Finance Score: -5
Governance Score: 5
Support Score: 4
  • Multiple Deficits and declines: -5
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +1
Overall GiG Score: 4 ?

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 and dynamic in terms of composition

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:

  • Income has been volatile and on several occasions in recent years less than spending
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/07/23£63£62£1n/an/an/an/an/an/a
31/07/22£40£48£-8n/an/an/an/an/an/a
31/07/21£106£90£17n/an/an/an/an/an/a
31/07/20£120£125£-5n/an/an/an/an/an/a
31/07/19*£78£89£-11n/an/an/an/an/an/a
31/07/18£119£51£68n/an/an/an/an/an/a
31/07/17£67£55£11n/an/an/an/an/an/a
31/07/16£56£63£-7n/an/an/an/an/an/a
31/07/15£57£51£6n/an/an/an/an/an/a
31/07/14£58£62£-5n/an/an/an/an/an/a
31/07/13£41£44£-3n/an/an/an/an/an/a
31/07/12£43£40£3n/an/an/an/an/an/a
31/07/11£49£89£-40n/an/an/an/an/an/a
31/07/10£35£33£3n/an/an/an/an/an/a
31/07/09£31£32£-1n/an/an/an/an/an/a
31/07/08£36£27£9n/an/an/an/an/an/a
31/07/07£43£45£-2n/an/an/an/an/an/a
31/07/06£60£37£23n/an/an/an/an/an/a
31/07/05£79£90£-11n/an/an/an/an/an/a
31/07/04£24£22£2n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 24 years

https://theath.co.uk

secretary@theath.co.uk

01985 213891

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Provides financial or material assistance
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 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.

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
  • JACK JONES Appointed: 2023
  • JENNIFER ARTHUR Appointed: 2023
  • JOANNA ELLIS Appointed: 2022
  • JONATHAN ELLIS (Chair) Appointed: 2023
  • PHILIP JOHN KEEBLE Appointed: 2024
  • SIMON BENEDICT JAMES Appointed: 2023
  • SUSI TENTY Appointed: 2023
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

Charity Commission for England and Wales
360 Giving

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