Finance Score: -1

Governance Score: -1

Support Score: 1

Spending falling: -1
No PartB

No conflicts policy: -1

Grant maker support: +1

Overall GiG Score: -1

POOLE MUSEUM FOUNDATION

The advancement of, including the advancement of public appreciation and education in, the arts, culture, heritage, or science, in particular by acquiring and maintaining objects and works of art for Poole Museum Service and supporting development of the museum's, buildings, collections and exhibitions.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

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
Spending has fallen significantly over the last 5 years relative to the previous period

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
31/03/23	£78	£5	£73	n/a	n/a	n/a	n/a	n/a
31/03/22	£32	£10	£22	n/a	n/a	n/a	n/a	n/a
31/03/21	£32	£8	£24	n/a	n/a	n/a	n/a	n/a
31/03/20	£35	£36	£0	n/a	n/a	n/a	n/a	n/a
31/03/19	£55	£40	£15	n/a	n/a	n/a	n/a	n/a
31/03/18	£32	£26	£6	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 7 years

poolemuseumfoundation.org

info@poolemuseumfoundation.co.uk

01202128888

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body

Where it operates

Poole,

Who it helps

Children/Young People
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Poole Museum Foundation
£9,300	13/09/2017	All hands on deck! Supporting Poole’s museums

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DR JOANNA KENNEDY OBE FRENG Appointed: 2021

JOHN GODFREY JULIUS BUTTERWORTH Appointed: 2017

PETER BURT Appointed: 2016

PETER NICOLAS DOBSON Appointed: 2017

PROF PAUL GOUGH Appointed: 2021

SIMON ASHLEY JENNER Appointed: 2017

PROF TIMOTHY CHARLES DARVILL OBE Appointed: 2016, Other trusteeship: COTSWOLD ARCHAEOLOGY LTD,

FELICITY ANN IRWIN (Chair) Appointed: 2017, Occupation: Director, Other trusteeship: SAFEWISE,

Legal constitution

Charity registered in England & Wales on 13/01/2017, number: 1171114

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures

Filing Record

6 returns made; all on time

Main office

Poole Museum
4 High Street
POOLE
BH15 1BW

Objectives

THE OBJECTS OF THE CIO ARE:THE ADVANCEMENT OF, INCLUDING THE ADVANCEMENT OF PUBLIC APPRECIATION AND EDUCATION IN, THE ARTS, CULTURE, HERITAGE, OR SCIENCE, IN PARTICULAR (WITHOUT LIMITATION) BY:(1)ACQUIRING AND MAINTAINING SUITABLE OBJECTS AND WORKS OF ART FOR INCLUSION IN THE PERMANENT COLLECTIONS OF POOLE MUSEUM SERVICE;(2)PROVIDING FOR, OR SUPPORTING, THE ESTABLISHMENT, MAINTENANCE, REFURBISHMENT, ENHANCEMENT AND INTERPRETATION OF EXHIBITIONS AND DISPLAYS OF THE SAID PERMANENT COLLECTIONS AND THE BUILDINGS IN WHICH THEY ARE HOUSED;(3)PROVIDING FOR, OR SUPPORTING, THE ESTABLISHMENT, MAINTENANCE, REFURBISHMENT, ENHANCEMENT AND INTERPRETATION OF OTHER EXHIBITIONS AND DISPLAYS OF SUCH PERMANENT COLLECTIONS.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources