THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST

Charity number: 289850
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£3,481,578

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Donations and legacies £3.06m
Charitable activities £173.57k
Other trading activities £175.71k
Investments £41.70k
Other £34.16k

Total expenditure:
£1,820,558

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Raising funds £8.63k
Charitable activities £1.79m
Other £25.33k

£34,163 investments gains (losses)

Total income includes £22,320 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £33.95k
Charitable expenditure £1.79m
Retained for future use £1.66m

People

18 Employee(s)

10 Trustee(s)

220 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Wiltshire

Governance

Registration history:
  • 05 March 2002: Standard registration
  • 26 March 2012: Removed (Duplicate registration)
Organisation type:
Charitable company
Other names:
  • SALISBURY MUSEUM (Working name)
  • SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST (Previous name)
  • SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST LIMITED (Previous name)
Company number:
01826436 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Thomas Charles Kendal Knox Wright Trustee 30 January 2025
None on record
Michael John Wade Trustee 01 November 2024
THE SALISBURY CATHEDRAL GIRL CHORISTERS' FUND
Received: On time
Harvey Lloyd Slater Trustee 24 October 2024
None on record
Valerie Anne Greathead Trustee 21 December 2023
None on record
David Baker Trustee 15 November 2022
None on record
David Kenrick Edmonds Trustee 31 January 2019
TRADE AID
Received: On time
JOHN GRENFELL RUSSELL PERRY MA Trustee 28 January 2016
None on record
SIMON JACKSON Trustee 28 January 2016
None on record
CHRISTOPHER ELMER Trustee 16 July 2014
None on record
ADRIAN XAVIER THOMAS GREEN Trustee 22 October 2012
WESSEX MUSEUMS TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £600.86k £803.39k £1.39m £1.44m £3.45m
Total expenditure £862.86k £1.05m £950.59k £888.64k £1.82m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £39.12k £131.00k £102.73k £44.80k £22.32k
Income - Donations and legacies £253.44k £528.09k £1.00m £1.01m £3.06m
Income - Other trading activities £163.38k £80.47k £136.84k £190.75k £175.71k
Income - Charitable activities £164.96k £183.77k £238.56k £217.57k £173.57k
Income - Endowments £0 £501.98k £0 £0 £0
Income - Investment £19.08k £11.06k £16.40k £22.20k £41.70k
Income - Other £0 £0 £0 £0 £34.16k
Income - Legacies £0 £0 £0 £200 £46.65k
Expenditure - Charitable activities £810.39k £1.02m £886.95k £854.62k £1.79m
Expenditure - Raising funds £27.45k £13.22k £36.61k £8.24k £8.63k
Expenditure - Governance £8.00k £8.00k £8.00k £8.00k £10.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £4.65k £154 £123 £0 £0
Expenditure - Other £25.02k £16.55k £27.04k £25.78k £25.33k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £1.75m £1.51m £1.29m £1.06m £3.55m
Long-term investments £658.28k £542.05k £548.99k £511.09k £457.31k
Other assets £526.37k £432.22k £1.13m £1.90m £1.95m
Defined benefit pension scheme asset or liability -£271.00k £0 £0 £0 £0
Total liabilities £29.15k £43.85k £35.75k £61.24k £897.10k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 24 July 2024 On Time
Accounts and TAR 31 December 2023

(These accounts
have been qualified)

24 July 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 14 August 2022 On Time
Accounts and TAR 31 December 2021 14 August 2022 On Time Download Open in new window
Annual return 31 December 2020 12 September 2021 On Time
Accounts and TAR 31 December 2020 12 September 2021 On Time Download Open in new window
Annual return 31 December 2019 02 September 2020 On Time
Accounts and TAR 31 December 2019

(These accounts
have been qualified)

02 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 20/06/1984 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09/11/2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/11/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/11/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/09/2012

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

SALISBURY

Linked charities

Linked charities
Linked charity 289850-1 PROPERTY CONNECTED TO THE SALISBURY AND SOUTH WILTSHIRE MUSEUM
Governing document
SCHEME DATED 16 DECEMBER 1968 & 11 NOVEMBER 1975 AS AMENDED BY RESOLUTION UNDER S.74D CHARITIES ACT 1993 (AS INSERTED BY CA 2006)
Charitable objects
(A) THE PROVISION AND MAINTENANCE OF A MUSEUM IN OR NEAR THE CITY OF SALISBURY FOR THE EXHIBITION TO THE PUBLIC OF SPECIMENS OF THE FINE AND USEFUL ARTS, ETHNOLOGY, ARCHAEOLOGY, GEOLOGY, BOTANY AND NATURAL HISTORY; (B) THE PROVISION IN CONNECTION WITH THE MUSEUM OF A LIBRARY, LECTURES AND OTHER FACILITIES FOR EDUCATION RELATING TO THOSE ARTS AND SCIENCES; AND (C) THE PROMOTION IN CONNECTION WITH THE MUSEUM OF RESEARCH RELATING TO THOSE ARTS AND SCIENCES.
Area of benefit
SALISBURY, WILTSHIRE
Registration history
  • 05 March 2002 : Standard registration
  • 26 March 2012 : Removed

Contact information

Address:
THE KINGS HOUSE
65 THE CLOSE
SALISBURY
WILTSHIRE
SP1 2EN
Phone:
01722332151
Email:
museum@salisburymuseum.org.uk
Website:

www.salisburymuseum.org.uk Open in new window