Finance Score: -4

Governance Score: 9

Support Score: 9

Spending declining: -1
Volatile income: -3
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Overall weighted support: +6

Overall GiG Score: 14

WYCOMBE HERITAGE AND ARTS TRUST

Provide a well-managed and accessible collection that reflects the material culture of communities across Wycombe District in an enjoyable, friendly, safe and surprising environment that actively encourages life-long learning for all.To strengthen partnerships internally and externally, in order to promote the Museum as a valuable resource for the community visitors and heritage specialists.

Analysis by Giving is Great

Positives:

This charity has been 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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile recently

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	£239	£241	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£269	£294	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£510	£381	£129	£19	£147	£78	2.5	21	42
31/03/20	£356	£355	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£354	£350	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£284	£356	£-72	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£205	£126	£79	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£23	£36	£-12	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15	£20	£0	£20	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 11 years

http://wycombemuseum.org.uk/

info@wycombemuseum.org

01494 957210

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Art galleries and exhibitions

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
Elderly/Old People
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
Rothschild Foundation - Grant to Wycombe Museum, Wycombe Heritage & Arts Trust
£12,500	25/09/2023	Funding to support the development of our forward plan development and business planning to achieve a sustainable future for Wycombe Museum as a key community asset
Rothschild Foundation - Grant to Wycombe Museum, Wycombe Heritage & Arts Trust
£10,000	22/07/2021	Core funding to support Wycombe Museum's re-opening which will welcome back school and local groups, venue hires and other activities which support community engagement and sustainability.
DCMS - Back to basics
£99,041	01/04/2020	To support Arts and Culture throughout England

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-77

FAY EWING Appointed: 2023, Occupation: Community Board Manager

JENNY BAKER Appointed: 2013, Occupation: Charity Chief Executive Retire

JIM FOY Appointed: 2020, Occupation: Operations Manager

LYNDSEY FEENEY Appointed: 2022, Occupation: Visitor Operations & Experience Manager

SARAH ALICE MAJOR Appointed: 2022, Occupation: Head Of Finance / Accountant

STEPHEN MILNER Appointed: 2021, Occupation: Financial Controller

STEPHEN PAUL MILLS (Chair) Appointed: 2021, Occupation: Marketing Consultant

SUSAN LINDA LEIGHS Appointed: 2022, Occupation: Retired

TONY GREEN Appointed: 2013, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 24/01/2014, number: 1155456
Registered at Companies House on 20/11/2013, number: 08783933

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Main office

Wycombe Museum
The Greenway
HIGH WYCOMBE
HP13 6PX

Objectives

1. TO ESTABLISH AND MAINTAIN A MUSEUM AND ART GALLERY FOR THE BENEFIT OF THE PUBLIC2. TO ADVANCE EDUCATION BY THE RUNNING OF A HERITAGE AND ARTS SERVICE3. SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE PUBLIC CONSISTENT WITH THE OBJECTS ABOVE AS THE TRUSTEES ACTING REASONABLY SHALL DETERMINE