Finance Score: -3

Governance Score: 0

Support Score: 5

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Grant maker support: +5

Overall GiG Score: 2

HOGHTON TOWER PRESERVATION TRUST

Maintaining and preserving the historic fabric of Hoghton TowerMaking Hoghton Tower available to the community at large through house open days, school tours and private toursMaintaining the grounds and gardens of Hoghton TowerEducation and research activities into the history of the house and archives

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 45 years

www.hoghtontower.co.uk

mail@hoghtontower.co.uk

01254 85 2986

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
31/03/23	£82	£195	£-114	n/a	n/a	n/a	n/a	n/a	30
31/03/22	£369	£189	£180	n/a	n/a	n/a	n/a	n/a	30
31/03/21	£230	£177	£53	n/a	n/a	n/a	n/a	n/a	30
31/03/20	£135	£153	£-18	n/a	n/a	n/a	n/a	n/a	30
31/03/19	£98	£101	£-3	n/a	n/a	n/a	n/a	n/a	30
31/03/18	£89	£123	£-34	£0	£0	£0	n/a	0	0
31/03/17	£92	£117	£-24	£0	£0	£0	n/a	0	0
31/03/16	£184	£163	£21	£0	£0	£0	n/a	0	0
31/03/15	£157	£180	£-23	£0	£0	£0	n/a	0	0
31/03/14	£150	£177	£-26	£0	£0	£0	n/a	0	0
31/03/13	£220	£181	£39	£0	£0	£0	n/a	0	0
31/03/12	£201	£198	£3	£0	£0	£0	n/a	0	0
31/03/11	£192	£193	£-1	£0	£0	£0	n/a	0	0
31/03/10	£174	£183	£-9	£0	£0	£0	n/a	0	0
31/03/09	£168	£193	£-25	£0	£0	£0	n/a	0	0
31/03/08	£193	£170	£23	£0	£0	£0	n/a	0	0
31/03/07	£205	£143	£62	£0	£0	£0	n/a	0	0
31/03/06	£159	£180	£-21	£0	£0	£0	n/a	0	0
31/03/05	£189	£142	£47	£0	£0	£0	n/a	0	0
31/03/04	£129	£167	£-38	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Cheshire East, Cheshire West & Chester, Cumbria, Lancashire, Pembrokeshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
30 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
DCMS - CRF21 Hoghton Tower Preservation Trust
£88,100	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21 Hoghton Tower Preservation Trust
£116,500	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - Hoghton Tower
£19,723	18/12/2020	Essential repairs to the windows. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, ....more Essential repairs to the windows. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
DCMS - CRF20: Hoghton Tower Preservation Trust
£106,700	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Hoghton Tower Preservation Trust
£33,800	11/05/2020	COVID19: Hoghton Tower Preservation Trust
National Lottery Heritage Fund - Grant to Hoghton Tower Preservation Trust
£96,300	01/02/2016	The Hoghton Tower LEAP Project - Learning, enjoying, accessing and participating in heritage

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

ARWEL LEWIS Appointed: 2012

DUCCIO FARAONI Appointed: 2012

ELLIE BOTTI, Occupation: Consultant

EDWARD PERRY Appointed: 2015, Other trusteeship: KNOWSLEY SAFARI FOUNDATION,

ELENA FARAONI (Chair) Appointed: 2015

JAMES KENRIC BELSAK Appointed: 2022

MARY LANGFORD Appointed: 2012

Legal constitution

Charity registered in England & Wales on 18/01/1979, number: 508357

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
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

20 returns made; all on time

Main office

HOGHTON TOWER
HOGHTON
PRESTON
PR5 0SH

Objectives

1. THE RESTORATION AND PRESERVATION OF THE TOWER AS A BUILDING OF HISTORIC INTEREST FOR THE BENEFIT OF THE COMMUNITY AT LARGE AND THE ADVANCEMENT OF EDUCATION OF PUBLIC IN SUCH MANNER AS HEREAFTER APPEARS. 2. THE PRESERVATION OF ALL RECORDS RELATING TO THE HISTORY OF THE TOWER AND THE ENCOURAGEMENT OF HISTORICAL RESEARCH WITH REGARD THERETO AND IN RESPECT OF THE HISTORY OF HOGHTON AND COUNTY PALATINE OF LANCASHIRE. 3. THE FOSTERING OF PUBLIC EDUCATION AND INTEREST IN MATTERS CONNECTED WITH THE PRESERVATION OF THE ENVIRONMENT IN PARTICULAR THE PRESERVATION OF THE FAUNA AND FLORA OF HOGHTON.

Defined Area of Benefit:

HOGHTON

Data Sources