Finance Score: -3

Governance Score: -1

Support Score: 0

Spending declining: -1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Dynamic board: +3
All male board: -3

Large volunteers +5

Overall GiG Score: 1

SHERBORNE STEAM AND WATERWHEEL CENTRE

Restoration of 19C waterwheel and associated machinery in listed building. Creation of museum of related local history, and waterwheels. Restoration of an historically important steam engine.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
On several occasions in recent years income has been less than spending

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
31/12/23		£23	£2	£20	n/a	n/a	n/a	n/a	n/a	10
31/12/22		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£2	£4	£-2	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£5	£4	£0	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?		£3	£3	£1	£0	£0	£0	n/a	0	0
04/04/15		£8	£8	£1	£0	£0	£0	n/a	0	0
04/04/14		£6	£4	£3	£0	£0	£0	n/a	0	0
04/04/13		£5	£4	£1	£0	£0	£0	n/a	0	0
04/04/12	*	£50	£49	£1	£0	£0	£0	n/a	0	0
04/04/11		£8	£26	£-17	£0	£0	£0	n/a	0	0
04/04/10		£13	£3	£10	£0	£0	£0	n/a	0	0
04/04/09		£13	£14	£-1	£0	£0	£0	n/a	0	0
04/04/08		£28	£31	£-3	£0	£0	£0	n/a	0	0
04/04/07		£20	£21	£-1	£0	£0	£0	n/a	0	0
01/04/06		£8	£8	£0	£0	£0	£0	n/a	0	0
01/04/05		£3	£1	£2	£0	£0	£0	n/a	0	0
01/04/04		£1	£2	£-1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

www.sswc.co.uk

geoffreyward624@aol.com

01963250206

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CRAIG ALLAN HENDERSON Appointed: 2013

DAVID JOHN WILKINS Appointed: 2013

GEOFFREY MACMAN WARD

JOHN ANDREW THOMPSON Appointed: 2016, Other trusteeships: FRIENDS OF THE YEATMAN HOSPITAL, THE FRIENDS OF SHERBORNE HOUSE,

NIGEL STEWART BARTRAM Appointed: 2023

PAUL RICHARD BELLISS (Chair) Appointed: 2022

Legal constitution

Charity registered in England & Wales on 28/08/2003, number: 1099153

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Volunteer management

Filing Record

20 returns made; AR12: 1 days late,

Main office

MARGALLA
HIGHER GUNVILLE
MILBORNE PORT
SHERBORNE
DT9 5AW

Objectives

(1) THE RESTORATION, PRESERVATION AND UPKEEP OF THE FABRIC OF THE WATER WHEEL, ASSOCIATED ARTEFACTS AND BUILDINGS INCLUDING LISTED BUILDINGS PREVIOUSLY KNOWN AS CASTLETON WATERWHEEL MUSEUM FOR THE BENEFIT OF PERSONS RESIDENT IN SHERBORNE AND THE SURROUNDING DISTRICT AND THE GENERAL PUBLIC BY THE ADVANCEMENT OF EDUCATION, SUCH ARTEFACTS AND BUILDINGS BEING OF HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL IMPORTANCE. (2) THE ESTABLISHMENT OF A MUSEUM OF INDUSTRIAL ARCHAEOLOGY SPECIFIC TO WATER SUPPLIES MATTERS FOR THE BENEFIT OF THE PUBLIC BY THE ADVANCEMENT OF EDUCATION IN THE HISTORY OF SHERBORNE. (3) THE RESTORATION, PRESERVATION, MAINTENANCE AND OPERATION OF HISTORICALLY IMPORTANT STEAM ENGINES, PUMPS AND RELATED EQUIPMENT FOR THE BENEFIT OF THE PUBLIC BY THE ADVANCEMENT OF EDUCATION IN THE HISTORY OF ENGINEERING WITH PARTICULAR REFERENCE TO ENGINES MANUFACTURED NEAR OR WITH HISTORIC CONNECTIONS TO SHERBORNE AND THE SURROUNDING DISTRICT.

Defined Area of Benefit:

RESIDENTS IN SHERBORNE AND THE DISTRICT AND THE PUBLIC AT LARGE

Data Sources