Finance Score: 2

Governance Score: 2

Support Score: 0

Strong growth: +2
No PartB

12+ Trustees: -1
Dynamic board: +3

Large volunteers +5

Overall GiG Score: 9

THE THAME MUSEUM TRUST

To advance education by the establishment and maintenance of a museum in local history and in particular, but not exclusively, to Thame and the surrounding area.

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
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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	Spending	Surplus/ Deficit	Volun- teers
31/03/23	£42,933	£33,583	£9,350	62
31/03/22	£30,619	£19,492	£11,127	53
31/03/21	£46,703	£15,003	£31,700	52
31/03/20	£16,966	£21,771	£-4,805	45
31/03/19	£21,413	£21,992	£-579	55
31/03/18	£0	£0	£0	0

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Highest pay bracket: less than £60,000

Established: 7 years

http://www.thamemuseum.org

info@thamemuseum.org

01844 212801

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Buckinghamshire, Oxfordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
62 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

LIN WYLIE Appointed: 2019

LINDSEY WEIMERS Appointed: 2023

PETROVA CALDECOURT Appointed: 2023

DR TREVOR WATKINS Appointed: 2023

LISA STEVENS Appointed: 2023

MAURICE KIRTLAND Appointed: 2017

MICHAEL PARSONS Appointed: 2024

PHILIP WILLIAMS Appointed: 2016

PAUL EARLEY Appointed: 2021

ADRIAN DITE (Chair) Appointed: 2017, Other trusteeship: MAYOR OF THAME'S CHARITY TRUST,

ALEXANDRA PERRY Appointed: 2020, Other trusteeship: ENGLAND SQUASH MASTERS,

LINDA EMERY Appointed: 2017, Other trusteeships: THAME DISTRICT GIRL GUIDES ASSOCIATION, NO 9 DISTRICT INNER WHEEL COMMITTEE BENEVOLENT FUND,

MICHAEL LAURENCE DYER Appointed: 2017, Other trusteeship: THAME YOUTH MEMORIAL TRUST,

PAUL COWELL Appointed: 2019, Other trusteeship: MAYOR OF THAME'S CHARITY TRUST,

Legal constitution

Charity registered in England & Wales on 22/09/2017, number: 1174795

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

6 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE THAME MUSEUM TRUST on 03/07/2019

Main office

Thame Museum
79 High Street
THAME
Oxfordshire
OX9 3AE

Objectives

TO ADVANCE EDUCATION BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM IN LOCAL HISTORY AND IN PARTICULAR, BUT NOT EXCLUSIVELY, TO THAME AND THE SURROUNDING AREA

Data Sources