Finance Score: 0

Governance Score: 1

Support Score: 4

No PartB

Narrow trustee age band: -2
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 5

THE BOX FOUNDATION

To advance the education of the public community within the City of Plymouth, the surrounding county of Devon and worldwide for the public benefit in relation to culture, the arts, history and heritage in particular but without limitation through the museum, galleries and archival facilities at The Box museum and St Lukes Church premises in the city of Plymouth

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age
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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit
31/03/23		£50,695	£10,693	£40,002
31/03/22		£43,536	£10,000	£33,536
31/03/21	*	£109,708	£96,446	£13,262

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Highest pay bracket: less than £60,000

Established: 5 years

01752307367

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations

Where it operates

Cornwall, Devon,

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
National Lottery Heritage Fund - Grant to The Box Foundation
£24,990	22/12/2022	Explore: The Box
Garfield Weston Foundation - Main Grants award
£50,000	29/05/2020	The Box Museum Gallery and Archive

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-76

CATHERINE GILLEN Appointed: 2024, Occupation: Gallery Director

DR PATRICK NEWBERRY Appointed: 2024, Occupation: Company Director And Chairman

HAMISH ANDERSON Appointed: 2022, Occupation: Lawyer

SUSANNAH POMERY Appointed: 2024, Occupation: Museum Director

Legal constitution

Charitable company registered in England & Wales on 23/12/2019, number: 1187138
Registered at Companies House on 19/11/2019, number: 12322934

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
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

3 returns made; AR21: 58 days late,

Main office

The Box Foundation
Ballard House
West Hoe Road
Plymouth
PL1 3BJ

Objectives

4.1.1 TO ADVANCE THE EDUCATION OF THE PUBLIC COMMUNITY WITHIN THE CITY OF PLYMOUTH AND THE SURROUNDING COUNTY OF DEVON, AND WORLDWIDE FOR THE PUBLIC BENEFIT IN RELATION TO CULTURE, THE ARTS, HISTORY AND HERITAGE AND THE ENVIRONMENT IN PARTICULAR BUT WITHOUT LIMITATION THROUGH THE MUSEUM, GALLERIES AND ARCHIVAL AND RELATED HISTORIC FACILITIES CONTAINED WITHIN THE BOX MUSEUM, ST LUKEÆS CHURCH, SMEATONÆS TOWER, MERCHANT HOUSE AND ELIZABETHAN HOUSE PREMISES IN THE CITY OF PLYMOUTH;4.1.2 TO DO ALL SUCH OTHER THINGS AS ARE INCIDENTAL OR CONDUCIVE TO THE ATTAINMENT OF THESE OBJECTS.