Finance Score: -8

Governance Score: 5

Support Score: 7

Liabilities <10%: +3
Excess reserves: -5
Deficit latest year: -2
Good reserves: +1
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 4

COMPTON VERNEY HOUSE CHARITY

Compton Verney is a nationally-accredited art gallery and historic, Capability Brown-designed park located in the heart of the South Midlands, not far from Stratford-upon-Avon. We present a wealth of opportunities for discovery and enjoyment in our galleries and landscape, and we passionately believe in sharing everything our rich, multi-faceted site has to offer.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has a robust balance sheet
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £27,126,440 available, equivalent to 66 months of spending and so may not be able to utilise additional funding
Income was lower than spending in the latest year but the charity has substantial reserves available
Fundraising costs are extremely high relative to funds raised

Financial Data ?

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		£3,939	£4,918	£-979	£1,611	£27,135	£27,126	66.2	67	70

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Financial Ratios

Fundraising Costs/Relevant Income: 119.6%
Fundraising Costs/Total Spending: 32.8%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 2%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 66.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.6

Asset Split ?

Established: 2 years

https://www.comptonverney.org.uk/

info@comptonverney.org.uk

01926645500

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Other Charitable Purposes
Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

67 employees
70 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
The Foyle Foundation - Arts
£40,000	28/04/2023	towards launch of sculpture park as part of Compton Verney's 20th anniversary celebrations
DCMS - Museum Estate and Development fund
£240,000	16/02/2023	This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance ....more This is an open-access capital fund targeted at non-national Accredited museums and local authorities based in England to apply for funding to undertake vital infrastructure and urgent maintenance backlogs which are beyond the scope of day-to-day maintenance budgets.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 29-69

SIPHO NDLOVU Appointed: 2022, Occupation: Performance Artist

CAROLINE JONES Appointed: 2024, Occupation: Museum Director & Ceo

HELEN ROSE Appointed: 2021, Occupation: Director

JOHN ROSS SLEIGHT Appointed: 2020, Occupation: Company Director

JONATHAN SHEAFF Appointed: 2020, Occupation: Director

LYDIA CHARLOTTE THOMAS Appointed: 2021, Occupation: Retired

MAGNUS RENFREW Appointed: 2022, Occupation: Fair Director

MARK ARMSTRONG Appointed: 2022, Occupation: Chartered Surveyor Management Consultant

PHILIP ALAN BUNT Appointed: 2020, Occupation: Charterted Accountant

PROF MICHAEL PAUL SMITH Appointed: 2017

PENELOPE JANE EGAN CBE (Chair) Appointed: 2021

PETER JAMES WILSON OBE Appointed: 2021

LARA ANNA-MARIE RATNARAJA Appointed: 2024, Occupation: Arts Consultant, Other trusteeship: COVENTRY BIENNIAL LTD,

GERALDINE COLLINGE Appointed: 2022, Occupation: Director Of Events And Exhibitions, Other trusteeship: FIERCE (FESTIVAL) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 22/11/2021, number: 1196705
Registered at Companies House on 19/11/2021, number: 13754286

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
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

1 returns made; all on time

Main office

COMPTON VERNEY HOUSE
COMPTON VERNEY
WARWICK
CV35 9HZ

Objectives

2.1 THE OBJECTS OF THE CHARITY ARE TO ADVANCE SUCH EXCLUSIVELY CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) FOR THE PUBLIC BENEFIT AS THE TRUSTEES SEE FIT FROM TIME TO TIME INCLUDING BUT NOT LIMITED TO:2.1.1 THE PRESERVATION, MAINTENANCE AND IMPROVEMENT OF THE COMPTON VERNEY ESTATE;2.1.2 THE ADVANCEMENT OF EDUCATION IN THE UNITED KINGDOM AND IN PARTICULAR IN THE WEST MIDLANDS;2.1.3 THE PROVISION AND MAINTENANCE OF ART FOR EXHIBITION TO THE PUBLIC AND THE COMMISSIONING OF ART IN CONNECTION WITH COMPTON VERNEY ESTATE; AND 2.1.4 THE PROMOTION OF PHYSICAL AND MENTAL HEALTH AND WELLBEING THROUGH THE PROVISION OF PHYSICAL AND DIGITAL ACCESS TO, AND FACILITIES FOR THE APPRECIATION, STUDY AND (WHERE RELEVANT) PRACTICE OF, THE ARTS, CULTURE, NATURE, HERITAGE AND SCIENCE ON THE COMPTON VERNEY ESTATE AND/OR ANY OTHER PLACE OR PLACES.

Data Sources