MORTS ASTLEY HERITAGE TRUST
the acquisition, restoration and management of the Grade II* listed building, Astley Hall(known as Dam House), together with the surrounding woodlands.
Objects
TO PRESERVE FOR THE PUBLIC BENEFIT HISTORICAL,ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE IN THE FORM OF BUILDINGS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £26,330 for the year, primarily due to an exceptional write-off of a £30,168 loan from its trading subsidiary, The Tea Room at Damhouse Limited, which entered Creditors’ Voluntary Liquidation. Excluding this exceptional item, the charity achieved an underlying operating surplus of £3,838, and the trustees are focused on rebuilding unrestricted reserves to meet their stated policy target of £63,100.
What the accounts disclose
“The trustees consider that the ideal level of reserves to cover all of the above as at 30 June 2025 would be £63,100.” — page 9
“Following the Trust's trading subsidiary, The Tea Room at Damhouse Limited, being placed into Creditors’ Voluntary Liquidation in February 2025, its loan outstanding to the Trust amounting to £30,168, became irrecoverable. It was therefore written off during the financial year as disclosed in Note 8 of the Accounts’.” — page 8
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Property (HM Land Registry)
Trustees
- MARGARET HUGHESchair
- BEVERLEY JORDAN
- Barry Taylor
- Denise Clarke
- ELAINE HURST
- James Anthony Fish
- MR GEOFF HURST BSC
- Phyllis Bayley Mrs
- Timothy Haigh
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £229k | £256k |
| 30/06/2024 | £197k | £225k |
| 30/06/2023 | £162k | £208k |
| 30/06/2022 | £156k | £197k |
| 30/06/2021 | £173k | £174k |
Common questions
Is MORTS ASTLEY HERITAGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £26,330 for the year, primarily due to an exceptional write-off of a £30,168 loan from its trading subsidiary, The Tea Room at Damhouse Limited, which entered Creditors’ Voluntary Liquidation. Excluding this exceptional item, the charity achieved an underlying operating surplus of £3,838, and the trustees are focused on rebuilding unrestricted reserves to meet their stated policy target of £63,100. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 15/04/2009 | £3k | Dam House |
| The National Lottery Community Fund | 07/05/2007 | £10k | Dam House Grounds and Woodland |
| The National Lottery Heritage Fund | 20/03/1998 | £1.7m | "Dam House, Astley" |