THE LAURENCE STERNE TRUST

Registered charity 1181127 · accounts filings on the Charity Commission register

The objects of the CIO are to advance education for the public benefit by promoting the understanding and appreciation of the life, works and continuing influence of Laurence Sterne; primarily, but not exclusively, through maintaining and managing Shandy Hall, Coxwold, and its collections as a public museum and a centre for research, education and creativity.

Objects

TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT BY PROMOTING THE UNDERSTANDING AND APPRECIATION OF THE LIFE, WORKS AND CONTINUING INFLUENCE OF LAURENCE STERNE; PRIMARILY, BUT NOT EXCLUSIVELY, THROUGH MANAGING SHANDY HALL, COXWOLD, AND ITS COLLECTIONS AS A PUBLIC MUSEUM AND AS A CENTRE FOR RESEARCH, EDUCATION AND CREATIVITY.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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Financial health, per its FY2024 accounts

The accounts state that the charity ended the year with a net expenditure of £33,446, resulting in unrestricted reserves falling to £62,041 from £95,487 the previous year. The trustees note that the loss of anticipated income from a partner publisher requires additional fundraising to meet future commitments. Despite this deficit, the trustees confirm the charity has adequate resources to continue operating on a going concern basis.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• 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 vulnerable beneficiaries
• Volunteer management

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Register events

• Received assets from another charity (11/01/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (11/06/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• MEGAN ELLEN FORDEchair
• Dowager Lady POLLY MARY ANTONIA FEVERSHAM
• PETER BARDSEA MILLER
• Rachel Ann Elizabeth Feldberg

Trustee list from the Charity Commission register (current, not historical).

Operates in: North Yorkshire

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SHAKESPEARE BIRTHPLACE TRUST.

• THE SHAKESPEARE BIRTHPLACE TRUST income £8.4m
• STAMSHAW AND TIPNER LEISURE CENTRE ASSOCIATION income £109k
• SIR JOHN SOANE'S MUSEUM TRUST income £226k
• THE WORDSWORTH TRUST income £2.2m
• KIPLIN HALL CIO income £599k
• THE JANE AUSTEN SOCIETY income £110k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.