Finance Score: 0

Governance Score: -6

Support Score: 0

No PartB

No volunteer policy: -2
No conflicts policy: -1
Narrow trustee age band: -2
Mainly female board: -1

Large volunteers +5

Overall GiG Score: -1

WALLINGFORD MUSEUM

- to provide for the public of all ages a Museum which presents the past in and around Wallingford, Oxfordshire, in an entertaining and informative way- to collect and conserve historic items and to research and present special exhibitions on specific themes of local historical interest- to provide special educational facilities for children and adults on local historical topics

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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly female
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

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
30/11/22		£70	£21	£49	n/a	n/a	n/a	n/a	n/a	75
30/11/21		£20	£32	£-12	n/a	n/a	n/a	n/a	n/a	70
30/11/20		£42	£21	£21	n/a	n/a	n/a	n/a	n/a	70
30/11/19		£149	£29	£120	n/a	n/a	n/a	n/a	n/a	70
30/11/18		£14	£14	£0	£0	£0	£0	n/a	0	70
30/11/17		£17	£14	£3	£0	£0	£0	n/a	0	0
30/11/16		£16	£14	£2	£0	£0	£0	n/a	0	0
30/11/15		£16	£17	£-1	£0	£0	£0	n/a	0	0
30/11/14		£18	£16	£2	£0	£0	£0	n/a	0	0
30/11/13		£16	£15	£0	£0	£0	£0	n/a	0	0
30/11/12	*	£14	£19	£-5	£0	£0	£0	n/a	0	0
30/11/11		£43	£26	£16	£0	£0	£0	n/a	0	0
30/11/10		£60	£35	£25	£0	£0	£0	n/a	0	0
30/11/09		£18	£15	£4	£0	£0	£0	n/a	0	0
30/11/08		£15	£15	£0	£0	£0	£0	n/a	0	0
30/11/07		£26	£9	£17	£0	£0	£0	n/a	0	0
30/11/06		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

www.wallingfordmuseum.org.uk

wallingfordmuseumcomms@gmail.com

01491835065

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
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
75 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

Age Range of Trustees: 67-81

DR KATHARINE STEPHANIE BENEDICTA KEATS-ROHAN PHDFRHISTS

STEPHEN CHARLES CAPEL-DAVIES (Chair) Appointed: 2005, Occupation: Civil Engineer

SUSAN WRIGHT Appointed: 2019, Occupation: Museum Community Engagement Specialist

MRS ANNE WILDER, Occupation: Dep Manager, Cab

MRS JENNIFER ANN CARPENTER, Occupation: Retired

MRS JUDITH MARY DEWEY, Occupation: Part-Time Adult Ed Lecturer

Legal constitution

Charitable company registered in England & Wales on 10/03/2006, number: 1113236
Registered at Companies House on 19/10/2005, number: 05597310

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; AR12: 29 days late,

Main office

Wallingford Museum
52 High Street
Wallingford
OX10 0DB

Objectives

1. TO PROVIDE MAINTAIN AND ADMINISTER FOR THE BENEFIT OF THE PUBLIC A MUSEUM FOR WALLINGFORD AND THE SURROUNDING DISTRICT;2. TO SECURE BY PURCHASE, GIFT, EXCHANGE, BEQUEST OR IN OTHER MANNER, MATERIAL FOR EXHIBITION OR RESEARCH;3. TO PREPARE, EDIT, PUBLISH, PRINT, AND DISTRIBUTE BULLETINS, NEWS-SHEETS, REPRODUCTIONS, MAGAZINES, BOOKS AND LITERARY WORKS CONNECTED WITH LOCAL AND GENERAL HISTORY, TOPOGRAPHY AND ARCHAEOLOGY, AND4. TO DISSEMINATE INFORMATION AND PROMOTE EDUCATION RELATING TO HISTORY, TOPOGRAPHY AND ARCHAEOLOGY BY MEANS OF LECTURES, DISCUSSIONS AND OTHERWISE.

Defined Area of Benefit:

WALLINGFORD AND THE SURROUNDING DISTRICT

Data Sources