Finance Score: -2

Governance Score: -3

Support Score: 6

Deficit latest year: -2
No PartB

All male board: -3

Grant maker support: +6

Overall GiG Score: 1

THE SIR EDWARD HEATH CHARITABLE FOUNDATION

The charity has opened Arundells, the home of Sir Edward Heath, to the public since 2008 and preserves Arundells and its contents for the benefit of the public.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

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		£277	£326	£-48	n/a	n/a	n/a	n/a	n/a	60
31/12/21		£225	£197	£28	n/a	n/a	n/a	n/a	n/a	65
31/12/20		£224	£164	£60	n/a	n/a	n/a	n/a	n/a	55
31/12/19		£250	£238	£12	n/a	n/a	n/a	n/a	n/a	55
31/12/18		£216	£210	£6	£0	£0	£0	n/a	0	50
31/12/17		£206	£215	£-9	£0	£0	£0	n/a	0	0
31/12/16		£372	£310	£63	£0	£0	£0	n/a	0	0
31/12/15		£282	£267	£15	£0	£0	£0	n/a	0	0
31/12/14	*	£167	£234	£-68	£0	£0	£0	n/a	0	0
31/12/13		£137	£177	£-40	£0	£0	£0	n/a	0	0
31/12/12		£58	£201	£-143	£0	£0	£0	n/a	0	0
31/12/11		£72	£212	£-140	£0	£0	£0	n/a	0	0
31/12/10		£115	£317	£-202	£0	£0	£0	n/a	0	0
31/12/09		£79	£212	£-133	£0	£0	£0	n/a	0	0
31/12/08		£38	£237	£-200	£0	£0	£0	n/a	0	0
31/12/07		£146	£171	£-25	£0	£0	£0	n/a	0	0
31/12/06	*	£5,142	£201	£4,941	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 18 years

www.arundells.org

info@arundells.org

01722 326546

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Wiltshire,

Who it helps

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
Wiltshire Community Foundation - 'Repairing historic walling'
£12,500	16/11/2022	Arundells is a Grade 2* listed building in the Cathedral area of Salisbury, run by the Sir Edward Health Charitalble Trust. It is open to the public with the support of community volunteers. Funding ....more Arundells is a Grade 2* listed building in the Cathedral area of Salisbury, run by the Sir Edward Health Charitalble Trust. It is open to the public with the support of community volunteers. Funding is towards essential repairs of some medieval boundary walls.
National Lottery Heritage Fund - Grant to The Sir Edward Heath Charitable Foundation
£99,901	09/03/2022	Arundells - Fit for the Future

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANTHONY LAWRENCE TEASDALE Appointed: 2015

COLONEL GORDON DAVID MACDOUGALL Appointed: 2013

EDWARD SIDNEY COVER BICKHAM Appointed: 2013, Occupation: Consultant

JAMES ARTHUR ELDER

LINCOLN DAVID MADRON SELIGMAN

LEO AUSTIN Appointed: 2018

MICHAEL NOEL MCMANUS Appointed: 2016

NEIL CARMICHAEL Appointed: 2018

PETER GRAHAM BATEY CMG OBE (Chair) Appointed: 2013

SIR SHERARD LOUIS COWPER-COLES KCMG LVO Appointed: 2024

Legal constitution

Charity registered in England & Wales on 20/01/2006, number: 1112773

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Volunteer management

Filing Record

17 returns made; AR14: 113 days late, AR06: 13 days late,

Main office

59 The Close
Salisbury
SP1 2EN

Objectives

(1) THE PRESERVATION AND CONSERVATION OF ARUNDELLS AND ITS ASSOCIATED AMENITIES AS A BUILDING OF BOTH SPECIAL ARCHITECTURAL AND HISTORICAL INTEREST BEING THE HOME OF SIR EDWARD HEATH;(II) THE PRESERVATION OF THE FURNITURE PICTURES MEMORABILIA AND CHATTELS ORDINARILY KEPT AT ARUNDELLS (EXCEPTING SUCH ITEMS AS THE TRUSTEES CONSIDER INAPPROPRIATE) AND SUCH OF ANY OTHER FURNITURE PICTURES MEMORABILIA AND CHATTELS AS SHALL FORM PART OF THE CHARITABLE TRUST AND WHICH THE TRUSTEES CONSIDER APPROPRIATE TO PRESERVE;(III) THE ADMINISTRATION MAINTENANCE AND PRESERVATION OF SUCH OF MY PAPERS AS SHALL FORM PART OF THE CHARITABLE TRUST FUND INCLUDING THE PAPERS RELATING TO MY EARLY CAREER, THE PAPERS RELATING TO MY PERIOD AS LEADER OF THE OPPOSITION AND MY PERSONAL PRIME MINISTERIAL PAPERS (TOGETHER REFERRED TO AS MY PAPERS;(IV) THE ADVANCEMENT OF EDUCATION BY THE FACILITATION AND ENCOURAGEMENT OF ACCESS TO AND THE STUDY AND APPRECIATION OF ARUNDELLS AND ITS CONTENTS BY THE GENERAL PUBLIC IN PARTICULAR IN RELATION TO THE STUDY AND RESEARCH OF MY PAPERS AND THE PUBLICATION OF THE USEFUL RESULTS OF THAT RESEARCH;(V) THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE ARTISTIC APPRECIATION OF MUSIC BY THE PROMOTION DEVELOPMENT OR IMPROVEMENT WHETHER AT ARUNDELLS OR ELSEWHERE OF THE KNOWLEDGE UNDERSTANDING AND PRACTICE OF ALL FORMS OF MUSIC AND THE PERFORMANCE RECORDING STUDY COMPOSITION INSTRUCTION OR TRAINING IN ALL FORMS OF MUSIC;(VI) SUCH OTHER PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.

Defined Area of Benefit:

NOT DEFINED

Data Sources