Finance Score: -2

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs high: -4

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 11

AVONCROFT MUSEUM OF HISTORIC BUILDINGS

Avoncroft is a museum of historic buildings rescued from imminent destruction and carefully rebuilt on an open-air site near Bromsgrove in the north of Worcestershire. Our principal aim isTo inspire enthusiasm for and understanding of the history of building as illustrated at Avoncroft, and the relationship of people with the buildings they constructed and in which they lived and worked.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£531	£570	£-39	£151	£925	£878	18.5	19	90
31/12/22		£474	£537	£-64	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£472	£436	£36	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£649	£399	£251	£0	£996	£945	28.5	30	105
31/12/19		£535	£548	£-13	£4	£702	£650	14.2	52	105
31/12/18	*	£588	£637	£-49	£9	£779	£694	13.1	48	0
31/12/17		£342	£372	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£361	£381	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£687	£670	£18	£232	£705	£651	11.7	51	0
31/12/14		£713	£569	£144	£221	£688	£637	13.4	44	0
31/12/13		£537	£500	£37	£187	£543	£491	11.8	16	0
31/12/12		£458	£498	£-41	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£564	£563	£1	£144	£540	£475	10.1	13	0
31/12/10		£448	£443	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£396	£423	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£310	£277	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£294	£345	£-51	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£319	£255	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£204	£239	£-35	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£365	£287	£78	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 44.9%
Fundraising Costs/Total Spending: 26.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 18.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3

Asset Split ?

Balance Sheet History

Established: 60 years

www.avoncroft.org.uk

contacts@avoncroft.org.uk

01527831363

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Birmingham City, Coventry City, Dudley, Herefordshire, Shropshire, Solihull, Staffordshire, Warwickshire, Wolverhampton, Worcestershire,

Who it helps

Children/Young People
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 Avoncroft Museum of Historic Buildings
£9,800	22/06/2023	Reinterpreting Cholstrey Barn
Garfield Weston Foundation - Main Grants award
£30,000	12/02/2021	Weston Culture Fund to Regular Grant
National Lottery Heritage Fund - Grant to Avoncroft Museum of Historic Buildings
£141,400	07/07/2020	COVID19: Avoncroft Museum of Historic Buildings
National Lottery Heritage Fund - Grant to Avoncroft Museum of Historic Buildings
£10,000	07/06/2013	Ensuring Avoncroft's fundraising resilience

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 34-65

ADELE WOOD Appointed: 2021, Occupation: Hr Manager

DAVID ROBINSON Appointed: 2020, Occupation: Chartered Accountant

IVAN SMART Appointed: 2023, Occupation: Heritage Consultant

LIDIYA KARIBZHANOVA Appointed: 2023, Occupation: Head Of Operations

LUCY HOCKLEY Appointed: 2023, Occupation: Museum Professional

MARK ARMSTRONG (Chair) Appointed: 2010, Occupation: Consultant

SUSAN ELIZABETH POPE Appointed: 2021, Occupation: Historical Consultant

SARAH BEAUCHAMP Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 25/05/1965, number: 241644
Registered at Companies House on 10/12/1964, number: 00830659

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR20: 129 days late, AR18: 25 days late, AR05: 22 days late,

Main office

AVONCROFT MUSEUM
OF HISTORIC BUILDINGS
REDDITCH ROAD
STOKE HEATH
BROMSGROVE
WORCESTE

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF BUILDING AS ILLUSTRATED AT AVONCROFT AND IN THE RELATIONSHIP OF PEOPLE WITH THE BUILDINGS THEY CONSTRUCTED AND IN WHICH THEY LIVED AND WORKED

Defined Area of Benefit:

COUNTIES OF WORCESTER, WARWICK, STAFFORD, HEREFORD, SALOP.

Data Sources

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