Finance Score: -5

Governance Score: 0

Support Score: 9

Multiple Deficits and declines: -5
No PartB

12+ Trustees: -1
Narrow trustee age band: -2
Dynamic board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 4

ST BARBE MUSEUM AND ART GALLERY

The museum records, preserves and interprets the history of the area between the new forest and the sea. The art gallery works with regional and national art galleries to stage exhibitions combining both local and national interest. Activities/events are organised 'in house' for youngsters, families, schools, the elderly and those with limited mobility.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
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:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board has little diversity in terms of age

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 has been volatile and on several occasions in recent years less than spending

Established: 31 years

www.stbarbe-museum.org.uk

office@stbarbe-museum.org.uk

01590676969

Charity Commission for England and Wales

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		£347	£450	£-103	n/a	n/a	n/a	n/a	n/a	106
31/03/22		£492	£480	£12	n/a	n/a	n/a	n/a	n/a	80
31/03/21	*	£346	£359	£-13	n/a	n/a	n/a	n/a	n/a	70
31/03/20	*	£301	£431	£-130	n/a	n/a	n/a	n/a	n/a	120
31/03/19		£350	£409	£-59	n/a	n/a	n/a	n/a	n/a	120
31/03/18	*	£1,498	£358	£1,140	£19	£1,909	£94	3.1	5	0
31/03/17		£957	£302	£654	£35	£769	£17	0.7	5	0
31/03/16	*	£263	£243	£20	£0	£0	£0	n/a	0	0
31/03/15		£185	£198	£-13	£0	£0	£0	n/a	0	0
31/03/14		£248	£261	£-13	£0	£0	£0	n/a	0	0
31/03/13		£268	£237	£31	£0	£0	£0	n/a	0	0
31/03/12		£182	£208	£-26	£0	£0	£0	n/a	0	0
31/03/11		£210	£189	£22	£0	£0	£0	n/a	0	0
31/03/10	*	£233	£182	£50	£0	£0	£0	n/a	0	0
31/03/09		£135	£136	£-1	£0	£0	£0	n/a	0	0
31/03/08		£131	£122	£10	£0	£0	£0	n/a	0	0
31/03/07		£101	£127	£-25	£0	£0	£0	n/a	0	0
31/03/06	*	£107	£126	£-19	£0	£0	£0	n/a	0	0
31/03/05		£112	£154	£-42	£0	£0	£0	n/a	0	0
31/03/04		£101	£158	£-57	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

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

Who works here?

106 volunteers

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Hampshire,

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
National Lottery Heritage Fund - Grant to St Barbe Museum and Art Gallery
£181,411	10/08/2022	#DYC St Barbe Sharing and Celebrating Heritage
DCMS - Securing St Barbe
£53,841	01/04/2020	To support Arts and Culture throughout England
DCMS - Sustain St Barbe
£26,500	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to Lymington Museum Trust
£5,000	12/06/2018	Engaging with Dazzle Design
Garfield Weston Foundation - Main Grants award
£50,000	26/04/2017	The Future For St Barbe
DCMS - DCMS/Wolfson Museums and Galleries Improvement Fund
£84,000	01/04/2017	The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled ....more The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled visitors, and to improve the quality of interpretation. The scheme is open to four categories of museums and galleries.
National Lottery Heritage Fund - Grant to Lymington Museum Trust
£275,000	20/03/2017	Securing the Future of St Barbe
National Lottery Heritage Fund - Grant to Lymington Museum Trust
£1,929,200	06/12/2013	The Future for St Barbe – Innovative, Inclusive, Resilient

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 57-74

ADRIAN SMITH Appointed: 2021, Occupation: Trustee And Director

ALISON JANE PRITCHARD Appointed: 2023, Occupation: Bank Executive

ANNE CORBRIDGE Appointed: 2021, Occupation: Trustee And Director

ANTHONY KING Appointed: 2019, Occupation: Professor Of Archaeology

CAROL ELIZABETH FAINT Appointed: 2021, Occupation: Trustee And Director

CATHERINE JONES Appointed: 2019, Occupation: Solicitor

JACQUELINE ANNE MILLARD Appointed: 2011, Occupation: Retired

NEIL JAMES MCLOCKLIN Appointed: 2023, Occupation: Management Consultant

PAMELA ANNE PERRY Appointed: 2001, Occupation: Travel Guide

PRUE BAKER Appointed: 2018, Occupation: Trustee

SIR JOHN HUMPHREY DE TRAFFORD BT (Chair) Appointed: 2018, Occupation: Company Director

SIMON ALDERSON Appointed: 2021, Occupation: Trustee And Director

TERESA FRANCIS Appointed: 2014, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 15/03/1993, number: 1018779
Registered at Companies House on 25/02/1993, number: 02793965

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
Investing charity funds policy and procedures
Paying staff
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; AR21: 4 days late, AR20: 46 days late, AR18: 22 days late, AR16: 25 days late, AR10: 23 days late, AR06: 17 days late,

Main office

ST. BARBE MUSEUM
NEW STREET
LYMINGTON
SO41 9BH

Objectives

THE ADVANCEMENT OF EDUCATION AND THE STIMULATION OF PUBLIC INTEREST IN AND CARE FOR THE BEAUTY,HISTORY AND CHARACTER OF THE LOCALITY AND THE PRESERVATION, DEVELOPMENT AND IMPROVEMENT THEREIN OF FEATURES OF HISTORIC AND ENVIRONMENTAL INTEREST

Defined Area of Benefit:

NOT DEFINED

Data Sources