Finance Score: -2

Governance Score: 3

Support Score: 8

Spending declining: -1
Volatile income
spending growth: -1
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 9

BATH INDUSTRIAL HERITAGE TRUST LIMITED

The administration of the Museum of Bath at Work

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Spending is declining
Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£69	£68	£1	n/a	n/a	n/a	n/a	n/a	40
31/03/22		£103	£69	£34	n/a	n/a	n/a	n/a	n/a	40
31/03/21?		£110	£86	£24	n/a	n/a	n/a	n/a	n/a	40
31/01/20		£60	£66	£-7	n/a	n/a	n/a	n/a	n/a	40
31/01/19		£55	£71	£-16	n/a	n/a	n/a	n/a	n/a	40
31/01/18		£84	£123	£-40	£0	£0	£0	n/a	0	0
31/01/17	*	£102	£72	£30	£0	£0	£0	n/a	0	0
31/01/16	*	£75	£63	£12	£0	£0	£0	n/a	0	0
31/01/15		£103	£103	£0	£0	£0	£0	n/a	0	0
31/01/14		£88	£81	£7	£0	£0	£0	n/a	0	0
31/01/13		£78	£79	£-1	£0	£0	£0	n/a	0	0
31/01/12	*	£79	£84	£-4	£0	£0	£0	n/a	0	0
31/01/11		£74	£62	£11	£0	£0	£0	n/a	0	0
31/01/10		£69	£61	£8	£0	£0	£0	n/a	0	0
31/01/09		£68	£64	£4	£0	£0	£0	n/a	0	0
31/01/08		£65	£76	£-12	£0	£0	£0	n/a	0	0
31/01/07	*	£82	£68	£14	£0	£0	£0	n/a	0	0
31/01/06		£62	£59	£3	£0	£0	£0	n/a	0	0
31/01/05		£60	£49	£11	£0	£0	£0	n/a	0	0
31/01/04		£120	£122	£-2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 36 years

www.bath-at-work.org.uk

mobaw@hotmail.com

01225 318348

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Bath And North East Somerset, Somerset, Wiltshire,

Who it helps

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.

Major supporters in last 5 years

National Lottery Heritage Fund	£10,850
Garfield Weston Foundation	£5,000
The Foyle Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Bath Industrial Heritage Trust Limited
£10,850	19/04/2023	Costing the Earth: Bath's Changing Environment
Garfield Weston Foundation - Main Grants award
£5,000	19/11/2021	The Museum of Bath at Work (core costs)
The Foyle Foundation - Small Grants
£5,000	16/09/2021	towards the purchase and installation of audio-visual equipment and wi-fi networking at the museum
National Lottery Heritage Fund - Grant to Bath Industrial Heritage Trust
£4,900	18/04/2018	Equal in Everything? Bath's Women, World War One and the Vote
National Lottery Heritage Fund - Grant to Bath Industrial Heritage Trust
£18,000	05/06/2013	Landscapes and Livelihoods: Local distinctiveness and Bath at work

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 55-78

ANN MARGARET CULLIS Appointed: 2018, Occupation: Retired Local Government Officer

DR SARA LEIGH FREARS Appointed: 2021, Occupation: Museum Educator; Family Support Worker

EUEL LANE Appointed: 2017, Occupation: Trustee

ANN BEATRICE SUMNER Appointed: 2017, Occupation: Museum/ Gallery Director, Other trusteeship: LEEDS ART FUND,

DR TREVOR JOHN TURPIN Appointed: 2019, Occupation: Retired Environmental Consultant

EDWARD HENRY CROSS (Chair) Appointed: 2018, Occupation: Engineer

PROFESSOR JUNE BRENDA HANNAM Appointed: 2018, Occupation: Retired University Lecturer

GEOFFREY JOHN OWEN WALLIS Appointed: 2019, Occupation: Engineer, Other trusteeship: BULGARIAN PARTNERS TRUST,

Legal constitution

Charitable company registered in England & Wales on 26/10/1988, number: 800297
Registered at Companies House on 22/06/1988, number: 02269894

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
Internal risk management 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; AR17: 316 days late, AR16: 96 days late, AR12: 13 days late, AR07: 75 days late,

Recent reorganisation events:

Asset transfer in from FRIENDS OF THE MUSEUM OF BATH AT WORK on 21/05/2020

Main office

MUSEUM OF BATH AT WORK
JULIAN ROAD
BATH
BA1 2RH

Objectives

3.1.1 TO ADVANCE EDUCATION BY THE MAINTENANCE OF A MUSEUM KNOWN AS “THE MUSEUM OF BATH AT WORK” (PREVIOUSLY KNOWN AS THE “CAMDEN WORKS MUSEUM”) FOR THE EXHIBITION OF ITEMS OF INDUSTRIAL ARCHAEOLOGICAL AND HISTORIC INTEREST INCLUDING IN PARTICULAR WITHOUT LIMITATION THE MINERAL WATER MANUFACTURING AND BOTTLING PLANT AND BRASS AND IRON FOUNDING EQUIPMENT AND TOOLS FORMERLY THE PROPERTY OF J S BOWLER & SON LIMITED AND SUCH OTHER ITEMS OF INDUSTRIAL ARCHAEOLOGICAL OR HISTORIC INTEREST AS MAY BE ACQUIRED BY THE CHARITY; AND3.1.2 TO EXTEND ENHANCE CONSERVE MAINTAIN AND STORE THE COLLECTIONS OF THE MUSEUM;

Defined Area of Benefit:

CATCHMENT AREA OF MUSEUM

Data Sources