Finance Score: -2

Governance Score: 0

Support Score: 5

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs high: -2

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 3

BEAMISH MUSEUM

Maintaining and developing the North of England open air museum at Beamish.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

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
31/01/23		£13,479	£14,096	£-617	£1,694	£40,357	£27,317	23.3	391	500
31/01/22		£12,064	£10,714	£1,350	£895	£32,079	£15,739	17.6	373	188
31/01/21		£11,075	£10,727	£348	£1,612	£29,646	£15,312	17.1	346	487
31/01/20		£12,495	£13,208	£-713	£3,279	£29,550	£16,771	15.2	442	520
31/01/19		£12,530	£12,583	£-53	£3,096	£34,469	£22,217	21.2	437	540
31/01/18		£22,852	£12,282	£10,570	£2,978	£33,671	£22,426	21.9	423	0
31/01/17		£12,233	£11,678	£555	£2,818	£20,901	£20,893	21.5	412	0
31/01/16		£10,353	£10,728	£-375	£2,373	£21,969	£21,822	24.4	325	0
31/01/15		£32,897	£23,788	£9,109	£2,090	£21,913	£24,193	12.2	290	0
31/01/14		£7,718	£7,169	£549	£26	£-721	£-730	-1.2	250	0
31/01/13	*	£6,704	£7,164	£-460	£1,297	£-1,282	£-1,288	-2.2	250	0
31/01/12		£6,704	£6,866	£-162	£1,364	£-944	£-960	-1.7	257	0
31/01/11		£6,433	£5,995	£438	£1,116	£-1,579	£-1,615	-3.2	258	0
31/01/10?		£5	£5	£1	£0	£0	£0	n/a	0	0
31/03/09		£5	£5	£0	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 21.1%
Fundraising Costs/Total Spending: 12%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 6%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 23.3 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.3

Asset Split ?

Established: 16 years

www.beamish.org.uk

museum@beamish.org.uk

01913704000

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

Durham,

Who it helps

The General Public/Mankind

Who works here?

391 employees
500 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
County Durham Community Foundation - Equipment and lighting for the 1950s Aged Miners' Homes
£10,000	20/12/2022	To provide equipment and lighting for the 1950s Aged Miners' Homes.
County Durham Community Foundation - Canny Cuppa
£4,700	27/07/2021	To run a new group to provide opportunities for people experiencing social isolation and loneliness.
DCMS - Remaking Beamish
£487,750	15/12/2020	Remaking Beamish. The wider aim of the scheme is: The £15m Heritage Capital Kickstart Fund will support up to 30 heritage capital projects across England that have been paused, delayed or are at ....more Remaking Beamish. The wider aim of the scheme is: The £15m Heritage Capital Kickstart Fund will support up to 30 heritage capital projects across England that have been paused, delayed or are at risk due to coronavirus (COVID-19).
County Durham Community Foundation - Beamish Learning and Community Participation work goes digital: live and online
£10,000	11/09/2020	Beamish Learning and Community Participation work goes digital: live and online
DCMS - National Portfolio Organisation 2018 - 2022
£444,813	01/04/2020	We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of ....more We are the national development agency for creativity and culture. We have set out our strategic vision in Lets Create that by 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. We invest public money from Government and The National Lottery to help support the sector and to deliver this vision.
DCMS - Beamish Museum
£970,000	01/04/2020	To support Arts and Culture throughout England
DCMS - Beamish Museum
£585,000	01/04/2020	To support Arts and Culture throughout England
The Pilgrim Trust - Grant to Beamish Museum
£10,000	24/05/2018 19	The preservation and reconstruction of Spain’s Field Farm at Beamish Museum
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 2
£436,776	01/04/2018 11	National portfolio organisation- are leaders in their areas, with a collective responsibility to protect and develop our national arts and cultural ecology.
County Durham Community Foundation - Expanding Beamish's activity programme for older adults
£20,000	11/01/2018	To support the expanding Beamish's activity programme for older adults.
ARTS COUNCIL ENGLAND - Major Partner Museums
£709,583	01/04/2017 11	Major Partner Museums- building the resilience of museums
County Durham Community Foundation - Remaking Beamish: 1950s Allotments and Gardens
£42,705	18/11/2016	Towards creating a 1950's Town.
County Durham Community Foundation - Remaking Beamish: Coundon and Leeholme Community Centre in the 1950s town
£22,000	04/10/2016	Towards the 1950s exhibition.
Wolfson Foundation - Grant to Beamish, the Living Museum of the North
£90,000	16/06/2016	Conservation of the Georgian Coaching Inn
Youth Music - Beats & Pieces
£25,000	21/04/2016	Beats & Pieces
John Ellerman Foundation - Grant to Beamish Museum
£78,000	23/03/2016 36	Towards the costs of curatorial activity in the "Remaking Beamish" project, which aims to create authentic and immersive settings that are representative of the North East.
National Lottery Heritage Fund - Grant to Beamish Museum
£11,495,000	29/04/2014	Remaking Beamish

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-53

CHRISTOPHER JAMIE DOWSON LOUGHRAN (Chair) Appointed: 2023, Occupation: Director

DAVID STEWART ALEXANDER Appointed: 2023, Occupation: Chief Executive And Principal

DR DANIEL MARK JACKSON Appointed: 2023, Occupation: Nhs Director

DR ELOUISE LEONARD-CROSS Appointed: 2023, Occupation: Occupational Psychologist

IAN MICHAEL THOMAS Appointed: 2023, Occupation: Destination Director

MAYO MAURICIO ARMELLINI Appointed: 2023, Occupation: Economist

RACHAEL ELIZABETH LENNON Appointed: 2023, Occupation: Curator And Writer

STEPHEN KING Appointed: 2023, Occupation: Non Executive Director

CLR ELIZABETH SCOTT Appointed: 2023, Occupation: Cabinet Member, Durham County Council, Other trusteeships: THE BOWES MUSEUM, REDHILLS CIO,

CONAN WILLIAM THOMAS MCKINLEY Appointed: 2023, Occupation: Director Of Asset Management, Other trusteeship: THE BEAMISH DEVELOPMENT TRUST,

Legal constitution

Charitable company registered in England & Wales on 17/01/2008, number: 1122366
Registered at Companies House on 22/03/2006, number: 05751540

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Investment
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

15 returns made; AR13: 15 days late,

Main office

REGIONAL RESOURCE CENTRE
BEAMISH
COUNTY DURHAM
DH9 0RG

Objectives

3. THE CHARITY'S OBJECTS (THE OBJECTS) ARE:3.1 TO ADVANCE THE EDUCATION OF THE PUBLIC BY STUDYING, COLLECTING, PRESERVING, INTERPRETING AND EXHIBITING TO THE PUBLIC BUILDINGS, MACHINERY, OBJECTS AND INFORMATION ILLUSTRATING THE DEVELOPMENT OF INDUSTRY AND AGRICULTURE AND WAY OF LIFE IN THE NORTH OF ENGLAND3.2 TO MAINTAIN AND DEVELOP THE NORTH OF ENGLAND OPEN AIR MUSEUM AT BEAMISH IN COUNTY DURHAM.

Defined Area of Benefit:

BEAMISH IN COUNTY DURHAM.

Data Sources