Finance Score: -7

Governance Score: -4

Support Score: 0

Accounts filed more than 5 days late: -2 times
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
All male board: -3

Large volunteers +5

Overall GiG Score: -6

SURREY HEATH MUSEUM & GALLERY FOUNDATION

Provides a display, reseach and sales area for the local museum, local societies and artists. This is achieved by the trustees leasing and running a shop in the centre of Camberley. This is at 33b & c Obelisk Way, The Square, Camberley, GU15 3SG.

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 3 years and the current period appears to have been extended
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
04/04/23	*	£147	£612	£-465	25
04/04/22	*	£1,273	£566	£707	42
04/04/21		£1,741	£475	£1,266	30

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

www.heritagegallery.com

philstevens@ntlworld.com

01276506182

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Surrey,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

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
Community Foundation for Surrey - Generational Rocks
£1,000	26/05/2021	Funding towards a community engagement project that will celebrate an historical estate, by a museum based in Surrey Heath.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

BERNARD JOHN BAVERSTOCK Appointed: 2020

MICHAEL JOHN HILLMAN Appointed: 2020

PHILIP JOHN STEVENS (Chair) Appointed: 2020, Occupation: Retired, Other trusteeship: SURREY HEATH ARCHAEOLOGICAL AND HERITAGE TRUST,

Legal constitution

Charity registered in England & Wales on 31/03/2020, number: 1188827

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

3 returns made; AR23: 79 days late, AR22: 23 days late,

Main office

33B&C
OBELISK WAY
THE SQUARE
CAMBERLEY
SURREY
GU15 3SG

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN SURREY HEATH AND THE SURROUNDING AREA BY MAINTAINING A MUSEUM, TO SERVE AS A SOURCE OF HISTORICAL INFORMATION ABOUT THE SURREY HEATH AREA, IN PARTICULAR, BUT NOT EXCLUSIVELY, BY(1) THE PROVISION AND MAINTENANCE OF A MUSEUM OF SURREY HEATH (INCLUDING PROVIDING AND MAINTAINING A DISPLAY AREA FOR SURREY HEATH’S LOCAL ARCHAEOLOGY, HISTORY, NATURAL HISTORY AND ART WORK)(2) SUPPORTING THE MUSEUM’S COLLECTIONS, OUT-REACH AND RESEARCH SERVICES AND STORING DONATED LOCAL HERITAGE(3) ENCOURAGING PUBLIC TALKS AND THE WRITING AND PUBLICATION OF HISTORICAL RESEARCH RELATING TO THE HERITAGE AND CULTURE OF SURREY HEATH(4) ENCOURAGING, SUPPORTING AND PROMOTING THE ACTIVITIES OF LOCAL ARCHAEOLOGICAL, HISTORICAL (INCLUDING NATURAL HISTORY), ART AND PHOTOGRAPHY SOCIETIES.

Data Sources