Finance Score: -2

Governance Score: 6

Support Score: 4

Deficit latest year: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 8

STURMINSTER NEWTON HERITAGE TRUST

The object of the CIO is to advance the education of the public in the history and heritage of Sturminster Newton and its surrounding villages.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
30/09/23	£34,925	£38,983	£-4,058	35
30/09/22	£32,721	£37,853	£-5,132	36
30/09/21	£43,726	£29,348	£14,378	36
30/09/20	£24,861	£24,256	£605	34

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

www.sturminsternewton-museum.co.uk

snmmsociety@outlook.com

01258471878

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Dorset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
35 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
The Foyle Foundation - Small Grants
£5,000	11/02/2021	towards core running cost over the next 12 months (awarded grant in response to coronavirus)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

ZILLA BROWN Appointed: 2019

DR SYLVIA DENHAM Appointed: 2019

IMOGEN HELENE BITTNER Appointed: 2023

JANE PALMER Appointed: 2019

JESSICA RACHEL ENGLAND Appointed: 2021

LAURA MARIE SWEETENHAM Appointed: 2021

PATRICK AGER (Chair) Appointed: 2019

PETER LOOSMORE Appointed: 2019

RICHARD BUXTON BROWN Appointed: 2019, Other trusteeship: STURMINSTER NEWTON COMMUNITY LEARNING CENTRE,

Legal constitution

Charity registered in England & Wales on 08/07/2019, number: 1184320

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from STURMINSTER NEWTON MUSEUM AND MILL SOCIETY on 14/07/2020

Main office

Old Market Cross House
Market Cross
Sturminster Newton
Dorset
DT10 1AN

Objectives

THE OBJECT OF THE CIO IS TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND HERITAGE OF STURMINSTER NEWTON AND ITS SURROUNDING VILLAGES, IN PARTICULAR, BUT NOT EXCLUSIVELY BY: A) THE MAINTENANCE AND MANAGEMENT OF AN ANCIENT, GRADE II* LISTED WORKING MILL AND SUCH OTHER HISTORICAL SITES DEEMED TO BE THE RESPONSIBILITY OF THE CIO; B) THE MAINTENANCE AND MANAGEMENT OF STURMINSTER NEWTON MUSEUM TO NATIONALLY RECOGNISED ACCREDITATION STANDARDS OF GOVERNANCE, COLLECTIONS MANAGEMENT AND VISITOR SERVICES; C) FACILITATING ACCESS TO AND THE INTERPRETATION OF OTHER SITES AND BUILDINGS OF HISTORIC INTEREST WITHIN STURMINSTER NEWTON AND THE SURROUNDING AREA THROUGH MANAGEMENT AGREEMENTS OR PARTNERSHIPS WITH OTHER PARTIES AS APPROPRIATE; D) BUILDING, HOLDING IN TRUST AND CARING FOR A COLLECTION OF OBJECTS FROM AN AREA AUTHORISED AND AGREED BY THE DORSET MUSEUMS ASSOCIATION, ROUGHLY AN AREA GOVERNED BY THE FORMER STURMINSTER NEWTON RURAL DISTRICT COUNCIL; E) MAKING COLLECTIONS OF ARTEFACTS, ITEMS AND SOURCES OF HISTORICAL INTEREST ACCESSIBLE TO THE PUBLIC FOR THEIR INFORMATION AND ENJOYMENT THROUGH DISPLAYS AND THE PROVISION OF RESEARCH FACILITIES THROUGHOUT THE YEAR; F) ACTIVELY ENGAGING WITH SCHOOLS AND ADULT INTEREST GROUPS TO INCREASE KNOWLEDGE AND APPRECIATION OF THE LOCAL HERITAGE THROUGH REGULAR TALKS, EVENTS AND TARGETED ACTIVITIES;

Defined Area of Benefit:

LOCAL

Data Sources