Finance Score: 2

Governance Score: -2

Support Score: 10

Good reserves management: +3
Qualified accounts: -3
Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1
Mainly male board: -1

Overall weighted support: +10

Overall GiG Score: 10

THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST

Salisbury museum collects, preserves and presents collections that illustrate Salisbury and South Wiltshires past (including archaeology of national status). It encourages learning, research, publication and enjoyment of those collections through services which include display, educaiton and events.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

The latest accounts were qualified
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
?31/12/23		£3,447	£1,821	£1,627	£9	£5,063	£661	4.4	18	220
31/12/22		£1,437	£889	£549	£8	£3,402	£551	7.4	24	218
31/12/21		£1,393	£951	£443	£36	£2,933	£596	7.5	12	150
31/12/20		£803	£1,055	£-251	£13	£2,438	£443	5	15	180
?31/12/19		£601	£863	£-262	£23	£2,633	£581	8.1	13	240
31/12/18		£703	£863	£-160	£17	£2,613	£320	4.5	11	0
31/12/17		£782	£1,021	£-240	£3	£2,746	£276	3.2	13	0
31/12/16		£686	£935	£-249	£28	£2,870	£151	1.9	13	0
31/12/15	*	£803	£1,016	£-213	£63	£3,338	£354	4.2	13	0
31/12/14		£1,964	£793	£1,171	£59	£3,944	£670	10.1	13	0
31/12/13?	*	£1,397	£428	£969	£31	£1,808	£480	13.5	10	0
31/03/12		£1,055	£686	£369	£53	£1,288	£484	8.5	9	0
31/03/11		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£20	£20	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£17	£17	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£17	£17	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£18	£18	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£16	£1	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£15	£15	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 15%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 4.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.2

Asset Split ?

Balance Sheet History

Established: 39 years

www.salisburymuseum.org.uk

museum@salisburymuseum.org.uk

01722332151

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
Provides services
Sponsors or undertakes research

Where it operates

Wiltshire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Garfield Weston Foundation	£150,000
The Foyle Foundation	£120,000
Wolfson Foundation	£100,000
Charles Hayward Foundation	£30,000

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£20,000	01/03/2024	towards Rex Whistler: The Artist and His Patrons, a major summer exhibition in 2024
Charles Hayward Foundation - Grant to THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST
£30,000	25/09/2023	'Past Forward' - Salisbury Museum for Future Generations
Garfield Weston Foundation - Major Grants award
£150,000	22/07/2022	Past Forward; Salisbury Museum for Future Generations
National Lottery Heritage Fund - Grant to THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST
£9,900	13/07/2022	Coombe Bissett Landscape Research Project - Building Capacity and Inclusion
Wolfson Foundation - Grant to Salisbury and South Wiltshire Museum
£100,000	09/12/2021	Refurbishment and interpretation
The Foyle Foundation - Learning (MGS)
£100,000	03/12/2021	towards Past Forward: Salisbury Museum for Future Generations
National Lottery Heritage Fund - Grant to Salisbury and South Wiltshire Museum Trust
£429,400	12/06/2019	Salisbury Museum For Future Generations
National Lottery Heritage Fund - Grant to Salisbury and South Wiltshire Museum Trust
£33,100	08/06/2016	City Story: Historic Past, Creative Future
National Lottery Heritage Fund - Grant to Salisbury and South Wiltshire Museum Trust
£10,000	02/04/2014	Salisbury and The Great War: Fighting on the Home Front

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-72

ADRIAN XAVIER THOMAS GREEN Appointed: 2012, Occupation: Museum Director

CHRISTOPHER ELMER Appointed: 2014, Occupation: Archaeologist

DAVID BAKER Appointed: 2022, Occupation: Software Engineer

DAVID KENRICK EDMONDS Appointed: 2019, Occupation: Chartered Tax Adviser

JOHN GRENFELL RUSSELL PERRY MA Appointed: 2016

SIMON JACKSON Appointed: 2016, Occupation: Retired

VALERIE ANNE GREATHEAD Appointed: 2023, Occupation: Diorector

Legal constitution

Charitable company registered in England & Wales on 19/09/1985, number: 289850
Registered at Companies House on 20/06/1984, number: 01826436

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR15: 3 days late, AR13: 4 days late,

Main office

THE KINGS HOUSE
65 THE CLOSE
SALISBURY
WILTSHIRE
SP1 2EN

Objectives

A) THE PROVISION AND MAINTENANCE OF A MUSEUM IN OR NEAR THE CITY OF SALISBURY FOR THE BENEFIT OF THE PUBLIC PROVIDING EXHIBITS OF HISTORICAL, SCIENTIFIC AND ARTISTIC SIGNIFICANCE AND INTEREST.B) THE PROVISION IN CONNECTION WITH THE MUSEUM OF A LIBRARY, LECTURES AND OTHER FACILITIES FOR EDUCATION RELATING TO ARTS AND SCIENCES.C) THE PROMOTION IN CONNECTION WITH THE MUSEUM OF RESEARCH RELATING TO THE ARTS AND SCIENCES AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCHES.

Defined Area of Benefit:

SALISBURY

Data Sources

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