THE SIMONSBATH AND EXMOOR HERITAGE TRUST

Charity number: 1186622
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The preservation of the heritage of Simonsbath and Exmoor parish( including by preserving buildings or sites of historic or architectural importance), rural regeneration in that area, and advancing education and understanding and appreciation of the history, heritage culture and traditions of Simonsbath and Exmoor.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £4,202
Total expenditure: £1,932

People

8 Trustee(s)

5 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Arts/culture/heritage/science
  • Recreation
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 28 November 2019: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Francis Schott Chair 08 January 2019
None on record
Jill Wright Trustee 13 May 2021
None on record
Dr Gilbert Edward Greenall Trustee 13 May 2021
None on record
Tegan Gowlland Trustee 26 July 2019
None on record
Mark de Wynter-Smith Trustee 08 January 2019
None on record
Steven Pugsley Trustee 08 January 2019
None on record
Frances Mary Nicholson Trustee 08 January 2019
MOORLAND FOODBANK
Recently registered
THE HENRY LEIGH WITHYPOOL EDUCATIONAL TRUST
Received: On time
EXMOOR YOUTH PROJECT
Received: On time
Michael Bickersteth Trustee 08 January 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £2.50k £50 £5.23k £4.20k
Total expenditure £0 £713 £2.69k £1.93k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A

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 30 October 2024 On Time
Accounts and TAR 31 December 2023 30 October 2024 On Time Download Open in new window
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 30 October 2023 On Time Download Open in new window
Annual return 31 December 2021 19 October 2022 On Time
Accounts and TAR 31 December 2021 19 October 2022 On Time Download Open in new window
Annual return 31 December 2020 19 October 2021 On Time
Accounts and TAR 31 December 2020 19 October 2021 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.

CIO - FOUNDATION Registered 28 Nov 2019

Charitable objects

1) FOR THE PUBLIC BENEFIT,TO PRESERVE THE HERITAGE OF SIMONSBATH AND EXMOOR PARISH (IN PARTICULAR, BUT NOT EXCLUSIVELY, BY PRESERVING AND MAINTAINING BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE); (2) FOR THE PUBLIC BENEFIT, TO ADVANCE EDUCATION IN, AND PROMOTE UNDERSTANDING AND APPRECIATION OF, THE HISTORY, HERITAGE, CULTURE AND TRADITIONS OF SIMONSBATH AND EXMOOR PARISH; (3)TO FURTHER OR BENEFIT THE RESIDENTS OF SIMONSBATH AND EXMOOR PARISH AND THE NEIGHBOURHOOD, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS. IN FURTHERANCE OF THESE OBJECTS BUT NOT OTHERWISE THE CHARITY TRUSTEES SHALL HAVE POWER: TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE AND TO MAINTAIN OR MANAGE OR CO-OPERATE WITH ANY STATUTORY AUTHORITY IN THE MAINTENANCE AND MANAGEMENT OF SUCH AS CENTRE FOR ACTIVITIES PROMOTED BY THE CIO IN FURTHERANCE OF THE ABOVE OBJECTS.

Contact information

Address:
Rose Cottage
Simonsbath
Nr Minehead
TA24 7SH
Phone:
01643831598
Email:
stevenp@halsgrove.com
Website:

No information available