Finance Score: 0

Governance Score: 2

Support Score: 7

No PartB

No conflicts policy: -1
Gender balanced board: +3

Large volunteer base +5
Overall weighted support: +2

Overall GiG Score: 9

TENBURY WELLS MUSEUM AND HISTORY GROUP CIO

The charity provides and maintains a Museum in Tenbury to collect and display items of historic interest particularly for the local area. This includes various documents and photographs including digital copies of the Tenbury Advertiser available for research.In addition the charity organises monthly talks on historical subjects especially as related to the local area.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
31/12/23	£7	£6	£1	n/a
31/12/22	£18	£11	£6	n/a
31/12/21	£7	£3	£4	n/a
31/12/20	£4	£12	£-8	n/a

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Highest pay bracket: less than £60,000

Established: 5 years

www.tenburymuseum.org.uk

info@tenburymuseum.org.uk

07361 701804

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Provides services

Where it operates

Shropshire, Worcestershire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Tenbury Wells Museum & History Group CIO
£10,000	30/03/2022	Tenbury Museum - A Stronger Future

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

DR DAVID PATRICK Appointed: 2019

JILL MALEK Appointed: 2020

MONICA REES Appointed: 2019

PHILLIP REES Appointed: 2019

STEVEN HOWARD MALEK Appointed: 2020

TRACEY MORRIS Appointed: 2019

Legal constitution

Charity registered in England & Wales on 09/12/2019, number: 1186814

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from TENBURY WELLS MUSEUM & HISTORY GROUP on 21/12/2021

Main office

Tenbury Museum
Cross Street
Tenbury Wells
Worcestershire
WR15 8EF

Objectives

THE OBJECT OF THE CIO IS: TO ADVANCE THE EDUCATION OF THE PUBLIC IN TENBURY AND THE SURROUNDING AREA BY: A) PROVIDING AND MAINTAINING A MUSEUM WITHIN OR NEAR TENBURY AND TO ACQUIRE, PRESERVE, AND DISPLAY ITEMS OF HISTORICAL INTEREST RELATING TO TENBURY AND ITS ENVIRONS;(B) UNDERTAKING AND PROMOTING RESEARCH INTO THE HISTORY OF TENBURY AND ITS ENVIRONS, THE USEFUL RESULTS OF WHICH WILL BE PUBLISHED FOR THE PUBLIC BENEFIT; (C) ASSISTING, IN CONJUNCTION WITH OTHER INTERESTED PARTIES AND SOCIETIES, IN THE CONSERVATION OF TENBURY’S HISTORICAL BUILDINGS AND AMENITIES.

Defined Area of Benefit:

LOCAL

Data Sources

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