Finance Score: -3

Governance Score: 6

Support Score: 4

Volatile income: -3
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 7

THE PERCIVAL GUILDHOUSE

THE PERCIVAL GUILDHOUSE IS AN INDEPENDENT CENTRE FOR ADULT EDUCATION AND THE ARTS. WE PROVIDE OPPORTUNITIES FOR LIFE LONG LEARNING, RUNNING COURSES ON A WIDE RANGE OF SUBJECTS FROM LANGUAGES, ARTS, CRAFTS, HISTORY, AND CREATIVE WRITING.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 recently

Established: 60 years

www.percival-guildhouse.co.uk

contact@percival-guildhouse.co.uk

01788 542467

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
31/07/23		£173	£216	£-43	n/a	n/a	n/a	n/a	n/a	8
31/07/22		£228	£208	£20	n/a	n/a	n/a	n/a	n/a	20
31/07/21		£204	£200	£5	n/a	n/a	n/a	n/a	n/a	20
31/07/20		£279	£239	£40	n/a	n/a	n/a	n/a	n/a	40
31/07/19		£272	£284	£-12	n/a	n/a	n/a	n/a	n/a	50
31/07/18		£247	£247	£1	£0	£0	£0	n/a	0	0
31/07/17		£281	£285	£-5	£0	£0	£0	n/a	0	0
31/07/16		£216	£241	£-25	£0	£0	£0	n/a	0	0
31/07/15		£235	£235	£0	£0	£0	£0	n/a	0	0
31/07/14		£230	£228	£2	£0	£0	£0	n/a	0	0
31/07/13		£209	£208	£1	£0	£0	£0	n/a	0	0
31/07/12		£201	£199	£2	£0	£0	£0	n/a	0	0
31/07/11		£204	£203	£1	£0	£0	£0	n/a	0	0
31/07/10		£180	£182	£-2	£0	£0	£0	n/a	0	0
31/07/09	*	£170	£172	£-2	£0	£0	£0	n/a	0	0
31/07/08	*	£194	£171	£23	£0	£0	£0	n/a	0	0
31/07/07		£183	£116	£67	£0	£0	£0	n/a	0	0
31/07/06		£149	£142	£8	£0	£0	£0	n/a	0	0
31/07/05?		£130	£124	£6	£0	£0	£0	n/a	0	0
31/08/04		£111	£113	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Leicestershire, Northamptonshire, Warwickshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
8 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
Garfield Weston Foundation - Main Grants award
£15,000	20/05/2022	Help Save the Percival Guildhouse
Garfield Weston Foundation - Main Grants award
£10,000	15/10/2019	Internal Platform Lift Project
Dunhill Medical Trust - Installation of internal platform lift
£29,035	27/06/2019 12	Building grant: to improve accessibility to the listed building to older people and those with walking difficulties or physical disabilities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

CLARE TURNBULL Appointed: 2019

DAVID THOMSON Appointed: 2016

DR ANJNA CHOUHAN Appointed: 2023

ELIZABETH EMILY PICHON Appointed: 2021

PETER REANEY Appointed: 2015, Other trusteeships: THE HILLSIDE AND ROKEBY COMMUNITY ASSOCIATION, THE WESTHAM HOUSE FUND,

RACHEL DOUGHTY Appointed: 2024

ROB CLOSE (Chair) Appointed: 2016

STEPHEN BECKER Appointed: 2019

TRACEY SAUNDERS Appointed: 2024

Legal constitution

Charity registered in England & Wales on 17/01/1964, number: 528782

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
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
Volunteer management

Filing Record

20 returns made; AR09: 9 days late, AR08: 11 days late,

Main office

ST MATTHEWS STREET
RUGBY
CV21 3BY

Objectives

THE ADVANCEMENT OF EDUCATION OF ADULTS IN THE RUGBY AREA PRINCIPALLY BY THE PROVISION OF A CENTRE OF ACTIVITY KNOWN AS THE PERCIVAL GUILDHOUSE.

Defined Area of Benefit:

RUGBY AND DISTRICT

Data Sources