BATH ROYAL LITERARY AND SCIENTIFIC INSTITUTION
The aim of the Institution is to promote, in the Bath and North East Somerset area, an interest in the arts and sciences, and to provide, through archives and collections, resources for education, research and enjoyment. This is aided by the provision of a variety of exhibitions and a diverse programme of lectures, discussions and meetings.
Objects
(1) (I)THE OBJECT OF THE CHARITY IS THE PROMOTION AND ADVANCEMENT, FOR THE PUBLIC BENEFIT, OF SCIENCE, LITERATURE AND ART IN THE CITY OF BATH AND ITS SURROUNDING AREAS BY SUCH MEANS AS THE TRUSTEE THINKS FIT, INCLUDING BUT NOT LIMITED TO:A) THE PROVISION AND MAINTENANCE OF A MUSEUM IN OR NEAR THE CITY OF BATH FOR THE DISPLAY OF EXHIBITS OF HISTORICAL, SCIENTIFIC, LITERARY OR ARTISTIC SIGNIFICANCE OR INTEREST;B) THE PROVISION OF A LIBRARY, LECTURES AND OTHER FACILITIES FOR EDUCATION RELATING TO LITERATURE, SCIENCE AND ART; ANDC) THE PROMOTION OF RESEARCH RELATING TO LITERATURE, SCIENCE AND ART AND THE PUBLICATION OF THE USEFUL RESULTS OF THAT RESEARCH.(II) IF AND IN SO FAR AS THE CHARITY’S ITEMS AND EXHIBITS ARE NOT IMMEDIATELY REQUIRED FOR THE OBJECT IN SUB-CLAUSE (I) ABOVE, THE TRUSTEE MAY ADVANCE SCIENCE, LITERATURE AND ART ANYWHERE IN THE WORLD BY LENDING ITEMS AND CURATING TRAVELLING EXHIBITIONS IN ACCORDANCE WITH THE TERMS SPECIFIED IN CLAUSE 8.
Financial health, per its FY2026 accounts
The charity reported a net outgoing resource of £101,735 for the year, resulting in a decrease in total funds to £3,664,943. The trustees maintain a reserves policy targeting specific fund balances, noting that the Income Generating Fund is currently below its £500,000 target. The accounts are prepared on a going concern basis, with the auditors confirming no material uncertainties regarding the charity's ability to continue in operational existence.
What the accounts disclose
“The Income Generating Fund covers item (iii) above and the Directors aim to hold £500,000 to generate income to spend on charitable activities, this balance currently stands at £273,177.” — page 6
“In the year, the only related party transactions were purchases of annual memberships, all of which are in line with the normal course of business and the transactions were completed at an arm's length basis.” — page 30
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- 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
- Investment
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 121
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 100
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 91
Corporate structure
- Registered company of the charity Companies House 02857000
Company officers (Companies House)
- CALABRIA-HOLLEY, Juliana, Dr not on trustee list
- BRANT, Graham John not on trustee list
- SMITH, Claire Beadsmore not on trustee list
- LAW, John not on trustee list
- WYNNE HUGHES, Adam Rhys not on trustee list
- KELLY, Katrina not on trustee list
- GOODING, Julian Charles Dalmage not on trustee list
- WASMUHT, Andreas Alexej not on trustee list
- BUDD OBE, Christopher John, Professor not on trustee list
- BURTON, Mary Saunders not on trustee list
- HALL, David Charles not on trustee list
- WILLSON, Jolyon Peter, Dr not on trustee list
- GADD, Ian Anders not on trustee list
- GARDNER, Malcolm John
Structured financials (annual return, FY ending 31/03/2026)
Trustees
- Bath Royal Literary and Scientific Institution Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £547k | £710k |
| 31/03/2025 | £457k | £579k |
| 31/03/2024 | £671k | £492k |
| 31/03/2023 | £310k | £328k |
| 31/03/2022 | £311k | £328k |
Common questions
Is BATH ROYAL LITERARY AND SCIENTIFIC INSTITUTION financially healthy?
Per its FY2026 accounts: The charity reported a net outgoing resource of £101,735 for the year, resulting in a decrease in total funds to £3,664,943. The trustees maintain a reserves policy targeting specific fund balances, noting that the Income Generating Fund is currently below its £500,000 target. The accounts are prepared on a going concern basis, with the auditors confirming no material uncertainties regarding the charity's ability to continue in operational existence. Its FY2026 accounts were audited by Sumer Auditco Limited.
Who funds BATH ROYAL LITERARY AND SCIENTIFIC INSTITUTION?
Funders whose own accounts filings name BATH ROYAL LITERARY AND SCIENTIFIC INSTITUTION as a grant recipient include THE MEDLOCK CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE MEDLOCK CHARITABLE TRUST | FY2025 | £75k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 17/01/2024 | £225k | "Investing in all our futures - BRLSI's Imaginations" |
| The National Lottery Heritage Fund | 14/04/2021 | £91k | "BRLSI 2.0 - building on generations of Bath collectors and inspirations" |
| The National Lottery Heritage Fund | 03/07/2019 | £36k | "Opening up BRLSI" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ROPER FAMILY CHARITABLE TRUST | 1 | £586k |
| THE MISS BERYL BILLINGS (KNOWN AS MARGOT BOYD) CHARITABLE TRUST | 1 | £370k |
| KUSUMA TRUST UK | 1 | £195k |
| THE ROSE FOUNDATION | 1 | £17k |
| MARIA BJORNSON MEMORIAL FUND | 1 | £10k |
| THE GOLDHILL FAMILY CHARITABLE TRUST | 1 | £5k |
| THE THEATRES TRUST CHARITABLE FUND | 1 | £5k |
| THE CHAMPNISS CHARITABLE TRUST | 1 | £3k |
Charities like this
- BATH INSTITUTE FOR RHEUMATIC DISEASES
- THE ROYAL INSTITUTION OF GREAT BRITAIN
- READING REAL ESTATE FOUNDATION
- THE THEATRE ROYAL BATH LIMITED
- KING EDWARD'S SCHOOL BATH
- ROYAL SOCIETY OF BRITISH ARTISTS LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BATH ROYAL LITERARY AND SCIENTIFIC INSTITUTION | £547k | — | 0 | below | — | no doubt |
| BATH INSTITUTE FOR RHEUMATIC DISEASES | £104k | — | 0 | unclear | — | no doubt |
| THE ROYAL INSTITUTION OF GREAT BRITAIN | £9.8m | — | — | below | — | noted |
| READING REAL ESTATE FOUNDATION | £629k | — | 0 | unclear | — | no doubt |
| THE THEATRE ROYAL BATH LIMITED | £19.7m | — | — | unclear | — | no doubt |
| KING EDWARD'S SCHOOL BATH | £20.0m | £190,001 - £200,000 | — | below | — | no doubt |