THE MILVERTON TRUST

Charity number: 1061407
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Organisation of the annual Street Fair in Milverton as part of the Milverton Festival which takes place on the first May Bank Holiday and other fundraising events during the year. Proceeds are used to support a variety of good causes within the village and surrounding area including the development of the village web site, www.milverton.org.uk

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £15,049
Total expenditure: £11,811

People

10 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No information available

One or more of the employees were formerly trustees

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Environment/conservation/heritage
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 19 March 1997: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Risk 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mark Williams Chair 24 June 2024
None on record
Carol Landon Trustee 09 July 2025
None on record
Susan Jane Murray Trustee 24 June 2024
None on record
Fiona Williams Trustee 24 June 2024
None on record
Wendy Jones Trustee 19 February 2024
REMINISCENCE LEARNING
Received: On time
Sharon Colclough Trustee 15 January 2024
None on record
Nick Argles Trustee 19 June 2023
None on record
Christopher de Lacy Mann Trustee 10 March 2022
None on record
Kirsty Harris Trustee 15 November 2021
None on record
PHILIP JOHN CHAMBERS Trustee 11 July 2012
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 £3.11k £911 £11.28k £7.30k £15.05k
Total expenditure £2.21k £734 £9.87k £10.18k £11.81k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A 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 12 July 2025 On time
Accounts and TAR 31 December 2024 Not required
Annual return 31 December 2023 24 July 2024 On time
Accounts and TAR 31 December 2023 Not required
Annual return 31 December 2022 22 June 2023 On time
Accounts and TAR 31 December 2022 Not required
Annual return 31 December 2021 21 July 2022 On time
Accounts and TAR 31 December 2021 Not required
Annual return 31 December 2020 26 October 2021 On time
Accounts and TAR 31 December 2020 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.

TRUST DEED DATED 16 JANUARY 1997 AS AMENDED BY SUPPLEMENTAL DEED DATED 3 MARCH 2009 as amended on 13 Dec 2016

Charitable objects

1) TO PROTECT AND PRESERVE FOR THE BENEFIT OF THE PUBLIC SUCH FEATURES IN THE AREA OF BENEFIT AS ARE OF SPECIAL HISTORICAL OR ARCHITECTURAL OR LANDSCAPE INTEREST; 2) THE PROVISION, PRESERVATION AND PROTECTION OF PUBLIC RIGHTS OF WAY OVER FOOTPATHS AND OTHER WAYS FOR THE USE AND GENERAL BENEFIT AND ENJOYMENT OF THE SAID INHABITANTS; 3) OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT

Area of benefit

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

PARISH OF MILVERTON

Contact information

Address:
Woods Cottage
Sand Street
Milverton
TAUNTON
Somerset
TA4 1JN
Phone:
07733113088
Email:
Hello@themilvertontrust.org
Website:

https://themilvertontrust.org Open in new window