Finance Score: -6

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -3 times
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Good trustee age range: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 2

USK RURAL LIFE MUSEUM

The Charity operates a museum situated in the town of Usk and open to the public, with the aim of collecting, preserving and making available for research and education, artifacts and documents related to rural life in Monmouthshire.

Analysis by Giving is Great

Positives:

This charity has been very 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 including the Government
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently

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
31/12/22		£13	£13	£0	n/a	n/a	n/a	n/a	n/a	50
31/12/21		£8	£11	£-2	n/a	n/a	n/a	n/a	n/a	0
31/12/20	*	£15	£12	£3	n/a	n/a	n/a	n/a	n/a	25
31/12/19	*	£19	£14	£4	n/a	n/a	n/a	n/a	n/a	35
31/12/18	*	£18	£14	£4	n/a	n/a	n/a	n/a	n/a	42
31/12/17		£20	£16	£4	£0	£0	£0	n/a	0	0
31/12/16	*	£87	£13	£74	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years
(15 years as a company)

http://www.uskmuseum.org

SECRETARY@USKMUSEUM.ORG

01291 - 673 777

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Monmouthshire,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 46-89

JAN STRAKER FRANCIS Appointed: 2019, Occupation: Retired Farmer

NIA KATHLEEN OSBORNE Appointed: 2022, Occupation: Event Manager

STEPHANIE JANE POWELL Appointed: 2023

DAVID JOHN WHISTANCE (Chair) Appointed: 2019, Occupation: Poultry Farmer

DAVID WYNDHAM MORGAN Appointed: 2019, Occupation: Farmer, Other trusteeship: BETTWS NEWYDD PARISH HALL,

FRANK LEONARD WATTS Appointed: 2019, Occupation: Retired

RITA CHRISTINE EDWARDS Appointed: 2019, Occupation: Teacher, Other trusteeship: ITTON VILLAGE HALL,

GERRY HAWKINS Appointed: 2019, Occupation: Consultant, Other trusteeship: HEART OF MONMOUTHSHIRE MINISTRY AREA,

Legal constitution

Charitable company registered in England & Wales on 12/02/2016, number: 1165560
Registered at Companies House on 17/10/2008, number: 06727091

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

7 returns made; AR20: 87 days late, AR19: 151 days late, AR18: 517 days late, AR16: 28 days late,

Main office

The Malt Barn
Maryport Street Car Park
Usk
NP15 1AB

Objectives

THE ADVANCEMENT OF THE EDUCATION OF THE PUBLICI) PRIMARILY, BY THE COMPREHENSIVE REPRESENTATION OF SCIENCE, INDUSTRY, HISTORY ANDCULTURE OF, OR RELEVANT TO, THE HISTORIC COUNTY OF MONMOUTHSHIRE, ANDII) GENERALLY, BY THE COLLECTION, RECORDING, PRESERVATION, ELUCIDATION ANDPRESENTATION OF OBJECTS, DOCUMENTS AND OTHER THINGS AND ASSOCIATED KNOWLEDGE,CONNECTED WITH RURAL LIFE IN THE HISTORIC COUNTY OF MONMOUTHSHIRE, WHICH AREANTICIPATED TO FURTHER THE ENHANCEMENT OF UNDERSTANDING AND THE PROMOTION OFRESEARCH.

Data Sources