Finance Score: 0

Governance Score: 9

Support Score: 4

No PartB

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

Grant maker support: +4

Overall GiG Score: 13

BRAINTREE DISTRICT MUSEUM TRUST

The Museum Trust will recognise, preserve, interpret and promote Braintree District's unique collections and the heritage of design, industry and natural history that are in its care of local, national and international significance to stimulate design, creativity, industry, curiosity and inspiration for all generations worldwide through Braintree District Museum and the Warner Textile Archive.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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

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
31/03/23		£455	£505	£-50	n/a	n/a	n/a	n/a	n/a	40
31/03/22		£482	£483	£-1	n/a	n/a	n/a	n/a	n/a	36
31/03/21		£469	£437	£32	n/a	n/a	n/a	n/a	n/a	34
31/03/20		£404	£466	£-63	n/a	n/a	n/a	n/a	n/a	59
31/03/19		£507	£461	£45	£0	£3,407	£133	3.5	8	49
31/03/18		£865	£359	£506	£0	£3,362	£184	6.2	6	0
31/03/17		£298	£284	£13	£0	£0	£0	n/a	0	0
31/03/16	*	£322	£330	£-7	£0	£0	£0	n/a	0	0
31/03/15	*	£321	£316	£5	£0	£0	£0	n/a	0	0
31/03/14	*	£281	£256	£25	£0	£0	£0	n/a	0	0
31/03/13		£123	£329	£-206	£0	£0	£0	n/a	0	0
31/03/12	*	£180	£145	£35	£0	£0	£0	n/a	0	0
31/03/11		£195	£214	£-19	£0	£0	£0	n/a	0	0
31/03/10		£180	£210	£-30	£0	£0	£0	n/a	0	0
31/03/09		£175	£207	£-32	£0	£0	£0	n/a	0	0
31/03/08	*	£195	£219	£-24	£0	£0	£0	n/a	0	0
31/03/07	*	£235	£261	£-27	£0	£0	£0	n/a	0	0
31/03/06	*	£325	£222	£103	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 19 years

www.braintreemuseum.co.uk

info@bdmt.org.uk

01376 328868

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
Provides services
Sponsors or undertakes research

Where it operates

Essex,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
40 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
Essex Community Foundation - Grant to Braintree District Museum Trust
£4,500	03/11/2022	to run nine days of educational activities during the school holidays at a museum in Braintree
DCMS - Braintree District Museum Trust COVID-19 Recovery
£50,000	01/04/2020	To support Arts and Culture throughout England

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-84

HENRY THOMAS PRICE Appointed: 2021, Occupation: Retired

KATIE LOUISE PAVID Appointed: 2022, Occupation: Head Of Digital Content

DAVID WISBEY (Chair) Appointed: 2020, Occupation: Solicitor

IAIN DOUGLAS HUTTON-JAMIESON Appointed: 2015, Occupation: Art Director/Designer

JEAN HARRISON Appointed: 2021, Occupation: Retired, Other trusteeship: FRIENDS OF THE BRAINTREE DISTRICT MUSEUM AND HERITAGE TRUST,

DEMETRA CECILIA LINDSAY Appointed: 2018, Occupation: Architect, Other trusteeship: THE FRIENDS OF THE CHURCH OF ST NICHOLAS CASTLE HEDINGHAM,

Legal constitution

Charitable company registered in England & Wales on 14/07/2005, number: 1110447
Registered at Companies House on 30/03/2005, number: 05408088

Gift Aid

Registered with HMRC for Gift Aid

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
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

18 returns made; AR16: 1 days late, AR15: 2 days late, AR14: 2 days late, AR12: 2 days late, AR08: 1 days late, AR07: 1 days late, AR06: 108 days late,

Main office

Braintree Museum
Manor Street
Braintree
Essex
CM7 3HW

Objectives

3. Objects3.1 The objects of the Company (the “Objects”) are:(a) to recognise, preserve, interpret and promote Braintree District’s unique collections and the heritage of design, industry and natural history that are in its care of local, national and international significance, to stimulate design, creativity, industry, curiosity and inspiration for all generations worldwide by:(i) the development and maintenance of the museum named Braintree Museum for the interpretation and care of items of local or historic interest or value (the “Museum Collection”); and(ii) the development and maintenance of the archive named Warner Textile Archive for the interpretation and care of items of historic interest or value relating to the textile company and associated history of Warner & Sons Ltd, its predecessors and successors (the “Archive Collection”); and(iii) the creation, marketing and promotion of activities, displays, education, events, exhibitions, publications, research, related to culture and the Archive Collection and the Museum Collection.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE BRAINTREE, ESSEX.

Data Sources