Finance Score: -5

Governance Score: 8

Support Score: 4

Multiple Deficits and declines: -5
No PartB

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 7

THE NORTON PRIORY MUSEUM TRUST LIMITED

Norton Priory Museum & Gardens cares for, interprets and develops the historic sites at Norton Priory and Halton Castle, creating accessible learning and leisure environments for people of all ages, abilities and backgrounds.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 has been volatile and on several occasions in recent years less than spending

Established: 48 years

www.nortonpriory.org

info@nortonpriory.org

01928 569895

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
31/03/23		£448	£605	£-158	n/a	n/a	n/a	n/a	n/a	40
31/03/22		£676	£582	£94	£79	£758	£610	12.6	8	40
31/03/21		£596	£452	£144	£78	£301	£201	5.3	10	40
31/03/20		£494	£549	£-55	n/a	n/a	n/a	n/a	n/a	60
31/03/19		£488	£548	£-60	n/a	n/a	n/a	n/a	n/a	70
31/03/18		£507	£689	£-182	£72	£501	£424	7.4	12	0
31/03/17		£667	£664	£3	£84	£621	£475	8.6	13	0
31/03/16		£668	£576	£92	£64	£627	£372	7.8	13	0
31/03/15		£527	£521	£7	£60	£438	£334	7.7	12	0
31/03/14		£688	£638	£50	£63	£533	£485	9.1	12	0
31/03/13		£398	£423	£-24	£0	£0	£0	n/a	0	0
31/03/12	*	£420	£391	£29	£0	£0	£0	n/a	0	0
31/03/11		£464	£378	£87	£0	£0	£0	n/a	0	0
31/03/10		£391	£428	£-37	£0	£0	£0	n/a	0	0
31/03/09		£391	£428	£-37	£0	£0	£0	n/a	0	0
31/03/08		£440	£434	£6	£0	£0	£0	n/a	0	0
31/03/07		£556	£567	£-12	£45	£520	£455	9.6	14	0
31/03/06	*	£497	£462	£36	£0	£0	£0	n/a	0	0
31/03/05		£418	£412	£5	£0	£0	£0	n/a	0	0
31/03/04		£380	£377	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Halton,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
40 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
Wolfson Foundation - Grant to Norton Priory Museum and Gardens
£0	09/12/2021	Grant of £20,000 towards 18th-century Flemish Collector’s Cabinet, c1653-1740. Art Fund contributed £48,800. Grant paid via Art Fund (22052)
DCMS - Recovery at Norton Priory
£106,026	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to Norton Priory Museum Trust
£64,200	29/10/2018	Branching Out
ARTS COUNCIL ENGLAND - Blue Room in Halton
£49,988	12/04/2018 15	We want to embed a new programme of development for emerging learning disabled artists at Norton Priory by establishing a Blue Room project. Public engagement will include art clubs for children and ....more We want to embed a new programme of development for emerging learning disabled artists at Norton Priory by establishing a Blue Room project. Public engagement will include art clubs for children and families in disadvantaged areas of Runcorn and Widnes.
ARTS COUNCIL ENGLAND - Building on membership
£13,000	05/01/2018 17	We wish to build upon our membership scheme, boosting uptake, developing new corporate memberships and nurturing relationships to encourage philanthropic giving and legacies. The proposed activity ....more We wish to build upon our membership scheme, boosting uptake, developing new corporate memberships and nurturing relationships to encourage philanthropic giving and legacies. The proposed activity includes the training of staff and trustees.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-74

CHRISTOPHER CARLIN Appointed: 2019, Occupation: Councillor

DR MARTIN MORLIDGE Appointed: 2012, Occupation: Manager

DWAYNE GARY JOHNSON (Chair) Appointed: 2016, Occupation: Director Of Social Services

ELEANOR MANSON-SAWKO Appointed: 2022, Occupation: Executive Director

EMILY LOUISE HARRINGTON Appointed: 2023, Occupation: Recruitment Consultant

GUY CHARLES THOMAS Appointed: 2014, Occupation: Civil Engineer

HAYLEY CLAIRE DAVIES Appointed: 2023, Occupation: Company Director

JOHN ABBOTT Appointed: 2017, Occupation: Social Worker

LYNN KAREN PEGLER Appointed: 2020, Occupation: Public Relations Consultant

MOIRA HELEN STEVENSON Appointed: 2011, Occupation: Retired, Other trusteeship: GREATER MANCHESTER BUILDING PRESERVATION TRUST LIMITED,

PAUL CHRISTOPHER NOLAN Appointed: 2021, Occupation: Project Manager

SIR RICHARD CHRISTOPHER BROOKE Appointed: 2021, Occupation: Consultant, Other trusteeship: THE TIGRIS CHARITABLE FOUNDATION,

THERESE JANE KEARNEY Appointed: 2022, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 29/01/1976, number: 504870
Registered at Companies House on 03/11/1975, number: 01232182

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 1 days late, AR06: 2 days late,

Main office

Norton Priory Museum Trust
Tudor Road
Manor Park
Runcorn
WA7 1SX

Objectives

TO SECURE THE PRESERVATION, RESTORATION, IMPROVEMENT, ENHANCEMENT AND MAINTENANCE OF BUILDINGS, FEATURES AND OBJECTS OF HISTORICAL AND ARCHAEOLOGICAL INTEREST AND THE GARDENS IN THE SITE OF NORTON PRIORY RUNCORN, AND THE CONSTRUCTION AND PROVISION WITHIN THE SITE OF A MUSEUM FOR THE PUBLIC DISPLAY OF ARTIFACTS AND OTHER ITEMS RELATED TO THE AUGUSTINIAN PRIORY AND LATER BUILDINGS FORMERLY ON THE SITE AND IN ITS VICINITY.

Defined Area of Benefit:

RUNCORN

Data Sources