THE SULGRAVE MANOR TRUST

Charity number: 1003839
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Public opening and guided tours of the accredited Tudor house museum and garden, with family activity area and formal planting areas. Engagement activities in all spaces including the garden and exhibitions. Formal and Informal Learning activities founded upon the museum collections and ties between the UK and USA. Special opening, events and workshops are designed to welcome all age ranges.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £422,965
Total expenditure: £410,324

People

9 Trustee(s)

5 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • Northamptonshire

Governance

Registration history:
  • 24 January 2003: Standard registration
Organisation type:
Charitable company
Other names:
  • SULGRAVE MANOR (Working name)
  • THE SULGRAVE MANOR BOARD (Previous name)
Company number:
02627034 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anne Boyce Folkes Trustee 01 November 2023
None on record
Stephen George Hague Trustee 01 November 2022
None on record
Sam Robert Edwards Trustee 01 November 2022
None on record
Carole Lesley Souter Trustee 01 November 2022
None on record
Sophie Wilson Trustee 17 May 2022
None on record
Charbra Adams Jestin Trustee 19 October 2021
None on record
Polly Montoneri Trustee 08 June 2020
None on record
Dr Huw Thomas David Trustee 03 February 2020
None on record
Anthony Clive Preston Trustee 11 June 2018
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 31/12/2024
Total gross income £649.57k £339.94k £348.12k £443.93k £422.97k
Total expenditure £519.14k £461.66k £396.27k £391.35k £410.32k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £17.51k £24.47k N/A N/A N/A
Income - Donations and legacies £633.50k N/A N/A N/A N/A
Income - Other trading activities £1.74k N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £14.33k N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £514.04k N/A N/A N/A N/A
Expenditure - Raising funds £5.10k N/A N/A N/A N/A
Expenditure - Governance £0 N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £0 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 2024 16 June 2025 On time
Accounts and TAR 31 December 2024 16 June 2025 On time Download Open in new window
Annual return 31 December 2023 07 August 2024 On time
Accounts and TAR 31 December 2023 07 August 2024 On time Download Open in new window
Annual return 31 December 2022 24 March 2023 On time
Accounts and TAR 31 December 2022 24 March 2023 On time Download Open in new window
Annual return 31 December 2021 08 October 2022 On time
Accounts and TAR 31 December 2021 08 October 2022 On time Download Open in new window
Annual return 31 December 2020 22 April 2021 On time
Accounts and TAR 31 December 2020 22 April 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.

MEMORANDUM AND ARTICLES INCORPORATED 04/07/1991 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 20/06/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 02/07/2012

Charitable objects

THE TRUST’S OBJECTS (‘OBJECTS’) SHALL BE TO: TO PRESERVE SULGRAVE MANOR, SULGRAVE, NORTHAMPTONSHIRE (THE ANCESTRAL HOME OF THE FAMILY OF GEORGE WASHINGTON, THE FIRST PRESIDENT OF THE UNITED STATES OF AMERICA) FOR THE PUBLIC BENEFIT. TO PROVIDE AND SUPPORT EDUCATION IN SUBJECT AREAS RELEVANT TO SULGRAVE MANOR AND ITS HISTORIC ROLE IN THE HISTORY OF ANGLO-AMERICAN RELATIONS, AND TO THE HISTORY, LITERATURE AND INSTITUTIONS OF THE UNITED STATES.

Area of benefit

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

NOT DEFINED, IN PRACTICE SULGRAVE

Linked charities

Linked charities
Linked charity 1003839-1 THE SULGRAVE MANOR BOARD
Governing document
DECLARATION OF TRUST DATED 10TH NOVEMBER 1925 AS AMENDED BY A SCHEME SEALED 22ND JANUARY 1992
Charitable objects
FOR EVER HEREAFTER TO MAINTAIN SULGRAVE MANOR AND ALL THE CONTENTS THEREOF AS A PLACE OF HISTORIC INTEREST FOR THE BENEFIT OF THE PUBLIC.
Area of benefit
NORTHAMPTONSHIRE
Registration history
  • 24 January 2003 : Standard registration

Contact information

Address:
SULGRAVE MANOR
SULGRAVE
BANBURY
OX17 2SD
Phone:
01295760205
Email:
enquiries@sulgravemanor.org.uk
Website:

www.sulgravemanor.org.uk Open in new window