Finance Score: -9

Governance Score: 9

Support Score: 6

Accounts filed more than 5 days late: -3 times
Spending declining: -1
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 6

THE FUSILIERS MUSEUM AND LEARNING CENTRE LIMITED

The provision of museum facilities for the collections of the Lancashire Fusiliers and the Royal Regiment of Fusiliers and to provide access for people of all ages, background and level of ability to these collections for their enjoyment, education and research, whilst ensuring that the collections are appropriately safeguarded.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

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
30/09/22		£257	£290	£-33	n/a	n/a	n/a	n/a	n/a	12
30/09/21		£380	£342	£39	n/a	n/a	n/a	n/a	n/a	16
30/09/20	*	£356	£303	£53	n/a	n/a	n/a	n/a	n/a	15
30/09/19	*	£485	£552	£-67	n/a	n/a	n/a	n/a	n/a	25
30/09/18	*	£482	£476	£7	£0	£0	£0	n/a	0	40
30/09/17	*	£413	£411	£2	£0	£0	£0	n/a	0	0
30/09/16		£382	£363	£19	£0	£0	£0	n/a	0	0
30/09/15		£728	£466	£261	£50	£4,693	£1,309	33.7	11	0
30/09/14	*	£788	£333	£455	£25	£4,432	£1,370	49.3	6	0
30/09/13	*	£267	£281	£-14	£0	£0	£0	n/a	0	0
30/09/12	*	£618	£361	£257	£17	£3,991	£1,380	45.9	5	0
30/09/11		£246	£293	£-47	£0	£0	£0	n/a	0	0
30/09/10		£312	£329	£-17	£0	£0	£0	n/a	0	0
30/09/09		£1,727	£301	£1,427	£13	£3,798	£1,105	44.1	3	0
30/09/08		£1,535	£78	£1,456	£3	£2,369	£1,076	165	1	0
30/09/07		£257	£32	£225	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 18 years
(21 years as a company)

www.fusiliermuseum.com

enquiries@fusiliermuseum.com

0161763961

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency
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

Throughout England And Wales,

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 significant 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 Fusilier Museum and Learning Centre
£47,010	03/08/2021	Napoleon in Exile
National Lottery Heritage Fund - Grant to Fusilier Museum
£10,000	09/09/2020	COVID19: Fusilier Museum
DCMS - The Fusilier Museum - swim or sink
£72,893	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to Fusilier Museum
£9,200	28/02/2019	Tolkien On the Somme: The Origins of Middle Earth
National Lottery Heritage Fund - Grant to Fusilier Museum
£39,900	29/06/2018	Remember 18 for 18 - For Valour - They Died not in Vain
National Lottery Heritage Fund - Grant to Fusilier Museum
£60,000	30/09/2014	Enriching the Collection

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees:

COLONEL BRIAN GORSKI OBE, MBE (Chair), Other trusteeship: THE FUSILIER MUSEUM LONDON,

COLONEL RETD JAMES WILLIAM DENNY MBE MA Appointed: 2016

JOANNE AMANDA MARSH Appointed: 2022, Occupation: Lawyer

KARAN PATRICIA LEE Appointed: 2017, Occupation: Retired

KIRI ALEXANDRA GORE Appointed: 2022, Occupation: Teacher

LIEUTENANT COLONEL IAIN MACDOANALD HALLAM Appointed: 2021

PETER METCALFE Appointed: 2020, Occupation: Retired

RICHARD MARK SMITH Appointed: 2021, Occupation: Army Officer

Legal constitution

Charitable company registered in England & Wales on 20/07/2006, number: 1115452
Registered at Companies House on 08/06/2003, number: 04791136

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Volunteer management

Filing Record

16 returns made; AR20: 12 days late, AR19: 64 days late, AR18: 42 days late, AR17: 0 days late, AR14: 200 days late, AR13: 12 days late, AR12: 78 days late,

Main office

Pike House Farm
Blackburn Road
Turton
BOLTON
BL7 0QH

Objectives

TO EDUCATE THE PUBLIC AND MEMBERS OF THE LANCASHIRE FUSILIERS, ROYAL REGIMENT OF FUSILIERS AND ANY SUCCESSORS TO THESE BODIES ('PARTICIPATING REGIMENTS') IN THE HISTORY AND MILITARY ACCOMPLISHMENTS OF THE PARTICIPATING REGIMENTS BY THE PROVISION OF A MUSEUM ('MUSEUM') TO PRESERVE AND EXHIBIT MATERIAL RELATING TO THE PARTICIPATING REGIMENTS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources