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home >> charity search >> the milverton trust
Finance Score: 0
Governance Score: 5
Support Score: 2
  • Strong growth: +2
  • Deficit latest year: -2
  • No PartB
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +2
Overall GiG Score: 7 ?

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:

  • The charity has received modest backing from a grant maker
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Why are there 15 trustees whereas the Charities Commission recommends a maximum of 12?
  • Over half the Board have joined recently

Financial issues to consider:

  • Income was significantly lower than spending in the latest year
  • A PartB annual return has not been required and so detailed financial information is not available from the online data
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/12/23£7£10£-3n/an/an/an/an/an/a
31/12/22£11£10£1n/an/an/an/an/an/a
31/12/21£1£1£0n/an/an/an/an/an/a
31/12/20£3£2£1n/an/an/an/an/an/a
31/12/19£5£3£2n/an/an/an/an/an/a
31/12/18£3£2£1n/an/an/an/an/an/a
31/12/17£3£3£0n/an/an/an/an/an/a
31/12/16£4£5£-1n/an/an/an/an/an/a
31/12/15£8£7£1n/an/an/an/an/an/a
31/12/14£8£8£0n/an/an/an/an/an/a
31/12/13£4£3£1n/an/an/an/an/an/a
31/12/12£0£1£-1n/an/an/an/an/an/a
31/12/11£0£0£0n/an/an/an/an/an/a
31/12/10£2£1£1n/an/an/an/an/an/a
31/12/09£2£1£1n/an/an/an/an/an/a
31/12/08£2£1£1n/an/an/an/an/an/a
31/12/07£3£2£0n/an/an/an/an/an/a
31/12/06?£4£3£1n/an/an/an/an/an/a
30/09/05£3£3£1n/an/an/an/an/an/a
30/09/04£4£3£1n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 28 years

https://www.milverton.org.uk

themilvertontrust@gmail.com

07411025619

Charity Commission for England and Wales
UN SDGs
?
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 supports them? ?

Donations from Grant Makers ?

We have details on the following 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 (15)
Current Trustees appointed
Gender Split

  • BENJAMIN MARC ORTON Appointed: 2024
  • CHRISTOPHER DE LACY MANN Appointed: 2022
  • CLAIRE KLOEDEN Appointed: 2024
  • FIONA WILLIAMS Appointed: 2024
  • GARY WHITTAKER Appointed: 2023
  • JOHN TOWNEND Appointed: 2018
  • KIRSTY HARRIS Appointed: 2021
  • MARK WILLIAMS Appointed: 2024
  • NICK ARGLES Appointed: 2023
  • PHILIP JOHN CHAMBERS Appointed: 2012
  • PHILIP JOHN YOUNG (Chair) Appointed: 2022
  • SHARON COLCLOUGH Appointed: 2024
  • SUSAN JANE MURRAY Appointed: 2024
  • VIRGINIA LOUISE MAY Appointed: 2023
  • WENDY JONES Appointed: 2024, Occupation: Retired
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
20 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

Charity Commission for England and Wales
360 Giving

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