STURMINSTER NEWTON HERITAGE TRUST

Charity number: 1184320
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the CIO is to advance the education of the public in the history and heritage of Sturminster Newton and its surrounding villages.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £35,127
Total expenditure: £27,145

People

9 Trustee(s)

30 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:
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 08 July 2019: CIO registration
  • 14 July 2020: Funds received from 1044018 STURMINSTER NEWTON MUSEUM AND MILL SOCIETY
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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PATRICK AGER Chair 08 July 2019
None on record
TONY BRANDON Trustee 04 April 2025
None on record
Paula Rosalind Harris Trustee 19 February 2025
None on record
IMOGEN HELENE BITTNER Trustee 28 April 2023
None on record
Laura Marie Sweetenham Trustee 03 October 2021
None on record
PETER LOOSMORE Trustee 08 July 2019
None on record
ZILLA BROWN Trustee 08 July 2019
None on record
RICHARD BUXTON BROWN Trustee 08 July 2019
STURMINSTER NEWTON COMMUNITY LEARNING CENTRE
Received: On time
JANE PALMER Trustee 08 July 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £24.86k £43.73k £32.72k £34.92k £35.13k
Total expenditure £24.26k £29.35k £37.85k £38.98k £27.15k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £10.04k £19.35k £5.53k 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 30 September 2024 21 February 2025 On time
Accounts and TAR 30 September 2024

(These accounts
have been qualified)

21 February 2025 On time Download Open in new window
Annual return 30 September 2023 14 February 2024 On time
Accounts and TAR 30 September 2023 14 February 2024 On time Download Open in new window
Annual return 30 September 2022 04 November 2022 On time
Accounts and TAR 30 September 2022 04 November 2022 On time Download Open in new window
Annual return 30 September 2021 05 November 2021 On time
Accounts and TAR 30 September 2021 05 November 2021 On time Download Open in new window
Annual return 30 September 2020 16 October 2020 On time
Accounts and TAR 30 September 2020 19 October 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 08 Jul 2019

Charitable objects

THE OBJECT OF THE CIO IS TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND HERITAGE OF STURMINSTER NEWTON AND ITS SURROUNDING VILLAGES, IN PARTICULAR, BUT NOT EXCLUSIVELY BY: A) THE MAINTENANCE AND MANAGEMENT OF AN ANCIENT, GRADE II* LISTED WORKING MILL AND SUCH OTHER HISTORICAL SITES DEEMED TO BE THE RESPONSIBILITY OF THE CIO; B) THE MAINTENANCE AND MANAGEMENT OF STURMINSTER NEWTON MUSEUM TO NATIONALLY RECOGNISED ACCREDITATION STANDARDS OF GOVERNANCE, COLLECTIONS MANAGEMENT AND VISITOR SERVICES; C) FACILITATING ACCESS TO AND THE INTERPRETATION OF OTHER SITES AND BUILDINGS OF HISTORIC INTEREST WITHIN STURMINSTER NEWTON AND THE SURROUNDING AREA THROUGH MANAGEMENT AGREEMENTS OR PARTNERSHIPS WITH OTHER PARTIES AS APPROPRIATE; D) BUILDING, HOLDING IN TRUST AND CARING FOR A COLLECTION OF OBJECTS FROM AN AREA AUTHORISED AND AGREED BY THE DORSET MUSEUMS ASSOCIATION, ROUGHLY AN AREA GOVERNED BY THE FORMER STURMINSTER NEWTON RURAL DISTRICT COUNCIL; E) MAKING COLLECTIONS OF ARTEFACTS, ITEMS AND SOURCES OF HISTORICAL INTEREST ACCESSIBLE TO THE PUBLIC FOR THEIR INFORMATION AND ENJOYMENT THROUGH DISPLAYS AND THE PROVISION OF RESEARCH FACILITIES THROUGHOUT THE YEAR; F) ACTIVELY ENGAGING WITH SCHOOLS AND ADULT INTEREST GROUPS TO INCREASE KNOWLEDGE AND APPRECIATION OF THE LOCAL HERITAGE THROUGH REGULAR TALKS, EVENTS AND TARGETED ACTIVITIES;

Area of benefit

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

LOCAL

Contact information

Address:
Old Market Cross House
Market Cross
Sturminster Newton
Dorset
DT10 1AN
Phone:
01258471878
Email:
snmmsociety@outlook.com
Website:

www.sturminsternewton-museum.co.uk Open in new window