THE TUDOR HOUSE MUSEUM TRUST

Charity number: 1160419
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To gather together by gifts, loans and purchases, a collection of items reflecting the history of Upton upon Severn and district for the interest and education of local people, their children and visitors to the town.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £39,625
Total expenditure: £59,290

People

7 Trustee(s)

24 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:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 10 February 2015: CIO registration
  • 10 March 2016: Funds received from 1072051 THE TUDOR HOUSE MUSEUM TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mark Mynard Chair 22 October 2022
None on record
Michael Follett Trustee 20 May 2024
None on record
Janet Taylor Trustee 20 May 2024
None on record
Rupert Geoffrey William St Leger-Chambers Trustee 06 October 2018
None on record
SUSAN MYNARD Trustee 23 September 2017
None on record
Anita Wilkins Trustee 09 October 2015
None on record
COLIN LESLIE BIGGS FCA Trustee 10 February 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £39.63k £31.29k £28.35k £30.80k £39.63k
Total expenditure £52.57k £29.17k £38.47k £34.63k £59.29k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £10.00k 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 March 2024 03 October 2024 On Time
Accounts and TAR 31 March 2024 03 October 2024 On Time Download Open in new window
Annual return 31 March 2023 09 February 2024 9 days late
Accounts and TAR 31 March 2023 09 February 2024 9 days late Download Open in new window
Annual return 31 March 2022 11 November 2022 On Time
Accounts and TAR 31 March 2022 11 November 2022 On Time Download Open in new window
Annual return 31 March 2021 12 November 2021 On Time
Accounts and TAR 31 March 2021 12 November 2021 On Time Download Open in new window
Annual return 31 March 2020 20 November 2020 On Time
Accounts and TAR 31 March 2020 20 November 2020 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 10 Feb 2015

Charitable objects

TO PROVIDE FOR THE ADVANCEMENT OF PUBLIC EDUCATION BY GATHERING TOGETHER A COLLECTION OF ITEMS AND ARTEFACTS (WHETHER BY GIFT, LOAN OR PURCHASE) REFLECTING THE HISTORY PRINCIPALLY OF UPTON UPON SEVERN AND THE RIVER SEVERN FOR DISPLAY IN A MUSEUM FOR THE INTEREST AND EDUCATION OF LOCAL PEOPLE, THEIR CHILDREN, SCHOOL GROUPS AND VISITORS TO THE TOWN OF UPTON UPON SEVERN. NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH [SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005] AND [SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008]

Contact information

Address:
The Tudor House Museum
16 Church Street
Upton-upon-Severn
WORCESTER
WR8 0HT
Phone:
01684437070
Email:
Tudorhouse.upton@gmail.com
Website:

thetudorhousemuseumupton.org