Finance Score: 2
Governance Score: 2
Support Score: 3
  • Strong growth: +2
  • No PartB
  • Dynamic board: +3
  • Mainly male board: -1
  • Overall weighted support: +3
Overall GiG Score: 7 ?

SIR JOHN MOORE'S SCHOOL AND EXHIBITION FOUNDATION

Mission Statement - To make creative, contemporary use of Sir John Moores gift and legacy, enriching the lives of people living in North West Leicestershire, South Derbyshire, North Warwickshire and East Staffordshire. Our Themes: Heritage & conservation - our goal to be an exemplar of innovative use of a heritage siteLearning for AllCommunity & Social Wellbeing Enterprise
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is predominantly male

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/24£129£132£-3n/an/an/an/an/an/a
31/03/23£132£115£17n/an/an/an/an/an/a
31/03/22£98£145£-46n/an/an/an/an/an/a
31/03/21£128£99£29n/an/an/an/an/an/a
31/03/20?£98£97£0n/an/an/an/an/an/a
31/03/18£118£156£-38n/an/an/an/an/an/a
31/03/17*£214£343£-129n/an/an/an/an/an/a
31/03/16*£390£369£21n/an/an/an/an/an/a
31/03/15*£329£351£-22n/an/an/an/an/an/a
31/03/14£378£354£24n/an/an/an/an/an/a
31/03/13£283£289£-6n/an/an/an/an/an/a
31/03/12£298£312£-14n/an/an/an/an/an/a
31/03/11£310£298£13n/an/an/an/an/an/a
31/03/10£163£169£-6n/an/an/an/an/an/a
31/03/09£163£169£-6n/an/an/an/an/an/a
31/03/08£117£132£-15n/an/an/an/an/an/a
31/03/07*£100£119£-19n/an/an/an/an/an/a
31/03/06*£298£198£101n/an/an/an/an/an/a
31/03/05£112£102£9n/an/an/an/an/an/a
31/03/04*£378£207£171n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 44 years

sirjohnmoore.org.uk

johncrane@craneandwalton.co.uk

01530273629

Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
  • Recreation
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Leicestershire,
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
DCMS - #ERSX: Sir John Moore Schools and Exhibition Foundation
£15,800 15/03/2022
The Culture Recovery Fund for Heritage will support organisations across the heritage ecosystem that were financially sustainable before COVID-19, have exhausted all other financing options, and are now at risk of failure.
DCMS - CRF21 Sir John Moores School and Exhibition Foundation
£9,500 08/03/2021
Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Sir John Moore Foundation
£57,400 14/10/2020
Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Sir John Moore Foundation
£43,800 19/02/2015
10 years on: A strategic to review, reform and refocus
National Lottery Heritage Fund - Grant to Sir John Moore Foundation
£10,000 10/06/2013
The opening doors project: Building capacity through making connections
National Lottery Community Fund - Birds, Bees and Butterflies
£10,000 04/03/2011
12
This is a project by a registered charity in Derbyshire. This group will use funding to create a unique learning environment incorporating nature and IT for the benefit of the wider community. This will create a nature trail, improve the natural ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

  • ANDREW WILLIAM MOORE Appointed: 2022
  • DAVID GRAY Appointed: 2021
  • JAMES MICHAEL BOON Appointed: 2020
  • KEVIN STEPHEN RAMSAY JONES Appointed: 2023
  • ROBERT JOHN GILLIES SHIELDS DL (Chair) Appointed: 2012
  • REV RICHARD COLIN TETT Appointed: 2020
  • SHARON ELIZABETH CHAPMAN Appointed: 2020
  • STEPHEN DAVID NEWALL Appointed: 2020
Legal constitution
  • Charity registered in England & Wales on 17/09/1980, number: 510484
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR17: 1 days late, AR16: 1 days late, AR15: 2 days late, AR07: 30 days late, AR06: 1 days late, AR04: 39 days late,
Main office

101 Top Street
Appleby Magna
SWADLINCOTE
Derbyshire
DE12 7AH

Objectives

1. THE PROVISION OF EDUCATION AND THE MAINTENANCE AND UPKEEP OF THE SCHOOL BUILDINGS. 2. EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL AND OTHER EDUCATIONAL ESTABLISHMENTS. (FOR FURTHER DETAILS SEE CLAUSES 4-26 OF THE SCHEME DATED 19 DECEMBER 1956).

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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