Finance Score: 0

Governance Score: 4

Support Score: 5

No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 9

NORTHUMBERLAND ARCHIVES CHARITABLE TRUST

Northumberland Archives Trust works alongside the Northumberland Archives Service to sustain, promote and enhance access to Northumberland's Archives, the county's most important records from throughout history, for the benefit of people everywhere, now and in the future. It does this by raising funds, generating support and extending knowledge of this rich academic and community resource.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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
31/03/23	£23,326	£21,952	£1,374	7
31/03/22	£10,880	£12,785	£-1,905	1
31/03/21	£10,000	£63	£9,937	1

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

www.northumberlandarchivestrust.org

secretary@northumberlandarchivestrust.org

01670624358

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes

GiG Classification

Other individual and family services

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Northumberland,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
7 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
Community Foundation serving Tyne & Wear and Northumberland - A grant to Northumberland Archives Charitable Trust
£6,000	13/01/2022	Cataloguing life in North Northumberland and the Borders

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

JOHN WEBSTER Appointed: 2021

MORAG LINDA GORDON BOYES MA Appointed: 2021

PROFESSOR ANNE MARIE TINDLEY Appointed: 2020

SUSAN SHAW (Chair) Appointed: 2020

WILLIAM BROWNE-SWINBURNE Appointed: 2020

FLORA MOXON Appointed: 2023, Other trusteeship: BERWICK PARISH CHURCH TRUST,

JOHN MCMORROUGH CARR-ELLISON Appointed: 2020, Other trusteeships: CARR-ELLISON FAMILY CHARITABLE TRUST, THE SHEPHERDS LAW TRUST,

STUART MARTIN BANKIER Appointed: 2020, Other trusteeships: BERWICK-UPON-TWEED PRESERVATION TRUST, BERWICK BARRACKS HERITAGE TRUST,

Legal constitution

Charity registered in England & Wales on 19/03/2020, number: 1188637

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

3 returns made; all on time

Main office

c/o NORTHUMBERLAND ARCHIVES
QEII COUNTRY PARK
ASHINGTON
NORTHUMBERLAND
NE63 9YF

Objectives

THE OBJECT OF THE CIO IS:TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC BY PROMOTING, SUPPORTING AND ASSISTING IN THE RESTORATION, PRESERVATION AND MAINTENANCE OF THE ARCHIVES AND ARCHIVE SERVICES PROVIDED IN NORTHUMBERLAND.

Defined Area of Benefit:

LOCAL

Data Sources