Finance Score: -1

Governance Score: -1

Support Score: 7

Reasonable growth: +1
Deficit latest year: -2
No PartB

No conflicts policy: -1

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 5

NORTH DEVON MUSEUM TRUST

Museum mainly of local maritime matters but also agricultural and social activities as well. A Victorian school is run for local schools to use to give them an idea of educational ways in Victorian times. The catchment area is North Devon.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
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

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
Income was significantly lower than spending in the latest year

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		£29	£37	£-8	n/a	n/a	n/a	n/a	n/a	65
31/03/22		£21	£17	£4	n/a	n/a	n/a	n/a	n/a	67
31/03/21		£32	£8	£24	n/a	n/a	n/a	n/a	n/a	62
31/03/20		£30	£15	£15	n/a	n/a	n/a	n/a	n/a	70
31/03/19		£24	£15	£8	n/a	n/a	n/a	n/a	n/a	70
31/03/18		£47	£22	£25	£0	£0	£0	n/a	0	0
31/03/17		£30	£18	£12	£0	£0	£0	n/a	0	0
31/03/16		£77	£12	£65	£0	£0	£0	n/a	0	0
31/03/15		£13	£12	£1	£0	£0	£0	n/a	0	0
31/03/14		£49	£10	£39	£0	£0	£0	n/a	0	0
31/03/13		£19	£9	£11	£0	£0	£0	n/a	0	0
31/03/12		£9	£9	£-1	£0	£0	£0	n/a	0	0
31/03/11		£9	£9	£0	£0	£0	£0	n/a	0	0
31/03/10		£6	£5	£1	£0	£0	£0	n/a	0	0
31/03/09		£14	£10	£4	£0	£0	£0	n/a	0	0
31/03/08		£16	£8	£8	£0	£0	£0	n/a	0	0
31/03/07		£9	£11	£-1	£0	£0	£0	n/a	0	0
31/03/06	*	£16	£15	£1	£0	£0	£0	n/a	0	0
31/03/05		£13	£11	£2	£0	£0	£0	n/a	0	0
31/03/04		£11	£10	£2	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 50 years

www.northdevonmartimimemuseum.co.uk

info@northdevonmaritimemuseum.co.uk

01237422064

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Other Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body

Where it operates

Cornwall, Devon,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
65 volunteers

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
The Pilgrim Trust - Grant to North Devon Museum Trust
£5,000	16/08/2021 2	Replacement of Staircase window

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

CHRIS PREECE Appointed: 2022

ADRIAN WILLS Appointed: 2012

BARRY MORTIMER EDWARDS Appointed: 2012, Other trusteeship: BLUE LIGHTS PARISH HALL,

MR P CHRISTIE, Other trusteeships: THE BRIDGE TRUST, THE NORTH DEVON ATHENAEUM,

Legal constitution

Charity registered in England & Wales on 06/05/1974, number: 267268

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 1 days late,

Main office

NORTH DEVON MARITIME MUSEUM
ODUN ROAD
APPLEDORE
BIDEFORD
EX39 1PT

Objectives

THE ADVANCEMENT OF PUBLIC EDUCATION AND IN PARTICULAR:- A. THE ESTABLISHMENT OF A REGIONAL MUSEUM ILLUSTRATIVE OF THE CHARACTER AND HISTORY OF THE AREA TRADITIONALLY KNOWN AS NORTH DEVON FOR THE BENEFIT OF THE INHABITANTS OF THAT AREA AND ITS VISITOR. B. THE ACQUISITION OF SUITABLE REGIONAL MATERIAL AND ITS PROPER CONSERVATION FOR THE PURPOSES OF EDUCATIONAL PRESERVATION DISPLAY AND RESEARCH. (FOR FURTHER DETAILS PLEASE SEE CLAUSE 2 OF THE DECLARATION OF TRUST DATED 20TH MARCH 1974).

Defined Area of Benefit:

NORTH DEVON

Data Sources