Finance Score: -5

Governance Score: 9

Support Score: 6

Volatile income & significant deficit in latest year: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 10

THE MERCHANT'S HOUSE (MARLBOROUGH) TRUST

The preservation of architectural and constructional heritage buildings, and education by the exhibition of buildings, objects, books and documents.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/12/22		£95	£131	£-36	n/a	n/a	n/a	n/a	n/a	40
31/12/21		£170	£172	£-2	n/a	n/a	n/a	n/a	n/a	40
31/12/20	*	£139	£112	£27	n/a	n/a	n/a	n/a	n/a	60
31/12/19		£152	£120	£32	n/a	n/a	n/a	n/a	n/a	116
31/12/18		£142	£127	£15	£0	£0	£0	n/a	0	103
31/12/17		£130	£126	£4	£0	£0	£0	n/a	0	0
31/12/16		£179	£138	£41	£0	£0	£0	n/a	0	0
31/12/15		£147	£107	£40	£0	£0	£0	n/a	0	0
31/12/14		£136	£112	£25	£0	£0	£0	n/a	0	0
31/12/13		£124	£116	£8	£0	£0	£0	n/a	0	0
31/12/12		£159	£123	£36	£0	£0	£0	n/a	0	0
31/12/11		£120	£121	£-1	£0	£0	£0	n/a	0	0
31/12/10		£123	£129	£-6	£0	£0	£0	n/a	0	0
31/12/09	*	£390	£131	£258	£0	£0	£0	n/a	0	0
31/12/08	*	£200	£145	£55	£0	£0	£0	n/a	0	0
31/12/07	*	£196	£128	£68	£0	£0	£0	n/a	0	0
31/12/06	*	£155	£153	£2	£0	£0	£0	n/a	0	0
31/12/05	*	£103	£79	£24	£0	£0	£0	n/a	0	0
31/12/04	*	£95	£92	£3	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 32 years

www.themerchantshouse.co.uk

trustmanager@themerchantshouse.co.uk

01672511491

Charity Commission for England and Wales

Tweets

Listed activities

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
Sponsors or undertakes research

Where it operates

Wiltshire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
40 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
Wiltshire Community Foundation - Phase 2 of the roof repairs
£12,500	16/11/2022	The Merchants House is a Grade 2* listed building in Marlborough, open to the public and supported by community volunteers. Funding to towards essential roof repairs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-79

EDWIN JAMES STALLIBRASS HISCOCKS Appointed: 2021

GUY DEATKER Appointed: 2023, Occupation: Retired

JAMES SHEPPARD Appointed: 2022, Occupation: Marlborough Town Councillor

JOANNE VICTORIA PATRICK Appointed: 2023, Occupation: Retired

MARTHA ZETA HANNAH MARY FOGG Appointed: 2023, Occupation: Managing Director

ALISON MARY GALVIN-WRIGHT (Chair) Appointed: 2013, Occupation: Retired

ANDREW RICHARD WILLIS ROSS Appointed: 2011, Occupation: Chartered Accountant

GEORGINA LOIS SMITH Appointed: 2022, Occupation: Retired Solicitor, Other trusteeships: THE FLORENCE AND WALTER JOHN BURCHELL CHARITABLE TRUST, HOME-START NORTH WILTSHIRE,

MERVYN JOHN HALL Appointed: 2016, Occupation: Retired, Other trusteeship: MARLBOROUGH AREA YOUTH FORUM,

Legal constitution

Charitable company registered in England & Wales on 12/05/1992, number: 1010902
Registered at Companies House on 08/04/1992, number: 02704749

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR20: 5 days late, AR09: 16 days late, AR08: 32 days late, AR07: 48 days late, AR06: 408 days late, AR05: 778 days late, AR04: 83 days late,

Main office

132 HIGH STREET
MARLBOROUGH
SN8 1HN

Objectives

A) TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF MARLBOROUGH IN THE DISTRICT OF KENNET IN THE COUNTY OF WILTSHIRE AND OF THE NATION AT LARGE, WHATEVER OF THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE DISTRICT OF KENNET AFORESAID IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDING AS DEFINED IN SECTION 290 (1) OF THE TOWN AND COUNTRY PLANNING ACT 1971) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST. B) TO ADVANCE EDUCATION IN THE SAID TOWN OF MARLBOROUGH AND IN THE NATION AT LARGE BY AQUIRING HOUSING AND EXHIBITING AND CONSERVING RESTORING AND REPAIRING OBJECTS AND COLLECTIONS OF AN EDUCATIONAL NATURE.

Defined Area of Benefit:

MARLBOROUGH AND THE NATION AT LARGE

Data Sources