Finance Score: 1

Governance Score: 6

Support Score: 6

Liabilities <10%: +3
Excess reserves: -2

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: 13

NATIONAL COAL MINING MUSEUM FOR ENGLAND TRUST LTD

To collect, preserve, display and interpret whatever relates to the coal industry in England and to enable others to gain an insight into the mining industry and the life of mining communities

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,326,932 available, equivalent to 27 months of spending and so may not be able to utilise additional funding

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
31/03/23		£4,156	£4,147	£9	£568	£9,906	£9,327	27	88	65
31/03/22		£4,470	£3,840	£630	£474	£7,510	£5,748	18	80	73
31/03/21		£4,134	£3,927	£208	£352	£4,917	£4,071	12.4	96	69
31/03/20		£4,424	£4,176	£248	£653	£4,629	£3,979	11.4	95	69
31/03/19		£3,661	£3,880	£-219	£404	£4,590	£4,451	13.8	93	53
31/03/18		£3,376	£3,957	£-581	£432	£5,153	£687	2.1	97	0
31/03/17		£3,294	£3,728	£-435	£466	£5,565	£877	2.8	98	0
31/03/16		£3,523	£4,109	£-586	£560	£6,390	£1,368	4	96	0
31/03/15		£3,455	£3,656	£-201	£345	£6,874	£1,631	5.4	94	0
31/03/14		£3,517	£3,907	£-391	£322	£7,470	£2,078	6.4	93	0
31/03/13		£3,822	£3,883	£-61	£502	£6,996	£1,328	4.1	93	0
31/03/12		£3,914	£3,564	£351	£425	£7,305	£1,468	4.9	97	0
31/03/11		£4,290	£3,324	£966	£395	£7,761	£2,134	7.7	107	0
31/03/10		£3,809	£4,328	£-519	£508	£5,956	£739	2	117	0
31/03/09		£4,757	£5,390	£-633	£536	£7,630	£2,177	4.8	118	0
31/03/08		£3,929	£3,985	£-56	£479	£8,247	£2,516	7.6	112	0
31/03/07		£3,479	£3,554	£-75	£480	£8,949	£2,942	9.9	102	0
31/03/06		£3,505	£3,324	£181	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£4,845	£3,311	£1,534	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£3,241	£3,468	£-227	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 15.9%
Fundraising Costs/Total Spending: 14.2%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 3%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 27 months
Net Current Assets/Spending: 5 months
Quick Ratio: 6.5

Asset Split ?

Balance Sheet History

Established: 39 years
(41 years as a company)

www.ncm.org.uk

info@ncm.org.uk

01924848806

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 buildings/facilities/open space
Sponsors or undertakes research

Where it operates

City Of Wakefield,

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.

Specific Donations

Amount	When Months	To be used for
Postcode Neighbourhood Trust - Millionaire Street 2023 12w1
£75,000	07/12/2023	Funding was used to enhance and extend their reach, engaging people of all ages and backgrounds to keep amazing history alive.
Garfield Weston Foundation - Main Grants award
£50,000	19/02/2021	Weston Culture Fund to Regular Grant
National Lottery Heritage Fund - Grant to National Coal Mining Museum for England Trust Ltd
£646,700	25/11/2015	Coalfield Conversations: Increasing Visitor Engagement through Facilitated Aboveground Interpretation

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-67

ALEXANDER JAMES ROBERT LYNCH Appointed: 2023, Occupation: Chartered Tax Advisor

DAVID WILKIN Appointed: 2018, Occupation: Retired

DR PEN FOREMAN Appointed: 2021, Occupation: Archaeologist

JAMES ANDREW WILSON Appointed: 2023, Occupation: Chartered Accountant

PATRICK MATTHEW CARRAGHER Appointed: 2016, Occupation: Retired

PHILIP EDWARD JOHN MARSHALL (Chair) Appointed: 2021, Occupation: Deputy Chief Executive

SUSAN JANE WILKINSON Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 10/04/1986, number: 517325
Registered at Companies House on 24/02/1983, number: 01702426

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 09/01/2017, current status: Large charity (levy paid)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR05: 2 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from PEOPLE AND MINING on 13/12/2022

Main office

National Coal Mining Museum For
England
Caphouse Colliery
New Road
Overton
WF4 4RH

Objectives

To advance the education of the public in the history of coal mining in England by the provision and maintenance of a museum both underground and on the surface at the former Caphouse Colliery for the demonstration of past and contemporary mining methods and the exhibition of machinery and other items connected with mining and industrial archaeology.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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