Finance Score: -3

Governance Score: 0

Support Score: 5

Accounts filed more than 5 days late: -2 times
Reasonable growth: +1
Multiple Deficits: -2
No PartB

Grant maker support: +5

Overall GiG Score: 2

KING'S OWN ROYAL BORDER REGIMENT MUSEUM FUND

The Museum exists to collect, document, preserve and interpret the material evidence and associated information relating to the Regiment's History from 1702 to the present day, for public benefit to the best standards for the education and enjoyment of the inhabitants of Cumbria, North Lancashire, present and former members of the Regiment and their families and visitors present and future

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
A significant proportion of recent income was derived from major grant makers including the Government

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 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

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
28/02/23		£145	£149	£-4	n/a	n/a	n/a	n/a	n/a	12
28/02/22	*	£243	£129	£114	n/a	n/a	n/a	n/a	n/a	11
28/02/21		£129	£92	£37	n/a	n/a	n/a	n/a	n/a	30
29/02/20		£109	£155	£-46	n/a	n/a	n/a	n/a	n/a	30
28/02/19	*	£63	£86	£-23	n/a	n/a	n/a	n/a	n/a	30
28/02/18		£157	£101	£56	£0	£0	£0	n/a	0	0
28/02/17	*	£90	£84	£6	£0	£0	£0	n/a	0	0
28/02/16	*	£85	£133	£-48	£0	£0	£0	n/a	0	0
28/02/15	*	£51	£140	£-89	£0	£0	£0	n/a	0	0
28/02/14	*	£117	£69	£48	£0	£0	£0	n/a	0	0
28/02/13	*	£101	£116	£-14	£0	£0	£0	n/a	0	0
28/02/12		£151	£219	£-68	£0	£0	£0	n/a	0	0
28/02/11		£157	£119	£38	£0	£0	£0	n/a	0	0
28/02/10?	*	£86	£98	£-12	£0	£0	£0	n/a	0	0
30/06/09	*	£112	£116	£-4	£0	£0	£0	n/a	0	0
30/06/08		£74	£90	£-16	£0	£0	£0	n/a	0	0
30/06/07	*	£87	£105	£-18	£0	£0	£0	n/a	0	0
30/06/06?	*	£92	£111	£-19	£0	£0	£0	n/a	0	0
31/03/05		£93	£107	£-14	£0	£0	£0	n/a	0	0
31/03/04	*	£81	£68	£13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 48 years

www.cumbriasmuseumofmilitarylife.org

enquiries@cmoml.org

01228532774

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

Other charitable activities
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Cumbria, Lancashire, Scotland,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
12 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
Masonic Trust - MCF Matched Funding
£1,000	11/02/2022	Unrestricted matched funding in partnership with the local masonic province
National Lottery Heritage Fund - Grant to The King's Own Border Regiment Museum Fund
£98,700	27/07/2021	Resilient Alma
Ministry of Defence - ALB - Armed forces Covenant Fund Trust- Covenent Fund
£19,900	01/04/2018	Armed Forces Covenant Local Grants for local projects that support community integration or local delivery of services.
National Lottery Heritage Fund - Grant to The Kings Own Royal Border Regiment Museum
£50,000	04/01/2018	Lest We Forget - Remembrance 2018
National Lottery Heritage Fund - Grant to The Kings Own Royal Border Regiment Museum
£10,000	27/04/2017	British Soldiers' views of the Indian subcontinent-1820-1947

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

COLONEL ANDREW DENNIS OBE (Chair) Appointed: 2011

JULIE MARGARET FITZSIMMINS Appointed: 2013

PETER THOMAS HAMPSON

ROBERT MARK ENGLISH Appointed: 2019

VIVIENNE PARRY ACA Appointed: 2019

COLIN WILLIAM GLOVER Appointed: 2013, Other trusteeships: TULLIE HOUSE MUSEUM AND ART GALLERY TRUST, CURROCK COMMUNITY ASSOCIATION,

COLONEL MICHAEL GEOFFREY DISS OBE TD, Other trusteeships: DONIBEE CHARITABLE TRUST, THE NORTH WEST ARMY CADET FORCE TRUST FUND,

MAJOR ALAN PAUL CHANDLER Appointed: 2011, Other trusteeship: CURROCK COMMUNITY ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 26/10/1976, number: 271943

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR22: 6 days late, AR19: 6 days late, AR17: 325 days late, AR16: 176 days late, AR15: 290 days late, AR14: 114 days late, AR13: 29 days late, AR10: 203 days late, AR09: 11 days late, AR07: 280 days late, AR06: 133 days late, AR04: 1 days late,

Main office

Cumbria's Museum Of Military Life
The Castle
CARLISLE
CA3 8UR

Objectives

FOR THE PURPOSES OF UPHOLDING THE TRADITIONS OF THE REGIMENT AND OF PERPETUATING ITS DEEDS.

Defined Area of Benefit:

NOT DEFINED

Data Sources