Finance Score: 1

Governance Score: 9

Support Score: 13

Reasonable growth: +1

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +10

Overall GiG Score: 23

WEST HORSLEY PLACE TRUST

To preserve and maintain the house known as West Horsley Place in Surrey, together with its ancillary buildings and grounds as a place of historic and architectural interest, setting its history in a wider local and national context through a variety of teaching and learning methods. To encourage and promote the performing and visual arts.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
This charity has an endowment fund which generates most of its income
There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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
28/02/23	£826	£908	£-82	£186	£15,180	£689	9.1	13	400
28/02/22	£869	£981	£-112	£123	£15,324	£742	9.1	9	300
28/02/21	£562	£722	£-160	£162	£14,432	£408	6.8	7	30
29/02/20	£880	£931	£-51	£128	£14,366	£276	3.6	6	150
28/02/19	£398	£519	£-121	n/a	n/a	n/a	n/a	n/a	55
28/02/18	£503	£771	£-268	£112	£13,262	£10	0.2	2	0
28/02/17	£186	£344	£-158	£0	£0	£0	n/a	0	0

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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: 13%
Unrestricted Funds/Total Funds: 5%
Reserves/Spending: 9.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.2

Asset Split ?

Established: 8 years

www.westhorsleyplace.org

info@westhorsleyplace.org

01483282032

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
Provides services

Where it operates

Surrey,

Who it helps

The General Public/Mankind

Who works here?

13 employees
400 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	£133,684
National Lottery Heritage Fund	£126,000
Wolfson Foundation	£50,700
Community Foundation for Surrey	£6,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to West Horsley Place Trust
£50,700	08/06/2023	Restoration of the Geraldine and Red Drawing Rooms
Community Foundation for Surrey - Breathing Space Outdoor Wellbeing Courses
£2,000	17/06/2022	Funding for an 8 week outdoor mental health and wellbeing course
Community Foundation for Surrey - Our Past, Our Future summer youth programme
£2,000	17/06/2022	Funding for a specialist youth work facilitator to run a summer programme
Community Foundation for Surrey - Free Public Exhibition
£2,000	24/03/2022	Funding towards a public exhibition in Horsley to showcase work that local residents have produced during the pandemic.
DCMS - Culture Recovery Fund: Continuity Support
£40,000	22/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
DCMS - West Horsley Place
£10,263	04/01/2021	Investigative works into understanding and repair of the Geraldine Room ceiling
DCMS - West Horsley Place
£3,421	04/01/2021	Investigative works into understanding and repair of the Geraldine Room ceiling
DCMS - Create without barriers
£80,000	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to Mary Roxburghe Trust
£126,000	04/03/2020	West Horsley Place: An historic estate without barriers

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 32-77

YOLYNNDA DELUGAR Appointed: 2023, Occupation: Finance Director

AUDREY JOAN WADE Appointed: 2024, Occupation: Accountant

JOHN NICOL SIMPSON Appointed: 2023, Occupation: Company Director

MARCUS NIGEL COOPER Appointed: 2023, Occupation: Management Consultant

REBECCA LABRAM Appointed: 2023, Occupation: Hr Consultant

REBECCA STOVELL Appointed: 2022, Occupation: Creative Director

ANGELA MARY KIDNER Appointed: 2015, Occupation: Designer, Other trusteeships: THE JUBILANT TRUST, POPE'S GROTTO PRESERVATION TRUST, THE LONDON LUMINARIES,

GILES ALEXANDER MACKENZIE REID (Chair) Appointed: 2019, Occupation: Commercial Director

MARILYN SCOTT MBE Appointed: 2019, Occupation: Museums Director, Other trusteeship: A SPACE : GROWING CREATIVE COMMUNITIES,

Legal constitution

Charitable company registered in England & Wales on 14/12/2015, number: 1164840
Registered at Companies House on 25/09/2015, number: 09795744

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

7 returns made; all on time

Main office

West Horsley Place
Epsom Road
West Horsley
Leatherhead
Surrey
KT24 6AN

Objectives

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT:1. TO PRESERVE AND MAINTAIN THE HOUSE KNOWN AS WEST HORSLEY PLACE IN SURREY, TOGETHER WITH ITS ANCILLARY BUILDINGS AND GROUNDS (WEST HORSLEY PLACE) AS A PLACE OF HISTORIC AND ARCHITECTURAL INTEREST, SETTING ITS HISTORY IN A WIDER LOCAL AND NATIONAL CONTEXT BY A VARIETY OF LEARNING METHODS.2. TO PROMOTE THE PERFORMING ARTS AND VISUAL ARTS, IN PARTICULAR BUT WITHOUT LIMITATION BY FACILITATING THE PERFORMANCE OF OPERA, MUSIC, DRAMA AND BALLET AND TO PROMOTE LEARNING BY THE TEACHING, PRODUCTION, PARTICIPATION IN AND DISPLAY OF ARTS AND INDOOR OR OUTDOOR CRAFTS OR SKILLS AT WEST HORSLEY PLACE.THIS ARTICLE MAY BE AMENDED BY SPECIAL RESOLUTION BUT ONLY WITH THE PRIOR WRITTEN CONSENT OF THE COMMISSION.

Data Sources