Finance Score: -5

Governance Score: 6

Support Score: 5

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +2

Overall GiG Score: 6

AMERSHAM MUSEUM LIMITED

The object of the charity is to advance public education in relation to the history of Amersham and the surrounding area, principally by the operation of a museum.The charity owns the Amersham Museum which is situated at 49 and 51 High Street, Amersham, Bucks. It is open from Easter to the end of October.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
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 £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£80	£162	£-82	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£212	£166	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£122	£129	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£82	£104	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£101	£136	£-34	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£101	£107	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£104	£404	£-300	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£250	£160	£90	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£74	£92	£-18	n/a	n/a	n/a	n/a	n/a	n/a
29/12/14	£57	£69	£-12	n/a	n/a	n/a	n/a	n/a	n/a
29/12/13	£50	£74	£-24	n/a	n/a	n/a	n/a	n/a	n/a
29/12/12	£43	£56	£-14	n/a	n/a	n/a	n/a	n/a	n/a
29/12/11	£46	£62	£-17	n/a	n/a	n/a	n/a	n/a	n/a
29/12/10	£30	£54	£-24	n/a	n/a	n/a	n/a	n/a	n/a
29/12/09	£32	£51	£-19	n/a	n/a	n/a	n/a	n/a	n/a
29/12/08	£53	£58	£-4	n/a	n/a	n/a	n/a	n/a	n/a
29/12/07	£54	£59	£-4	n/a	n/a	n/a	n/a	n/a	n/a
29/12/06	£48	£44	£4	n/a	n/a	n/a	n/a	n/a	n/a
29/12/05	£88	£33	£54	n/a	n/a	n/a	n/a	n/a	n/a
29/12/04	£1,078	£22	£1,056	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 41 years

www.amershammuseum.org

info@amershammuseum.org

01494723700

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Amersham Museum Ltd
£9,100	20/05/2021	Amersham's Retro Shop
Rothschild Foundation - Grant to Amersham Museum
£5,000	04/12/2020 6	Support for Amersham Museum's wide-ranging programme of activities for adults and families, including talks, walks, art and crafts activities, delivered with social distancing precautions.
National Lottery Heritage Fund - Grant to Amersham Museum Ltd
£7,500	18/09/2018	Amersham's Women at War
National Lottery Heritage Fund - Grant to Amersham Museum Ltd
£82,500	18/02/2016	The People’s Story of Amersham in the 20th Century

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 58-77

ALISON LOUISE WARD BAILEY Appointed: 2018, Occupation: None

JANE BARNES Appointed: 2022, Occupation: Town Councillor And Deputy Mayor

JENIFER ANNE COOPER BAKER Appointed: 2023

KIERAN MCPOLIN Appointed: 2020, Occupation: Retired

LINDA KAY GOULD Appointed: 2023, Occupation: Director

MARTIN GILBERT JOHN DAY (Chair) Appointed: 2024, Occupation: Director

MARY TEBJE Appointed: 2023, Occupation: Director

NICHOLAS JOHN GAMMAGE Appointed: 2022, Occupation: Retired

PETER D HEALY Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/03/1984, number: 288865
Registered at Companies House on 13/02/1984, number: 01790935

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
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

20 returns made; all on time

Main office

Amersham Museum
49 High Street
AMERSHAM
HP7 0DP

Objectives

TO ADVANCE PUBLIC EDUCATION IN RELATION TO THE HISTORY OF AMERSHAM AND THE SURROUNDING AREA PRINCIPALLY BY THE OPERATION OF A MUSEUM

Defined Area of Benefit:

AMERSHAM AND SURROUUNDING AREA

Data Sources

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