Finance Score: 2

Governance Score: 4

Support Score: 7

Strong growth: +2
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 13

THE MILVERTON TRUST

Organisation of the annual Street Fair in Milverton as part of the Milverton Festival which takes place on the first May Bank Holiday and other fundraising events during the year. Proceeds are used to support a variety of good causes within the village and surrounding area including the development of the village web site, www.milverton.org.uk

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£11	£10	£1	n/a	n/a	n/a	n/a	n/a	12
31/12/21	£1	£1	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£3	£2	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£5	£3	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£3	£2	£1	£0	£0	£0	n/a	0	0
31/12/17	£3	£3	£0	£0	£0	£0	n/a	0	0
31/12/16	£4	£5	£-1	£0	£0	£0	n/a	0	0
31/12/15	£8	£7	£1	£0	£0	£0	n/a	0	0
31/12/14	£8	£8	£0	£0	£0	£0	n/a	0	0
31/12/13	£4	£3	£1	£0	£0	£0	n/a	0	0
31/12/12	£0	£1	£-1	£0	£0	£0	n/a	0	0
31/12/11	£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/10	£2	£1	£1	£0	£0	£0	n/a	0	0
31/12/09	£2	£1	£1	£0	£0	£0	n/a	0	0
31/12/08	£2	£1	£1	£0	£0	£0	n/a	0	0
31/12/07	£3	£2	£0	£0	£0	£0	n/a	0	0
31/12/06?	£4	£3	£1	£0	£0	£0	n/a	0	0
30/09/05	£3	£3	£1	£0	£0	£0	n/a	0	0
30/09/04	£4	£3	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 27 years

https://www.milverton.org.uk

themilvertontrust@gmail.com

07411025619

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Somerset Community Foundation - Project Milverton Community Jubilee
£3,499	29/03/2022	Jubilee events for the community in Milverton

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

CHRISTOPHER DE LACY MANN Appointed: 2022

GARY WHITTAKER Appointed: 2023

KIRSTY HARRIS Appointed: 2021

NICK ARGLES Appointed: 2023

PHILIP JOHN CHAMBERS Appointed: 2012

PHILIP JOHN YOUNG (Chair) Appointed: 2022

SHARON COLCLOUGH Appointed: 2024

VIRGINIA LOUISE MAY Appointed: 2023

CLAIRE KLOEDEN Appointed: 2024, Other trusteeship: MILVERTON SCHOOL ASSOCIATION,

JOHN TOWNEND Appointed: 2018, Other trusteeship: THE BRISTOL CORN TRADE GUILD,

WENDY JONES Appointed: 2024, Occupation: Retired, Other trusteeship: REMINISCENCE LEARNING,

Legal constitution

Charity registered in England & Wales on 19/03/1997, number: 1061407

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

19 returns made; all on time

Main office

Ford Bridge Cottage
Station Road
Milverton
TAUNTON
Somerset
TA4 1LD

Objectives

1) TO PROTECT AND PRESERVE FOR THE BENEFIT OF THE PUBLIC SUCH FEATURES IN THE AREA OF BENEFIT AS ARE OF SPECIAL HISTORICAL OR ARCHITECTURAL OR LANDSCAPE INTEREST; 2) THE PROVISION, PRESERVATION AND PROTECTION OF PUBLIC RIGHTS OF WAY OVER FOOTPATHS AND OTHER WAYS FOR THE USE AND GENERAL BENEFIT AND ENJOYMENT OF THE SAID INHABITANTS; 3) OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT

Defined Area of Benefit:

PARISH OF MILVERTON

Data Sources