Finance Score: 0

Governance Score: 6

Support Score: 5

Accounts filed more than 5 days late: -2 times
Strong growth: +2

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

Grant maker support: +5

Overall GiG Score: 11

DEAN HERITAGE MUSEUM TRUST

The museum of the Forest Of Dean, Gloucestershire.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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 dynamic in terms of composition

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Established: 36 years
(38 years as a company)

www.deanheritagecentre.com

info@deanheritagecentre.com

01594822170

Charity Commission for England and Wales

Tweets

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
31/12/22		£555	£374	£181	£58	£603	£249	8	22	25
31/12/21		£356	£255	£101	n/a	n/a	n/a	n/a	n/a	25
31/12/20		£225	£220	£6	n/a	n/a	n/a	n/a	n/a	15
31/12/19	*	£225	£280	£-55	n/a	n/a	n/a	n/a	n/a	14
31/12/18	*	£204	£199	£5	£0	£0	£0	n/a	0	10
31/12/17		£204	£199	£5	£0	£0	£0	n/a	0	0
31/12/16		£159	£187	£-28	£0	£0	£0	n/a	0	0
31/12/15	*	£200	£262	£-63	£0	£0	£0	n/a	0	0
31/12/14	*	£296	£335	£-39	£0	£0	£0	n/a	0	0
31/12/13		£315	£378	£-63	£0	£0	£0	n/a	0	0
31/12/12		£345	£343	£3	£0	£0	£0	n/a	0	0
31/12/11		£412	£365	£47	£0	£0	£0	n/a	0	0
31/12/10		£180	£206	£-26	£0	£0	£0	n/a	0	0
31/12/09		£306	£215	£91	£0	£0	£0	n/a	0	0
31/12/08		£207	£229	£-22	£0	£0	£0	n/a	0	0
31/12/07		£154	£217	£-63	£0	£0	£0	n/a	0	0
31/12/06		£141	£169	£-27	£0	£0	£0	n/a	0	0
31/12/05		£161	£168	£-7	£0	£0	£0	n/a	0	0
31/12/04		£234	£224	£9	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 15.1%
Fundraising Costs/Total Spending: 15.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 47%
Liabilities/Income: 96%
Unrestricted Funds/Total Funds: 41%
Reserves/Spending: 8 months
Net Current Assets/Spending: -7 months
Quick Ratio: 0.6

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
Recreation

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

22 employees
25 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.

Specific Donations

Amount	When Months	To be used for
DCMS - Culture Recovery Fund: Emergency Resource Support
£126,046	10/11/2021	This fund aims to provide emergency funding awards to culturally significant organisations that were financially sustainable before Covid-19 but are now at imminent risk of failure and have exhausted ....more This fund aims to provide emergency funding awards to culturally significant organisations that were financially sustainable before Covid-19 but are now at imminent risk of failure and have exhausted all other options for increasing their resilience.
CAF - Grant to Dean Heritage Museum Trust
£7,200	27/04/2020 3	Grant to Dean Heritage Museum Trust to support the organisation through COVID19
Garfield Weston Foundation - Main Grants award
£20,000	11/10/2018	Core Funding to Support ACE Grant reorganisation
National Lottery Community Fund - The Dean Heritage Centre Green Energy Education Project
£10,000	09/05/2013 18	This is a project to run a project promoting green sustainable energy to people in the community. This will develop knowledge and skills for beneficiaries. Funding is for exhibition space, ....more This is a project to run a project promoting green sustainable energy to people in the community. This will develop knowledge and skills for beneficiaries. Funding is for exhibition space, information boards, and education packs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 42-69

ALISON BRETON Appointed: 2017, Occupation: Company Director

CHRISTOPHER MICHAEL MILES Appointed: 2023, Occupation: Retired

MORWENNA ROWLANDS Appointed: 2023, Occupation: Senior Content Designer

PHILIP SMITH Appointed: 2020, Occupation: Commercial Director

ROBERT IAIN BAIRD (Chair) Appointed: 2017, Occupation: Education Consultant, Other trusteeship: THE ELSA CONSERVATION TRUST,

SIMON CHARLES PHELPS Appointed: 2023, Occupation: Retired, Other trusteeship: JOHN MAYO,

THOMAS FREDERICK COTTERELL Appointed: 2018, Occupation: Senior Curator

Legal constitution

Charitable company registered in England & Wales on 12/02/1988, number: 298647
Registered at Companies House on 17/07/1985, number: 01931454

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 83 days late, AR18: 76 days late, AR15: 40 days late, AR14: 2 days late,

Main office

Dean Heritage Museum
Soudley
CINDERFORD
GL142UB

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC AND TO PROVIDE, MAINTAIN AND ADMINISTER, FOR THE PUBLIC, MUSEUMS AND HERITAGE CENTRES FOR THE ROYAL FOREST OF DEAN.

Defined Area of Benefit:

THE ROYAL FOREST OF DEAN

Data Sources