Finance Score: -2

Governance Score: 2

Support Score: 6

Deficit latest year: -2
No PartB

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

Large volunteers +3
Overall weighted support: +3

Overall GiG Score: 6

LOWEWOOD MUSEUM TRUST CIO

To advance education for public benefit in particular but not exclusively in the archaeology, natural history and social history of the Borough of Broxbourne, Hertfordshire as told through its heritage, landscapes and stories of the people within the Borough through the provision of a museum and information service and the provision of exhibitions, conferences, workshops and other events

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from a grant maker
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
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£70,168	£95,416	£-25,248
31/03/22		£108,992	£46,661	£62,331

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Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

lowewoodmuseum.com

office@lowewoodmuseum.org.uk

01992445596

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

Hertfordshire,

Who it helps

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
National Lottery Heritage Fund - Grant to Lowewood Museum Trust
£228,800	01/09/2021	Your Heritage - Your Museum

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

BRYAN HEWITT Appointed: 2021

DAVID DENT (Chair) Appointed: 2021

ELIZABETH ROBERTSON Appointed: 2021

LEONE RAYNER Appointed: 2021

PETER DOCKAR Appointed: 2021

SIOBHAN MONAGHAN Appointed: 2021

STEPHEN HARRIS Appointed: 2021

STEVEN WHITLAM Appointed: 2021

Legal constitution

Charity registered in England & Wales on 04/01/2021, number: 1192966

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

2 returns made; all on time

Main office

Lowewood Museum
Lowewood High Street
Hoddesdon
Hertfordshire
EN11 8BH

Objectives

THE OBJECTS OF THE CIO ARE: TO ADVANCE EDUCATION FOR PUBLIC BENEFIT IN PARTICULAR BUT NOT EXCLUSIVELY IN THE ARCHAEOLOGY, NATURAL HISTORY AND SOCIAL HISTORY OF THE BOROUGH OF BROXBOURNE, HERTFORDSHIRE AS TOLD THROUGH ITS HERITAGE, LANDSCAPES AND STORIES OF THE PEOPLE WITHIN THE BOROUGH BY SUCH MEANS AS THE TRUSTEES SEE FIT, INCLUDING BUT NOT LIMITED TO;• THE PROVISION AND MAINTENANCE OF A PERMANENT MUSEUM AND INFORMATION SERVICE IN THE BOROUGH OF BROXBOURNE;• THE CARE AND CURATION OF THE MUSEUM COLLECTIONS AND HOLDINGS;• THE EXHIBITION AND INTERPRETATION OF THE MUSEUM COLLECTIONS AND HOLDINGS AND THE PROVISION OF PUBLIC ACCESS TO THEM;• THE PROVISION OF LEARNING EXPERIENCES AND ACTIVITIES FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC;• THE PROVISION OF EXHIBITIONS, CONFERENCES, WORKSHOPS AND OTHER EVENTS; AND• TO RESEARCH, PROMOTE AND PUBLISH STUDIES.