Finance Score: 0

Governance Score: -7

Support Score: 3

Only 4 Trustees: -1
Static board: -3
All male board: -3

Gov Income
Overall weighted support: +3

Overall GiG Score: -4

THE TITSEY FOUNDATION CIO

The charity preserves and protects Titsey Place, its contents and grounds, and provides educational and recreational facilities for the public.To 30 September 2015, these activities were previously undertaken by the charitable trust known as the Titsey Foundation (registered number 277943).

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male
The Board composition appears to be rather static

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
30/09/23		£1,407	£1,362	£45	£445	£42,639	£42,639	375.8	12	0
30/09/22		£1,215	£1,104	£111	£184	£42,406	£42,406	460.8	12	23
30/09/21		£1,160	£1,084	£76	£304	£40,302	£40,302	446.1	10	23
30/09/20		£3,928	£1,088	£2,840	£196	£30,845	£30,845	340.2	10	23
30/09/19		£724	£972	£-248	£82	£27,434	£27,434	338.7	13	23
30/09/18	*	£655	£988	£-333	£147	£27,229	£27,229	330.7	12	0
30/09/17		£821	£956	£-134	£175	£27,201	£27,201	341.6	13	0
30/09/16		£672	£964	£-292	£63	£11,480	£11,480	142.9	8	0
30/09/15	*	£10,687	£0	£10,687	n/a	n/a	n/a	n/a	n/a	n/a

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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: 1%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 375.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.8

Asset Split ?

Balance Sheet History

Established: 10 years

www.titsey.org

titsey@struttandparker.com

01273 407060

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Provides financial or material assistance

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Surrey,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

EARL OF WOOLTON (Chair) Appointed: 2015

MR E G CAMERON TA DL Appointed: 2015

MR J ST JOHN Appointed: 2015

SIMON VANDELEUR Appointed: 2019

Legal constitution

Charity registered in England & Wales on 16/01/2015, number: 1159986

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

06/04/2020 - Asset transfer in from THE TITSEY FOUNDATION
18/06/2021 - Asset transfer in from PARISH LAND TITSEY

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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

9 returns made; AR18: 27 days late, AR15: 1093 days late,

Recent reorganisation events:

Asset transfer in from THE TITSEY FOUNDATION on 06/04/2020
Asset transfer in from PARISH LAND TITSEY on 18/06/2021

Main office

Strutt and Parker
201 High Street
Lewes
BN7 2NR

Objectives

THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF EDUCATION, THE RELIEF OF POVERTY, THE ADVANCEMENT OF RELIGION AND THE PROMOTION OF AID AND SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW TO BE EXCLUSIVELY CHARITABLE AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING: (1) THE PRESERVATION FOR THE PUBLIC BENEFIT OF THE WHOLE OR SUCH PART OR PARTS OF THE BUILDINGS AND THEIR GROUNDS AND SURROUNDINGS KNOWN AS TITSEY PLACE IN THE COUNTY OF SURREY (?TITSEY PLACE?) AS SHALL OR MAY HEREAFTER BE VESTED IN THE CHARITY TRUSTEES; (2) THE PROTECTION AND IMPROVEMENT OF THE AMENITIES OF TITSEY PLACE FOR THE PUBLIC BENEFIT; (3) THE PRESERVATION FOR THE PUBLIC BENEFIT OF FURNITURE AND PICTURES AND CHATTELS OF ANY ORDINARILY KEPT AT TITSEY PLACE; (4) THE FACILITATION AND ENCOURAGEMENT OF ACCESS TO THE STUDY AND APPRECIATION OF TITSEY PLACE AND SUCH FURNITURE, PICTURES AND CHATTELS AFORESAID BY THE GENERAL PUBLIC; (5) THE PROVISION AT TITSEY PLACE OR SUCH PART OF IT AS SHALL BE APPROPRIATE IN THE INTERESTS OF SOCIAL WELFARE AND FOR THE PURPOSE OF IMPROVING THE CONDITIONS OF LIFE FOR THE PERSONS WHOM THE SAME ARE INTENDED OF FACILITIES FOR PHYSICAL RECREATION WHICH SHALL BE AVAILABLE TO MEMBERS OF THE PUBLIC AT LARGE; AND (6) THE FACILITATION AND ENCOURAGEMENT OF THE USE AND OCCUPATION OF THE WHOLE OR PART OF TITSEY PLACE AND THE USE OF SUCH CHATTELS AS AFORESAID FOR CHARITABLE PURPOSES.