Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

Large volunteers +5

Overall GiG Score: 5

ACORN BANK WATERMILL TRUST

To preserve for the public benefit Acorn Bank Watermill, a Grade II* listed 19th Century watermill, located on the National Trust's Acorn Bank Estate at Temple Sowerby, Penrith, Cumbria CA10 1SP as a building of architectural and historical interest.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/12/23	£22,698	£14,143	£8,555	15
31/12/22	£12,200	£12,007	£193	19
31/12/21	£12,112	£5,248	£6,864	22

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Highest pay bracket: less than £60,000

Established: 3 years

www.acornbankwatermill.org.uk

ab.wt@outlook.com

07909119622

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
Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ARTHUR GEOFFREY BAILES Appointed: 2021

BRIDGET MARY DAVEY Appointed: 2022

CHARLES ROGER FRANK Appointed: 2023

DR CARL HUGH RICHARDSON Appointed: 2021

JULIE OWENS Appointed: 2024

MARTIN DECLAN FAGAN Appointed: 2021

NEIL ROBERTS HANNAH Appointed: 2021

ROBERT PRICE (Chair) Appointed: 2022

PETER SIMPSON Appointed: 2021, Occupation: Elect Eng Ret D, Other trusteeship: PENRITH PARISH CENTRE LIMITED,

Legal constitution

Charity registered in England & Wales on 29/01/2021, number: 1193320

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

3 returns made; all on time

Main office

BANKER LODGE
MAIN STREET
KIRKBY THORE
PENRITH
CUMBRIA
CA10 1XN

Objectives

THE OBJECTS OF THE CIO ARE:1) TO PRESERVE FOR THE PUBLIC BENEFIT ACORN BANK WATERMILL, A GRADE II* LISTED 19TH CENTURY WATERMILL, LOCATED ON THE NATIONAL TRUST’S ACORN BANK ESTATE AT TEMPLE SOWERBY, PENRITH, CUMBRIA AS A BUILDING OF ARCHITECTURAL AND HISTORICAL INTEREST.2) TO ADVANCE THE EDUCATION OF THE PUBLIC BY ESTABLISHING ACORN BANK WATERMILL AS A HERITAGE CENTRE WHICH:• OFFERS THE PUBLIC AN OPPORTUNITY TO SEE A WORKING WATER POWERED CORN MILL AND ASSOCIATED MACHINERY THAT MILLS WHEAT AND PRODUCES MERCHANTABLE FLOUR THEREBY DEMONSTRATING THE ART OF FLOUR MILLING AND THE CRITICALLY ENDANGERED CRAFT OF MILLWRIGHTING USING, AS FAR AS POSSIBLE, TRADITIONAL METHODS; AND• ENHANCES PUBLIC KNOWLEDGE AND UNDERSTANDING OF THE WATERMILL’S ROLE BOTH IN THE CONTEXT OF THE NATION’S WIDER AGRICULTURAL AND INDUSTRIAL HERITAGE AND ITS ROLE IN LOCAL CULTURAL AND SOCIAL HISTORY, INCLUDING ITS RELATIONSHIP WITH GYPSUM MINING IN CUMBRIA.

Defined Area of Benefit:

LOCAL

Data Sources