Finance Score: 3
Governance Score: 9
Support Score: 12
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +12
Overall GiG Score: 24 ?

TULLIE HOUSE MUSEUM AND ART GALLERY TRUST

Provide a Museum and Art Gallery for the citizens and visitors to the City of Carlise
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are low relative to funds raised
  • 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 Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£3,857£2,708£1,150£268£3,121£1,9428.685119
31/03/22£2,273£2,455£-182£177£1,917£1,2896.36373
31/03/21£2,578£1,714£864£112£2,064£1,3319.35932
31/03/20£2,523£2,171£352£222£1,115£8354.66041
31/03/19£1,981£1,969£12£164£698£5143.15935
31/03/18£1,993£2,021£-28£165£663£5163.1570
31/03/17£1,815£1,667£148£138£671£5383.9550
31/03/16£1,955£2,233£-278£189£523£5082.7640
31/03/15£2,105£2,206£-101£174£801£7233.9360
31/03/14£2,300£2,205£95£177£902£7494.1810
31/03/13£2,028£1,802£226£190£806£5903.9760
31/03/12*£2,453£1,872£580£174£580£5083.3850

Financial Ratios
Fundraising Costs/Relevant Income: 7.4%
Fundraising Costs/Total Spending: 9.9%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 13%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 62%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 9 months
Quick Ratio: 3.7
Asset Split ?
Balance Sheet History
Established: 13 years

www.tulliehouse.co.uk

enquiries@tulliehouse.co.uk

01228618740

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Art galleries and exhibitions
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Cumbria,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£4,325,905
Wolfson Foundation£350,000
John Ellerman Foundation£90,000
The Pilgrim Trust£20,000
Specific Donations
Amount When
Months
To be used for
Wolfson Foundation - Grant to Tullie House Museum and Art Gallery
£350,000 06/12/2023
New learning, education and gallery spaces
The Leathersellers' Company Charitable Fund - Grant to Tullie House Museum
£8,300 23/06/2022
Leather Conservation Grant Restricted project costs
John Ellerman Foundation - Curator salaries, project costs
£90,000 26/05/2022
Curator salaries, project costs
DCMS - Arts Council National Lottery Project Grants
£490,000 25/03/2022
National Lottery Project Grants is our open access programme for arts, libraries and museums projects. The fund supports thousands of individual artists, community and cultural organisations.
The Pilgrim Trust - Grant to Tullie House Museum & Art Gallery Trust
£20,000 09/03/2022
12
Luguvalium Explored: Unlocking the Potential of Tullie House's Internationally Significant Roman Collection
DCMS - Investment Funds
£2,000,000 31/01/2022
We are the national development agency for creativity and culture. 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 ....more
Cumbria Community Foundation - Thriving Communities - Inside Out
£5,000 08/12/2021
Thriving Communities - Inside Out
DCMS - Culture Recovery Fund: Continuity Support
£153,792 22/10/2021
To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a ....more
DCMS - National Portfolio organiations 2018-2022
£1,187,313 01/04/2020
The wider aim of the scheme is: We are the national development agency for creativity and culture. 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 ....more
DCMS - Tullie House: Securing Our Future
£494,800 01/04/2020
To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to Tullie House Museum & Art Gallery Trust
£7,100 29/01/2020
Strengthening Cumbria Biodiversity Data Centre's (CBDC) Governance and Resilience
Garfield Weston Foundation - Main Grants award
£50,000 04/09/2019
Dressed to Impress
DCMS - 'Dressed to Impress': Showcasing a collection of national significance; transforming a historic space
£252,500 01/04/2019
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 ....more
National Lottery Heritage Fund - Grant to Tullie House Museum & Art Gallery Trust
£69,800 29/11/2018
Whale Tales
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 3
£1,165,861 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.
National Lottery Heritage Fund - Grant to Tullie House Museum & Art Gallery Trust
£99,700 07/02/2018
Tullie House New Frontiers - Preparing our organisation for long term sustainability
ARTS COUNCIL ENGLAND - Major Partner Museums
£1,045,165 01/04/2017
11
Major Partner Museums- building the resilience of museums
DCMS - ALB-Historic England-Tullie House Museum : Rationalising Archaeology Collections in Museums.
£6,657 01/04/2017
Tullie House Museum and Art Gallery has a large archaeological collection. It has been collecting material since 1892. Between 1979 and 2001, large scale excavations were undertaken by a city-based archaeological unit. The archives from these along ....more
National Lottery Heritage Fund - Grant to Tullie House Museum & Art Gallery Trust
£10,000 29/10/2013
20/20 Vision: Foreseeing an enhanced future for Tullie House Museum and Art Gallery Trust
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 43-72
  • ANDREW JONATHAN SMITH Appointed: 2011, Occupation: Partner
  • ANDREW ROBERT MACKAY Appointed: 2019, Occupation: Museum Director
  • CAROLINE THOMSON Appointed: 2013, Occupation: Company Director
  • CHRISTOPHER JAMES HARRISON Appointed: 2019, Occupation: Businessman
  • COLIN WILLIAM GLOVER Appointed: 2021, Occupation: Councillor
  • JILL FENWICK Appointed: 2024, Occupation: Museum Advisor
  • MARCIA REID FOTHERINGHAM Appointed: 2016, Occupation: Company Director
  • PHILIP GERARD CALLAGHAN Appointed: 2023, Occupation: Company Director
  • REBECCA FOY Appointed: 2019, Occupation: Museum Director
  • SUSANNE JAYNE PARRY Appointed: 2023, Occupation: Chief Operating Officer
  • VALERIE YOUNG Appointed: 2023, Occupation: Chartered Accountant
Legal constitution
  • Charitable company registered in England & Wales on 03/08/2011, number: 1143235
  • Registered at Companies House on 17/03/2011, number: 07568957
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
  • Investing charity funds 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
12 returns made; AR12: 0 days late,
Main office

Tullie House Museum and Art Gallery
Tullie House
Castle Street
CARLISLE
CA3 8TP

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO ADVANCE THE EDUCATION OF THE PUBLIC, INCLUDING AN UNDERSTANDING AND APPRECIATION OF THE ARTS, SCIENCES AND HISTORY, WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING THROUGH:(A) THE PROVISION, OPERATION AND MAINTENANCE OF THE TULLIE HOUSE MUSEUM AND ART GALLERY AND CONSISTENT WITH THIS OBJECT; ANY OTHER MUSEUM OR ART GALLERY;(B) THE PRESERVATION, CONSERVATION AND INTERPRETATION OF:- THE COLLECTIONS MANAGED BY THE TRUST;- NATURAL AND HUMAN HERITAGE, THE LANDSCAPE AND THE ENVIRONMENT;(C) THE CARRYING OUT AND DISSEMINATION OF RESEARCH.

Data Sources

Charity Commission for England and Wales
360 Giving

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