Finance Score: 6
Governance Score: 6
Support Score: 6
  • Good reserves management: +3
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +6
Overall GiG Score: 18 ?

SCARBOROUGH MUSEUMS, CULTURE AND CREATIVE TRUST

To advance the education of the public in geology, archaeology, history, natural sciences, decorative and fine arts, antiquities and related disciplines. Establishing and maintaining a museum in the Borough of Scarborough.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are unusually low relative to funds raised
  • 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial Data ?

Income & Spending ?
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*£842£895£-53£15£380£2533.41730
31/03/22£795£856£-60£14£434£4346.11825
31/03/21£731£754£-23£4£480£4807.6160
31/03/20£781£753£27£7£475£4687.5150
31/03/19£696£623£73£15£468£4528.71414
31/03/18£656£740£-85£7£388£3736190
31/03/17£707£774£-67£14£471£4617.1190
31/03/16£693£651£43£17£491£4899200
31/03/15£750£670£80£25£448£4488170
31/03/14£593£500£93£20£369£3648.7150
03/04/13£593£560£34£31£276£2765.9180
03/04/12£652£624£28£28£249£2494.8170
31/03/11£637£627£10£23£265£2655.1170
31/03/10£590£552£38£25£255£2555.5170
31/03/09£609£663£-54£22£217£2173.9160
31/03/08£516£1,011£-495£37£272£2723.2150
31/03/07£892£341£551£99£767£46716.410
31/03/06£293£228£65n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 3.7%
Fundraising Costs/Total Spending: 1.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 66%
Reserves/Spending: 3.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.8
Asset Split ?
Balance Sheet History
Established: 20 years

https://scarboroughmuseumsandgalleries.org.uk

info@smtrust.uk.com

01723384500

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Acts as an umbrella or resource body
  • Provides buildings/facilities/open space
Where it operates
  • North Yorkshire,
Who it helps
  • Children/Young People
  • 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.

Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Scarborough Museums, Culture and Creative Trust
£9,880 05/06/2023
#DYC YorEarth Heritage
DCMS - Museums and Schools
£68,400 22/03/2022
To increase the number of visits to museums and galleries by schools in locations classified as areas of high deprivation where engagement between schools and regional museums has been low. To deliver high quality opportunities for school pupils to ....more
DCMS - Museums and Schools 2020/21
£68,400 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 the chance to flourish and where everyone of us has ....more
ARTS COUNCIL ENGLAND - Museums and Schools 18/20
£136,800 19/04/2018
23
Museums and Schools programme is aiming to provide high quality museum visits linked to the national curriculum.
National Lottery Heritage Fund - Grant to Scarborough Museums Trust
£99,000 09/02/2017
Creativity and Culture: Scarborough Museums Trust and the Creative Industries Centre Trust partnership project
National Lottery Heritage Fund - Grant to Scarborough Museums Trust
£5,300 20/01/2017
Outside the Box

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 59-88
  • ADRIAN SPAWFORTH Appointed: 2023, Occupation: Architect
  • DR KATIE MARGARET STRANG Appointed: 2023
  • JOHN HARRIS Appointed: 2017, Occupation: Director/Trustee
  • PROFESSOR LYNNE FROSTICK Appointed: 2018, Occupation: Retired Academic
  • SALLY GORHAM (Chair) Appointed: 2023, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 08/10/2004, number: 1106238
  • Registered at Companies House on 28/04/2004, number: 05114387
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
  • Volunteer management
Filing Record
18 returns made; AR23: 72 days late,
Main office

Scarborough Museums Trust
WOODEND
THE CRESCENT
SCARBOROUGH
N YORKSHIRE
YO11 2PW

Objectives

THE CHARITY’S OBJECTS ARE, FOR THE BENEFIT OF THE PUBLIC AND IN PARTICULAR THE INHABITANTS OF THE BOROUGH OF SCARBOROUGH AND ITS SURROUNDING AREAS:4.1 TO ADVANCE PUBLIC EDUCATION IN PARTICULAR (BUT NOT EXCLUSIVELY) BY THE ESTABLISHMENT, MAINTENANCE, AND PROVISION OF ONE OR MORE MUSEUMS, ART GALLERIES OR OTHER EDUCATIONAL FACILITIES OR RESOURCES IN THE BOROUGH OF SCARBOROUGH.4.2 TO ADVANCE EDUCATION IN NATURAL SCIENCES, ARCHAEOLOGY, HISTORY, DECORATIVE AND FINE ARTS, ANTIQUITIES, CRAFTS, CREATIVE AND CULTURAL INDUSTRIES, ARCHITECTURE, THE LOCAL ENVIRONMENT, AND OTHER DISCIPLINES, IN PARTICULAR (BUT NOT EXCLUSIVELY) BY:4.2.1 THE ESTABLISHMENT, MAINTENANCE, AND PROVISION OF ONE OR MORE MUSEUMS, ART GALLERIES OR OTHER EDUCATIONAL INSTITUTIONS IN THE BOROUGH OF SCARBOROUGH.4.2.2 PROMOTING AND ENCOURAGING RESEARCH (AND DISSEMINATING ITS USEFUL RESULTS);4.2.3 PROMOTING THE PRESERVATION AND DISPLAY OF, AND ACCESS TO, THE ITEMS, GROUPINGS, DISPLAYS AND COLLECTIONS.4.3 TO PROMOTE THE PRESERVATION AND CONSERVATION OF THE BUILT AND NATURAL ENVIRONMENT, IN PARTICULAR (BUT NOT EXCLUSIVELY) BY ACQUIRING, RENOVATING, REDEVELOPING, MAINTAINING, MANAGING, AND PROVIDING USE OF AND ACCESS TO LAND, BUILDINGS, STRUCTURES AND SITES OF HISTORICAL, ARCHITECTURAL OR ENVIRONMENTAL IMPORTANCE IN THE BOROUGH OF SCARBOROUGH AND ENCOURAGING HIGH STANDARDS OF ARCHITECTURE, LANDSCAPE DESIGN AND TOWN PLANNING WITHIN THE BOROUGH OF SCARBOROUGH.4.4 TO PROMOTE THE URBAN AND RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AND IN PARTICULAR THE BOROUGH OF SCARBOROUGH AND ITS SURROUNDING AREAS BY ANY OR ALL OF THE FOLLOWING MEANS:4.4.1 THE PROMOTION OF EDUCATION, TRAINING AND RETRAINING AND WORK EXPERIENCE OPPORTUNITIES IN AREAS OF DISADVANTAGE IN PARTICULAR (BUT NOT EXCLUSIVELY) BY PROVIDING OR ASSISTING IN THE PROVISION OF PROGRAMMES IN THE CREATIVE AND CULTURAL INDUSTRIES.4.4.2 THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE, OR BUSINESS ADVICE IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES IN PARTICULAR (BUT NOT EXCLUSIVELY) IN THE CREATIVE AND CULTURAL INDUSTRIES FOR PEOPLE AND COMMUNITIES DISADVANTAGED BY VIRTUE OF POVERTY, FINANCIAL HARDSHIP, EDUCATIONAL ATTAINMENT, OR ANY OTHER BARRIERS TO ACCESSING TRAINING AND EMPLOYMENT.4.4.3 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF LAND, BUILDINGS, WORKSPACE, AND OTHER FACILITIES FOR USE BY CHARITIES, VOLUNTARY ORGANISATIONS, INDIVIDUALS, COMPANIES, AND OTHER ORGANISATIONS, IN PARTICULAR (BUT NOT EXCLUSIVELY) THOSE INVOLVED IN THE CREATIVE AND CULTURAL INDUSTRIES.4.4.4 THE PROVISION, MAINTENANCE, DEVELOPMENT AND IMPROVEMENT OF PUBLIC FACILITIES AND AMENITIES AND PROVIDING EXPERT ADVICE OR CONSULTATION IN RELATION TO SUCH MATTERS.4.4.5 THE PRESERVATION, CONSERVATION, DEVELOPMENT AND IMPROVEMENT OF LAND, BUILDINGS, STRUCTURES, OR SITES OF HISTORICAL, ARCHITECTURAL, OR ENVIRONMENTAL IMPORTANCE AND PROVIDING EXPERT ADVICE OR CONSULTATION IN RELATION TO SUCH MATTERS.4.4.6 THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR FOR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES HAVE NEED OF SUCH FACILITIES.4.4.7 SUCH OTHER MEANS AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.4.5 TO FURTHER SUCH OTHER CHARITABLE PURPOSE OR PURPOSES BENEFICIAL TO THE COMMUNITY CONSISTENT WITH, OR ANCILLARY TO, THE ABOVE OBJECTS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME.

Defined Area of Benefit:

SCARBOROUGH, NORTH YORKSHIRE.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great