Finance Score: -6

Governance Score: 5

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: -1

MILTON ABBEY HERITAGE TRUST

Maintenance of historic abbey and chapelCreation of visitor facilities for abbey and surrounding historic landscapeInterpretation of historic Benedictine spirituality into 21st century setting

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and dynamic in terms of composition

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
Spending has fallen significantly over the last 5 years relative to the previous period
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£4	£6	£-1	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£13	£22	£-9	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£5	£2	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£15	£22	£-7	n/a	n/a	n/a	n/a	n/a	10
31/12/18		£29	£20	£9	£0	£0	£0	n/a	0	60
31/12/17	*	£35	£31	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

liz.ashmead@salisbury.anglican.org

01722411922

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
Recreation
Religious Activities

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Age Range of Trustees: 41-79

ANNE LITCHFIELD Appointed: 2023, Occupation: Invigilator/ Archivist

HELIER EXON Appointed: 2020, Occupation: Retired

THE VEN ANTONY CHARLES MACROW-WOOD Appointed: 2015, Occupation: Arch Deacon, Other trusteeships: THE SOCIETY OF THE WOMEN OF NAZARETH (KNOWN AS THE LADIES OF THE GRAIL), VISCOUNT PORTMAN'S CHARITABLE TRUST, THE SALISBURY DIOCESAN BOARD OF FINANCE, THE SALISBURY DIOCESAN BOARD OF EDUCATION,

NEIL CROUCHER Appointed: 2023, Occupation: Head Of Philanthropy, Other trusteeships: THE DOMINY AND TURNER CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GEORGE'S PRESHUTE, MARLBOROUGH,

REV LEWIS PEARSON Appointed: 2020, Occupation: Clergy (Rector), Other trusteeship: THE TREGONWELL ALMSHOUSE TRUST,

THE VERY REV STEPHEN JOHN WAINE (Chair) Appointed: 2023, Occupation: Vicar, Other trusteeship: THE BRIDGE EDUCATIONAL TRUST (1996),

Legal constitution

Charitable company registered in England & Wales on 29/07/2016, number: 1168504
Registered at Companies House on 16/12/2015, number: 09919449

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

6 returns made; AR17: 28 days late,

Recent reorganisation events:

Asset transfer in from THE BENEDICTINE COMPANIONS OF THE ABBEY AT MILTON on 06/11/2023

Main office

DIOCESAN OFFICE
CHURCH HOUSE
CRANE STREET
SALISBURY
SP2 8TD

Objectives

THE CHARITYÆS OBJECTS (OBJECTS) FOR THE PUBLIC BENEFIT ARE:(A) TO MAINTAIN AND ENHANCE THE FABRIC OF THE BENEDICTINE ABBEY OF ST. SAMPSON, THE ASSOCIATED CHAPEL ST. CATHERINE AND SURROUNDING CAPABILITY BROWN LANDSCAPE SITUATED IN MILTON ABBAS, DORSET AS BUILDINGS AND LAND OF HISTORICAL AND ARCHITECTURAL IMPORTANCE; (B) TO ADVANCE THE EDUCATION OF THE PUBLIC ON MATTERS CONNECTED WITH THE ABBEY, CHAPEL AND LANDSCAPE AS BUILDINGS AND LAND OF HISTORICAL AND ARCHITECTURAL IMPORTANCE; AND(C) TO ADVANCE THE CHRISTIAN FAITH IN ACCORDANCE WITH THE STATEMENT OF BELIEFS APPEARING IN THE SCHEDULE HERETO.

Data Sources