Finance Score: -1

Governance Score: 9

Support Score: 6

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Overall weighted support: +3

Overall GiG Score: 14

THE MERCHANT'S HOUSE (MARLBOROUGH) TRUST

The preservation of architectural and constructional heritage buildings, and education by the exhibition of buildings, objects, books and documents.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

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
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£132	£209	£-77	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£95	£131	£-36	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£170	£172	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£139	£112	£27	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£152	£120	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£142	£127	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£130	£126	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£179	£138	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£147	£107	£40	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£136	£112	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£124	£116	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£159	£123	£36	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£120	£121	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£123	£129	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£390	£131	£258	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	*	£200	£145	£55	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£196	£128	£68	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£155	£153	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£103	£79	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£95	£92	£3	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 32 years

www.themerchantshouse.co.uk

trustmanager@themerchantshouse.co.uk

01672511491

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
Sponsors or undertakes research

Where it operates

Wiltshire,

Who it helps

Children/Young 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
Wiltshire Community Foundation - Phase 2 of the roof repairs
£12,500	16/11/2022	The Merchants House is a Grade 2* listed building in Marlborough, open to the public and supported by community volunteers. Funding to towards essential roof repairs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-80

ALISON MARY GALVIN-WRIGHT (Chair) Appointed: 2013, Occupation: Retired

ANDREW RICHARD WILLIS ROSS Appointed: 2011, Occupation: Chartered Accountant

EDWIN JAMES STALLIBRASS HISCOCKS Appointed: 2021

GEORGINA LOIS SMITH Appointed: 2022, Occupation: Retired Solicitor

GUY DEATKER Appointed: 2023, Occupation: Retired

JAMES SHEPPARD Appointed: 2022, Occupation: Marlborough Town Councillor

JOANNE VICTORIA PATRICK Appointed: 2023, Occupation: Retired

MARTHA ZETA HANNAH MARY FOGG Appointed: 2023, Occupation: Managing Director

MERVYN JOHN HALL Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 12/05/1992, number: 1010902
Registered at Companies House on 08/04/1992, number: 02704749

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR20: 5 days late, AR09: 16 days late, AR08: 32 days late, AR07: 48 days late, AR06: 408 days late, AR05: 778 days late, AR04: 83 days late,

Main office

132 HIGH STREET
MARLBOROUGH
SN8 1HN

Objectives

A) TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF MARLBOROUGH IN THE DISTRICT OF KENNET IN THE COUNTY OF WILTSHIRE AND OF THE NATION AT LARGE, WHATEVER OF THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE DISTRICT OF KENNET AFORESAID IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDING AS DEFINED IN SECTION 290 (1) OF THE TOWN AND COUNTRY PLANNING ACT 1971) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST. B) TO ADVANCE EDUCATION IN THE SAID TOWN OF MARLBOROUGH AND IN THE NATION AT LARGE BY AQUIRING HOUSING AND EXHIBITING AND CONSERVING RESTORING AND REPAIRING OBJECTS AND COLLECTIONS OF AN EDUCATIONAL NATURE.

Defined Area of Benefit:

MARLBOROUGH AND THE NATION AT LARGE

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children