Finance Score: -3

Governance Score: -1

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -4

STAN OWEN HERITAGE TRUST

The Stan Owen Heritage Trust exists to award small grants to advance education for the public benefit in the history, heritage, archaeology and culture of Northumberland. The Trust may assist the funding of a plan or project in a museum or heritage centre, a location, building or institution, or the copying of material such as photographs, postcards, documents or diaries for archive purposes.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£4	£0	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£4	£0	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£4	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£8	£5	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£10	£2	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£5	£0	£5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 10 years

02476677845

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
Other Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Northumberland,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DR MARY MARGARET WEST Appointed: 2024

REVD DUNCAN HOPE RAYNOR Appointed: 2014

ROBERT TIBBOTT B.A. Appointed: 2019

STANLEY FREDERICK OWEN M.A. (Chair) Appointed: 2014

Legal constitution

Charity registered in England & Wales on 02/09/2014, number: 1158417

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

10 returns made; all on time

Main office

32 ABERCORN ROAD
COVENTRY
CV5 8EF

Objectives

TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT IN THE HISTORY, HERITAGE, ARCHAEOLOGY AND CULTURE OF NORTHUMBERLAND IN SUCH WAYS AS THE TRUSTEES MAY DETERMINE, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING GRANTS TO SUPPORT PROJECTS WHICH EDUCATE THE PUBLIC IN SUCH SUBJECTS.

Defined Area of Benefit:

NORTHUMBERLAND