ACORN BANK WATERMILL TRUST

Charity number: 1193320
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To preserve for the public benefit Acorn Bank Watermill, a Grade II* listed 19th Century watermill, located on the National Trust's Acorn Bank Estate at Temple Sowerby, Penrith, Cumbria CA10 1SP as a building of architectural and historical interest.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £22,698
Total expenditure: £14,143

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:
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 29 January 2021: CIO registration
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
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • 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 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Robert Price Chair 30 March 2022
None on record
Julie Owens Trustee 26 March 2024
None on record
Charles Roger Frank Trustee 29 March 2023
None on record
Bridget Mary Davey Trustee 30 March 2022
None on record
Arthur Geoffrey Bailes Trustee 29 January 2021
None on record
Martin Declan Fagan Trustee 29 January 2021
None on record
PETER SIMPSON Trustee 29 January 2021
None on record
Dr Carl Hugh Richardson Trustee 29 January 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2021 31/12/2022 31/12/2023
Total gross income £12.11k £12.20k £22.70k
Total expenditure £5.25k £12.01k £14.14k
Income from government contracts N/A N/A N/A
Income from government grants N/A N/A £0

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 09 April 2024 On time
Accounts and TAR 31 December 2023 09 April 2024 On time Download Open in new window
Annual return 31 December 2022 01 May 2023 On time
Accounts and TAR 31 December 2022 01 May 2023 On time Download Open in new window
Annual return 31 December 2021 03 October 2022 On time
Accounts and TAR 31 December 2021 03 October 2022 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 29 Jan 2021 as amended on 03 Oct 2022 as amended on 01 May 2023

Charitable objects

THE OBJECTS OF THE CIO ARE: 1) TO PRESERVE FOR THE PUBLIC BENEFIT ACORN BANK WATERMILL, A GRADE II* LISTED 19TH CENTURY WATERMILL, LOCATED ON THE NATIONAL TRUST’S ACORN BANK ESTATE AT TEMPLE SOWERBY, PENRITH, CUMBRIA AS A BUILDING OF ARCHITECTURAL AND HISTORICAL INTEREST. 2) TO ADVANCE THE EDUCATION OF THE PUBLIC BY ESTABLISHING ACORN BANK WATERMILL AS A HERITAGE CENTRE WHICH: • OFFERS THE PUBLIC AN OPPORTUNITY TO SEE A WORKING WATER POWERED CORN MILL AND ASSOCIATED MACHINERY THAT MILLS WHEAT AND PRODUCES MERCHANTABLE FLOUR THEREBY DEMONSTRATING THE ART OF FLOUR MILLING AND THE CRITICALLY ENDANGERED CRAFT OF MILLWRIGHTING USING, AS FAR AS POSSIBLE, TRADITIONAL METHODS; AND • ENHANCES PUBLIC KNOWLEDGE AND UNDERSTANDING OF THE WATERMILL’S ROLE BOTH IN THE CONTEXT OF THE NATION’S WIDER AGRICULTURAL AND INDUSTRIAL HERITAGE AND ITS ROLE IN LOCAL CULTURAL AND SOCIAL HISTORY, INCLUDING ITS RELATIONSHIP WITH GYPSUM MINING IN CUMBRIA.

Area of benefit

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

LOCAL

Contact information

Address:
BANKER LODGE
MAIN STREET
KIRKBY THORE
PENRITH
CUMBRIA
CA10 1XN
Phone:
07909119622
Email:
ab.wt@outlook.com
Website:

www.acornbankwatermill.org.uk Open in new window