THORNBURY AND DISTRICT HERITAGE TRUST

Charity Number: 296345
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

LOCAL MUSEUM RUN BY VOLUNTEERS. OPEN TO THE PUBLIC ON 3 DAYS A WEEK. COVERS THORNBURY TOWN AND SURROUNDING DISTRICT. CONSERVES AND DISPLAYS ARTEFACTS OF LOCAL PROVENANCE. UNDERTAKES SOME RESEARCH. RUNS ONE ASSOCIATED GROUP: ARCHAEOLOGY. ORGANISES OCCASIONAL PUBLIC TALKS AND WALKS.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £31,903
Total expenditure: £18,064

Total income includes £12,341 from 3 government grant(s)

People

9 Trustee(s)

65 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
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • South Gloucestershire

Governance

Registration history:
  • 08 April 1987: Standard registration
Organisation type:
Charitable company
Other names:
  • THORNBURY AND DISTRICT MUSEUM (Working name)
Company number:
02087293 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
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • 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 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jane Marks Trustee 30 March 2023
None on record
Aaron Forest Girdlestone Trustee 30 March 2023
None on record
Stanley Michael Morrissey Trustee 09 November 2021
None on record
Mr J M Shepherd Trustee 26 March 2014
None on record
DAVID THOMAS Trustee 11 July 2013
None on record
MARTIN ELTON Trustee 11 July 2013
None on record
MRS M M WISE Trustee
None on record
MRS P D MONTGOMERY Trustee
None on record
MRS J NEWLEY 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 £18.83k £11.35k £16.69k £31.72k £31.90k
Total expenditure £8.53k £7.14k £7.01k £11.55k £18.06k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £6.25k £6.25k £9.84k £6.25k £12.34k

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 12 April 2024 On Time
Accounts and TAR 31 December 2023 12 April 2024 On Time Download Open in new window
Annual return 31 December 2022 25 August 2023 On Time
Accounts and TAR 31 December 2022 21 October 2023 On Time Download Open in new window
Annual return 31 December 2021 24 May 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 27 September 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 24 October 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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 OF ASSOCIATION 6TH JANUARY 1987

Charitable objects

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE DISTRICT OF NORTHAVON IN THE COUNTY OF AVON AND OF THE NATION AT LARGE BY THE PROVISION AT THORNBURY IN THE DISTRICT OF NORTHAVON IN THE COUNTY OF AVON AND ELSEWHERE OF A MUSEUM.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Thornbury & District Heritage Trust
c/o Town Hall
35 High Street
Thornbury
BRISTOL
BS35 2AR
Phone:
01454857774
Email:
enquiries@thornburymuseum.org.uk
Website:

www.thornburymuseum.org.uk Open in new window