Finance Score: -9

Governance Score: 3

Support Score: 6

Poor Liquidity: -1
Positive trading contribution: +2;Volatile income & significant deficit in latest year: -5
Fundraising costs high: -5

Dynamic board: +3

Grant maker support: +6

Overall GiG Score: 0

THE BUCKINGHAMSHIRE COUNTY MUSEUM TRUST

The Trust is set up to operate a museum service and is contracted for that purpose by Buckinghamshire County Council

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
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 dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Income has been volatile recently and was significantly lower than spending in the latest year
Fundraising costs are extremely high relative to funds raised

Established: 11 years

www.buckscountymuseum.org

museum@buckscountymuseum.org

07980548833

Charity Commission for England and Wales

Tweets

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	*	£882	£1,119	£-237	£256	£1,627	£194	2.1	37	25
31/03/22		£1,669	£1,719	£-50	£839	£1,864	£153	1.1	39	28
31/03/21		£1,287	£1,056	£231	£267	£1,914	£146	1.7	49	5
31/03/20		£1,202	£1,151	£51	£256	£1,682	£162	1.7	42	5
31/03/19		£918	£817	£101	£88	£1,632	£162	2.4	53	40
31/03/18		£796	£751	£45	£0	£1,530	£148	2.4	35	0
31/03/17		£989	£904	£85	£0	£1,485	£69	0.9	44	0
31/03/16	*	£820	£806	£14	£0	£92	£31	0.5	30	0
31/03/15		£531	£453	£78	£10	£78	£39	1	16	0
31/03/14		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 133.8%
Fundraising Costs/Total Spending: 22.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 2.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.5

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Buckinghamshire,

Who it helps

The General Public/Mankind

Who works here?

37 employees
25 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.

Major supporters in last 5 years

Garfield Weston Foundation	£75,000
National Lottery Heritage Fund	£49,300
The Foyle Foundation	£40,000
Wolfson Foundation	£0

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Buckinghamshire County Museum Trust (t/a Discover Bucks Museum)
£0	07/12/2022	'Creating Collections Capacity'. Grant of £30,000 under DCMS Wolfson Museums and Galleries Improvement Fund (round 14, grant ref. 21866). (WF contributing 50% of total grant of £60,000).
National Lottery Heritage Fund - Grant to Bucks County Museum Trust
£49,300	10/09/2020	COVID19 Bucks County Museum Trust
Garfield Weston Foundation - Main Grants award
£75,000	17/01/2020	Discover Bucks - The Story of Buckinghamshire
The Foyle Foundation - Learning (MGS)
£40,000	28/11/2019	towards the new galleries
DCMS - Touch of Bucks Gallery Redevelopment
£200,000	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 ....more 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 interpretation. The scheme is open to four categories of museums and galleries.
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 1
£100,000	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.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

DR ROBERT KEITH SUTCLIFFE (Chair) Appointed: 2014, Occupation: Company Director, Other trusteeship: RESPONSE ORGANISATION,

JAMIE DOUGLAS Appointed: 2023

KATE SCHWARZ Appointed: 2024

MARK COLIN ERIC HALL Appointed: 2023

NATASHA KRYSTYNA OSTASZEWSKA-THIEBAUT Appointed: 2019

PROFESSOR DANIEL PETT Appointed: 2023, Other trusteeships: THE ROMAN RESEARCH TRUST, CURFU,

SIMON ROGER KEAREY Appointed: 2014, Other trusteeships: WYCOMBE YOUTH ACTION, NATIONAL TRAILS UK,

SUSAN JANE IMBRIANO Appointed: 2019, Other trusteeships: BUCKINGHAMSHIRE MUSIC TRUST, BUCKINGHAMSHIRE CULTURE,

WILLIAM JOHN YENDELL CHAPPLE OBE Appointed: 2014, Other trusteeships: KEDERMINSTER LIBRARY, WILLIAM HARDING'S CHARITY,

Legal constitution

Charitable company registered in England & Wales on 12/08/2013, number: 1153345
Registered at Companies House on 28/11/2012, number: 08311398

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

10 returns made; AR23: 33 days late, AR16: 23 days late,

Main office

Discover Bucks Museum
9 Church Street
AYLESBURY
Buckinghamshire
HP20 2QP

Objectives

THE COMPANY HAS BEEN ESTABLISHED FOR PUBLIC BENEFIT TO:1) ADVANCE THE EDUCATION OF THE PUBLIC AT LARGE BY THE ESTABLISHMENT AND/OR MAINTENANCE OF A MUSEUM AND/OR ART GALLERY AND ASSOCIATED COLLECTIONS; AND/OR2) WITHOUT PREJUDICE TO THE GENERALITY OF THE ABOVE, TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE MANAGEMENT, OPERATION AND DEVELOPMENT OF THE BUCKINGHAMSHIRE COUNTY MUSEUM AND THE PRESERVATION, CONSERVATION AND INTERPRETATION OF THE COUNTY MUSEUM COLLECTIONS; AND/OR3) PURSUE SUCH OTHER CHARITABLE PURPOSES CONSISTENT WITH THE ABOVE, AS THE TRUSTEES, IN THEIR ABSOLUTE DISCRETION, SHALL DETERMINE.

Defined Area of Benefit:

BUCKINGHAMSHIRE

Data Sources