THE BEATRIX POTTER SOCIETY

Charity number: 1175188
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Society shall seek to educate the public in and promote research into the life and works of Beatrix Potter by charitable ways and for the public benefit, and the Society shall publish the results of research. We welcome members worldwide.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £57,730
Total expenditure: £51,725

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
  • Other Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England
  • Australia
  • Belarus
  • Canada
  • Croatia
  • France
  • Germany
  • Italy
  • Japan
  • Jersey
  • Netherlands
  • Norway
  • South Africa
  • Sweden
  • United States

Governance

Registration history:
  • 17 October 2017: CIO registration
  • 28 July 2019: Funds received from 281198 THE BEATRIX POTTER SOCIETY
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • 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
  • Investing charity funds policy and procedures
  • 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 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Elizabeth Hunter MacFarlane Chair 26 March 2022
None on record
Emma Drag Trustee 23 March 2024
None on record
Brittney Wichard Trustee 23 March 2024
None on record
Emma White Trustee 23 March 2024
NATIONAL COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOCIATIONS (INCORPORATED)
Received: On time
CITY OF EXETER YMCA
Received: On time
YMCA EXETER COMMUNITY PROJECTS
Received: On time
YMCA CENTRES (SOUTH MOLTON)
Received: On time
Helen Sirett Trustee 23 March 2024
None on record
Karen McIlwraith Trustee 26 March 2022
None on record
Lindsay Moen Trustee 13 March 2021
None on record
Elizabeth Adams Trustee 13 March 2021
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 £32.20k £34.91k £50.53k £47.50k £57.73k
Total expenditure £30.12k £18.18k £18.37k £28.42k £51.73k
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 2023 30 June 2024 On Time
Accounts and TAR 31 December 2023 16 July 2024 On Time Download Open in new window
Annual return 31 December 2022 27 July 2023 On Time
Accounts and TAR 31 December 2022 14 September 2023 On Time Download Open in new window
Annual return 31 December 2021 13 April 2022 On Time
Accounts and TAR 31 December 2021 13 April 2022 On Time Download Open in new window
Annual return 31 December 2020 09 April 2021 On Time
Accounts and TAR 31 December 2020 09 April 2021 On Time Download Open in new window
Annual return 31 December 2019 19 August 2020 On Time
Accounts and TAR 31 December 2019 19 August 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 - ASSOCIATION Registered 17 Oct 2017

Charitable objects

THE SOCIETY SHALL SEEK TO EDUCATE THE PUBLIC IN AND PROMOTE RESEARCH INTO THE LIFE AND WORKS OF BEATRIX POTTER BY CHARITABLE WAYS AND FOR THE PUBLIC BENEFIT, AND THE SOCIETY SHALL PUBLISH THE RESULTS OF RESEARCH.

Contact information

Address:
Jackson and Graham
Chartered Accountants
Lake Road
Bowness on Windermere
Cumbria
LA23 2JJ
Phone:
+447787578746
Email:
info@beatrixpottersociety.org.uk
Website:

www.beatrixpottersociety.org.uk Open in new window