Finance Score: -5

Governance Score: 2

Support Score: 4

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 1

THE WARMINSTER ATHENAEUM TRUST

The charity has roots back to 1850, with the current trust created in September 2000 by merging the Athenaeum Trust and the Bleeck Memorial Hall charities. The Trust serves residents of Warminster and the surrounding areas in the provision of Education, Community Support and Entertainment, for both residents and visitors to the town.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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 and on several occasions in recent years 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
31/07/23		£63	£62	£1	n/a	n/a	n/a	n/a	n/a	50
31/07/22		£40	£48	£-8	n/a	n/a	n/a	n/a	n/a	50
31/07/21		£106	£90	£17	n/a	n/a	n/a	n/a	n/a	50
31/07/20		£120	£125	£-5	n/a	n/a	n/a	n/a	n/a	50
31/07/19	*	£78	£89	£-11	n/a	n/a	n/a	n/a	n/a	50
31/07/18		£119	£51	£68	£0	£0	£0	n/a	0	0
31/07/17		£67	£55	£11	£0	£0	£0	n/a	0	0
31/07/16		£56	£63	£-7	£0	£0	£0	n/a	0	0
31/07/15		£57	£51	£6	£0	£0	£0	n/a	0	0
31/07/14		£58	£62	£-5	£0	£0	£0	n/a	0	0
31/07/13		£41	£44	£-3	£0	£0	£0	n/a	0	0
31/07/12		£43	£40	£3	£0	£0	£0	n/a	0	0
31/07/11		£49	£89	£-40	£0	£0	£0	n/a	0	0
31/07/10		£35	£33	£3	£0	£0	£0	n/a	0	0
31/07/09		£31	£32	£-1	£0	£0	£0	n/a	0	0
31/07/08		£36	£27	£9	£0	£0	£0	n/a	0	0
31/07/07		£43	£45	£-2	£0	£0	£0	n/a	0	0
31/07/06		£60	£37	£23	£0	£0	£0	n/a	0	0
31/07/05		£79	£90	£-11	£0	£0	£0	n/a	0	0
31/07/04		£24	£22	£2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

www.theath.org.uk

info@theath.co.uk

01985 213891

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Wiltshire,

Who it helps

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

Who works here?

Unknown number of employees
50 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
The Foyle Foundation - Small Grants
£5,000	11/02/2021	towards rain ingress repair (awarded grant in response to coronavirus)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ADELA FORESTIER-WALKER Appointed: 2012

ANDREW FROSTICK

ANTHONY JACKSON Appointed: 2015

JENNIFER ARTHUR Appointed: 2023

JONATHAN ELLIS (Chair) Appointed: 2023

MRS SUE FRASER

SUSI TENTY Appointed: 2023

JACK JONES Appointed: 2023, Other trusteeship: WESTBURY AND WARMINSTER YOUTH CLUB,

JOANNA ELLIS Appointed: 2022, Other trusteeship: THE WARMINSTER U3A,

SIMON BENEDICT JAMES Appointed: 2023, Other trusteeships: THE MANSEL THOMAS TRUST, OPEN DOOR, WARMINSTER,

Legal constitution

Charity registered in England & Wales on 27/04/2001, number: 1086353

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR19: 26 days late,

Main office

The Athenaeum Centre
18-20 High Street
WARMINSTER
Wiltshire
BA12 9AE

Objectives

(A) TO ADVANCE EDUCATION AMONG THE INHABITANTS OF THE AREA OF BENEFIT; AND(B) IN THE INTERESTS OF SOCIAL WELFARE TO IMPROVE THE CONDITIONS OF LIFE OF THE INHABITANTS OF THE AREA OF BENEFIT WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY PROVISION AND MAINTENANCE OF A CENTRE FOR THE COMMUNITY FOR USE BY THE INHABITANTS, INCLUDING USE FOR:(I) MEETINGS, LECTURES AND CLASSES, AND(II) OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION; AND(C) TO FURTHER ANY OTHER CHARITABLE PURPOSE FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT

Defined Area of Benefit:

WARMINSTER AND SURROUNDING NEIGHBOURHOOD

Data Sources