MORETONHAMPSTEAD DEVELOPMENT TRUST
To provide facilities for recreation, advance education and relieve poverty. To preserve protect and enhance for the benefit of the public the amenities including the buildings or features of historic or natural interest. To further any charitable purposes with the objects of improving the conditions of life and social welfare for those living or working in the parish of Moretonhampstead.
Objects
THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF RURAL REGENERATION IN AREAS OF SOCIAL OR ECONOMIC DEPRIVATION (AND IN PARTICULAR IN MORETONHAMPSTEAD PARISH) BY ALL OR ANY OF THE FOLLOWING MEANS;1. THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE.2 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS, AND/OR LAND FOR USE OF FAVOURABLE TERMS.3. THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES:4. THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE.5. THE SUPPORT AND PROMOTION OF LOCAL SMALL BUSINESSES INCLUDING THE PROVISION FOR SALE OF ARTS AND CRAFTS.6. THE PROVISION OF FACILITIES FOR PUBLIC HEALTH AND SOCIAL CARE.7. THE PROVISION OF FACILITIES FOR GENERATING RENEWABLE ENERGY.8. THE PROVISION OF AFFORDABLE HOUSING.9. SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a net surplus of £52,952 for the year ended 31 December 2025, reversing a deficit from the previous year. Per the trustees' report, unrestricted reserves stood at £80,550, and the trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“The reserves of the Trust have remained relatively stable and the Trust continues to maintain reserves to cover staff and running costs in the event that the Trust has to close down.” — page 10
Year-over-year changes
- Going concern: going-concern doubt noted (FY2024) → no going-concern doubt (FY2025).
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 30
- Government income: £113,497 — grants £113,497 (30); 44% of the £258,419 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 30
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 25
- Government income: £350 — grants £350 (2); under 1% of the £189,258 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 05133939 · Financial health read from its filings
Company officers (Companies House)
- SMITH, Emma Louise on trustee list
- SMITH, Richard Ernest on trustee list
- NOLAN, Marie-Louise Beatrice on trustee list
- STAPLEY, Holly Megan Diana on trustee list
- THOMSON, Charles Howard on trustee list
- FOXWELL, Richard James on trustee list
- WILLIS, John Howard on trustee list
- NOTTINGHAM, Peter
Property (HM Land Registry)
Register events
- Received assets from another charity (06/09/2022)
Trustees
- Charles Thomson
- Emma Louise Smith
- Holly Stapley
- Marie-Louise Beatrice Nolan
- RICHARD FOXWELL
- Richard Ernest Smith
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £258k | £205k |
| 31/12/2024 | £211k | £230k |
| 31/12/2023 | £189k | £210k |
| 31/12/2022 | £143k | £137k |
| 31/12/2021 | £209k | £172k |
Common questions
Is MORETONHAMPSTEAD DEVELOPMENT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a net surplus of £52,952 for the year ended 31 December 2025, reversing a deficit from the previous year. Per the trustees' report, unrestricted reserves stood at £80,550, and the trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Who funds MORETONHAMPSTEAD DEVELOPMENT TRUST?
Funders whose own accounts filings name MORETONHAMPSTEAD DEVELOPMENT TRUST as a grant recipient include THE MCCARTHY & STONE CHARITABLE FOUNDATION, WEST DEVON COMMUNITY & VOLUNTARY SERVICES, COMMUNITY COUNCIL OF DEVON.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE MCCARTHY & STONE CHARITABLE FOUNDATION | FY2021 | £5k | |
| WEST DEVON COMMUNITY & VOLUNTARY SERVICES | FY2023 | £800 | COL grants |
| COMMUNITY COUNCIL OF DEVON | FY2025 | £59 | Wild About Devon |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 27/02/2025 | £20k | Community Builder for North-East Dartmoor |
| Sport England | 04/09/2024 | £10k | Fit to Care in Eastern Devon |
| The National Lottery Heritage Fund | 18/01/2023 | £10k | "Celebrating Carnival" |
| The National Lottery Community Fund | 19/02/2021 | £10k | Community Arts for Health and Wellbeing |
| The National Lottery Community Fund | 04/07/2019 | £10k | Wellmoor Wellbeing Network |
| The National Lottery Community Fund | 06/01/2014 | £10k | Moretonhampstead Access to Nature Project |
| The National Lottery Heritage Fund | 02/03/2011 | £48k | "Moretonhampstead Community Heritage Project" |
| The National Lottery Community Fund | 15/01/2010 | £8k | MoorLearn |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GARFIELD WESTON FOUNDATION | 1 | £200k |
| THE NISBET TRUST | 1 | £163k |
| THE EXILARCH'S FOUNDATION | 1 | £100k |
| TRUST FOR LONDON | 1 | £66k |
| THE VALENTINE CHARITABLE TRUST | 1 | £25k |
| THE ANCHOR SOCIETY CIO | 1 | £24k |
| CHK Foundation | 1 | £20k |
| QUARTET COMMUNITY FOUNDATION | 1 | £17k |
Charities like this
- PADDINGTON DEVELOPMENT TRUST
- WOODTHORPE DEVELOPMENT TRUST
- SOUTH SEFTON DEVELOPMENT TRUST
- HAWTHORNE MEADOW TRUST
- LYME REGIS DEVELOPMENT TRUST
- COMMUNITY DEVELOPMENT TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MORETONHAMPSTEAD DEVELOPMENT TRUST | £258k | — | 0 | unclear | — | no doubt |
| PADDINGTON DEVELOPMENT TRUST | £3.2m | — | 3 | above | — | no doubt |
| WOODTHORPE DEVELOPMENT TRUST | £307k | — | 0 | unclear | — | no doubt |
| SOUTH SEFTON DEVELOPMENT TRUST | £375k | — | 0 | unclear | — | no doubt |
| HAWTHORNE MEADOW TRUST | £200k | — | 0 | unclear | — | no doubt |
| LYME REGIS DEVELOPMENT TRUST | £172k | — | 0 | unclear | — | no doubt |