WOTTON-UNDER-EDGE HISTORICAL SOCIETY

Charity number: 291936
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

HERITAGE CENTRE/MUSEUM AND VISITOR INFORMATION

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £14,291
Total expenditure: £18,030

Total income includes £3,500 from 1 government grant(s)

People

8 Trustee(s)

15 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:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Gloucestershire
  • South Gloucestershire

Governance

Registration history:
  • 08 July 1985: Standard registration
Organisation type:
Other
Other names:
  • WOTTON HERITAGE CENTRE (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Trustee conflicts of interest 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Reginald Clarke Chair 01 October 2016
THE BOURNSTREAM TRUST
Recently registered
Elizabeth Roper Trustee 04 November 2024
None on record
Hugo Grimes Trustee 14 July 2022
None on record
ANN ELIZABETH JOAN FALCON-UFF Trustee 18 August 2020
THE WOTTON-UNDER-EDGE DRAMATIC SOCIETY
Received: On time
James Shepherd Barrett Trustee 03 October 2018
DURSLEY OPEN DOOR
Received: On time
JEFF WALSHE Secretary Trustee 15 May 2015
None on record
Haidee Jackson Trustee 15 May 2015
None on record
Janet Walshe Trustee
None on record

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 £15.51k £20.54k £19.68k £15.75k £14.29k
Total expenditure £17.21k £14.86k £19.45k £17.63k £18.03k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £3.40k £3.50k £3.50k £6.17k £3.50k

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 23 August 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 05 July 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 11 June 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 26 April 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 24 August 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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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.

CONSTITUTION ADOPTED 29/03/1985 AS AMENDED ON 28/09/1990 AS AMENDED ON 25/02/2011

Charitable objects

A. TO ADVANCE THE EDUCATION OF AND STIMULATE PUBLIC INTEREST IN THE HISTORY AND ARCHAEOLOGY OF WOTTON-UNDER-EDGE AND ADJOINING PARISHES. B. TO ENCOURAGE THE PRESERVATION OF RECORDS AND ARTEFACTS OF ALL KINDS PERTAINING TO WOOTON-UNDER-EDGE AND ADJOINING PARISHES.

Area of benefit

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

WOTTON-UNDER-EDGE

Contact information

Address:
23 Water Lane
Wotton-under-Edge
GL12 7LG
Phone:
01453843060
Email:
wuehistsoc@gmail.com
Website:

www.wottonheritage.com Open in new window