Finance Score: 2

Governance Score: -10

Support Score: 7

Volatile income: -3
Future income +5
No PartB

No conflicts policy: -1
Static board: -3
Gender balanced board: +3
Latest return overdue -5
Multiple returns filed late: -4

Large volunteer base +5
Overall weighted support: +2

Overall GiG Score: -1

RICHARD JEFFERIES MUSEUM TRUST

Approximately a dozen volunteers run the site as a public museum and gardens, with free entry. The volunteers look after the museum and gardens in terms of everything from curatorship and collection care, to general maintenance, gardening and cleaning. Volunteers also ensure the museum is open to the public, and look after all publicity, promotion and small scale fundraising.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board composition appears to be rather static
and returns have been filed late on 4 occasions over the last 5 years

Financial issues to consider:

Income has been volatile recently
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
31/12/22	*	£17	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£39	£28	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£36	£23	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£80	£72	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£45	£45	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£78	£77	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	*	£29	£29	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£26	£35	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14?	*	£14	£23	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13	*	£15	£0	£15	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

www.richardjefferies.org

info@richardjefferies.org

01793979224

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Swindon,

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
National Lottery Heritage Fund - Grant to Richard Jefferies Museum Trust
£9,850	19/04/2023	Walking with Wildlife
National Lottery Community Fund - Drop-In and Grow
£9,980	14/09/2018 12	The funding will be used to install new kitchen facilities at the community café, and deliver weekly wellbeing activities. The project aims to improve levels of confidence, skills and bring the community together.
National Lottery Heritage Fund - Grant to Richard Jefferies Museum Trust
£9,800	14/06/2017	Writing the Past
National Lottery Heritage Fund - Grant to Richard Jefferies Museum Trust
£29,700	01/05/2013	New Life, Old House

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANDREA SIM Appointed: 2017

ANN-MARIE SCOTT Appointed: 2017

DR MIKE PRINGLE Appointed: 2012

DR REBECCA WELSHMAN MA Appointed: 2012

DR DAVID WILLIAM THACKRAY (Chair) Appointed: 2014, Occupation: Heritage Consultant

DR ROBERT EDWARD SLADE Appointed: 2012, Occupation: Photographer & Software Engineer

Legal constitution

Charitable company registered in England & Wales on 14/09/2012, number: 1148966
Registered at Companies House on 12/09/2011, number: 07770641

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; AR22: 42 days late, AR21: 3 days late, AR20: 36 days late, AR19: 19 days late, AR18: 102 days late, AR16: 28 days late, AR15: 65 days late, AR14: 44 days late, AR13: 501 days late,

Main office

Richard Jefferies Museum
Coate
Swindon
SN3 6AA

Objectives

(1) TO ESTABLISH AND MAINTAIN A MUSEUM IN RESPECT OF THE LIFE AND LITERATURE OF RICHARD JEFFERIES FOR THE BENEFIT OF THE PUBLIC(2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN RESPECT OF THE WRITINGS OF RICHARD JEFFERIES GENERALLY BOTH IN ART AND LITERATURE(3) TO INCREASE THE COLLECTION OF BOOKS AND ARTIFACTS RELATING TO RICHARD JEFFERIES AND HIS LIFE AND TIMES(4) TO ENGAGE THE PUBLIC IN CELEBRATING THE LITERARY IDEAS AND PASSION FOR NATURE BEQUEATHED BY RICHARD JEFFERIES AND HIS WORKS(5) TO INCREASE THE EDUCATIONAL FACILITIES AND OFFERINGS AVAILABLE TO SCHOOLS AND COLLEGES IN SWINDON AND ELSEWHERE(6) TO PROMOTE THE LITERATURE AND ART OF OTHER WRITERS AND ARTISTS CONTEMPORANEOUS WITH AND COMPLEMENTARY TO RICHARD JEFFERIES(7) TO ADVANCE EDUCATION IN THE ROLE OF THE ARTS ALONGSIDE AGRICULTURE AND HORTICULTURE IN PRESERVING AND ENHANCING THE LOCAL ENVIRONMENT

Data Sources

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