THE BANBURY MUSEUM TRUST
Banbury Museum is a purpose built museum, which displays historic collections relating to North Oxfordshire and beyond, and temporary exhibitions. The Museum engages a broad audience through an extensive programme of educational activities and also engages in historical research of both activities and collections. It offers professional museum advice to other museums and heritage projects.
Objects
TO ADVANCE THE AWARENESS AND EDUCATION OF THE PUBLIC, PARTICULARLY, BUT NOT EXCLUSIVELY, IN THE HISTORY OF BANBURY, NORTH OXFORDSHIRE AND THE ADJOINING COUNTIES, AND PRESERVE THE COLLECTIONS AND ARCHIVES IN ITS STEWARDSHIP.THIS WILL BE ACHIEVED, IN PARTICULAR BUT NOT EXCLUSIVELY, BY:-- EFFECTIVE STEWARDSHIP OF THE MUSEUM'S COLLECTIONS AND ARCHIVES.- EXHIBITING, INTERPRETING AND PROVIDING ACCESS TO COLLECTIONS AND ARCHIVES.- ESTABLISHING AND MAINTAINING MUSEUM(S), AND/OR ARCHIVE(S) FOR THE BENEFIT OF THE PUBLIC, AND ASSISTING OTHER ORGANISATIONS IN ACHIEVING THESE OBJECTIVES.- COLLECTING ARTEFACTS AND ARCHIVES IN THE MUSEUM'S OWN RIGHT, OR IN COLLABORATION WITH OTHER MUSEUMS.
Financial health, per its FY2025 accounts
The accounts state that the Trust reported a consolidated net surplus of £6,363 for the year ended 31 March 2025, with total unrestricted reserves of £223,342. The Trustees confirm that the charity has adequate resources to continue in operational existence for the foreseeable future, noting reliance on grant funding from Cherwell District Council. The defined benefit pension scheme, previously in deficit, is now in surplus, removing a significant potential liability.
What the accounts disclose
“The Trustees have determined that the Trust should hold free cash reserves sufficient to cover approximately 3 months core operating costs, which equates to approximately £130,000.” — page 12
“During this period, Whitley Stimpson Limited charged the Trust £3,265 excluding VAT (2024 : £4,154) for payroll services.” — page 35
“The Trust owns 100% of the issued share capital of Banbury Museum Trading Limited.” — page 28
Policies the charity declares
- 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
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 39
- Government income: £392,549 — grants £392,549 (1); 61% of the £646,680 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 39
- Government income: £392,659 — grants £392,659 (1); 60% of the £649,990 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 39
- Government income: £388,520 — contracts £10,000 (1), grants £378,520 (1); 60% of the £650,153 total gross income on the same return
- Has a trading subsidiary
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2021 (received 30/08/2022, 211 days after the 31/01/2022 due date).
Funders the charity credits
- Cherwell District Council
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Helen Fordechair
- Alastair Scott
- Clare Adams
- JOHN ERNEST SPRATT
- Jonathan Mark Walton
- Rebecca Mileham
- Rob Pattenden
- Shaida Hussain
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £647k | £639k |
| 31/03/2024 | £650k | £640k |
| 31/03/2023 | £650k | £658k |
| 31/03/2022 | £616k | £778k |
| 31/03/2021 | £660k | £518k |
Common questions
Is THE BANBURY MUSEUM TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust reported a consolidated net surplus of £6,363 for the year ended 31 March 2025, with total unrestricted reserves of £223,342. The Trustees confirm that the charity has adequate resources to continue in operational existence for the foreseeable future, noting reliance on grant funding from Cherwell District Council. The defined benefit pension scheme, previously in deficit, is now in surplus, removing a significant potential liability. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 08/03/2024 | £10k | "Voices of The Ally: Capturing and sharing the memories of those who worked at Banbury?s nationally significant Alcan Aluminium Works" |
| The National Lottery Heritage Fund | 20/06/2014 | £10k | "Feeding the Front Line: Banbury's explosive role in The First World War" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| NATIONAL ART COLLECTIONS FUND | 2 | £18k |
| THE FOYLE FOUNDATION | 1 | £200k |
| THE HEADLEY TRUST | 1 | £150k |
| THE ARDEOLA CHARITABLE TRUST | 1 | £125k |
| ASSOCIATION OF INDEPENDENT MUSEUMS | 1 | £109k |
| JOHN ELLERMAN FOUNDATION | 1 | £90k |
| THE PAUL MELLON CENTRE FOR STUDIES IN BRITISH ART | 1 | £30k |
| THE STEVENSON FAMILY'S CHARITABLE TRUST | 1 | £20k |
Charities like this
- THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST
- THE BLANDFORD FORUM MUSEUM, HERITAGE AND ARTS TRUST
- WALLINGFORD MUSEUM
- THE MUSEUM OF DARTMOOR LIFE
- BARNSLEY MUSEUMS AND HERITAGE TRUST
- BANBURY CHARITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BANBURY MUSEUM TRUST | £647k | — | 0 | unclear | — | no doubt |
| THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST | £930k | — | 0 | above | — | no doubt |
| THE BLANDFORD FORUM MUSEUM, HERITAGE AND ARTS TRUST | £50k | — | 0 | unclear | — | no doubt |
| WALLINGFORD MUSEUM | £31k | — | 0 | unclear | — | no doubt |
| THE MUSEUM OF DARTMOOR LIFE | £61k | — | — | unclear | — | no doubt |
| BARNSLEY MUSEUMS AND HERITAGE TRUST | £127k | — | 0 | above | — | no doubt |