Finance Score: 1

Governance Score: 6

Support Score: 0

Strong growth: +2
Volatile income -1
No PartB

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

No supporters identified

Overall GiG Score: 7

WORKINGTON HERITAGE GROUP LTD

The Charity manages the Helena Thompson Museum in Workington on behalf of Allerdale borough Council. Through the organising, by WHG Ltd, of Outreach, educational, social, historical and cultural activities, it brings the heritage of Workington and district to as wide an audience as possible

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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 age and dynamic in terms of composition

Financial issues to consider:

Income has been volatile recently but spending has been maintained
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24		£102	£107	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23	*	£128	£112	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£102	£92	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£120	£82	£38	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£134	£128	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£166	£122	£44	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£130	£105	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£109	£98	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£89	£75	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£89	£75	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£62	£47	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£67	£50	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£52	£53	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£69	£58	£11	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 16 years
(19 years as a company)

helenathompsonmuseum.org.uk

info@workingtonheritagegroup.org.uk

0190064040

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes

GiG Classification

Art galleries and exhibitions

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
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.

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - Memories of Workington and lunch
£500	29/03/2023 1	Memories of Workington and lunch
Cumbria Community Foundation - Afternoon teas for the elderly
£2,000	01/07/2021	Afternoon teas for the elderly
National Lottery Community Fund - (BORDER) CHEW (Children Heritage Empowered Workington)
£50,000	05/12/2013 24	The project will create an education zone within the existing Helena Thompson museum and community centre. It will display collections linked to local heritage and wildlife in and educational setting for use by local schools, community groups and ....more The project will create an education zone within the existing Helena Thompson museum and community centre. It will display collections linked to local heritage and wildlife in and educational setting for use by local schools, community groups and local residents. The entrant states there is a lack of knowledge about local history amongst children so this project aims to use interactive displays and 'loan boxes' with artefacts to engage childrens interest in the history of their local area.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 30-96

ANN WAREING Appointed: 2013, Occupation: Retired Company Director

ANTHONY JAMES WAREING (Chair) Appointed: 2009, Occupation: Retired Company Director

ELEANOR TODHUNTER Appointed: 2015, Occupation: Retired

JMERCIA HAUGHAN Appointed: 2005, Occupation: Retired Local Govt Officer

JOHN CONNELL Appointed: 2024, Occupation: Senior Caseworker

LORD OF WORKINGTON JOHN THOMAS COOK, Occupation: Baker

PHILIP NORMAN Appointed: 2023, Occupation: Retired

SONNY DAVID SMITH Appointed: 2024, Occupation: Business Consultant

Legal constitution

Charitable company registered in England & Wales on 08/12/2008, number: 1127084
Registered at Companies House on 01/03/2005, number: 05378881

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

14 returns made; AR23: 17 days late,

Main office

Helena Thompson Museum
Park End Road
Workington
CA14 4DE

Objectives

TO SECURE THE ADVANCEMENT OF EDUCATION AND THE PUBLIC BENEFIT AND IN PARTICULAR THE ACQUISITION, PRESERVATION, CONSERVATION, RESTORATION, IMPROVEMENT, ENHANCEMENT, DISPLAY AND MAINTENANCE OF LAND AND BUILDINGS AND OTHER MATTERS AND OBJECTS OF HISTORICAL, ARTISTIC, ECONOMIC AND SOCIAL INTEREST IN THE AREA OF WORKINGTON IN CUMBRIA INCLUDING ESTABLISHING, ACQUIRING, MANAGING AND MAINTAINING THE PROVISION OF A HISTORICAL AND SOCIAL MUSEUM OF WORKINGTON LIFE AND OTHER MUSEUMS, ART GALLERIES, LIBRARIES AND OTHER PLACES WHERE SUCH PURPOSE MAY BE ACHIEVED AND THE ORGANISATION OF MEETINGS, EXHIBITIONS, LECTURES, PUBLICATIONS AND OTHER FORMS OF EDUCATION AND INSTRUCTION RELEVANT TO THE HISTORICAL AND SOCIAL DEVELOPMENT OF THE AREA OF WORKINGTON AND ALL OTHER EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES.

Defined Area of Benefit:

WORKINGTON IN CUMBRIA

Data Sources

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