Finance Score: 0

Governance Score: 0

Support Score: 4

No PartB

Overall weighted support: +4

Overall GiG Score: 4

HERSCHEL HOUSE TRUST

The Trust maintains a museum at 19 New King Street, Bath, where William Herschel lived and from where he discovered the planet Uranus. The Trust owns the property comprising 19 New King Street and is actively involved in the provision of education of the public about the life and times of William Herschel and about astronomy generally.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23		£303	£134	£169	n/a	n/a	n/a	n/a	n/a	n/a
31/01/22		£157	£75	£82	n/a	n/a	n/a	n/a	n/a	n/a
31/01/21		£81	£70	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/01/20		£111	£91	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/01/19		£90	£96	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/01/18		£72	£78	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/01/17		£101	£80	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/01/16		£94	£78	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/01/15?		£83	£79	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£91	£77	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£79	£87	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£132	£162	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£71	£75	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£69	£78	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£61	£67	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£56	£45	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£47	£55	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£39	£49	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£16	£25	£-9	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 37 years

www.herschelmuseum.org.uk

admin@bptrust.org.uk

01225338727

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Provides financial or material assistance

How it operates

Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports 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
National Lottery Heritage Fund - Grant to Beckford Tower Trust
£60,710	08/12/2021	Herschel 200

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

The Bath Preservation Trust Limited

Legal constitution

Charity registered in England & Wales on 03/02/1988, number: 298295

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR07: 1 days late, AR05: 28 days late,

Main office

1 ROYAL CRESCENT
BATH
BA1 2LR

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE LIFE AND TIMES OF WILLIAM HERSCHEL BY THE PROVISION OF LECTURES, DEMONSTRATIONS, PUBLICATIONS AND OTHER LITERATURE AND BY THE MAINTENANCE OF THE WILLIAM HERSCHEL MUSEUM RELATING TO HIS SCIENTIFIC AND MUSICAL ACHIEVEMENTS AT 19 NEW KING STREET, BATH WHICH MUSEUM IS INTENDED TO CONTAIN SUCH EXHIBITS OR ITEMS AS MAY FROM TIME TO TIME BE COMPRISED IN TRUST FUND AND TO PRESERVE THE SAME AS A COLLECTION.

Defined Area of Benefit:

NOT DEFINED - IN PRACTICE BATH