Finance Score: 1

Governance Score: 3

Support Score: 5

Good reserves management: +3
Multiple Deficits: -2

Good trustee age range: +3

Grant maker support: +5

Overall GiG Score: 9

YORK MUSEUM & GALLERY TRUST

Museum and gallery services for residents of and visitors to York and the surrounding areas.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
Reserves management has been consistently within official guidelines
The Board appears to be well diversified in terms of age

Financial issues to consider:

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

Established: 22 years

www.yorkmuseumstrust.org.uk

accounts@ymt.org.uk

01904687687

Charity Commission for England and Wales

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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		£7,112	£8,947	£-1,835	£980	£5,161	£4,958	6.6	129	149
31/03/22		£5,643	£7,244	£-1,600	£430	£4,323	£4,077	6.8	110	65
31/03/21		£4,757	£6,592	£-1,834	£289	£3,483	£2,844	5.2	149	17
31/03/20		£7,256	£9,224	£-1,967	£1,036	£5,927	£5,279	6.9	201	413
31/03/19		£7,532	£9,328	£-1,796	£1,171	£6,689	£5,815	7.5	205	410
31/03/18		£7,904	£8,766	£-862	£1,075	£7,635	£6,877	9.4	202	0
31/03/17		£7,386	£7,738	£-352	£1,014	£7,887	£7,307	11.3	195	0
31/03/16		£7,374	£7,258	£116	£89	£9,569	£9,287	15.4	182	0
31/03/15		£11,375	£5,986	£5,389	£1,373	£8,643	£1,391	2.8	96	0
31/03/14	*	£7,686	£5,991	£1,694	£1,307	£4,182	£860	1.7	94	0
31/03/13	*	£6,806	£6,167	£638	£1,236	£3,189	£1,628	3.2	93	0
31/03/12		£6,043	£6,153	£-110	£1,209	£2,551	£1,365	2.7	91	0
31/03/11		£6,161	£7,138	£-977	£1,299	£2,660	£725	1.2	94	0
31/03/10		£8,054	£5,585	£2,469	£1,130	£3,637	£669	1.4	94	0
31/03/09		£5,186	£4,762	£424	£923	£1,168	£463	1.2	95	0
31/03/08	*	£5,064	£4,693	£371	£847	£744	£422	1.1	88	0
31/03/07		£4,168	£4,235	£-67	£903	£374	£366	1	89	0
31/03/06	*	£4,059	£4,387	£-328	£0	£0	£0	n/a	0	0
31/03/05		£4,152	£3,998	£153	£0	£0	£0	n/a	0	0
31/03/04		£3,420	£3,321	£99	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 13.8%
Fundraising Costs/Total Spending: 11%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 22%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 6.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5

Asset Split ?

Listed activities

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

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

City Of York, North Yorkshire,

Who it helps

The General Public/Mankind

Who works here?

129 employees
149 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
The Shears Foundation - York Museums Trust
£5,500	26/01/2022	Teenage Art School 2022
DCMS - Yorkshire Museum Trust
£18,000	03/05/2021	Areas of work are the principal facade of the Yorkshire Museum and adjacent areas of the roof. The architect and contractor will use a MEWP to undertake a high-level inspection of the masonry and ....more Areas of work are the principal facade of the Yorkshire Museum and adjacent areas of the roof. The architect and contractor will use a MEWP to undertake a high-level inspection of the masonry and other elements of the fabric. This survey will inform the development of a full scope of repair to the principal facade, to be developed in detail by the architect under the present grant and then delivered as a subsequent repair project to this grant phase within the required timescales.The contractor will use the temporary access equipment to make holding repairs to the building fabric based on a scope to be agreed with the architect following the survey. This will prevent further deterioration of the fabric while the details of the development project are prepared
DCMS - YMT Main NPO Application
£1,252,632	01/04/2020	The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government and an estimated £860 million from the National Lottery to help deliver this vision.
DCMS - Museum Development Yorkshire 2018-22
£345,219	01/04/2020	The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government and an estimated £860 million from the National Lottery to help deliver this vision.
DCMS - YMT Recovery and Sustainability
£850,000	01/04/2020	To support Arts and Culture throughout England
DCMS - YMT - Viability and Sustainability
£423,226	01/04/2020	To support Arts and Culture throughout England
DCMS - Yorkshire Museum Trust
£13,500	01/04/2020	Areas of work are the principal facade of the Yorkshire Museum and adjacent areas of the roof. The architect and contractor will use a MEWP to undertake a high-level inspection of the masonry and ....more Areas of work are the principal facade of the Yorkshire Museum and adjacent areas of the roof. The architect and contractor will use a MEWP to undertake a high-level inspection of the masonry and other elements of the fabric. This survey will inform the development of a full scope of repair to the principal facade, to be developed in detail by the architect under the present grant and then delivered as a subsequent repair project to this grant phase within the required timescales.The contractor will use the temporary access equipment to make holding repairs to the building fabric based on a scope to be agreed with the architect following the survey. This will prevent further deterioration of the fabric while the details of the development project are prepared.
DCMS - Museum Development Yorkshire 2018-22
£338,982	01/04/2019	£1.6bn invested in the key arts and culture infrastrucure organisations in England for a 4 year period
DCMS - YMT Main NPO Application
£1,230,000	01/04/2019	£1.6bn invested in the key arts and culture infrastrucure organisations in England for a 4 year period
DCMS - Museum Development Yorkshire 2018-22
£338,982	01/04/2018	Museum Development Yorkshire 2018-22
DCMS - ALB-Historic England-Star Carr, N Yorks: Project Manager Post
£10,000	01/04/2018	Recent excavations at the Star Carr early Mesolithic settlement site, North Yorkshire (Scheduled Ancient Monument, List Number 1401425) by the POSTGLACIAL team recovered a large number of small ....more Recent excavations at the Star Carr early Mesolithic settlement site, North Yorkshire (Scheduled Ancient Monument, List Number 1401425) by the POSTGLACIAL team recovered a large number of small finds, with important implications for the interpretation of the period. Many are organic and unusually well preserved, coming from waterlogged conditions. This includes a substantial quantity of waterlogged animal bone and antler (some 30 antler head-dresses have been recovered from Star Carr, the largest collection in Europe). The entire archive will be deposited with the York Museums Trust where it will become a part of the Designated, nationally-significant archaeology collection.
DCMS - Museum Development Yorkshire 2018-22
£84,746	01/04/2018	To support Museum Development Yorkshire 2018-22
DCMS - YMT Main NPO Application
£307,500	01/04/2018	To support YMT Main NPO Application
DCMS - YMT Main NPO Application
£1,230,000	01/04/2018	YMT Main NPO Application
Garfield Weston Foundation - Main Grants award
£50,000	14/02/2018	Jurassic
DCMS - DCMS/Wolfson Museums and Galleries Improvement Fund
£50,000	01/04/2017	The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled ....more The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled visitors, and to improve the quality of interpretation. The scheme is open to four categories of museums and galleries.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Age Range of Trustees: 37-76

ANGELA DEAN Appointed: 2017, Occupation: Retired

ANDREW SCOTT Appointed: 2020, Occupation: Retired

AZRA KIRKBY Appointed: 2022, Occupation: Ceo

CLLR DANNY MYERS Appointed: 2019, Occupation: Councillor, Other trusteeship: YORK UNLOCKED CIO,

CLLR SIMON DAUBENEY Appointed: 2019, Occupation: Councillor

DIANNE WILLCOCKS Appointed: 2017

JAMES GRIERSON (Chair) Appointed: 2015, Occupation: Chartered Surveyor, Other trusteeship: THE YORK FOUNDATION FOR CONSERVATION AND CRAFTSMANSHIP,

KEITH NESBITT Appointed: 2021, Occupation: Retired

MIRANDA LOWE CBE Appointed: 2020, Occupation: Principal Curator, Other trusteeship: CULTURAL CO-OPERATION,

PHILIP ASHTON Appointed: 2017, Occupation: Retired

SCOTT FURLONG Appointed: 2020, Occupation: Museum Professional

SUSAN ORR Appointed: 2022

Legal constitution

Charitable company registered in England & Wales on 14/06/2002, number: 1092466
Registered at Companies House on 26/02/2002, number: 04381647

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
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
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

20 returns made; AR14: 4 days late, AR13: 6 days late, AR08: 12 days late, AR06: 0 days late,

Main office

ST MARY'S LODGE
MARYGATE
YORK
YO30 7DR

Objectives

1) THE ADVANCEMENT AND SUPPORT OF SCHOLARSHIP, SCIENTIFIC ENQUIRY, EDUCATION AND ARTS FOR THE BENEFIT OF THE CITIZENS OF YORK AND OF THE PUBLIC IN YORKSHIRE AND ELSEWHERE, ESPECIALLY IN THE FIELDS OF ANTIQUITIES, SOCIAL HISTORY, PAINTING, THE DECORATIVE ARTS AND THE NATURAL SCIENCES; AND/OR2) TO PROVIDE OPPORTUNITIES FOR THE CITIZENS OF YORK AND VISITORS TO THE CITY TO LEARN THE HISTORY OF THE CITY AND ITS REGION IN TERMS OF ITS PEOPLE, CULTURE AND HISTORY TOGETHER WITH ITS SCIENTIFIC, ARTISTIC AND INDUSTRIAL DEVELOPMENT; AND/OR3) THE MAINTENANCE FOR THESE PURPOSES AND THE BENEFIT OF THE PUBLIC OF THE YORKSHIRE MUSEUM AND GARDENS, THE CASTLE MUSEUM, THE YORK CITY GALLERY, ST MARY'S CHURCH AND ANY OTHER PREMISES TOGETHER WITH THE CARE, ENHANCEMENT (BY ACQUISITION OR OTHER MEANS), MANAGEMENT AND DISPLAY OF THE COLLECTIONS WITHIN THESE INSTITUTIONS AND DISPLAY OF COLLECTIONS FROM ANY OTHER BODY WHICH WILL PROMOTE THE OBJECTS OF THE COMPANY; AND/OR4) SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY CONSISTENT WITH THE OBJECTS ABOVE AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

YORKSHIRE AND ELSEWHERE

Data Sources