Finance Score: -5

Governance Score: 7

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 7

THE AXBRIDGE & DISTRICT MUSEUM TRUST

The Axbridge & District Museum Trust run the museum known as 'King John's Hunting Lodge' in Axbridge. The Trust lease the building from the National Trust and operate with some membership funding from the National Trust with additional funds from admission charges, sales, donations and friends.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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
Income has been volatile recently and was significantly lower than spending in the latest year

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		£14	£21	£-7	n/a	n/a	n/a	n/a	n/a	25
31/03/22		£16	£17	£-1	n/a	n/a	n/a	n/a	n/a	25
31/03/21		£28	£14	£14	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£21	£19	£2	n/a	n/a	n/a	n/a	n/a	41
31/03/19		£22	£23	£-1	n/a	n/a	n/a	n/a	n/a	42
31/03/18		£22	£16	£6	£0	£0	£0	n/a	0	0
31/03/17		£16	£9	£7	£0	£0	£0	n/a	0	0
31/03/16		£21	£13	£8	£0	£0	£0	n/a	0	0
31/03/15		£12	£15	£-3	£0	£0	£0	n/a	0	0
31/03/14		£16	£12	£5	£0	£0	£0	n/a	0	0
31/03/13		£16	£16	£0	£0	£0	£0	n/a	0	0
31/03/12		£16	£16	£0	£0	£0	£0	n/a	0	0
31/03/11		£24	£18	£6	£0	£0	£0	n/a	0	0
31/03/10		£19	£20	£-1	£0	£0	£0	n/a	0	0
31/03/09		£19	£23	£-4	£0	£0	£0	n/a	0	0
31/03/08	*	£23	£35	£-13	£0	£0	£0	n/a	0	0
31/03/07		£27	£34	£-7	£0	£0	£0	n/a	0	0
31/03/06	*	£23	£19	£4	£0	£0	£0	n/a	0	0
31/03/05	*	£23	£18	£5	£0	£0	£0	n/a	0	0
31/03/04		£26	£21	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 22 years

www.kingjohnshuntinglodge.co.uk

KINGJOHNSHUNTINGLODGEMUSEUM@GMAIL.COM

07768656651

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Financial or material assistance

How it operates

Other charitable activities

Where it operates

Somerset,

Who it helps

The General Public/Mankind

Who supports 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
Somerset Community Foundation - Volunteer expenses for community heritage musseum
£1,000	21/07/2022	Contribution to wards the costs of maintaining a network of volunteers to support the local Axbridge heritage.
Co-Operative Group - Grant to Axbridge & District Museum, King John's Hunting Lodge
£957	23/10/2021	We would like to create a modern website that would allow the development of closer links with all the communities within the museum catchment area, and attract and engage potential visitors.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 39-69

ALAN PETER WELLS Appointed: 2012, Occupation: Retired

ANDREW SCOTT MCLEOD Appointed: 2022, Occupation: Project Manager

GRAHAME PAINE Appointed: 2023, Occupation: Administrator, Other trusteeships: AXBRIDGE TOWN TRUST, FESTIVAL MEDICAL SERVICES,

KEVIN TERENCE ROOKE Appointed: 2023, Occupation: Training Consultant

MRS LIZ SCOTT, Occupation: Farmer

PAUL LEONARD HUGHES Appointed: 2019, Occupation: Retired

PAULINE TRAPP Appointed: 2017, Occupation: Retired, Other trusteeship: CLEVEDON ADULT STUDIES ASSOCIATION (CASA),

Legal constitution

Charitable company registered in England & Wales on 15/03/2002, number: 1091161
Registered at Companies House on 26/06/2001, number: 04240988

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

Filing Record

20 returns made; AR08: 336 days late, AR06: 57 days late, AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from AXBRIDGE ARCHAEOLOGICAL AND LOCAL HISTORY SOCIETY on 24/05/2023

Main office

CHARLES HOUSE
THE LIPPIATT
CHEDDAR
BS27 3QP

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND CULTURE OF AXBRIDGE AND DISTRICT, BY THE MAINTENANCE OF A MUSEUM.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE SEDGEMOOR

Data Sources