Finance Score: 0

Governance Score: 3

Support Score: 3

Strong growth: +2
Deficit latest year: -2
No PartB

Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 6

WESSEX MUSEUMS TRUST

The major museums that tell the story of Wessex (Dorset Museum, Poole Museum, The Salisbury Museum, Swindon Museums and Wiltshire Museum) working in partnership to support the museum services, activities and facilities of accredited museums in Dorset and Wiltshire.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

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 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
31/03/23	£101	£137	£-36	n/a	n/a	n/a	n/a	n/a	2
31/03/22	£98	£78	£19	n/a	n/a	n/a	n/a	n/a	1
31/03/21	£57	£22	£35	n/a	n/a	n/a	n/a	n/a	5
31/03/20	£13	£7	£6	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£13	£7	£6	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£1	£0	£1	£0	£0	£0	NAN	0	0

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Highest pay bracket: less than £60,000

Established: 7 years

www.wessexmuseums.org.uk

hello@wessexmuseums.org.uk

07792407101

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Dorset, Poole, Swindon, Wiltshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
2 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 Wessex Museums Trust
£83,100	05/02/2020	Bridging the Gap Re-framing Museum Learning

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

CLAIRE DIXON Appointed: 2023

DAVID WILLIAM DAWSON Appointed: 2017

EMILY DUNBAR Appointed: 2023

FRANCES YEO Appointed: 2023

GILLIAN MARIE SMITH Appointed: 2020

GLYN COY Appointed: 2020

JENNIFER DYER Appointed: 2023

MICHAEL JAMES OSBORNE SPENDER Appointed: 2017

SUSAN ELIZABETH WILLS Appointed: 2022

ADRIAN XAVIER THOMAS GREEN Appointed: 2017, Occupation: Museum Director, Other trusteeship: THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST,

Legal constitution

Charity registered in England & Wales on 13/01/2017, number: 1171104

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

6 returns made; all on time

Main office

Albert Goodman Llp
Goodwood House
Blackbrook Park Avenue
TAUNTON
Somerset
TA1 2PX

Objectives

THE OBJECTS OF THE CIO ARE: (I) TO SUPPORT FOR THE BENEFIT OF THE PUBLIC THE BUILDING, ESTABLISHMENT AND MAINTENANCE OF ACCREDITED MUSEUMS IN DORSET AND WILTSHIRE, THEIR ARTEFACTS, ART, SPECIMENS, DOCUMENTS AND OTHER ASSOCIATED MATERIAL, INCLUDING THE COLLECTION, STORAGE, RESEARCH AND CONSERVATION OF ALL SUCH MATERIAL; AND (II) TO ADVANCE THE EDUCATION OF THE PUBLIC (IN PARTICULAR BUT WITHOUT LIMITATION TO THOSE LIVING IN DORSET AND WILTSHIRE AND THOSE GEOGRAPHIC, ETHNIC, DISABLED AND OTHER COMMUNITIES WHO DO NOT TRADITIONALLY ATTEND MUSEUMS) IN PARTICULAR (BUT NOT LIMITED TO) BY PROVIDING INFORMATION ABOUT THE HISTORY, HERITAGE AND CULTURE OF DORSET AND WILTSHIRE AND SUPPORT TO THE PROVISION AND IMPROVEMENT OF THE FACILITIES, COLLECTIONS, EXHIBITIONS, FORMAL AND INFORMAL LEARNING OPPORTUNITIES, PUBLIC EVENTS AND OTHER EDUCATIONAL ACTIVITIES, INCLUDING IN DIGITAL FORM, AVAILABLE TO THE PUBLIC IN MUSEUMS IN DORSET AND WILTSHIRE AND WITHIN THE COMMUNITIES OF DORSET AND WILTSHIRE AND ACROSS THE INTERNET.

Data Sources