MORTEHOE HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 31 March 1998
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £20,573
Latest expenditure: £15,411
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Mortehoe Cart Linhay Heritage Centr, Mortehoe, WOOLACOMBE, EX34 7DT

Website recorded by the regulator: www.mortehoemuseum.org.uk (displayed as text)

02 Activities

What the charity does

MORTEHOE MUSEUM IS RUN BY LOCAL PEOPLE IN MORTEHOE AND THROUGH EXHIBITS PROVIDES INFORMATION ON THE LIFE, HERITAGE, CULTURE AND MARITIME HISTORY OF THE VILLAGE AND SURROUNDING AREA.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 18 October 2026
Total Gross Income: £20,573
Total Gross Expenditure: £15,411

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 8 September 2025
Total Gross Income: £18,136
Total Gross Expenditure: £16,784

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 31 October 2024
Total Gross Income: £18,154
Total Gross Expenditure: £20,353

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 10 October 2023
Total Gross Income: £16,279
Total Gross Expenditure: £19,725

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 13 June 2022
Total Gross Income: £16,034
Total Gross Expenditure: £13,322

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 18 October 2026
Total Gross Income: £20,573
Total Gross Expenditure: £15,411
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: Yes
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 8 September 2025
Total Gross Income: £18,136
Total Gross Expenditure: £16,784
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 31 October 2024
Total Gross Income: £18,154
Total Gross Expenditure: £20,353
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 10 October 2023
Total Gross Income: £16,279
Total Gross Expenditure: £19,725
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 13 June 2022
Total Gross Income: £16,034
Total Gross Expenditure: £13,322
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £8,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Devon
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

07 Official extract

Charity Event History

Charity Name: MORTEHOE HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1998-03-31T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 27 MARCH 1998.
Charitable Objects: TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF MORTEHOE AND SURROUNDING DISTRICT IN PARTICULAR BY THE MANAGEMENT OF THE MORTEHOE HERITAGE CENTRE.
Area Of Benefit: MORTEHOE AND SURROUNDING AREA

09 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures