Finance Score: -2

Governance Score: -1

Support Score: 1

Multiple Deficits: -2
No PartB

Mainly male board: -1

Grant maker support: +1

Overall GiG Score: -2

THE STAFFORDSHIRE REGIMENT MUSEUM TRUST

The Trust through a Museum and associated activities connects the public with its Army by telling the story of The Staffordshire Regiment, its forebears and successors, and their impact on world history and modern society.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker

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
On several occasions in recent years income has been less than spending

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	*	£155	£113	£42	n/a	n/a	n/a	n/a	n/a	8
31/03/22		£199	£101	£98	n/a	n/a	n/a	n/a	n/a	50
31/03/21		£53	£90	£-37	n/a	n/a	n/a	n/a	n/a	70
31/03/20		£97	£130	£-33	n/a	n/a	n/a	n/a	n/a	50
31/03/19		£119	£128	£-9	n/a	n/a	n/a	n/a	n/a	60
31/03/18		£124	£111	£13	£0	£0	£0	n/a	0	0
31/03/17		£111	£90	£20	£0	£0	£0	n/a	0	0
31/03/16	*	£121	£99	£22	£0	£0	£0	n/a	0	0
31/03/15	*	£140	£122	£18	£0	£0	£0	n/a	0	0
31/03/14	*	£94	£158	£-64	£0	£0	£0	n/a	0	0
31/03/13		£169	£45	£123	£0	£0	£0	n/a	0	0
31/03/12	*	£95	£62	£33	£0	£0	£0	n/a	0	0
31/03/11	*	£84	£55	£29	£0	£0	£0	n/a	0	0
01/04/10	*	£32	£21	£11	£0	£0	£0	n/a	0	0
30/03/09		£33	£47	£-14	£0	£0	£0	n/a	0	0
30/03/08		£132	£40	£92	£0	£0	£0	n/a	0	0
30/03/07	*	£29	£23	£6	£0	£0	£0	n/a	0	0
30/03/06	*	£15	£24	£-9	£0	£0	£0	n/a	0	0
30/03/05		£34	£20	£14	£0	£0	£0	n/a	0	0
30/03/04		£20	£26	£-6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 21 years

www.staffordshireregimentmuseum.com

admin@staffordshireregimentmuseum.com

01543 434394

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

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

Where it operates

Staffordshire,

Who it helps

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

Who works here?

Unknown number of employees
8 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
National Lottery Heritage Fund - Grant to The Staffordshire Regiment Museum Trust
£10,000	10/07/2018	St Quentin Canal
National Lottery Community Fund - Mission: Adventure
£9,925	19/09/2017 12	A children’s adventure playground will be funded, improving health, wellbeing and social skills.
National Lottery Heritage Fund - Grant to The Staffordshire Regiment Museum Trust
£10,000	25/04/2016	Forward North Staffords - Cecil Wedgwood and the Wedgwood 168

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Gender Split

ANDY CLYRO

DAMIAN BAILEY Appointed: 2018

LYDIA ROCHELL Appointed: 2019

MAJOR (RETD) JIM MASSEY BA (HONS) Appointed: 2016

MAJOR (RETD) MIKE SIMPKINS MA

VAN ROY HEFLIN BARRETT Appointed: 2019

BRIGADIER JIM TANNER OBE, Other trusteeships: THE STAFFORDSHIRE REGIMENT (THE PRINCE OF WALES'S) REGIMENTAL CHARITY, THE MILITARY HISTORICAL SOCIETY,

BRIG SIMON BANTON OBE (Chair) Appointed: 2021, Other trusteeships: THE MERCIAN REGIMENT BENEVOLENT CHARITY, THE MERCIAN REGIMENTAL CHARITY,

COL ADRIAN WALTON MBE, Other trusteeships: THE STAFFORDSHIRE REGIMENT (THE PRINCE OF WALES'S) REGIMENTAL CHARITY, THE MERCIAN REGIMENT BENEVOLENT CHARITY, THE MERCIAN REGIMENTAL CHARITY,

Legal constitution

Charity registered in England & Wales on 09/04/2003, number: 1096944

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
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
Volunteer management

Filing Record

20 returns made; AR23: 86 days late, AR16: 2 days late, AR15: 66 days late, AR14: 0 days late, AR12: 64 days late, AR11: 1 days late, AR10: 30 days late, AR07: 28 days late, AR06: 0 days late,

Recent reorganisation events:

Asset transfer in from STAFFORDSHIRE REGIMENT TERRITORIAL CHARITY on 20/02/2023

Main office

The Staffordshire Regiment Museum Trust
The Staffordshire Regiment Museum
DMS Whittington
Lichfield
Staffordshire
WS14 9PY

Objectives

THE OBJECTS OF THE CHARITY SHALL BE:TO EDUCATE THE PUBLIC AND MEMBERS OF THE REGIMENT IN THE HISTORY AND MILITARY ACCOMPLISHMENTS OF THE REGIMENT;TO PROMOTE MILITARY EFFICIENCY AND ENCOURAGE RECRUITMENT BY PUBLIC EXHIBITION OF THE COLLECTION IN A MUSEUM OR MUSEUMS OR SUCH OTHER PUBLIC PLACES AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE;AND TO CONSERVE, RESTORE, REPAIR, RE-CONSTRUCT AND PRESERVE OBJECTS IN THE COLLECTION.

Defined Area of Benefit:

STAFFORDSHIRE

Data Sources