Finance Score: -6

Governance Score: 5

Support Score: 11

Reasonable growth: +1
Multiple Deficits and declines: -5
Fundraising costs high: -2

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

Overall weighted support: +11

Overall GiG Score: 10

THACKRAY MEDICAL MUSEUM COMPANY LIMITED

The Thackray Museum is one of the UK's leading medical museums. This is the place to explore, discover and marvel at the exciting story of modern medicine. Find the sights, sounds and smells of Victorian Leeds, and wonder at the medical treatments and practices that were applied in the past.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,570	£2,040	£-470	£198	£5,260	£567	3.3	41	60
31/03/22?		£1,753	£2,149	£-397	£158	£5,730	£750	4.2	38	62
31/12/20		£2,081	£1,240	£841	£31	£6,128	£714	6.9	30	38
31/12/19		£4,383	£1,502	£2,881	£86	£5,286	£7	0.1	32	30
31/12/18		£1,010	£1,019	£-9	£172	£2,405	£94	1.1	29	29
31/12/17	*	£972	£1,025	£-54	£164	£2,298	£135	1.6	26	0
31/12/16		£1,111	£1,153	£-42	£158	£2,352	£103	1.1	27	0
31/12/15		£923	£936	£-13	£165	£2,394	£106	1.4	29	0
31/12/14		£858	£1,004	£-146	£220	£2,407	£88	1.1	26	0
31/12/13		£929	£849	£80	£199	£2,553	£147	2.1	38	0
31/12/12		£760	£764	£-4	£201	£2,473	£136	2.1	30	0
31/12/11		£666	£746	£-80	£184	£2,477	£137	2.2	29	0
31/12/10		£753	£839	£-87	£207	£2,557	£203	2.9	31	0
31/12/09		£799	£828	£-28	£235	£2,643	£246	3.6	22	0
31/12/08?		£559	£578	£-20	£21	£2,637	£190	3.9	26	0
31/03/07	*	£495	£646	£-151	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£645	£807	£-162	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£527	£621	£-95	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£455	£595	£-140	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 20.1%
Fundraising Costs/Total Spending: 9.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 6%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 32 years

www.thackraymuseum.co.uk

info@thackraymuseum.org

01132444343

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

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Leeds City,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Heritage Fund	£379,511
Wolfson Foundation	£120,000
DCMS	£87,300
Garfield Weston Foundation	£80,000
The Foyle Foundation	£30,000

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£30,000	28/11/2023	towards expanding and enhancing the activities of the formal learning department in 2024
Sir George Martin Trust - Grant to Thackray Medical Museum
£3,000	09/11/2023	Core costs for Music/Arts/Culture
National Lottery Heritage Fund - Grant to Thackray Medical Museum
£228,911	02/11/2023	Insights, identity and imagination taking steps to engage a wider audience and improve organisational resilience.
Garfield Weston Foundation - Main Grants award
£50,000	22/10/2021	Thackray revenue support
DCMS - A Healthy Future for Thackray Medical Museum
£87,300	15/12/2020	A Healthy Future for Thackray Medical Museum
Wolfson Foundation - Grant to Thackray Museum of Medicine
£120,000	09/12/2020	WF Covid-19 Support Fund
National Lottery Heritage Fund - Grant to Thackray Museum
£150,600	27/08/2020	COVID19: Thackray Museum
Garfield Weston Foundation - Main Grants award
£30,000	20/03/2020	A Healthy Future
Sir George Martin Trust - Grant to Thackray Medical Museum
£3,000	28/06/2019	Capital costs for Environment/Conservation/Heritage
Sir George Martin Trust - Grant to Thackray Medical Museum
£3,000	28/06/2019	Capital costs for Environment/Conservation/Heritage
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 1
£221,885	01/04/2018 11	National portfolio organisation- are leaders in their areas, with a collective responsibility to protect and develop our national arts and cultural ecology.
Wolfson Foundation - Grant to Thackray Medical Museum
£100,000	04/12/2017	Victorian operating theatre in redeveloped museum
National Lottery Heritage Fund - Grant to Thackray Museum
£1,670,300	17/03/2015	A Healthy Future for Thackray Medical Museum

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 23-80

DR AMRITPAL KAUR RIAT Appointed: 2024, Occupation: Doctor, General Practitioner

DR CORNELIUS KAIPER-HOLMES (Chair) Appointed: 2019, Occupation: Retired

DR HAMISH ANGUS MCCLURE Appointed: 2024, Occupation: Regional Medical Director

DR MICHAEL JOHN LEWIS Appointed: 2023, Occupation: Chartered Accountant

JOANNE NORRY Appointed: 2020, Occupation: Director

LUKE FARLEY Appointed: 2023, Occupation: Leeds City Councillor

MARTIN DAVID DICKSON Appointed: 2022, Occupation: Director Of Marketing

MICHELLE BARRY Appointed: 2022, Occupation: Director Of Product And Development, Cybersecurity

NICOLE FOWLER Appointed: 2021, Occupation: Cyber Security Director

NOSOBER LATIF Appointed: 2019, Occupation: Head Of International Engagement

ROJIN SAHINDAL Appointed: 2024, Occupation: Software Sales Specialist

SAM DIXON Appointed: 2022, Occupation: Solicitor

SHARON HEAL Appointed: 2019, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 12/01/1993, number: 1016169
Registered at Companies House on 10/12/1992, number: 02772412

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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

19 returns made; AR17: 8 days late, AR07: 139 days late, AR04: 1 days late,

Main office

141 Beckett Street
Leeds
West Yorkshire
LS9 7LN

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC ON MATTERS RELATING TO MEDICAL TREATMENT AND PRODUCTS AND IN PARTICULAR TO ESTABLISH PRESERVE AND MAINTAIN FOR THE PUBLIC BENEFIT A MUSEUM

Defined Area of Benefit:

LEEDS

Data Sources

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