Finance Score: 2

Governance Score: 2

Support Score: 6

Strong growth: +2
No PartB

12+ Trustees: -1
Gender balanced board: +3

Large volunteers +3
Gov Income
Grant maker support: +3

Overall GiG Score: 10

SALTASH HERITAGE

Saltash Heritage collects, displays and makes available to the general public items relating to the history and heritage of Saltash and the surrounding area. It operates both a Museum (permanent and changing displays) and a Local History Centre with photographs and family history data.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£199	£139	£60	n/a	n/a	n/a	n/a	n/a	35
31/03/22		£676	£10	£666	£0	£694	£694	824.7	0	40
31/03/21		£13	£5	£8	n/a	n/a	n/a	n/a	n/a	40
31/03/20		£11	£6	£5	n/a	n/a	n/a	n/a	n/a	65
31/03/19		£5	£6	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£8	£7	£1	£0	£0	£0	n/a	0	0
31/03/17		£5	£8	£-3	£0	£0	£0	n/a	0	0
31/03/16		£13	£12	£0	£0	£0	£0	n/a	0	0
31/03/15		£15	£6	£9	£0	£0	£0	n/a	0	0
31/03/14		£8	£5	£3	£0	£0	£0	n/a	0	0
31/03/13	*	£7	£6	£2	£0	£0	£0	n/a	0	0
31/03/12		£7	£6	£1	£0	£0	£0	n/a	0	0
31/03/11		£6	£6	£0	£0	£0	£0	n/a	0	0
31/03/10		£5	£6	£-1	£0	£0	£0	n/a	0	0
31/03/09		£5	£5	£0	£0	£0	£0	n/a	0	0
31/03/08		£6	£6	£0	£0	£0	£0	n/a	0	0
31/03/07		£8	£17	£-9	£0	£0	£0	n/a	0	0
31/03/06		£42	£27	£15	£0	£0	£0	n/a	0	0
31/03/05		£4	£4	£0	£0	£0	£0	n/a	0	0
31/03/04		£4	£4	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 37 years

www.saltash-heritage.org.uk

info@saltash-heritage.org.uk

01752848466

Charity Commission for England and Wales

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

Cornwall,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
35 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

ADAM KILLEYA Appointed: 2017

ANDREW JEREMY DAVY Appointed: 2023

ANDREW MARK BARRETT Appointed: 2019

BRUCE ELLIS HUNT

DONALD FREDRICK BERREY Appointed: 2023

ELIZABETH ANN ASPREY

JOHN SAMUEL NORTHEY Appointed: 2017

KEVIN HALE

MARTIN EDWARD SAINSBURY LISTER

MRS JACKIE AUSTIN Appointed: 2012

MR KEVIN RICHARDS Appointed: 2016

RACHEL EMILY BULLOCK Appointed: 2021

SYLVIA CALDWELL Appointed: 2016

ARTHUR HEARL Appointed: 2017, Other trusteeship: STORYBOOK DADS,

JEAN DOROTHY DENT (Chair) Appointed: 2021, Other trusteeship: The Mabbott Buller Trust,

SUSAN ELIZABETH HOOPER MBE Appointed: 2017, Other trusteeships: SALTASH MUSIC AND DRAMA FESTIVAL, THE SUE HOOPER CHARITABLE FOUNDATION,

Legal constitution

Charity registered in England & Wales on 09/09/1987, number: 297525

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR13: 135 days late,

Main office

Saltash Heritage Museum
17 Lower Fore Street
SALTASH
Cornwall
PL12 6JQ

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC OF SALTASH, CORNWALL AND THE SURROUNDING AREA BY THE PROVISION OF A MUSEUM IN SALTASH HOUSING A COLLECTION OF ITEMS RELATING TO THE HISTORY OF SALTASH.

Defined Area of Benefit:

SALTASH

Data Sources