Finance Score: -5

Governance Score: 4

Support Score: 3

Low unrestricted reserves: -2
Strong growth: +2
Volatile income
spending growth: -1
Fundraising costs high: -4

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 2

HORTON CHAPEL ARTS AND HERITAGE SOCIETY

To preserve Horton Chapel for the benefit of the local community, by running a not for profit community arts centre. Including social and community activities as well as promoting education in and appreciation of the arts, local history and creative activities the promote well-being for the public benefit of people of all ages living working and studying in the borough of Epsom and Ewell.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
Over half the Board have joined recently

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
Income has been volatile recently but spending has been maintained
Fundraising costs are extremely high relative to funds raised

Established: 8 years

http://thehortonepsom.org

enquiries@thehortonepsom.org

01372747662

Charity Commission for England and Wales

Tweets

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		£527	£408	£119	£135	£2,751	£83	2.5	9	40
28/02/22		£597	£134	£463	£12	£2,632	£22	2	0	30
28/02/21		£1,179	£32	£1,147	£0	£2,169	£7	2.6	0	20
29/02/20	*	£813	£21	£792	£0	£1,023	£4	2.2	0	20
28/02/19		£222	£219	£3	n/a	n/a	n/a	n/a	n/a	25
28/02/18		£78	£69	£9	£0	£0	£0	n/a	0	0
28/02/17		£11	£10	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 40.5%
Fundraising Costs/Total Spending: 33.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.3

Asset Split ?

Listed activities

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

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Surrey,

Who it helps

The General Public/Mankind

Who works here?

9 employees
40 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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Horton, Epsom
£1,471	23/10/2021	We will transform the neglected and overgrown gardens at The Horton, Epsom, to create a fantastic green space for everyone to enjoy, free-of-charge.
Community Foundation for Surrey - The Horton - Young People's Advisory Board
£5,000	30/01/2020 12	Funding to start up a youth advisory board for an arts and heritage society based in Epsom.
Power to Change - Horton Chapel Arts And Heritage Society
£15,000	20/12/2017 36	Grant to Horton Chapel Arts And Heritage Society
National Lottery Heritage Fund - Grant to Horton Chapel Arts & Heritage Society
£1,744,600	07/06/2017	The redevelopment and refurbishment of Horton Chapel into an arts and heritage centre
National Lottery Heritage Fund - Grant to Horton Chapel Arts & Heritage Society
£10,000	12/04/2016	Horton Chapel Arts & Heritage Centre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

ANDREA STOKES Appointed: 2024

ELAINE SHARPE Appointed: 2024

GRAHAM SAUNDERS Appointed: 2018

KANDIA APPADOO Appointed: 2022

RUPERT SALMON Appointed: 2016

STEVEN RICHARD TRIMM Appointed: 2022

Legal constitution

Charity registered in England & Wales on 07/06/2016, number: 1167510

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
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
Trustee expenses policy and procedures

Filing Record

7 returns made; AR20: 1 days late,

Recent reorganisation events:

Asset transfer in from MGSO4: EPSOM AND EWELL ARTS FESTIVAL on 22/05/2023

Main office

The Horton Arts Centre
Haven Way
EPSOM
Surrey
KT19 8NP

Objectives

A. TO PRESERVE THE HORTON CHAPEL IN EPSOM, A GRADE II LISTED BUILDING, FOR THE BENEFIT OF THE PUBLIC AND THE HERITAGE OF THE LOCAL AREA, B. TO PROMOTE EDUCATION IN AND APPRECIATION OF THE ARTS, LOCAL HISTORY AND CREATIVE ACTIVITIES FOR THE PUBLIC BENEFIT OF ALL AGES OF PEOPLE LIVING, WORKING AND STUDYING IN THE 'BOROUGH' OF EPSOM AND EWELL AND ITS SURROUNDING AREAS BY ESTABLISHING AND OPERATING A NOT-FOR-PROFIT COMMUNITY ARTS CENTRE WITHIN THE HORTON CHAPEL BUILDING AND ITS ASSOCIATED GROUNDS.

Data Sources