Finance Score: 0

Governance Score: 9

Support Score: 5

No PartB

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

Overall weighted support: +5

Overall GiG Score: 14

BRISTOL MUSEUMS DEVELOPMENT TRUST

To raise funds for Bristol Museums' and Bristol Archives' collections, historic buildings, learning and community activities, exhibitions, events and allied activities in order to conserve the collections and make them widely accessible.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
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

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
30/09/23	£273	£208	£65	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22	£501	£326	£174	£15	£516	£257	9.4	0	2
30/09/21	£128	£191	£-63	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20	£209	£80	£129	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19	£225	£116	£110	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18	£249	£200	£50	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17	£218	£234	£-15	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16	£219	£244	£-26	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15	£306	£213	£93	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14	£177	£121	£57	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13	£37	£108	£-71	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12	£7	£0	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11	£123	£0	£123	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 14 years
(16 years as a company)

www.bristolmuseums.org

beth.cutter@bristol.gov.uk

01179223576

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Services for people with disabilities

How it operates

Makes grants to organisations
Sponsors or undertakes research

Where it operates

Bristol City,

Who it helps

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
The Foyle Foundation - Learning (MGS)
£37,000	20/09/2022	to continue the digitisation of audio collections including parts of the British Empire & Commonwealth Collection
The Pilgrim Trust - Grant to Bristol Museums Development Trust
£10,000	25/09/2020 1	Conserving Bristol's cargo cranes
Quartet Community Foundation - Georgian House Museum project
£2,500	13/03/2018	Towards providing educational workshops at the Georgian House Museum for children aged 7-11.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-68

ANTHONY DEAN DYER Appointed: 2024, Occupation: Councillor & Leader Of Bristol City Council

EDMUND JAMES THOMAS FAY Appointed: 2023, Occupation: Librarian

ELEANOR AMY DENNEY Appointed: 2021, Occupation: Marketing Strategist

FIONA JANE WHISTON HALLWORTH Appointed: 2019, Occupation: Education Management Consultant

HUW THOMAS JAMES Appointed: 2023, Occupation: Policy Advisor

JOCELYN ORMOND Appointed: 2023, Occupation: Solicitor

JULIA TROW Appointed: 2023, Occupation: Accountant

KAREN WHITE Appointed: 2017, Occupation: Public Relations Director

NIGEL HARDY (Chair) Appointed: 2010, Occupation: Accountant - Partner

PHILIP JAMES MURRAY WALKER Appointed: 2024, Occupation: Head Of Culture & Creative Industries

SAMUEL MATTHEW ALVIS Appointed: 2021, Occupation: Director - Energy

SIMON DAVID LESLIE FACE Appointed: 2021, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 03/09/2010, number: 1137777
Registered at Companies House on 01/09/2008, number: 06685688

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management

Filing Record

13 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE BRISTOL BOMFORD BEQUEST TRUST on 08/04/2020

Main office

BRISTOL MUSEUM & ART GALLERY
QUEENS ROAD
CLIFTON
BRISTOL
BS8 1RL

Objectives

(I) TO SUPPORT FOR THE BENEFIT OF THE PUBLIC THE BUILDING, ESTABLISHMENT AND MAINTENANCE OF MUSEUMS, GALLERIES AND ARCHIVES OF ARTEFACTS, ART, SPECIMENS, DOCUMENTS AND OTHER ASSOCIATED MATERIAL IN BRISTOL, INCLUDING THE COLLECTION, STORAGE, RESEARCH AND CONSERVATION OF ALL SUCH MATERIAL; AND(II) TO ADVANCE THE EDUCATION OF THE PUBLIC (IN PARTICULAR BUT WITHOUT LIMITATION TO THOSE LIVING WITHIN THE GREATER BRISTOL AREA AND THOSE GEOGRAPHIC, ETHNIC AND DISABLED COMMUNITIES WHO DO NOT TRADITIONALLY ATTEND MUSEUMS AND GALLERIES) IN PARTICULAR (BUT NOT LIMITED TO) BY PROVIDING SUPPORT TO THE PROVISION AND IMPROVEMENT OF THE FACILITIES, COLLECTIONS, EXHIBITIONS, FORMAL AND INFORMAL LEARNING OPPORTUNITIES, PUBLIC EVENTS AND OTHER EDUCATIONAL ACTIVITIES, INCLUDING IN DIGITAL FORM, AVAILABLE TO THE PUBLIC AT THE MUSEUMS, GALLERIES AND ARCHIVES IN BRISTOL AND WITHIN THE COMMUNITIES OF BRISTOL AND ACROSS THE INTERNET.

Defined Area of Benefit:

BRISTOL

Data Sources

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