Finance Score: 5
Governance Score: -2
Support Score: 10
  • Good reserves management: +3
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • No conflicts policy: -1
  • Mainly male board: -1
  • Overall weighted support: +10
Overall GiG Score: 13 ?

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:

  • The charity has received backing from a grant maker recently
  • Reserves management has been consistently within official guidelines
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board is predominantly 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£3,447£1,821£1,627£9£5,063£6614.418220
31/12/22£1,437£889£549£8£3,402£5517.424218
31/12/21£1,393£951£443£36£2,933£5967.512150
31/12/20£803£1,055£-251£13£2,438£443515180
31/12/19£601£863£-262£23£2,633£5818.113240
31/12/18£703£863£-160£17£2,613£3204.5110
31/12/17£782£1,021£-240£3£2,746£2763.2130
31/12/16£686£935£-249£28£2,870£1511.9130
31/12/15*£803£1,016£-213£63£3,338£3544.2130
31/12/14£1,964£793£1,171£59£3,944£67010.1130
31/12/13?*£1,397£428£969£31£1,808£48013.5100
31/03/12£1,055£686£369£53£1,288£4848.590
31/03/11£0£0£0n/an/an/an/an/an/a
31/03/10£0£0£0n/an/an/an/an/an/a
31/03/09£20£20£0n/an/an/an/an/an/a
31/03/08£17£17£0n/an/an/an/an/an/a
31/03/07£17£17£0n/an/an/an/an/an/a
31/03/06£18£18£0n/an/an/an/an/an/a
31/03/05£16£1£15n/an/an/an/an/an/a
31/03/04£15£15£0n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 15%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 4.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.2
Asset Split ?
Balance Sheet History
Established: 39 years

www.salisburymuseum.org.uk

museum@salisburymuseum.org.uk

01722332151

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
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 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.

Major supporters in last 5 years
Garfield Weston Foundation£150,000
The Foyle Foundation£120,000
Wolfson Foundation£100,000
Charles Hayward Foundation£30,000
Specific Donations
Amount When
Months
To be used for
The Foyle Foundation - Learning (MGS)
£20,000 01/03/2024
towards Rex Whistler: The Artist and His Patrons, a major summer exhibition in 2024
Charles Hayward Foundation - Grant to THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST
£30,000 25/09/2023
'Past Forward' - Salisbury Museum for Future Generations
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 (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 50-72
  • ADRIAN XAVIER THOMAS GREEN Appointed: 2012, Occupation: Museum Director
  • CHRISTOPHER ELMER Appointed: 2014, Occupation: Archaeologist
  • DAVID BAKER Appointed: 2022, Occupation: Software Engineer
  • DAVID KENRICK EDMONDS Appointed: 2019, Occupation: Chartered Tax Adviser
  • JOHN GRENFELL RUSSELL PERRY MA Appointed: 2016
  • SIMON JACKSON Appointed: 2016, Occupation: Retired
  • VALERIE ANNE GREATHEAD Appointed: 2023, Occupation: Diorector
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
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 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

Charity Commission for England and Wales
360 Giving

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