Finance Score: -7

Governance Score: -13

Support Score: 4

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Volatile income & significant deficit in latest year: -5
Future income +5
No PartB

No conflicts policy: -1
Only 4 Trustees: -1
Narrow trustee age band: -2
Static board: -3
All female board: -3
Return overdue: -3

Overall weighted support: +4

Overall GiG Score: -16

WIRKSWORTH HERITAGE CENTRE

To advance education in, research into and knowledge and interpretation of the history and development of the town of Wirksworth in Derbyshire, for the benefit of the public in general and the inhabitants of Derbyshire in particular and for such purposes to provide and manage a heritage centre in Wirksworth with museum and related activities and facilities.

Analysis by Giving is Great

Positives:

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 and there are significant future grants due to be received

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees
The Board is completely female
The Board composition appears to be rather static and has little diversity in terms of age
Latest return is overdue

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/12/21	*	£160	£241	£-82	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£401	£253	£148	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£387	£254	£133	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£837	£159	£678	£18	£1,245	£223	16.8	11	24
31/12/17		£161	£48	£113	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£230	£108	£121	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£96	£53	£43	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	*	£23	£41	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£50	£18	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	*	£17	£13	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	*	£27	£35	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£194	£17	£177	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£20	£33	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	*	£25	£18	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£19	£17	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£19	£17	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£24	£21	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£17	£18	£-1	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 40 years

www.wirksworthheritagecentre.org

info@wirksworthheritagecentre.org

01629707000

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Derbyshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
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 Wirksworth Heritage Centre
£249,590	09/02/2023	Wirksworth Reaches Out
National Lottery Heritage Fund - Grant to Wirksworth Heritage Centre
£66,300	02/09/2020	COVID19: Wirksworth Heritage Centre
National Lottery Community Fund - The Studio @ WHC
£9,857	06/07/2018 12	This funding will be used to create a multi-purpose community learning studio. The aim of the project is to promote education for people of different ages and backgrounds alongside improving ....more This funding will be used to create a multi-purpose community learning studio. The aim of the project is to promote education for people of different ages and backgrounds alongside improving resources in the local area.
National Lottery Heritage Fund - Grant to Wirksworth Heritage Centre
£1,459,000	02/12/2014	The relocation and redevelopment of Wirksworth Heritage Centre, and its accredited museum, in new premises

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-75

ANN ELIZABETH LINDSAY Appointed: 2011, Occupation: Retired

JACQUELINE FERGUSON-LEE Appointed: 2013, Occupation: Senior Service Delivery Manager

NICOLE LAMB Appointed: 2019, Occupation: Retired

SALLY BARKLEY-SMITH (Chair) Appointed: 2006, Occupation: Self Employed

Legal constitution

Charitable company registered in England & Wales on 03/08/1984, number: 515399
Registered at Companies House on 04/05/1984, number: 01814110

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR21: 43 days late, AR20: 91 days late, AR14: 23 days late, AR12: 321 days late, AR11: 12 days late, AR09: 85 days late, AR08: 10 days late, AR06: 41 days late,

Main office

31 St. Johns Street
Wirksworth
MATLOCK
DE4 4DS

Objectives

THE OBJECTS FOR WHICH THE CENTRE IS ESTABLISHED ARE TO ADVANCE BY ALL SUCH MEANS AS ARE CHARITABLE IN LAW, EDUCATION IN, RESEARCH INTO AND KNOWLEDGE AND INTERPRETATION OF THE HISTORY AND DEVELOPMENT OF THE TOWN OF WIRKSWORTH IN DERBYSHIRE, FOR THE BENEFIT OF THE PUBLIC IN GENERAL AND OF THE INHABITANTS OF DERBYSHIRE IN PARTICULAR AND FOR SUCH PURPOSES TO ESTABLISH A HERITAGE CENTRE IN WIRKSWORTH WITH MUSEUM AND RELATED EDUCATIONAL FACILITIES.

Defined Area of Benefit:

DERBYSHIRE