ASHBY-DE-LA ZOUCH MUSEUM

Registered charity 513745 · accounts filings on the Charity Commission register

Permanent and temporary exhibitions and displays on Ashby-de-la-Zouch and its neighbourhood. Regular guided walks. Evening classes, lectures, workshops. Publications of local history, including an annual magazine "Past and Present". Conservation and preservation of a local archive, including photographs, books, documents, newspapers, artefacts.

Objects

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ASHBY-DE-LA ZOUCH IN THE COUNTY OF LEICESTERSHIRE AND THE SURROUNDING AREA AND TO FOSTER AND ENCOURAGE THE CONSERVATION AND BETTER UNDERSTANDING OF THE MATERIAL HERITAGE OF MANKIND AND THE ENVIRONMENT FOR THE PUBLIC BENEFIT BY THE PROVISION OF A MUSEUM. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM OF ASSOCIATION.)

Area of benefit: ZOUCH, LEICESTERSHIRE AND THE SURROUNDING AREA

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Economic/community Development/employment · website · Get email alerts

Registered contact address: North West Leicestershire, East Midlands, England (from the postcode on the register)

Latest income

£26k

Latest spending

£24k

Registered

1963

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds stood at £66,561 against total net assets of £91,053. The trustees report that the financial position improved during the year despite rising costs and reduced grant aid, noting that unrestricted funds were maintained at an appropriate level.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient unrestricted funds... to ensure that the charity is able to meet its day to day unrestricted expenditure (held: £67k)

“It is the policy of the charity to endeavour to maintain sufficient unrestricted funds, which are the reserves of the charity, to ensure that the charity is able to meet its day to day unrestricted expenditure.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

Volunteers: 35
Government income: £13,959 — grants £13,959 (13,959); 53% of the £26,489 total gross income on the same return

Self-declared on the annual return for the financial year ending 31/03/2024

Volunteers: 35
Government income: £10,450 — grants £10,450 (2); 69% of the £15,237 total gross income on the same return

Self-declared on the annual return for the financial year ending 31/03/2023

Volunteers: 30
Government income: £14,219 — grants £14,219 (4); 79% of the £17,933 total gross income on the same return

Source: this charity’s annual returns on the Charity Commission register.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

Carys Dawn Jeffrey
David Revill
IVAN KEITH HALLAM
JANET PATRICIA BARWOOD
JOHN WILSON
John Pearson
KELVIN WILLIAM GREENHOW
KENNETH HILLIER
SIMON RICHARD AKED

Trustee list from the Charity Commission register (current, not historical).

Operates in: Derbyshire · Leicestershire · Staffordshire

Income and spending

Financial year end	Income	Spending
31/03/2025	£26k	£24k
31/03/2024	£15k	£20k
31/03/2023	£18k	£18k
31/03/2022	£20k	£37k
31/03/2021	£28k	£19k

Common questions

Is ASHBY-DE-LA ZOUCH MUSEUM financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds stood at £66,561 against total net assets of £91,053. The trustees report that the financial position improved during the year despite rising costs and reduced grant aid, noting that unrestricted funds were maintained at an appropriate level. Its FY2025 accounts were independently examined.

Who funds ASHBY-DE-LA ZOUCH MUSEUM?

Funders whose own accounts filings name ASHBY-DE-LA ZOUCH MUSEUM as a grant recipient include THE HELEN JEAN COPE CHARITY.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
THE HELEN JEAN COPE CHARITY	FY2024	£1k

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Heritage Fund	30/11/2005	£425k	"Development and Extension of Ashby-de-la-Zouch Museum"
The National Lottery Heritage Fund	08/09/2003	£14k	"Development and Extension of Ashby-de-la-Zouch Museum PPG"
The National Lottery Heritage Fund	28/11/2002	£4k	"Ashby De La Zouch Museum Displays The History And Heritage Of Ashby Town Through Both Termporary And Permanent Exhibitons. The Museum'S Proj"
The National Lottery Heritage Fund	12/01/2001	£3k	"This Musuem would like to stage an exhibition based around Sir Walter Scott's 'Ivanhoe' whcih was partly set in Ashby and also purchase some"
The National Lottery Heritage Fund	15/06/1999	£4k	"This group provides a museum on the history and development of the town of Ashby de la Zouch. It aims to foster and encourage the conservati"

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
ASSOCIATION OF INDEPENDENT MUSEUMS	2	£110k
THE ARDEOLA CHARITABLE TRUST	1	£125k
JOHN ELLERMAN FOUNDATION	1	£90k
THE PAUL MELLON CENTRE FOR STUDIES IN BRITISH ART	1	£30k
THE STEVENSON FAMILY'S CHARITABLE TRUST	1	£20k
NATIONAL ART COLLECTIONS FUND	1	£16k
THE ASGILL HOUSE TRUST LIMITED	1	£8k
THE JOHN HORSEMAN TRUST	1	£7k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ASHBY DE LA ZOUCH AND DISTRICT AGRICULTURAL SOCIETY LTD.

ASHBY DE LA ZOUCH AND DISTRICT AGRICULTURAL SOCIETY LTD income £212k
DENBIGH MUSEUM/AMGUEDDFA DINBYCH income £26k
NANTWICH MUSEUM TRUST LIMITED income £145k
THE MUSEUM OF RICHMOND income £151k
HINCKLEY AND DISTRICT MUSEUM income £36k
THE BOWES MUSEUM income £4.2m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
ASHBY-DE-LA ZOUCH MUSEUM	£26k	—	above	—	no doubt
ASHBY DE LA ZOUCH AND DISTRICT AGRICULTURAL SOCIETY LTD FY2025	£212k	—	unclear	—	no doubt
DENBIGH MUSEUM/AMGUEDDFA DINBYCH FY2025	£26k	—	unclear	—	no doubt
NANTWICH MUSEUM TRUST LIMITED FY2025	£145k	—	above	—	no doubt
THE MUSEUM OF RICHMOND FY2025	£151k	—	unclear	59.0%	no doubt
HINCKLEY AND DISTRICT MUSEUM FY2025	£36k	—	above	3.1%	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.