointed: 2021, Occupation: Director

PAUL CLUETT Appointed: 2018, Occupation: Company Director, Other trusteeship: BRAMSHILL SCOUT DISTRICT,

PHILIP CLINTON GEDDES Appointed: 2009, Occupation: Consultant

PROFESSOR PAUL GREGORY KENNETH RODHOUSE Appointed: 2014, Occupation: Scientist

ELIZABETH MARGARET WALLACE Appointed: 2022, Occupation: Director, Other trusteeship: NEWBURY CHORAL SOCIETY,

MARK PATTERSON Appointed: 2016, Occupation: Lawyer, Other trusteeship: SAFE CHILD THAILAND,

PROFESSOR KHALID AZIZ Appointed: 2019, Occupation: Company Director, Other trusteeship: FRIENDS OF LANGLANDS SCHOOL LIMITED,

Legal constitution

Charitable company registered in England & Wales on 03/11/2014, number: 1159058
Registered at Companies House on 03/06/2014, number: 09069349

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
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
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

9 returns made; AR20: 59 days late, AR16: 53 days late, AR15: 7 days late,

Recent reorganisation events:

Asset transfer in from FRIENDS OF GILBERT WHITE AND THE OATES COLLECTIONS on 05/09/2023

Main office

Gilbert Whites House & Gardens
High Street
Selborne
Alton
GU34 3JH

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE MAINTENANCE OF A MUSEUM AND LIBRARY.

Data Sources