Finance Score: 0

Governance Score: 7

Support Score: 16

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +13

Overall GiG Score: 23

TYNE & WEAR ARCHIVES & MUSEUMS DEVELOPMENT TRUST

The Trust raises funds from individual donors, trust and foundations to support Tyne & Wear Archives & Museums achieve it's strategic vision of ensuring everyone has access to museum provision, are able to use this access and to value it for the significant and positive impact that it makes upon their lives.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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	£617	£537	£79	£0	£726	£169	3.8	0	331
31/03/22	£470	£285	£185	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£233	£103	£129	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£381	£424	£-44	n/a	n/a	n/a	n/a	n/a	359
31/03/19	£375	£347	£28	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£246	£512	£-266	£0	£0	£0	n/a	0	0
31/03/17	£183	£230	£-47	£0	£0	£0	n/a	0	0
31/03/16	£504	£353	£151	£0	£661	£112	3.8	0	0
31/03/15	£343	£306	£37	£0	£0	£0	n/a	0	0
31/03/14	£290	£235	£55	£0	£0	£0	n/a	0	0
31/03/13	£284	£129	£156	£0	£0	£0	n/a	0	0
31/03/12	£81	£248	£-166	£0	£0	£0	n/a	0	0
31/03/11	£595	£166	£428	£3	£428	£98	7.1	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 23%
Reserves/Spending: 3.8 months
Net Current Assets/Spending: 16 months
Quick Ratio: 12.8

Asset Split ?

Established: 14 years

http://www.twmuseums.org.uk/about-us/governan

jackie.reynolds@twmuseums.org.uk

07920295748

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Gateshead, Newcastle Upon Tyne City, North Tyneside, South Tyneside,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
331 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.

Major supporters in last 5 years

DCMS	£518,213
Esmee Fairbairn	£213,334
Garfield Weston Foundation	£75,000
The Foyle Foundation	£73,000
The Shears Foundation	£10,500
Alex Ferry Foundation	£10,000
Community Foundation Tyne & Wear & Nthmbrlnd	£10,000
The Pilgrim Trust	£10,000

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£43,000	28/11/2023	to cover a Learning Programme that will support the National Treasures: Turner in Newcastle, Exhibition, at the Laing Art Gallery
The Shears Foundation - Development Officer
£5,500	11/07/2023	Great North Museum:Hancock Early Years Learning Programme 2023-24
Esmee Fairbairn - Grant to Tyne & Wear Archives & Museums Development Trust
£13,334	06/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Garfield Weston Foundation - Main Grants award
£50,000	22/04/2022	Lindisfarne Gospels 2022
DCMS - Arts Council National Lottery Project Grants
£400,000	25/03/2022	National Lottery Project Grants is our open access programme for arts, libraries and museums projects. The fund supports thousands of individual artists, community and cultural organisations.
Alex Ferry Foundation - core policy and research support
£10,000	24/02/2022	research grant
The Shears Foundation - Development Officer
£5,000	26/01/2022	Great North Museum:Hancock Early Years Learning Programme 2021 22
DCMS - Culture Recovery Fund: Continuity Support
£87,280	22/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
County Durham Community Foundation - South Shields Museum and Art Gallery Mining Display installation.
£5,000	07/07/2021	To re-configure a section of South Shields Museum and Art Gallery (SSMAG) to install a permanent display depicting the history of mining in South Shields.
Esmee Fairbairn - Grant to Tyne & Wear Archives & Museums Development Trust
£200,000	19/05/2021	Towards project costs to extend a pilot programme supporting refugees and asylum seekers to volunteer, create venue and collection tours, plus the development of a network sharing best practice.
The Foyle Foundation - Learning (MGS)
£30,000	28/04/2021	to strengthen the Boxes of Delight museum loan service (awarded grant in response to coronavirus)
DCMS - Bridge Expansion
£30,933	23/03/2021	The Arts Council funds a network of 10 Bridge organisations to connect the cultural sector and the education sector so that children & young people can have access to great arts and cultural ....more The Arts Council funds a network of 10 Bridge organisations to connect the cultural sector and the education sector so that children & young people can have access to great arts and cultural opportunities.
Community Foundation Tyne & Wear & Nthmbrlnd - the continuation of the 'Pea Green Boat' refugee volunteering project
£10,000	23/07/2020	the continuation of the 'Pea Green Boat' refugee volunteering project
Community Foundation serving Tyne & Wear and Northumberland - A 'Slow Museums' initiative for visitors with dementia or disabilities.
£5,112	24/06/2019	A 'Slow Museums' initiative for visitors with dementia or disabilities.
The Pilgrim Trust - Grant to Tyne & Wear Archives & Museums Development Trust
£10,000	29/05/2019 5	Pioneers from the Dawn of Railways; Redisplay and preservation of an engine and waggonway
Garfield Weston Foundation - Main Grants award
£25,000	28/05/2019	Pioneers from the Dawn of Railways: Killingworth Billy & the Willington Waggonway (The Stephensons – North Tyneside to the world)
DCMS - Stephenson Railway Museum: Pioneers from the Dawn of Railways: Killingworth Billy & the Willington Waggonway (The Stephensons - North Tyneside to the world)
£116,307	01/04/2019	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.
Community Foundation serving Tyne & Wear and Northumberland - Refugees volunteering project
£10,000	16/08/2018	Refugees volunteering project
National Lottery Heritage Fund - Grant to Tyne & Wear Archives & Museums
£9,100	28/09/2017	Paul Nash: WW1 Life, Letters and Art
National Lottery Heritage Fund - Grant to Tyne & Wear Archives & Museums
£71,800	27/04/2017	Arbeia: Our Fort, Our Heritage
DCMS - DCMS/Wolfson Museums and Galleries Improvement Fund
£150,000	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.
John Ellerman Foundation - Resarch and curatorial development project at Laing Art Gallery
£86,148	30/03/2017 30	Towards the costs of a development and exhibitions project at the Laing Art Gallery, which will provide a new model of researching, curating and touring exhibitions for local authority museums
Nesta - ACE0312
£112,565	26/03/2014	Digital R&D Fund programme grant to Tyne Wear & Museum Grant Ref ACE0312
National Lottery Heritage Fund - Grant to Tyne & Wear Archives & Museums
£211,800	05/09/2013	Wor Life
Esmee Fairbairn - Grant to Tyne and Wear Archives and Museums: Development Trust
£37,000	16/10/2012	Towards the staff costs of an innovative community archaeology programme to engage people from Tyneside, particularly those who would not normally participate in heritage projects, in learning about ....more Towards the staff costs of an innovative community archaeology programme to engage people from Tyneside, particularly those who would not normally participate in heritage projects, in learning about Hadrian's Wall.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-73

JOHN DAVID HOLMES Appointed: 2021, Occupation: Retired Chartered Surveyor

PHILIP JOHN KITE Appointed: 2021, Occupation: Company Director

ANNA MCCREADY Appointed: 2019, Occupation: Investment Manager

CHARLOTTE FLEUR WINDEBANK Appointed: 2017, Occupation: Managing Director

HELEN CADZOW Appointed: 2019, Occupation: Property Developer/Investor

CHRISTINE HOLLAND Appointed: 2014, Occupation: Pr Consultant, Other trusteeship: NORTHUMBRIAN CITIZENS ADVICE BUREAU,

Legal constitution

Charitable company registered in England & Wales on 07/09/2010, number: 1137867
Registered at Companies House on 03/08/2010, number: 07334262

Gift Aid

Registered with HMRC for Gift Aid

Event History

18/11/2011 - Asset transfer in from TYNE AND WEAR MUSEUMS DEVELOPMENT TRUST
26/01/2015 - Asset transfer in from FRIENDS OF SOUTH SHIELDS MUSEUMS AND ROMAN FORT

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

13 returns made; all on time

Main office

Tyne & Wear Archives & Museums
Discovery Museum
Blandford Square
NEWCASTLE UPON TYNE
NE1 4JA

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC (PARTICULARLY, BUT NOT LIMITED TO THOSE WITHIN, THE METROPOLITAN COUNTY OF TYNE & WEAR) BY ENCOURAGING THEM TO PARTICIPATE IN AND CONTRIBUTE TO THE ACTIVITIES OF AN ARCHIVE AND MUSEUM SERVICE MANAGED BY TYNE & WEAR ARCHIVES AND MUSEUMS (TWAM) AND TO VALUE IT FOR THE POSITIVE IMPACT THAT IT MAKES UPON THEIR LIVES;TO ADVANCE ART, CULTURE, HERITAGE AND SCIENCE BY SUPPORTING TWAM TO ESTABLISH AND MAINTAIN A WORLD CLASS ARCHIVE AND MUSEUM SERVICE THAT IS ACCESSIBLE AND ENLIGHTENING;TO CONTRIBUTE TO THE ADVANCEMENT OF CIVIC RESPONSIBILITY AND GOOD CITIZENSHIP BY SUPPORTING TWAM TO HELP TO EQUIP PEOPLE WITH THE CAPACITY TO UNDERSTAND AND OPERATE SUCCESSFULLY IN SOCIETYSUCH OTHER CHARITABLE PURPOSE BENEFICIAL TO THE COMMUNITY CONSISTENT WITH THE OBJECTS ABOVE AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

TYNE & WEAR

Data Sources