Finance Score: 2

Governance Score: -3

Support Score: 0

Strong growth: +2
No PartB

Static board: -3

Large volunteers +5

Overall GiG Score: 4

UPPER WHARFEDALE MUSEUM SOCIETY

Village folk museum

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
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

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£14	£12	£2	n/a	n/a	n/a	n/a	n/a	40
31/03/22		£12	£13	£-1	n/a	n/a	n/a	n/a	n/a	40
31/03/21		£21	£10	£11	n/a	n/a	n/a	n/a	n/a	40
31/03/20		£8	£7	£1	n/a	n/a	n/a	n/a	n/a	30
31/03/19		£6	£6	£0	n/a	n/a	n/a	n/a	n/a	30
31/03/18		£6	£5	£1	£0	£0	£0	n/a	0	0
31/03/17		£6	£6	£0	£0	£0	£0	n/a	0	0
31/03/16		£6	£5	£1	£0	£0	£0	n/a	0	0
31/03/15	*	£5	£4	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

http://www.grassingtonfolkmuseum.org.uk/

uwmsoc@gmail.com

01756753162

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

North Yorkshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
40 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

COLIN WILKINSON Appointed: 2018

ELAINE ROWENA CLARE LI.B Appointed: 1987

IAN APPLEYARD (Chair) Appointed: 2014

MAC GELDARD Appointed: 2014

Legal constitution

Charity registered in England & Wales on 11/04/2014, number: 1156656

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

9 returns made; AR15: 2 days late,

Main office

5 BANK LANE
GRASSINGTON
SKIPTON
BD23 5BN

Objectives

THE OBJECTS OF THE CIO ARE TO MANAGE, MAINTAIN AND DEVELOP A MUSEUM IN THE GRASSINGTON AREA OF UPPER WHARFEDALE FOR THE BENEFIT OF THE PUBLIC BY:(I) THE OWNERSHIP, PURCHASE AND/OR LEASE OF LAND AND/OR BUILDINGS FOR THE PURPOSES OF A MUSEUM AND THE MAINTENANCE AND REFURBISHMENT OF ANY SUCH LAND AND/OR BUILDINGS AS MAY BE NECESSARY FROM TIME TO TIME AND(II) THE COLLECTION, CONSERVATION AND EXHIBITION OF ARTEFACTS OF HISTORICAL, ARCHAEOLOGICAL, INDUSTRIAL, SOCIAL AND LOCAL COMMUNITY INTEREST AS STATED IN THE CIO?S ACQUISITION AND DISPOSAL POLICY (THE COLLECTION) AND(III) THE ORGANISATION OF EVENTS RELEVANT TO THE PURSUANCE OF OBJECTS (I) AND (II).

Data Sources