Finance Score: 2

Governance Score: 2

Support Score: 2

Strong growth: +2
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 6

FRIENDS OF BERWICK AND DISTRICT MUSEUM AND ARCHIVES

The Friends of Berwick and District Museum and Archives support, and promote use by the public of Berwick Art Gallery and Museum and Berwick Record Office. This is achieved through several means. Local history and the work of the Record Office and Museum is promoted via a website and annual lectures; volunteers contribute to projects, help at events, and raise funds to support our aims.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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

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
31/12/22		£9	£9	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£9	£5	£5	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£10	£6	£4	n/a	n/a	n/a	n/a	n/a	2
31/12/18		£3	£1	£1	£0	£0	£0	n/a	0	0
31/12/17		£6	£2	£4	£0	£0	£0	n/a	0	0
31/12/16		£3	£2	£2	£0	£0	£0	n/a	0	0
31/12/15		£2	£2	£1	£0	£0	£0	n/a	0	0
31/12/14		£6	£3	£4	£0	£0	£0	n/a	0	0
31/12/13		£5	£4	£1	£0	£0	£0	n/a	0	0
31/12/12		£4	£7	£-3	£0	£0	£0	n/a	0	0
31/12/11		£10	£3	£7	£0	£0	£0	n/a	0	0
31/12/10		£7	£2	£6	£0	£0	£0	n/a	0	0
31/12/09		£2	£2	£0	£0	£0	£0	n/a	0	0
31/12/08		£19	£17	£2	£0	£0	£0	n/a	0	0
31/12/07		£1	£3	£-2	£0	£0	£0	n/a	0	0
31/12/06		£6	£4	£3	£0	£0	£0	n/a	0	0
31/12/05		£6	£2	£4	£0	£0	£0	n/a	0	0
31/12/04	*	£90	£94	£-4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 29 years

https://www.berwickfriends.org.uk/

info@berwickfriends.org.uk

00000000000

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Sponsors or undertakes research

Where it operates

Northumberland,

Who it helps

The General Public/Mankind

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
Community Foundation serving Tyne & Wear and Northumberland - A grant to Friends of Berwick & District Museum and Archives
£1,000	06/05/2021	The organisation's charitable objects
Community Foundation Tyne & Wear & Nthmbrlnd - work with Berwick Record Office on the creation of a "Photocentre” exhibition in the Granary Gallery, Berwick
£3,550	10/12/2020	work with Berwick Record Office on the creation of a "Photocentre” exhibition in the Granary Gallery, Berwick
Community Foundation serving Tyne & Wear and Northumberland - To promote the education of the public with the purchase of a digital microfilm scanner to be located at Berwick Record Office
£4,605	18/02/2019	To promote the education of the public with the purchase of a digital microfilm scanner to be located at Berwick Record Office

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

GRAHAM ROBSON Appointed: 2015

JULIE MARGARET GREGORY Appointed: 2019

LARS ROSE

MAUREEN CHARLTON Appointed: 2015

MARGARET FOX Appointed: 2024

MS JULIE GIBBS Appointed: 2016

PHILIP GEOFFREY SMITH Appointed: 2022

ROBERT DUDLEY STEWARD (Chair) Appointed: 2015

WENDY SCOTT Appointed: 2015

JOHN DUNCAN SPIERS Appointed: 2015, Other trusteeship: BERWICK FILM SOCIETY,

Legal constitution

Charity registered in England & Wales on 23/11/1994, number: 1042273

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR04: 2 days late,

Main office

co Berwick-upon-Tweed Record Office
Walkergate Building
Walkergate
Berwick-upon-Tweed
TD15 1DB

Objectives

The objects of the Friends are the education of the public by promoting and supporting and assisting (i) the preservation of archives relating to Berwick-upon-Tweed and North Northumberland and their local accessibility for historical research; and (ii) the use of the Berwick ?upon-Tweed Museum and Art Gallery.

Defined Area of Benefit:

BOROUGH OF BERWICK-UPON-TWEED AND NORTHUMBERLAND

Data Sources