UTTOXETER HERITAGE TRUST
Museum - education, history, leisure, events, tours, visits, schools liaison
Objects
TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT IN THE HISTORY AND HERITAGE OF UTTOXETER BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds increased to £29,225, while restricted funds decreased to £656,999 due to capital expenditure on the museum building project. The trustees confirm the charity is a going concern with adequate resources, supported by government grants and increased trade income.
What the accounts disclose
Policies the charity declares
- Complaints handling
- Complaints 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 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 31/03/2025
- Volunteers: 30
- Government income: £12,791 — grants £12,791 (1); 28% of the £45,503 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 30
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 35
- Government income: £1,700 — grants £1,700 (1); 5% of the £33,583 total gross income on the same return
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2021 (received 16/02/2022, 16 days after the 31/01/2022 due date).
Funders the charity credits
- JCB
- National Lottery Heritage Fund
- East Staffordshire Borough Council
- Uttoxeter Town Council
- The Skinners’ Company Lady Neville Charity
- Bamford Charitable Foundation
- Wilfred & Elsie Elkes Charity Fund
- H B Allan Charitable Trust
- Richard Bamford Charitable Trust
- W.E.D. Charitable Trust
- Tesco
- Waitrose
- The Strasser Foundation
- The Heritage Lottery Fund
Trustees
- David George Marriott
- Dig Boot
- Elizabeth Common
- Helen Corbishley
- JANET ELIZABETH DEAN
- Pam Gouldsmith
- Penelope Ruth Krupski
- Peter Lindsay Redfern
- Robert Hawkins
- Zdzislaw Krupski
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £46k | £42k |
| 31/03/2024 | £30k | £28k |
| 31/03/2023 | £34k | £26k |
| 31/03/2022 | £28k | £26k |
| 31/03/2021 | £33k | £78k |
Common questions
Is UTTOXETER HERITAGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds increased to £29,225, while restricted funds decreased to £656,999 due to capital expenditure on the museum building project. The trustees confirm the charity is a going concern with adequate resources, supported by government grants and increased trade income. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 15/09/2021 | £1k | Reminiscences - Sharing and Connecting Peoples Stories with Local History |
| The National Lottery Heritage Fund | 17/08/2020 | £13k | "COVID19: Uttoxeter Heritage Trust" |
| The National Lottery Heritage Fund | 17/09/2013 | £1.0m | "Redfern's" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TWO RIDINGS COMMUNITY FOUNDATION | 1 | £168k |
| MENPHYS LIMITED | 1 | £45k |
| The John Gurney Charitable Trust | 1 | £22k |
| CANON COLLINS TRUST | 1 | £3k |
Charities like this
- THE TUDOR HOUSE MUSEUM TRUST
- THE ANTIQUITY TRUST
- THE HARAMEAD TRUST
- THE NORTH END TRUST
- THE FOLLETT TRUST
- THE JOHN AND RUTH HOWARD CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| UTTOXETER HERITAGE TRUST | £46k | — | 0 | unclear | — | no doubt |
| THE TUDOR HOUSE MUSEUM TRUST | £51k | — | 0 | unclear | — | no doubt |
| THE ANTIQUITY TRUST | £93k | — | 0 | unclear | — | no doubt |
| THE HARAMEAD TRUST | £4.8m | — | 0 | unclear | — | no doubt |
| THE NORTH END TRUST | £112k | — | 0 | unclear | — | noted |
| THE FOLLETT TRUST | £65k | — | 0 | unclear | — | no doubt |