Finance Score: 7

Governance Score: -4

Support Score: 12

Liabilities <10%: +3
Good reserves management: +3
Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1
All male board: -3

Large volunteers +3
Grant maker support: +9

Overall GiG Score: 15

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:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is completely male

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
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	150
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	0
31/03/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/09		£20	£20	£0	£0	£0	£0	n/a	0	0
31/03/08		£17	£17	£0	£0	£0	£0	n/a	0	0
31/03/07		£17	£17	£0	£0	£0	£0	n/a	0	0
31/03/06		£18	£18	£0	£0	£0	£0	n/a	0	0
31/03/05		£16	£1	£15	£0	£0	£0	n/a	0	0
31/03/04		£15	£15	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 16%
Reserves/Spending: 7.4 months
Net Current Assets/Spending: 25 months
Quick Ratio: 19.2

Asset Split ?

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 works here?

24 employees
218 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£439,300
Garfield Weston Foundation	£150,000
Wolfson Foundation	£100,000
The Foyle Foundation	£100,000

Specific Donations

Amount	When Months	To be used for
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

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-78

DAVID BAKER Appointed: 2022, Occupation: Software Engineer

BRIAN PETER PLUMMER Appointed: 2020, Occupation: Retired

CHRISTOPHER ELMER Appointed: 2014, Occupation: Archaeologist

JOHN GRENFELL RUSSELL PERRY MA Appointed: 2016, Other trusteeship: WILTSHIRE CREATIVE,

JONATHAN TURNER Appointed: 2020, Occupation: Creative Director

SIMON JACKSON Appointed: 2016, Occupation: Retired

TIMOTHY FRANCIS REEVE Appointed: 2019, Occupation: Architect

ADRIAN XAVIER THOMAS GREEN Appointed: 2012, Occupation: Museum Director, Other trusteeship: WESSEX MUSEUMS TRUST,

DAVID KENRICK EDMONDS Appointed: 2019, Occupation: Chartered Tax Adviser, Other trusteeship: TRADE AID,

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

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 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