Finance Score: 4

Governance Score: 7

Support Score: 1

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 12

AMERICAN MUSEUM & GARDENS

The mission of the American Museum is to educate, stimulate, and inspire its visitors in order to further the understanding of American history and culture. The Museum carries out this mission through the presentation of its historic rooms, its decorative art and folk art collections, and its special exhibitions, publications, educational programmes, and gardens.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending

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		£1,599	£2,938	£-1,339	£53	£19,679	£3,753	15.3	65	195
31/12/21		£1,672	£2,601	£-929	£74	£21,868	£5,933	27.4	48	175
31/12/20	*	£1,204	£1,907	£-703	£40	£21,990	£6,091	38.3	48	100
31/12/19	*	£1,090	£2,241	£-1,151	£88	£21,942	£10,151	54.4	21	50
31/12/18		£1,168	£2,834	£-1,666	£31	£21,825	£9,927	42	50	50
31/12/17		£1,167	£2,061	£-894	£51	£23,709	£7,044	41	60	0
31/12/16		£1,144	£1,806	£-662	£75	£24,017	£7,279	48.4	34	0
31/12/15	*	£1,050	£1,607	£-557	£351	£23,187	£6,961	52	36	0
31/12/14		£1,213	£1,879	£-666	£524	£23,651	£7,574	48.4	26	0
31/12/13		£1,038	£1,684	£-646	£388	£23,616	£7,517	53.6	27	0
31/12/12		£967	£1,445	£-478	£341	£23,581	£7,462	62	30	0
31/12/11		£1,295	£1,820	£-525	£466	£24,369	£7,651	50.4	27	0
31/12/10		£1,414	£1,497	£-83	£386	£20,344	£8,135	65.2	29	0
31/12/09		£1,272	£1,393	£-121	£356	£19,822	£7,978	68.7	35	0
31/12/08		£1,243	£1,448	£-205	£372	£18,532	£7,150	59.3	33	0
31/12/07		£2,150	£1,412	£738	£348	£20,349	£8,418	71.5	35	0
31/12/06	*	£1,412	£1,049	£363	£0	£0	£0	n/a	0	0
31/12/05	*	£813	£713	£100	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.5%
Fundraising Costs/Total Spending: 2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 2%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 19%
Reserves/Spending: 15.3 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.4

Asset Split ?

Established: 19 years

www.americanmuseum.org

reception@americanmuseum.org

01225460503

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Somerset,

Who it helps

The General Public/Mankind

Who works here?

65 employees
195 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
National Lottery Heritage Fund - Grant to American Museum in Britain
£10,000	04/10/2017	The War to End all Wars: America and the First World War

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-91

ADRIAN TINNISWOOD Appointed: 2022, Occupation: Author

ALEC COMBA Appointed: 2022, Occupation: Chartered Accountant

ANNE MILLMAN Appointed: 2022, Occupation: Recruitment Consultant

DR DAVID GALBREATH Appointed: 2022

KATIE PENNINGTON Appointed: 2022, Occupation: Interior Designer

LYNNE SAYER Appointed: 2019

JACQUELINE KINGSLEY Appointed: 2022, Occupation: Fundraising Specialist

LADY C MANNING Appointed: 2014, Occupation: Volunteer Activities

MARK EDWARD HARANZO Appointed: 2004, Occupation: Attorney

MRS STANLEY DEFOREST SCOTT, Occupation: Volunteer Charities

MR E BAYNTUN-COWARD Appointed: 2014, Occupation: Antiquarian Bookdealer, Other trusteeships: WELLS CATHEDRAL PRESERVATION TRUST, FOCUS COUNSELLING (UK) LTD, Paper Foundation,

MR G THOMAS (Chair) Appointed: 2014, Occupation: Company Director

RICHARD BERNAYS Appointed: 2008, Occupation: Investment Manager, Other trusteeship: J AND M BRITTON CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 25/11/2004, number: 1106989
Registered at Companies House on 10/11/2004, number: 05282777

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR20: 3 days late, AR19: 53 days late, AR15: 42 days late, AR06: 179 days late, AR05: 554 days late,

Main office

American Museum & Gardens
Claverton Manor
Claverton
BATH
BA2 7BD

Objectives

TO HOLD THE PROPERTY ON TRUST THAT THE SAME SHALL BE USED FOR THE PURPOSES OF A MUSEUM FOR THE EXHIBITION OF AMERICAN FURNITURE AND CRAFTS AND DECORATIVE AND PICTORIAL ARTS OR FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources