Finance Score: -5

Governance Score: -9

Support Score: 4

Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2
All female board: -3
Multiple returns filed late: -3

Overall weighted support: +4

Overall GiG Score: -10

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:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why are there only 4 trustees?
Why is the Board completely female?
The Board has little diversity in terms of age
Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
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
31/12/23		£152	£264	£-112	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	*	£277	£228	£49	n/a	n/a	n/a	n/a	n/a	n/a
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	0
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 -->

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Download accounts

Highest pay bracket: less than £60,000

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 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 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), 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

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Internal charity financial controls 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; AR22: 352 days late, 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

Data Sources

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