TENBURY WELLS MUSEUM AND HISTORY GROUP CIO

Charity Number: 1186814
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity provides and maintains a Museum in Tenbury to collect and display items of historic interest particularly for the local area. This includes various documents and photographs including digital copies of the Tenbury Advertiser available for research. In addition the charity organises monthly talks on historical subjects especially as related to the local area.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £7,132
Total expenditure: £6,078

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 Services
Where the charity operates:
  • Shropshire
  • Worcestershire

Governance

Registration history:
  • 09 December 2019: CIO registration
  • 21 December 2021: Funds received from 508827 TENBURY WELLS MUSEUM & HISTORY GROUP
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Franklin Trustee 03 April 2025
None on record
Jill Malek Trustee 03 September 2020
None on record
Steven Howard Malek Trustee 03 September 2020
None on record
Dr David Patrick Trustee 09 December 2019
None on record
Phillip Rees Trustee 09 December 2019
None on record
Monica Rees Trustee 09 December 2019
None on record
Tracey Morris Trustee 09 December 2019
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
Total gross income £4.39k £6.97k £17.92k £7.13k
Total expenditure £12.14k £2.97k £11.47k £6.08k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A £450 £2.67k 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 18 June 2024 On Time
Accounts and TAR 31 December 2023 18 June 2024 On Time Download Open in new window
Annual return 31 December 2022 09 March 2023 On Time
Accounts and TAR 31 December 2022 13 March 2023 On Time Download Open in new window
Annual return 31 December 2021 05 September 2022 On Time
Accounts and TAR 31 December 2021 21 September 2022 On Time Download Open in new window
Annual return 31 December 2020 28 October 2021 On Time
Accounts and TAR 31 December 2020 06 November 2021 6 days late Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Tenbury Museum
Cross Street
Tenbury Wells
Worcestershire
WR15 8EF
Phone:
07361 701804