Finance Score: -2

Governance Score: 5

Support Score: 7

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 10

KESWICK MUSEUM AND ART GALLERY MANAGEMENT LIMITED

THE COMPANY IS ESTABLISHED TO PROVIDE AT THE MUSEUM AND ART GALLERY FACILITIES AND PREMISES TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ARTS AND CRAFTS AND THE NATURAL AND CULTURAL HISTORY OF KESWICK AND THE SURROUNDING REGION FOR THE BENEFIT OF THE PUBLIC.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
On several occasions in recent years income has been less than spending

Established: 10 years
(17 years as a company)

www.keswickmuseum.org.uk

info@keswickmuseum.org.uk

01768773263

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
31/01/23	£486	£259	£227	n/a	n/a	n/a	n/a	n/a	50
31/01/22	£283	£208	£75	n/a	n/a	n/a	n/a	n/a	30
31/01/21	£203	£226	£-23	n/a	n/a	n/a	n/a	n/a	40
31/01/20	£217	£226	£-9	n/a	n/a	n/a	n/a	n/a	40
31/01/19	£170	£191	£-22	n/a	n/a	n/a	n/a	n/a	40
31/01/18	£240	£185	£55	£0	£0	£0	n/a	0	0
31/01/17	£196	£171	£25	£0	£0	£0	n/a	0	0
31/01/16	£195	£154	£40	£0	£0	£0	n/a	0	0
31/01/15	£128	£99	£29	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
50 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
National Lottery Heritage Fund - Grant to Keswick Museum & Art Gallery Management Ltd
£64,869	07/12/2022	Keswick Museum's Big Science Year
National Lottery Heritage Fund - Grant to Keswick Museum and Art Gallery Management Limited
£40,315	21/07/2022	Our Community's Voice
DCMS - Culture Recovery Fund: Continuity Support
£77,400	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 ....more 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 viable and sustainable basis by 31 March 2022.
National Lottery Heritage Fund - Grant to Keswick Museum and Art Gallery Management Limited
£48,000	02/03/2021	NL20: Evolving Exhibitions: Innovating in a rural museum after Covid-19
DCMS - Keeping the Electroliers On
£77,400	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to Keswick Museum and Art Gallery Management Limited
£97,900	26/06/2019	Exhibitions 2020
ARTS COUNCIL ENGLAND - Dive into Derwentwater
£15,000	28/02/2019 10	Our exhibition Dive into Derwentwater will run from the 18th May until 31st December 2019 at Keswick Museum along with accompanying learning programme and activities
National Lottery Heritage Fund - Grant to Keswick Museum and Art Gallery Management Limited
£10,000	29/10/2018	War and Peace
National Lottery Heritage Fund - Grant to Keswick Museum and Art Gallery Management Limited
£27,200	31/10/2016	Life of a Mountain: Blencathra – The Exhibition

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 34-67

AEMILIA RUTH GAUSSEN MCCOOEY Appointed: 2022, Occupation: Finance Manager, Other trusteeship: WEST CUMBRIA RIVERS TRUST LIMITED,

CLARE POULTER (Chair) Appointed: 2017, Occupation: Public Servant

DR CHARLOTTE FRANCES MAY Appointed: 2021, Occupation: Academic Researcher

DR CHRISTOPHER DONALDSON Appointed: 2023, Occupation: University Lecturer, Other trusteeship: CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY,

GESA BRINKMAN Appointed: 2022

JEANETTE EDGAR BA Appointed: 2019, Other trusteeships: THE KING'S OWN ROYAL REGIMENT (LANCASTER) REGIMENTAL MUSEUM, THE KING'S OWN ROYAL REGIMENT (LANCASTER) REGIMENTAL MUSEUM,

KEVIN MACKAY Appointed: 2024, Occupation: Retired

MELISSA CHATTON Appointed: 2022, Occupation: Museum Manager

Legal constitution

Charitable company registered in England & Wales on 24/03/2014, number: 1156330
Registered at Companies House on 12/01/2007, number: 06051644

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Main office

Keswick Museum & Art Gallery
Station Road
KESWICK
CA12 4NF

Objectives

Data Sources