Finance Score: 1

Governance Score: 8

Support Score: 12

Liabilities <10%: +3
Multiple Deficits: -2

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

Grant maker support: +12

Overall GiG Score: 21

THE MARY ROSE TRUST

To conserve the Mary Rose and her artefacts and display them to a wide audience.To maintain the archives and publish archaeological information and to promote and make accessible, research and knowledge relating to the Mary Rose.To provide world class expertise for maritime archaeology and the conservation of material recovered from underwater.To enable lifelong learning and outreach.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 45 years

www.maryrose.org

mail@maryrose.org

023 92 750521

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	£2,939	£4,232	£-1,292	£356	£26,990	£4,074	11.6	47	140
31/03/22	£3,588	£4,106	£-518	£306	£28,282	£4,283	12.5	46	140
31/03/21	£2,184	£3,251	£-1,067	£115	£28,800	£3,818	14.1	49	135
31/03/20	£2,940	£4,389	£-1,449	£406	£29,867	£3,781	10.3	72	140
31/03/19	£3,034	£4,760	£-1,726	£450	£31,316	£4,261	10.7	62	145
31/03/18	£3,410	£4,910	£-1,500	£841	£33,041	£4,913	12	59	0
31/03/17	£4,911	£4,627	£284	£507	£34,542	£5,245	13.6	49	0
31/03/16	£8,534	£4,639	£3,895	£529	£34,257	£5,389	13.9	49	0
31/03/15?	£4,106	£5,776	£-1,670	£2,379	£30,362	£3,818	7.9	51	0
31/12/13	£4,195	£4,149	£46	£1,687	£32,032	£4,125	11.9	50	0
31/12/12	£7,111	£2,264	£4,847	£1,281	£31,986	£4,031	21.4	45	0
31/12/11	£11,192	£2,773	£8,419	£1,267	£27,139	£3,681	15.9	45	0
31/12/10	£8,202	£3,091	£5,111	£1,273	£18,720	£3,655	14.2	44	0
31/12/09	£6,159	£1,932	£4,227	£1,312	£13,609	£3,446	21.4	44	0
31/12/08	£5,774	£1,721	£4,053	£451	£9,371	£3,345	23.3	56	0
31/12/07	£3,975	£1,648	£2,326	£397	£5,318	£1,077	7.8	53	0
31/12/06	£1,383	£1,561	£-178	£0	£0	£0	n/a	0	0
31/12/05	£2,308	£1,155	£1,153	£0	£0	£0	n/a	0	0
31/12/04	£2,606	£1,243	£1,363	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14.8%
Fundraising Costs/Total Spending: 8.4%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 2%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 15%
Reserves/Spending: 11.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.6

Asset Split ?

Listed activities

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

How it operates

Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

47 employees
140 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£607,830
Garfield Weston Foundation	£375,000
DCMS	£352,652
The Foyle Foundation	£120,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Mary Rose Trust
£241,835	07/06/2023	Creating Organisational Resilience: Towards 2033
National Lottery Heritage Fund - Grant to The Bristol Cultural Development Partnership
£115,995	08/03/2023	Bristol 650: Our City 1373 - 2023
Wolfson Foundation - Grant to The Mary Rose Trust
£27,800	07/12/2022	Replacement halogen lighting in the Mary Rose Museum foyer with LED lighting
Wolfson Foundation - Grant to The Mary Rose Trust
£0	07/12/2022	'Safeguarding and storing the Mary Rose Collection and Archive'. Grant of £37,450 under DCMS Wolfson Museums and Galleries Improvement Fund (round 14, grant ref. 21866). (WF contributing 50% of ....more 'Safeguarding and storing the Mary Rose Collection and Archive'. Grant of £37,450 under DCMS Wolfson Museums and Galleries Improvement Fund (round 14, grant ref. 21866). (WF contributing 50% of total grant of £74,900).
Garfield Weston Foundation - Main Grants award
£75,000	28/01/2022	The Weston Heritage Internship
DCMS - Culture Recovery Fund: Continuity Support
£327,652	27/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
The Pilgrim Trust - Grant to Mary Rose Trust
£3,842	03/12/2020 5	Review of the Mary Rose control systems ensuring energy efficiency, sustainability and conserving our collection responsibly for the future.
National Lottery Heritage Fund - Grant to Mary Rose Trust
£250,000	27/07/2020	COVID19 Mary Rose Trust
Garfield Weston Foundation - Major Grants award - COVID19 response
£300,000	07/05/2020	Covid-19 Emergency Funding
DCMS - ALB-Historic England-The Mary Rose Trust (Covid-19 Emergency Response)
£25,000	01/04/2020	The Mary Rose Trust (Covid-19 Emergency Response)
The Foyle Foundation - Learning
£120,000	04/02/2020	towards '1545 - When Their World Ended' capital project, to refresh the Museum introduction in the first two galleries
DCMS - ALB-Historic England-Emergency Investigation Assistance: Tetney Golf Course prehistoric coffin
£2,880	01/04/2019	The remains of a waterlogged prehistoric wooden coffin from Tetney, Lincolnshire had been stored temporarily at the facilities of the Mary Rose Trust, Portsmouth pending a decision on assessment, ....more The remains of a waterlogged prehistoric wooden coffin from Tetney, Lincolnshire had been stored temporarily at the facilities of the Mary Rose Trust, Portsmouth pending a decision on assessment, analysis and conservation. This phase of the project involves the transfer of the coffin sections from Portsmouth to the conservation laboratory of the York Archaeological Trust for cleaning, sterilization and pre-treatment before further conservation is approved.
Garfield Weston Foundation - Major Grants award
£150,000	16/01/2019	Core Costs
Garfield Weston Foundation - Major Grants award
£500,000	25/04/2018	The Mary Rose Trust Endowment Fund

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-77

ADAM HUMPHRYES Appointed: 2013, Occupation: Chairman

AILEEN MARION PEIRCE Appointed: 2023, Occupation: Head Of Interpretation And Design

CHRISTOPHER JOHN BRANDON Appointed: 2013, Occupation: Architect

DOMINIC JONES Appointed: 2021, Occupation: Ceo

DR ANDREW DAVID PAINTING Appointed: 2023, Occupation: Engineering Consultant

DR ROBERT BEWLEY Appointed: 2014, Occupation: Archaeologist, Other trusteeships: LANDSCAPE RESEARCH CENTRE LTD, COUNCIL FOR BRITISH RESEARCH IN THE LEVANT,

KIRSTEN VICTORIA SUENSON-TAYLOR Appointed: 2023, Occupation: Director

NIGEL KEITH PURSE (Chair) Appointed: 2020, Occupation: Company Director, Other trusteeships: HASTOE VILLAGE HALL TRUST, THE MARY ROSE PERMANENT ENDOWMENT FUND, NATIONAL PARALYMPIC HERITAGE TRUST,

PROFESSOR SUZANNAH REBECCA GABRIELLA LIPSCOMB Appointed: 2020, Occupation: -

PROFESSOR TERENCE RICHARD STEVENS Appointed: 2022, Occupation: Director

ROSEMARY AUDREY SINCLAIR GREY Appointed: 2023, Occupation: Lawyer

SOPHIA MARY WESTON Appointed: 2016, Occupation: None

TIMOTHY MARK RUSBY Appointed: 2018, Occupation: Consultant

TREVOR WILLIAM KEEBLE Appointed: 2023, Occupation: Dean, University Of Portsmouth, Other trusteeship: The Guildhall Trust,

Legal constitution

Charitable company registered in England & Wales on 28/03/1979, number: 277503
Registered at Companies House on 19/02/1979, number: 01415654

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
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; all on time

Main office

Mary Rose Trust
1-10 College Road
H M Naval Base
PORTSMOUTH
PO1 3LX

Objectives

A. TO FIND, RECORD, EXCAVATE, RAISE, BRING ASHORE, PRESERVE, PUBLISH, REPORT ON AND DISPLAY FOR ALL TIME IN PORTSMOUTH THE MARY ROSE (OR ANY OF THESE ACTIVITIES).B. TO ESTABLISH, EQUIP AND MAINTAIN A MUSEUM OR MUSEUMS IN PORTSMOUTH TO HOUSE THE MARY ROSE AND RELATED OR ASSOCIATED MATERIAL.C. TO PROMOTE AND DEVELOP INTEREST, RESEARCH AND KNOWLEDGE RELATING TO:(I) THE MARY ROSE AND ALL MATTERS RELATING TO OR ASSOCIATED WITH HER, AND WITHOUT PREJUDICE TO THE FOREGOING HER PLACE IN MARITIME, NAVAL, MILITARY AND SOCIAL HISTORY AND HER EXCAVATION, AND DISPLAY, AND(II) ALL MATTERS RELATING TO UNDERWATER CULTURAL HERITAGE, WHEREVER LOCATED ALL FOR THE EDUCATION AND BENEFIT OF THE NATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources