Finance Score: -2

Governance Score: 3

Support Score: 4

Multiple Deficits: -2
No PartB

Dynamic board: +3

Overall weighted support: +4

Overall GiG Score: 5

THE KING'S OWN ROYAL REGIMENT (LANCASTER) REGIMENTAL MUSEUM

Providing a Museum, Archive and Heritage service relating to the King's Own Royal Regiment, 1680 -1959 and afterwards. Including holding collections relating to the regiment, its soldiers and providing public information through museum displays, a public programme of events and talks and maintaining a website.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/03/23	*	£32	£33	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£0	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£20	£11	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£22	£14	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£18	£20	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£25	£12	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£8	£8	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£12	£17	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£20	£8	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£19	£20	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£6	£7	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£12	£6	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£9	£6	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£15	£18	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£10	£9	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£6	£10	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£15	£11	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£44	£51	£-7	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 48 years

www.kingsownmuseum.com

kingsownmuseum@iname.com

01524 555619

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

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 The King's Own Royal Regiment (Lancaster) Regimental Museum
£60,611	30/03/2022	The Hinge of Fate: Living with uncertainty in 1942

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ANTONY ST GEORGE GRIBON Appointed: 2019

COUNCILLOR ROGER THOMAS FRANCIS DENNISON Appointed: 2019

HELEN ELIZABETH CHAFFEY Appointed: 2021

JEANETTE EDGAR BA Appointed: 2022

LT COL THOMAS JOSEPH HANNA Appointed: 2020

NICHOLAS JOSEPH FRAGEL MA Appointed: 2020

RICHARD ADAM PARKER Appointed: 2021

ROBIN NICKEL ASHCROFT (Chair) Appointed: 2017

Legal constitution

Charity registered in England & Wales on 26/10/1976, number: 272109

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 188 days late,

Main office

KING'S OWN ROYAL REGIMENT MUSEUM
CITY MUSEUM
MARKET SQUARE
LANCASTER
LANCASHIRE
LA1 1HT

Objectives

THE OBJECTS OF THE CHARITY (THE OBJECTS) SHALL BE TO EDUCATE THE PUBLIC AND MEMBERS OF THE REGIMENT IN THE HISTORY AND MILITARY ACCOMPLISHMENTS OF THE REGIMENT AND TO PROMOTE MILITARY EFFICIENCY AND ENCOURAGE RECRUITMENT BY PUBLIC EXHIBITION OF THE COLLECTION IN A MUSEUM OR MUSEUMS OR SUCH OTHER PUBLIC PLACES AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE, AND TO CONSERVE, RESTORE, REPAIR, RECONSTRUCT AND PRESERVE OBJECTS IN THE COLLECTION.

Defined Area of Benefit:

NOT DEFINED