Finance Score: 2

Governance Score: 2

Support Score: 14

Strong growth: +2
No PartB

Dynamic board: +3
Mainly male board: -1

Large volunteer base +5
Overall weighted support: +9

Overall GiG Score: 18

THE WEARDALE MUSEUM

We are a small independent folk museum run by volunteers for the past 35 years and located at the High House Methodist Chapel .We provide a sense of place for those who live and visit Weardale by telling the stories of its history and heritage. We provide a family history service using our 70,000 database of Weardale families and we hold extensive collections of Weardale photographs and artefacts.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

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	Spending	Surplus/ Deficit	Volun- teers
28/02/23	*	£193	£93	£100	n/a
28/02/22		£73	£89	£-16	n/a
28/02/21		£129	£91	£37	n/a
29/02/20	*	£36	£12	£24	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

www.weardalemuseum.co.uk

zeldah@sky.com

01388517433

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Durham,

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.

Major supporters in last 5 years

National Lottery Heritage Fund	£45,000
Garfield Weston Foundation	£40,000
The Pilgrim Trust	£30,000
The Foyle Foundation	£25,000
Community Foundation Tyne & Wear & Nthmbrlnd	£8,050
County Durham Community Foundation	£7,000

Specific Donations

Amount	When Months	To be used for
County Durham Community Foundation - Recovery & Re-engaging
£5,000	08/02/2023	To support a Recovery & Re-engaging project.
The Pilgrim Trust - Grant to The Weardale Museum
£30,000	29/11/2022 6	Rescuing, restoring and re-purposing of the iconic 1760 High House Methodist Chapel roof
County Durham Community Foundation - Tow Law Historic Photographs - exhibiting & archiving
£2,000	18/11/2022	Tow Law Historic Photographs - exhibiting & archiving.
Garfield Weston Foundation - Main Grants award
£40,000	22/07/2022	Creating Visitor Centre
The Foyle Foundation - Learning (MGS)
£25,000	21/04/2022	towards investment in exhibits (tapestry project and lego models), organ storage costs and energy efficiency measures
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Weardale Museum
£1,500	23/02/2022	Running costs for weekly workshops as part of the Methodist Tapestries Project
Community Foundation Tyne & Wear & Nthmbrlnd - the costs of the 'Methodist Tapestry' collection
£8,050	16/11/2020	the costs of the 'Methodist Tapestry' collection
National Lottery Heritage Fund - Grant to The Weardale Museum
£45,000	29/07/2020	COVID-19 Weardale Museum

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

DR DEREK JOHNSON Appointed: 2024

DR OWAIN GARDNER Appointed: 2021

ELEANOR M WILLIAMS Appointed: 2021

JOHN FENWICK JACKSON Appointed: 2021

JOHN LINSLEY NORMAN Appointed: 2019

MICHAEL JAMES BEER Appointed: 2024

PHILIP NEWBOLD Appointed: 2023

PHILLIPPA CARNE ROWE (Chair) Appointed: 2019

ROY ALLAN PERCIVAL Appointed: 2019

WILLIAM ROBERT BEVIL WILSON Appointed: 2022

Legal constitution

Charity registered in England & Wales on 29/08/2019, number: 1185086

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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
Volunteer management

Filing Record

4 returns made; AR23: 1 days late, AR20: 2 days late,

Recent reorganisation events:

Asset transfer in from THE WEARDALE MUSEUM on 26/06/2020

Main office

High House Chapel
Ireshopeburn
BISHOP AUCKLAND
DL13 1HD

Objectives

THE ADVANCEMENT OF PUBLIC EDUCATION BY THE PROVISION OF A MUSEUM COMPRISING ANY ITEMS OR EXHIBITS WHICH MAY FROM TIME TO TIME BE PURCHASED ON BEHALF OF OR DONATED TO THE MUSEUM WHICH MAY BE DEEMED WORTHY OF PUBLIC DISPLAY (WHICH ITEMS OR EXHIBTS ARE HEREINAFTER CALLED THE COLLECTION).

Data Sources

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