Scarborough Museums, Culture and Creative Trust

Charity number: 1106238
Charity reporting is up to date (54 days late)

Charity overview

Activities - how the charity spends its money

To advance the education of the public in geology, archaeology, history, natural sciences, decorative and fine arts, antiquities and related disciplines. Establishing and maintaining a museum in the Borough of Scarborough.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£920,397

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Donations and legacies £330.84k
Charitable activities £588.66k
Other trading activities £0
Investments £898
Other £0

Total expenditure:
£1,162,299

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Raising funds £22.79k
Charitable activities £1.14m
Other £0

£5,689 investments gains (losses)

Total income includes £469,753 from 1 government contract(s) and £301,803 from 3 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £22.79k
Charitable expenditure £1.14m

People

21 Employee(s)

6 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 08 October 2004: Standard registration
Organisation type:
Charitable company
Other names:
  • SCARBOROUGH MUSEUMS TRUST (Previous name)
Company number:
05114387 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sally Gorham Chair 23 November 2023
None on record
Cllr Simon Myers Trustee 23 November 2023
None on record
Dr Katie Margaret Strang Trustee 23 November 2023
None on record
Adrian Spawforth Trustee 23 November 2023
None on record
Professor Lynne Frostick Trustee 29 May 2018
None on record
JOHN HARRIS Trustee 06 July 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £780.54k £731.22k £795.17k £841.97k £920.40k
Total expenditure £753.33k £753.93k £855.60k £895.15k £1.16m
Income from government contracts £573.13k £516.66k £516.66k £426.66k £469.75k
Income from government grants N/A N/A £139.72k £319.24k £301.80k
Income - Donations and legacies £107.06k £81.87k £190.31k £3.09k £330.84k
Income - Other trading activities £0 £0 £0 £14.91k £0
Income - Charitable activities £671.57k £131.56k £88.20k £91.88k £588.66k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.91k £1.13k £0 £1.10k £898
Income - Other £0 £516.66k £516.66k £426.66k £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £746.59k £749.49k £842.07k £880.24k £1.14m
Expenditure - Raising funds £6.74k £4.43k £13.53k £14.91k £22.79k
Expenditure - Governance £0 £29.89k £0 £0 £29.41k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £52.27k £48.45k £47.18k £55.95k £138.01k
Long-term investments £91.22k £118.35k £133.28k £132.33k £52.26k
Other assets £413.16k £415.18k £483.11k £276.55k £74.52k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £81.50k £102.40k £229.50k £84.89k £121.07k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 26 March 2025 54 days late
Accounts and TAR 31 March 2024 26 March 2025 54 days late Download Open in new window
Annual return 31 March 2023 12 April 2024 72 days late
Accounts and TAR 31 March 2023 12 April 2024 72 days late Download Open in new window
Annual return 31 March 2022 10 January 2023 On Time
Accounts and TAR 31 March 2022 10 January 2023 On Time Download Open in new window
Annual return 31 March 2021 21 January 2022 On Time
Accounts and TAR 31 March 2021 21 January 2022 On Time Download Open in new window
Annual return 31 March 2020 12 January 2021 On Time
Accounts and TAR 31 March 2020 12 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 28 APR 2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09 SEP 2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04 MAR 2009 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 19 MAY 2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 JUL 2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26 OCT 2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 MAR 2022 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03 AUG 2022 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 08 SEP 2022

Charitable objects

THE CHARITY’S OBJECTS ARE, FOR THE BENEFIT OF THE PUBLIC AND IN PARTICULAR THE INHABITANTS OF THE BOROUGH OF SCARBOROUGH AND ITS SURROUNDING AREAS: 4.1 TO ADVANCE PUBLIC EDUCATION IN PARTICULAR (BUT NOT EXCLUSIVELY) BY THE ESTABLISHMENT, MAINTENANCE, AND PROVISION OF ONE OR MORE MUSEUMS, ART GALLERIES OR OTHER EDUCATIONAL FACILITIES OR RESOURCES IN THE BOROUGH OF SCARBOROUGH. 4.2 TO ADVANCE EDUCATION IN NATURAL SCIENCES, ARCHAEOLOGY, HISTORY, DECORATIVE AND FINE ARTS, ANTIQUITIES, CRAFTS, CREATIVE AND CULTURAL INDUSTRIES, ARCHITECTURE, THE LOCAL ENVIRONMENT, AND OTHER DISCIPLINES, IN PARTICULAR (BUT NOT EXCLUSIVELY) BY: 4.2.1 THE ESTABLISHMENT, MAINTENANCE, AND PROVISION OF ONE OR MORE MUSEUMS, ART GALLERIES OR OTHER EDUCATIONAL INSTITUTIONS IN THE BOROUGH OF SCARBOROUGH. 4.2.2 PROMOTING AND ENCOURAGING RESEARCH (AND DISSEMINATING ITS USEFUL RESULTS); 4.2.3 PROMOTING THE PRESERVATION AND DISPLAY OF, AND ACCESS TO, THE ITEMS, GROUPINGS, DISPLAYS AND COLLECTIONS. 4.3 TO PROMOTE THE PRESERVATION AND CONSERVATION OF THE BUILT AND NATURAL ENVIRONMENT, IN PARTICULAR (BUT NOT EXCLUSIVELY) BY ACQUIRING, RENOVATING, REDEVELOPING, MAINTAINING, MANAGING, AND PROVIDING USE OF AND ACCESS TO LAND, BUILDINGS, STRUCTURES AND SITES OF HISTORICAL, ARCHITECTURAL OR ENVIRONMENTAL IMPORTANCE IN THE BOROUGH OF SCARBOROUGH AND ENCOURAGING HIGH STANDARDS OF ARCHITECTURE, LANDSCAPE DESIGN AND TOWN PLANNING WITHIN THE BOROUGH OF SCARBOROUGH. 4.4 TO PROMOTE THE URBAN AND RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AND IN PARTICULAR THE BOROUGH OF SCARBOROUGH AND ITS SURROUNDING AREAS BY ANY OR ALL OF THE FOLLOWING MEANS: 4.4.1 THE PROMOTION OF EDUCATION, TRAINING AND RETRAINING AND WORK EXPERIENCE OPPORTUNITIES IN AREAS OF DISADVANTAGE IN PARTICULAR (BUT NOT EXCLUSIVELY) BY PROVIDING OR ASSISTING IN THE PROVISION OF PROGRAMMES IN THE CREATIVE AND CULTURAL INDUSTRIES. 4.4.2 THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE, OR BUSINESS ADVICE IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES IN PARTICULAR (BUT NOT EXCLUSIVELY) IN THE CREATIVE AND CULTURAL INDUSTRIES FOR PEOPLE AND COMMUNITIES DISADVANTAGED BY VIRTUE OF POVERTY, FINANCIAL HARDSHIP, EDUCATIONAL ATTAINMENT, OR ANY OTHER BARRIERS TO ACCESSING TRAINING AND EMPLOYMENT. 4.4.3 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF LAND, BUILDINGS, WORKSPACE, AND OTHER FACILITIES FOR USE BY CHARITIES, VOLUNTARY ORGANISATIONS, INDIVIDUALS, COMPANIES, AND OTHER ORGANISATIONS, IN PARTICULAR (BUT NOT EXCLUSIVELY) THOSE INVOLVED IN THE CREATIVE AND CULTURAL INDUSTRIES. 4.4.4 THE PROVISION, MAINTENANCE, DEVELOPMENT AND IMPROVEMENT OF PUBLIC FACILITIES AND AMENITIES AND PROVIDING EXPERT ADVICE OR CONSULTATION IN RELATION TO SUCH MATTERS. 4.4.5 THE PRESERVATION, CONSERVATION, DEVELOPMENT AND IMPROVEMENT OF LAND, BUILDINGS, STRUCTURES, OR SITES OF HISTORICAL, ARCHITECTURAL, OR ENVIRONMENTAL IMPORTANCE AND PROVIDING EXPERT ADVICE OR CONSULTATION IN RELATION TO SUCH MATTERS. 4.4.6 THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR FOR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES HAVE NEED OF SUCH FACILITIES. 4.4.7 SUCH OTHER MEANS AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE. 4.5 TO FURTHER SUCH OTHER CHARITABLE PURPOSE OR PURPOSES BENEFICIAL TO THE COMMUNITY CONSISTENT WITH, OR ANCILLARY TO, THE ABOVE OBJECTS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME.

Area of benefit

The area the charity can operate in, as set out in its governing document.

SCARBOROUGH, NORTH YORKSHIRE.

Contact information

Address:
Scarborough Museums Trust
WOODEND
THE CRESCENT
SCARBOROUGH
N YORKSHIRE
YO11 2PW
Phone:
01723384500
Email:
info@smtrust.uk.com
Website:

https://scarboroughmuseumsandgalleries.org.uk/ Open in new window