SIR JOHN MOORE'S SCHOOL AND EXHIBITION FOUNDATION
Mission Statement - To make creative, contemporary use of Sir John Moores gift and legacy, enriching the lives of people living in North West Leicestershire, South Derbyshire, North Warwickshire and East Staffordshire. Our Themes: Heritage & conservation - our goal to be an exemplar of innovative use of a heritage siteLearning for AllCommunity & Social Wellbeing Enterprise
Objects
1. THE PROVISION OF EDUCATION AND THE MAINTENANCE AND UPKEEP OF THE SCHOOL BUILDINGS. 2. EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL AND OTHER EDUCATIONAL ESTABLISHMENTS. (FOR FURTHER DETAILS SEE CLAUSES 4-26 OF THE SCHEME DATED 19 DECEMBER 1956).
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted reserves of £6,473 at the year end, which is below the trustee policy target of building up sufficient reserves for one year of administration and emergency repairs. The charity reported a net deficit of £5,251 for the year, driven by a decline in income from events and vacancies in let premises, though trustees remain confident in the charity's ability to continue as a going concern.
What the accounts disclose
“The trustees reserves policy is to build up sufficient reserves for the following: - One year administration/disaster recovery - Emergency repairs - Future projects” — page 7
“During the year the charity received a donation from a company of which Mr R J G Shields, trustee and chairman, is a director.” — page 20
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
- 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
Funders the charity credits
- National Lottery Heritage Fund
Trustees
- ROBERT JOHN GILLIES SHIELDS DLchair
- David Gray
- Kevin Stephen Ramsay Jones
- Marcos Edward Hart
- Mark Stephen Eydman
- PHILIP ANTON STERNE
- Rev RICHARD COLIN TETT
- Timothy Charles Mattos
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £145k | £144k |
| 31/03/2025 | £143k | £149k |
| 31/03/2024 | £129k | £132k |
| 31/03/2023 | £132k | £115k |
| 31/03/2022 | £98k | £145k |
Common questions
Is SIR JOHN MOORE'S SCHOOL AND EXHIBITION FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £6,473 at the year end, which is below the trustee policy target of building up sufficient reserves for one year of administration and emergency repairs. The charity reported a net deficit of £5,251 for the year, driven by a decline in income from events and vacancies in let premises, though trustees remain confident in the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 18/07/2024 | £85k | "Renovate, Refresh, and Reimagine - phase 1" |
| UK government | 15/03/2022 | £16k | #ERSX: Sir John Moore Schools and Exhibition Foundation |
| UK government | 08/03/2021 | £10k | CRF21 Sir John Moores School and Exhibition Foundation |
| UK government | 14/10/2020 | £57k | CRF20: Sir John Moore Foundation |
| The National Lottery Heritage Fund | 19/02/2015 | £44k | "10 years on: A strategic to review, reform and refocus" |
| The National Lottery Heritage Fund | 10/06/2013 | £10k | "The opening doors project: Building capacity through making connections" |
| The National Lottery Heritage Fund | 28/03/2013 | £90k | "Sir John Moore's Legacy: Heritage for all" |
| The National Lottery Heritage Fund | 11/05/2011 | £22k | "Heritage Live Roomz" |
| The National Lottery Community Fund | 04/03/2011 | £10k | Birds, Bees and Butterflies |
| The National Lottery Community Fund | 02/07/2009 | £78k | The Portal |
| The National Lottery Heritage Fund | 18/03/2008 | £6k | "A Project To Create An Exhibition On The Town Of Appleby During The Wwii Era By This Community Group In Leicestershire. This Will Improve Un" |
| The National Lottery Community Fund | 17/03/2008 | £7k | Appleby During the War: Exhibition and Activities |
| The National Lottery Heritage Fund | 23/03/2006 | £3k | "The Organisation Is Responsible For The Maintenance Of The Grade 1 Listed Sir John Moore Building In Appleby Magna. The Building Contains A" |
| The National Lottery Community Fund | 17/03/2006 | £3k | Exhibition |
| The National Lottery Heritage Fund | 27/03/2001 | £884k | "Sir John Moore Foundation Restoration Project" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| LONDON TRANSPORT MUSEUM FRIENDS | 1 | £822k |
| KUSUMA TRUST UK | 1 | £130k |
| NATIONAL ART COLLECTIONS FUND | 1 | £100k |
| THE DJANOGLY FOUNDATION | 1 | £12k |
| THE CHARLES LITTLEWOOD HILL TRUST | 1 | £5k |
| THE THOMAS FARR CHARITY | 1 | £4k |
| THE JONES 1986 CHARITABLE TRUST | 1 | £4k |
| THE FINNIS SCOTT FOUNDATION | 1 | £750 |
Charities like this
- JOHN MOORES FOUNDATION
- THE ELIZABETH FRANKLAND MOORE AND STAR FOUNDATION
- NATIONAL JUSTICE MUSEUM
- LONDON TRANSPORT MUSEUM LIMITED
- THE HENRY MOORE FOUNDATION
- BRESSINGHAM STEAM PRESERVATION COMPANY LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SIR JOHN MOORE'S SCHOOL AND EXHIBITION FOUNDATION | £145k | — | 0 | unclear | — | no doubt |
| JOHN MOORES FOUNDATION | £613k | £60,000 - £70,000 | 1 | below | — | no doubt |
| THE ELIZABETH FRANKLAND MOORE AND STAR FOUNDATION | £444k | — | 0 | above | — | no doubt |
| NATIONAL JUSTICE MUSEUM | £1.8m | — | — | unclear | — | no doubt |
| LONDON TRANSPORT MUSEUM LIMITED | £19.9m | — | — | unclear | — | no doubt |
| THE HENRY MOORE FOUNDATION | £8.0m | £150,001 - £160,000 | — | below | — | no doubt |