Finance Score: 1

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -3
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3

No supporters identified

Overall GiG Score: 3

THE NATIONAL MOTOR MUSEUM TRUST LIMITED

The National Motor Museum Trust is dedicated to preserving and promoting motoring history. It has a world famous collection of vehicles and associated motoring items, many of which are on display at the National Motor Museum at Beaulieu. The Trust has an educational mission and cares for very large collections of objects, images, documents and books in its Collections Centre.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has a robust balance sheet
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

There are 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £8,458,894 available, equivalent to 33 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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		£3,258	£3,122	£136	£229	£9,086	£8,459	32.5	20	61
31/12/21		£2,908	£2,981	£-73	£166	£8,957	£8,683	34.9	18	54
31/12/20		£1,958	£2,056	£-98	£181	£8,971	£8,666	50.6	20	65
31/12/19		£2,899	£3,059	£-160	£189	£9,055	£8,728	34.2	20	65
31/12/18		£2,790	£3,023	£-233	£189	£9,171	£8,850	35.1	19	66
31/12/17		£3,081	£3,038	£43	£231	£9,404	£9,054	35.8	20	0
31/12/16		£2,972	£3,074	£-102	£210	£9,361	£8,969	35	20	0
31/12/15		£2,791	£3,061	£-270	£303	£9,508	£9,167	35.9	21	0
31/12/14		£2,828	£2,767	£62	£307	£9,747	£9,346	40.5	22	0
31/12/13		£3,156	£3,028	£128	£367	£9,672	£9,382	37.2	23	0
31/12/12		£3,263	£3,122	£141	£279	£9,528	£9,300	35.8	20	0
31/12/11		£2,511	£2,350	£161	£294	£9,309	£5,383	27.5	19	0
31/12/10		£2,141	£2,332	£-190	£282	£9,147	£5,362	27.6	14	0
31/12/09		£2,176	£2,291	£-115	£381	£9,303	£5,428	28.4	14	0
31/12/08		£1,980	£1,993	£-13	£398	£9,368	£5,393	32.5	20	0
31/12/07	*	£2,412	£1,917	£494	£387	£9,368	£5,376	33.6	20	0
31/12/06		£1,809	£1,948	£-138	£0	£0	£0	n/a	0	0
31/12/05	*	£1,775	£1,671	£104	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 7.5%
Fundraising Costs/Total Spending: 7.3%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 32.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.2

Asset Split ?

Established: 19 years

www.nationalmotormuseum.org.uk

nmmt@beaulieu.co.uk

01590614650

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 buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

20 employees
61 volunteers

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
Wolfson Foundation - Grant to National Motor Museum
£0	07/12/2022	'Motoring into the Future - Phase 1'. Grant of £100,000 under DCMS Wolfson Museums and Galleries Improvement Fund (round 14, grant ref. 21866). (WF contributing 50% of total grant of £200,000).
DCMS - DCMS/Wolfson Museums and Galleries Improvement Fund
£50,000	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 National Motor Museum Trust
£97,200	23/05/2014	Caravans and Charabancs: Leisure motoring after the First World War

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Based on 16/17 persons

Age Range of Trustees: 37-79

LORD STRATHCARRON, Occupation: Director

ROBERT MACGREGOR Appointed: 2023, Occupation: Lawyer

ANDREW MARTIN THOMAS Appointed: 2020, Occupation: Company Director

ANDREW PAUL GOSS Appointed: 2020, Occupation: Company Director

COLIN FREDERICK MCKENZIE Appointed: 2020, Occupation: Arts Administrator

HELEN EVENDEN Appointed: 2017, Occupation: Curator

JEREMY TRISTAN BOADLE Appointed: 2020, Occupation: Retired

JONATHAN HEWETT Appointed: 2020, Occupation: Ceo

KEIRA LUCILLE HART Appointed: 2020, Occupation: Education Consultant

LORD MAXWELL BEAVERBROOK Appointed: 2020, Occupation: Company Director

LORD MONTAGU, Other trusteeships: THE COUNTRYSIDE EDUCATION TRUST, THE MICHAEL SEDGWICK MEMORIAL TRUST, THE BEAULIEU BEAUFORT FOUNDATION,

MARY MONTAGU-SCOTT Appointed: 2004, Occupation: Design Director, Other trusteeships: THE FRIENDS OF THE ROYAL NAVAL MUSEUM AND H M S VICTORY, NEW FOREST NINTH CENTENARY TRUST, THE NATIONAL MUSEUM OF THE ROYAL NAVY, THE HMS VICTORY PRESERVATION COMPANY, NEW FOREST HERITAGE TRUST,

NICHOLAS BERKELEY MASON Appointed: 2004, Occupation: Musician

PIERRE BONNET Appointed: 2019, Occupation: Marketing Manager

ROBERT STEPHEN TAYLOR Appointed: 2012, Occupation: Museum & Heritage Consultant

THOMAS CALLOW Appointed: 2020, Occupation: Public Relations

CAROLINE MARCUS Appointed: 2012, Occupation: Academic/Teacher, Other trusteeship: GROUP FOR EDUCATION IN MUSEUMS,

Legal constitution

Charitable company registered in England & Wales on 17/01/2005, number: 1107656
Registered at Companies House on 17/12/2004, number: 05316070

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR07: 1 days late, AR05: 50 days late,

Main office

BEAULIEU
BROCKENHURST
HAMPSHIRE
SO42 7ZN

Objectives

1. TO PROMOTE THE EDUCATION OF THE PUBLIC CONCERNING THE HISTORY OF MOTORING PRIMARILY IN GREAT BRITAIN BUT ALSO INTERNATIONALLY, AND IN PARTICULAR TO EXHIBIT TO THE PUBLIC HISTORIC MOTOR VEHICLES, DOCUMENTS, PHOTOGRAPHS, ARTEFACTS AND OTHER EXHIBITS IN CONNECTION WITH THE HISTORY OF MOTORING INCLUDING BUT NOT LIMITED TO THOSE FORMING PART OF THE COLLECTION;2. TO PROMOTE RESEARCH INTO THE HISTORY OF MOTORING PRIMARILY IN GREAT BRITAIN BUT ALSO INTERNATIONALLY FOR THE BENEFIT OF THE PUBLIC AND TO PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH;3. TO CONSERVE FOR THE BENEFIT OF THE PUBLIC HISTORIC MOTOR VEHICLES, DOCUMENTS, PHOTOGRAPHS, ARTEFACTS AND OTHER EXHIBITS (INCLUDING ELECTRONIC MEDIA) CONNECTED WITH THE HISTORY OF MOTORING PRIMARILY IN GREAT BRITAIN BUT ALSO INTERNATIONALLY, INCLUDING BUT NOT LIMITED TO THOSE FORMING PART OF THE COLLECTION.

Defined Area of Benefit:

GREAT BRITAIN AND INTERNATIONALLY.

Data Sources