Finance Score: -3
Governance Score: 9
Support Score: 4
  • Strong growth: +2
  • Multiple Deficits and declines: -5
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +4
Overall GiG Score: 10 ?

WEYMOUTH MUSEUM TRUST

The management of Weymouth Museum
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 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

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • There has been a change of accounting period recently, so trends may be hard to determine
  • Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
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
31/03/24£29£73£-43n/an/an/an/an/an/a
31/03/23?*£146£106£40n/an/an/an/an/an/a
30/11/21£33£28£5n/an/an/an/an/an/a
30/11/20£42£73£-31n/an/an/an/an/an/a
30/11/19£66£14£52n/an/an/an/an/an/a
30/11/18£24£20£4n/an/an/an/an/an/a
30/11/17£4£6£-2n/an/an/an/an/an/a
30/11/16£5£3£2n/an/an/an/an/an/a
30/11/15£4£4£0n/an/an/an/an/an/a
30/11/14£2£2£0n/an/an/an/an/an/a
30/11/13£0£1£-1n/an/an/an/an/an/a
30/11/12£6£7£-1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 13 years

www.weymouthmuseum.org.uk

bob.chedzoy16@googlemail.com

07971597860

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides services
Where it operates
  • Dorset,
Who it helps
  • The General Public/Mankind

Who supports 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
National Lottery Heritage Fund - Grant to Weymouth Museum Trust
£99,000 09/03/2022
Bridging the Gap - Building a Sustainable Future for Weymouth Museum
National Lottery Heritage Fund - Grant to Weymouth Museum Trust
£22,900 23/07/2020
COVID19 Weymouth Museum Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 39-78
  • ANTHONY HADYN BEAZER Appointed: 2023, Occupation: Tbc
  • CANON MARCIA LORRAINE PRITCHARD (Chair) Appointed: 2012, Occupation: Retired
  • DAVID HARRIS Appointed: 2019, Occupation: Retired
  • DIANE DAY Appointed: 2024, Occupation: Retired
  • EMMA AYLING Appointed: 2024, Occupation: Charity Worker
  • FREDERICK WILLIAM ALLOTT Appointed: 2022, Occupation: Tbc
  • PAUL IAN WEBB Appointed: 2013, Occupation: Retired
  • RICHARD BREWARD Appointed: 2019, Occupation: Retired
  • ROBERT WILLIAM CHEDZOY Appointed: 2022, Occupation: Bcp Council Employee
  • SARAH DOWNES Appointed: 2024, Occupation: Lecturer
Legal constitution
  • Charitable company registered in England & Wales on 07/09/2011, number: 1143692
  • Registered at Companies House on 10/11/2010, number: 07435561
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
12 returns made; AR23: 70 days late,
Main office

16 Ullswater Crescent
WEYMOUTH
Dorset
DT3 5HE

Objectives

TO PROVIDE A MUSEUM AND HERITAGE CENTRE BENEFICIAL TO THE COMMUNITY OF THE BOROUGH OF WEYMOUTH AND PORTLAND AND THE REMAINDER OF THE COUNTY OF DORSET AND FOR THE ADVANCEMENT OF EDUCATION AND ALL PURPOSES ANCILLARYTHERETO.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources

Charity Commission for England and Wales
360 Giving

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