THE LAURENCE STERNE TRUST

Charity number: 1181127
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objects of the CIO are to advance education for the public benefit by promoting the understanding and appreciation of the life, works and continuing influence of Laurence Sterne; primarily, but not exclusively, through maintaining and managing Shandy Hall, Coxwold, and its collections as a public museum and a centre for research, education and creativity.

Income and expenditure

Data for financial year ending 31 October 2024

Total income: £174,685
Total expenditure: £208,131

Total income includes £138,597 from 1 government grant(s)

People

6 Trustee(s)

8 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Sponsors Or Undertakes Research
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 11 December 2018: CIO registration
  • 11 June 2020: Funds received from 529593 THE LAURENCE STERNE TRUST
  • 11 January 2022: Funds received from 1118987 THE LAURENCE STERNE TRUST
Organisation type:
CIO
Other names:

No other names

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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ROBERT JOHN WYKE Chair 11 December 2018
None on record
MEGAN ELLEN FORDE Trustee 04 August 2025
None on record
Rachel Ann Elizabeth Feldberg Trustee 30 January 2020
None on record
Dowager Lady POLLY MARY ANTONIA FEVERSHAM Trustee 11 December 2018
None on record
PETER BARDSEA MILLER Trustee 11 December 2018
None on record
THOMAS FORREST Trustee 11 December 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Total gross income £430.19k £143.89k £57.41k £85.82k £174.69k
Total expenditure £68.56k £136.77k £62.79k £90.69k £208.13k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £64.43k £56.60k £8.07k £12.04k £138.60k

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 October 2024 13 August 2025 On time
Accounts and TAR 31 October 2024 13 August 2025 On time Download Open in new window
Annual return 31 October 2023 24 August 2024 On time
Accounts and TAR 31 October 2023 24 August 2024 On time Download Open in new window
Annual return 31 October 2022 31 August 2023 On time
Accounts and TAR 31 October 2022 31 August 2023 On time Download Open in new window
Annual return 31 October 2021 20 May 2022 On time
Accounts and TAR 31 October 2021 20 May 2022 On time Download Open in new window
Annual return 31 October 2020 22 April 2021 On time
Accounts and TAR 31 October 2020 22 April 2021 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 11 Dec 2018

Charitable objects

TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT BY PROMOTING THE UNDERSTANDING AND APPRECIATION OF THE LIFE, WORKS AND CONTINUING INFLUENCE OF LAURENCE STERNE; PRIMARILY, BUT NOT EXCLUSIVELY, THROUGH MANAGING SHANDY HALL, COXWOLD, AND ITS COLLECTIONS AS A PUBLIC MUSEUM AND AS A CENTRE FOR RESEARCH, EDUCATION AND CREATIVITY.

Contact information

Address:
SHANDY HALL
COXWOLD
YORK
YO61 4AD
Phone:
01347 868465
Email:
info@laurencesternetrust.org.uk
Website:

www.laurencesternetrust.org,uk Open in new window