Finance Score: 0

Governance Score: 4

Support Score: 3

No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +0

Overall GiG Score: 7

THE FRIENDS OF PENLEE HOUSE GALLERY AND MUSEUM

To advance public education in the history and culture of Penzance and the surrounding area. To support the aims and activities and to further the charitable purposes of Penlee House Gallery and Museum, to assist in arranging exhibitions, meetings, lectures and other educational activities, to encourage recruitment of volunteers for duties at Penlee House and to promote fund raising.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£168	£44	£124	n/a	n/a	n/a	n/a	n/a	13
31/03/22	£93	£29	£64	n/a	n/a	n/a	n/a	n/a	140
31/03/21	£63	£28	£36	n/a	n/a	n/a	n/a	n/a	140
31/03/20	£51	£28	£23	n/a	n/a	n/a	n/a	n/a	125
31/03/19	£38	£24	£14	n/a	n/a	n/a	n/a	n/a	52
31/03/18	£95	£88	£7	£0	£0	£0	n/a	0	0
31/03/17	£42	£34	£8	£0	£0	£0	n/a	0	0
31/03/16	£34	£25	£9	£0	£0	£0	n/a	0	0
31/03/15	£44	£58	£-14	£0	£0	£0	n/a	0	0
31/03/14	£39	£29	£10	£0	£0	£0	n/a	0	0
31/03/13	£55	£40	£15	£0	£0	£0	n/a	0	0
31/03/12	£27	£21	£6	£0	£0	£0	n/a	0	0
31/03/11	£55	£54	£1	£0	£0	£0	n/a	0	0
31/03/10	£28	£55	£-27	£0	£0	£0	n/a	0	0
31/03/09	£52	£43	£9	£0	£0	£0	n/a	0	0
31/03/08	£44	£19	£25	£0	£0	£0	n/a	0	0
31/03/07	£52	£65	£-13	£0	£0	£0	n/a	0	0
31/03/06	£25	£20	£4	£0	£0	£0	n/a	0	0
31/03/05	£30	£31	£-1	£0	£0	£0	n/a	0	0
31/03/04	£24	£11	£12	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 33 years

www.penleehouse.org.uk

01736363625

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides human resources

Where it operates

Cornwall,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
13 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
Co-Operative Group - Grant to The Friends of Penlee House
£4,418	04/08/2017	We will commission raised pictures to give blind people the chance to experience, learn about and enjoy the art at Penlee House.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

JOHN SWARBROOKE (Chair) Appointed: 2022

PETER BRYAN MAYNARD Appointed: 2023

CAROLINE WHITE Appointed: 2022, Occupation: Retired Teacher

DR CAROLINE DAVIES Appointed: 2017, Other trusteeship: THE FRIENDS OF PENLEE HOUSE GALLERY AND MUSEUM,

JONATHAN CHARLES TREHANE SYMONS Appointed: 2021, Other trusteeships: ROTARY CLUB OF PENZANCE TRUST FUND, FOUNDATION KNOWN AS DANIEL'S SCHOOL IN THE PARISH OF MADRON, THE FRIENDS OF PENLEE HOUSE GALLERY AND MUSEUM,

JUDITH MARY SUMMERS Appointed: 2022, Other trusteeship: THE FRIENDS OF PENLEE HOUSE GALLERY AND MUSEUM,

Legal constitution

Charity registered in England & Wales on 28/01/1991, number: 1001644

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Penlee House Museum
Penlee Park
PENZANCE
TR18 4HE

Objectives

TO ADVANCE THE PUBLIC EDUCATION IN THE HISTORY AND CULTURE OF PENZANCE AND THE SURROUNDING AREA.

Defined Area of Benefit:

NOT DEFINED

Data Sources