Finance Score: -1

Governance Score: 3

Support Score: 3

Volatile income
spending growth: -1
No PartB

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 5

OTLEY MUSEUM AND ARCHIVE TRUST

Promoting interest in the history of Otley through exhibitions and presentations; providing information and facilities for researchers and students; publishing books, leaflets etc which promote public education; collecting, conserving and storing the Otley Museum's collection of historical artefacts, documents and photographs; fundraising and providing suitable premises for these activities.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

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		£6	£7	£-1	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£21	£4	£17	n/a	n/a	n/a	n/a	n/a	7
31/03/21	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/20	*	£5	£4	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£24	£5	£19	£0	£0	£0	n/a	0	0
31/03/17		£4	£4	£0	£0	£0	£0	n/a	0	0
31/03/16		£4	£4	£0	£0	£0	£0	n/a	0	0
31/03/15		£2	£8	£-6	£0	£0	£0	n/a	0	0
31/03/14		£15	£7	£7	£0	£0	£0	n/a	0	0
31/03/13		£8	£5	£3	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

http://otleymuseum.org/

otleymuseum@gmail.com

01943468181

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Sponsors or undertakes research

Where it operates

Leeds City,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 66-86

DAVID CLEGG Appointed: 2023, Occupation: Retired

ANDREW HOWARD Appointed: 2012, Occupation: Managing Director, Other trusteeship: THE BRIDGE CHURCH OTLEY UNITED REFORMED CHURCH CHARITY,

GILLIAN MARGARET ALLMAN Appointed: 2016, Occupation: Retired

KATHLEEN ARMITAGE Appointed: 2012, Occupation: Retired

MARGARET HORNBY Appointed: 2012, Occupation: Retired

STUART MARTIN PICKERSGILL Appointed: 2012, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 07/09/2012, number: 1148873
Registered at Companies House on 05/04/2012, number: 08021978

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

11 returns made; AR21: 1 days late, AR20: 19 days late,

Main office

WELLCROFT HOUSE
CROW LANE
OTLEY
YORKSHIRE
LS21 1TZ

Objectives

THE TRUST IS ESTABLISHED TO ADVANCE THE EDUCATION OFTHE PUBLIC BY THE PROVISION AND MAINTENANCE OF A MUSEUM IN OTLEY FOR THE EXHIBITION TO THE PUBLIC OF LOCAL ARTICLES OF HISTORIC, DOCUMENTARY, ARCHAEOLOGICAL, SCIENTIFIC, SULTURAL OR ARTISTIC INTEREST.

Data Sources