Finance Score: 0

Governance Score: 9

Support Score: 11

Liabilities <10%: +3
Excess reserves: -4
Multiple Deficits: -2
Fundraising costs low: +3

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

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 20

CHILTERN OPEN AIR MUSEUM LIMITED

Museum which rescues historic buildings under threat in Chilterns Area and re-erects them within a 45 acre traditional landscape with interpretation for visitors. The buildings range from domestic, agricultural to rural industrial dating from 15c to post WW2. Activities include historical re-enactments, rural craft demos, traditional farming practices with livestock. Lifelong learning is provided.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
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 age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,995,232 available, equivalent to 49 months of spending and so may not be able to utilise additional funding
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23		£903	£986	£-84	£15	£4,234	£3,995	48.6	37	200
31/01/22		£772	£684	£89	£17	£4,318	£4,079	71.6	14	250
31/01/21		£964	£724	£239	£17	£4,229	£3,904	64.7	16	250
31/01/20?	*	£588	£814	£-226	£63	£1,979	£1,827	26.9	16	200
31/03/19		£764	£887	£-123	£160	£2,181	£1,964	26.6	13	190
31/03/18		£973	£776	£197	£136	£2,304	£2,076	32.1	8	0
31/03/17		£831	£762	£69	£116	£2,077	£1,829	28.8	9	0
31/03/16		£879	£722	£157	£101	£1,976	£1,669	27.7	13	0
31/03/15		£643	£625	£18	£4	£803	£725	13.9	8	0
31/03/14		£532	£531	£0	£6	£785	£676	15.3	10	0
31/03/13		£470	£464	£6	£0	£0	£0	n/a	0	0
31/03/12		£395	£445	£-50	£0	£0	£0	n/a	0	0
31/03/11		£356	£400	£-44	£0	£0	£0	n/a	0	0
31/03/10		£355	£424	£-69	£0	£0	£0	n/a	0	0
31/03/09		£774	£379	£395	£46	£941	£873	27.6	7	0
31/03/08		£351	£364	£-12	£0	£0	£0	n/a	0	0
31/03/07	*	£398	£360	£38	£0	£0	£0	n/a	0	0
31/03/06	*	£320	£267	£53	£0	£0	£0	n/a	0	0
31/03/05		£271	£262	£9	£0	£0	£0	n/a	0	0
31/03/04		£246	£216	£30	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.3%
Fundraising Costs/Total Spending: 1.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 48.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 7

Asset Split ?

Established: 47 years

www.coam.org.uk

trustees@coam.org.uk

01494871117

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Buckinghamshire,

Who it helps

The General Public/Mankind

Who works here?

37 employees
200 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£129,100
Rothschild Foundation	£50,000
National Lottery Community Fund	£5,472

Specific Donations

Amount	When Months	To be used for
Rothschild Foundation - Grant to Chiltern Open Air Museum
£30,000	25/09/2023	To upscale a project designed to build a new relationship with underserved communities in Buckinghamshire to break down barriers and deliver arts, culture and heritage activity with, and for them.
National Lottery Community Fund - ACE: Community Jubilee Celebration at Chiltern Open Air Museum
£5,472	14/04/2022	The funding will be used to host a Jubilee event for care home residents and carers. The project aims to improve wellbeing and reduce isolation.
Rothschild Foundation - Grant to Chiltern Open Air Museum
£20,000	22/07/2021	Funding for Chiltern Open Air Museum to develop a historically relevant, all-weather outdoor learning structure for school groups, as well as new interpretation of farm and woodland habitats to ....more Funding for Chiltern Open Air Museum to develop a historically relevant, all-weather outdoor learning structure for school groups, as well as new interpretation of farm and woodland habitats to improve visitor experience.
National Lottery Heritage Fund - Grant to Chiltern Open Air Museum
£129,100	23/07/2020	COVID19: Chiltern Open Air Museum
Co-Operative Group - Grant to Chiltern Open Air Museum
£3,433	29/11/2017	Help us purchase materials and equipment to recreate a WWI Nissen Hut and recall the lives of people in local community during Great War.
National Lottery Heritage Fund - Grant to Chiltern Open Air Museum
£10,000	20/03/2017	Local Heroes - Commemorating WWI in the Chilterns
National Lottery Heritage Fund - Grant to Chiltern Open Air Museum
£10,000	07/06/2013	Catalysing new income generation through weddings and individual donations
National Lottery Heritage Fund - Grant to Chiltern Open Air Museum
£219,900	21/05/2013	Handing over the Heritage Baton

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-71

ANTHONY EDWARD MITCHESON Appointed: 2023, Occupation: Finance And Operations Director

LINDA VALERIE CANNON Appointed: 2023, Occupation: Headteacher Retired

MALIN HELENA SOFIA LUNDIN Appointed: 2023, Occupation: Museum Curator

NEIL RENSHAW GOULDER Appointed: 2021, Occupation: .

SIMON JOSEPH ERNEST SALEM Appointed: 2023, Occupation: Retired

ALISON CLARE WOODHAMS Appointed: 2023, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LAWRENCE, BOVINGDON,

ROBERT JAMES LEVINE Appointed: 2019, Occupation: Charity Fundraiser

VERENA CLARK Appointed: 2003, Occupation: Retired

AMANDA LEA MARTIN Appointed: 2017, Occupation: Fundraiser, Other trusteeship: KING/CULLIMORE CHARITABLE TRUST,

PATRICIA MARY PHILLIPS Appointed: 2015, Occupation: Retired, Other trusteeship: THE FRIENDS OF CHILTERN OPEN-AIR MUSEUM,

Legal constitution

Charitable company registered in England & Wales on 18/11/1976, number: 272381
Registered at Companies House on 30/09/1976, number: 01279396

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
Safeguarding vulnerable beneficiaries
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: 60 days late, AR07: 36 days late, AR06: 45 days late,

Main office

Chiltern Open Air Museum
Newland Park
Gorelands Lane
Chalfont St. Giles
HP8 4AB

Objectives

TO STIMULATE PUBLIC INTEREST IN AND TO PROMOTE AND ENCOURAGE THE PRESERVATION OF BUILDINGS OF ARCHITECTURAL OR HISTORICAL INTEREST.

Defined Area of Benefit:

THE CHILTERN HILLS AND SURROUNDING AREAS

Data Sources