Finance Score: -4

Governance Score: 0

Support Score: 3

Spending falling: -1
Volatile income: -3

Grant maker support: +3

Overall GiG Score: -1

THE ASHRIDGE (BONAR LAW MEMORIAL) TRUST

ASHRIDGE UNDERTAKES 3 PRINCIPAL ACTIVITIES. PRAGMATIC RESEARCH RELEVANT TO ALL BUSINESS SECTORS IS WIDELY DISSEMINATED THROUGH PROGRAMMES, PUBLICATIONS AND THE INTERNET. THE HISTORIC ESTATE IS WELL MAINTAINED AND REGULARLY OPEN TO THE PUBLIC. EXECUTIVE EDUCATION COMPRISES MANAGEMENT AND ORGANISATION DEVELOPMENT THROUGH PUBLIC AND CUSTOMISED PROGRAMMES, WITH THE OPTION OF ACADEMIC QUALIFICATIONS.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile 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
31/12/22	£11,578	£13,955	£-2,377	£0	£16,167	£16,086	13.8	64
31/12/21	£11,628	£11,053	£575	£0	£24,776	£24,695	26.8	62
31/12/20	£9,433	£9,346	£87	£0	£16,579	£16,498	21.2	64
31/12/19	£37,837	£36,545	£1,292	£0	£12,773	£12,692	4.2	334
31/12/18	£36,508	£35,829	£679	£0	£19,322	£19,139	6.4	314
31/12/17	£33,370	£33,332	£38	£0	£17,161	£16,980	6.1	337
31/12/16	£34,314	£38,552	£-4,238	£0	£13,672	£13,494	4.2	362
31/12/15	£54,941	£37,465	£17,476	£0	£20,787	£20,621	6.6	408
31/12/14	£34,771	£33,877	£894	£82	£3,697	£3,545	1.3	386
31/12/13	£35,256	£34,117	£1,139	£62	£5,562	£5,427	1.9	382
31/12/12	£32,738	£34,207	£-1,469	£68	£608	£493	0.2	395
31/12/11	£36,211	£35,255	£956	£36	£6,957	£6,858	2.3	383
31/12/10	£34,227	£34,277	£-50	£35	£-3,823	£-3,922	-1.4	404
31/12/09	£32,177	£32,969	£-792	£33	£-7,748	£-7,847	-2.9	416
31/12/08	£39,158	£36,978	£2,180	£34	£1,312	£1,213	0.4	468
31/12/07	£38,120	£35,189	£2,931	£32	£7,543	£7,444	2.5	437
31/12/06	£28,447	£26,664	£1,783	£0	£0	£0	n/a	0
31/12/05	£26,383	£24,957	£1,426	£0	£0	£0	n/a	0
31/12/04	£23,197	£22,611	£586	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 32%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 25%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.8 months
Net Current Assets/Spending: 10 months
Quick Ratio: 2.7

Asset Split ?

Established: 62 years

www.ashridge.org.uk

mark.coleman@ashridge.hult.edu

01442843491

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Scientific research and testing services

How it operates

Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

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
Department for Education - Apprenticeships Participation 18+
£2,153,194	01/04/2020	To fund the provision of apprenticeship training.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

Ashridge CT Ltd

Legal constitution

Charity registered in England & Wales on 13/11/1962, number: 311096

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

Ashridge Executive Education
Ashridge
Berkhamsted
Hertfordshire
HP4 1NS

Objectives

(A) TO CARRY ON AT ASHRIDGE A COLLEGE FOR THE EDUCATION OF PERSONS IN MANAGEMENT AND RELATED SUBJECTS, IN ECONOMICS, POLITICAL AND SOCIAL SCIENCE AND SUCH OTHER SUBJECTS AS THE GOVERNORS MAY FROM TIME TO TIME DETERMINE FOR THE PURPOSE OF ENABLING SUCH PERSONS TO CONTRIBUTE TO THE ECONOMIC OR SOCIAL WELL-BEING OR DEVELOPMENT OF ANY NATION OR COMMUNITY OF NATIONS IN ANY PART OF THE WORLD AND IN PARTICULAR THE COMMONWEALTH OF NATIONS. (B) TO FOUND AND CARRY ON ANOTHER OR OTHER SUCH COLLEGES OR SIMILAR INSTITUTIONS FOR SUCH EDUCATION AS AFORESAID IN ANY PART OF THE WORLD. (BB) TO UNDERTAKE RESEARCH RELATED TO SUCH EDUCATION AS AFORESAID AND TO DISSEMINATE TO THE PUBLIC THE RESULTS OF ANY SUCH RESEARCH. (C) TO PRESERVE ASHRIDGE FOR THE BENEFIT OF THE NATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources