01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 31 March 2014
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £1,990,633
- Latest expenditure
- £1,161,192
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: JANE AUSTENS HOUSE, WINCHESTER ROAD, CHAWTON, ALTON, GU34 1SD
Website recorded by the regulator: www.janeaustens.house (displayed as text)
02 Activities
What the charity does
THE ADVANCEMENT OF EDUCATION AND IN PARTICULAR THE STUDY OF ENGLISH LITERATURE, ESPECIALLY THE LIFE AND WORKS OF JANE AUSTEN, INCLUDING THE MAINTENANCE OF A MUSEUM IN THE HOUSE IN CHAWTON, HAMPSHIRE THAT WAS HER HOME FOR THE LAST EIGHT YEARS OF HER LIFE
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
- 3 June 2026
- Date Accounts Received
- 3 June 2026
- Total Gross Income
- £1,990,633
- Total Gross Expenditure
- £1,161,192
- 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
- 24 July 2025
- Date Accounts Received
- 24 July 2025
- Total Gross Income
- £1,011,796
- Total Gross Expenditure
- £1,074,977
- 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
- 29 August 2024
- Date Accounts Received
- 29 August 2024
- Total Gross Income
- £603,311
- Total Gross Expenditure
- £453,135
- 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
- 29 September 2023
- Date Accounts Received
- 29 September 2023
- Total Gross Income
- £1,217,135
- Total Gross Expenditure
- £725,205
- 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
- 17 August 2022
- Date Accounts Received
- 17 August 2022
- Total Gross Income
- £481,062
- Total Gross Expenditure
- £522,024
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
- 3 June 2026
- Total Gross Income
- £1,990,633
- Total Gross Expenditure
- £1,161,192
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 70
- 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
- 24 July 2025
- Total Gross Income
- £1,011,796
- Total Gross Expenditure
- £1,074,977
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 65
- 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
- 29 August 2024
- Total Gross Income
- £603,311
- Total Gross Expenditure
- £453,135
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 45
- 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
- 29 September 2023
- Total Gross Income
- £1,217,135
- Total Gross Expenditure
- £725,205
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- Yes
- Charity Agreement Commerical Participator
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £4,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 40
- 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
- 17 August 2022
- Total Gross Income
- £481,062
- Total Gross Expenditure
- £522,024
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- Yes
- Charity Agreement Commerical Participator
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £34,790
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 46
05 Official extract
Charity Annual Return Partb
- 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
- 3 June 2026
- Income Donations And Legacies
- 397870
- Income Other Trading Activities
- 777616
- Income Charitable Activities
- 697785
- Income Investments
- 26115
- Income Other
- 91247
- Income Total Income And Endowments
- 1990633
- Income Legacies
- 299026
- Income Endowments
- 0
- Expenditure Raising Funds
- £16,605
- Expenditure Charitable Expenditure
- £631,793
- Expenditure Other
- 512794
- Expenditure Total
- 1161192
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 18212
- Expenditure Support Costs
- 166001
- Expenditure Depreciation
- 11156
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,426,268
- Assets Total Fixed
- 2193096
- Assets Own Use
- 2193096
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,489,205
- Assets Total Liabilities
- £62,837
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,619,464
- Creditors One Year Total Current
- 62837
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,359,582
- Funds Endowment
- 0
- Funds Unrestricted
- 3619464
- Funds Restricted
- 0
- Funds Total
- 3619464
- Count Employees
- 18
- Consolidated Accounts
- Yes
- 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
- 24 July 2025
- Income Donations And Legacies
- 106497
- Income Other Trading Activities
- 390509
- Income Charitable Activities
- 472723
- Income Investments
- 18483
- Income Other
- 23584
- Income Total Income And Endowments
- 1011796
- Income Legacies
- 10000
- Income Endowments
- 0
- Expenditure Raising Funds
- £14,207
- Expenditure Charitable Expenditure
- £1,060,770
- Expenditure Other
- 0
- Expenditure Total
- 1074977
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8099
- Expenditure Support Costs
- 133974
- Expenditure Depreciation
- 12003
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £597,640
- Assets Total Fixed
- 2191183
- Assets Own Use
- 2191083
- Assets Long Term Investment
- 100
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £671,991
- Assets Total Liabilities
- £73,151
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,790,023
- Creditors One Year Total Current
- 73151
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £538,237
- Funds Endowment
- 0
- Funds Unrestricted
- 2788823
- Funds Restricted
- 1200
- Funds Total
- 2790023
- Count Employees
- 18
- Consolidated Accounts
- Yes
- 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
- 29 August 2024
- Income Donations And Legacies
- 147598
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 410545
- Income Investments
- 15580
- Income Other
- 29588
- Income Total Income And Endowments
- 603311
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £15,664
- Expenditure Charitable Expenditure
- £437,471
- Expenditure Other
- 0
- Expenditure Total
- 453135
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 7929
- Expenditure Support Costs
- 116979
- Expenditure Depreciation
- 3459
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £300,000
- Assets Total Fixed
- 2159143
- Assets Own Use
- 2159043
- Assets Long Term Investment
- 100
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £747,126
- Assets Total Liabilities
- £53,065
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,853,204
- Creditors One Year Total Current
- 53065
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £647,286
- Funds Endowment
- 0
- Funds Unrestricted
- 2849136
- Funds Restricted
- 4068
- Funds Total
- 2853204
- Count Employees
- 17
- Charity Only Accounts
- Yes
- 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
- 29 September 2023
- Income Donations And Legacies
- 624478
- Income Other Trading Activities
- 265163
- Income Charitable Activities
- 303136
- Income Investments
- 966
- Income Other
- 23392
- Income Total Income And Endowments
- 1217135
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £8,528
- Expenditure Charitable Expenditure
- £547,975
- Expenditure Other
- 168702
- Expenditure Total
- 725205
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 7102
- Expenditure Support Costs
- 117368
- Expenditure Depreciation
- 4840
- Gain Loss Investment
- 966
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £177,182
- Assets Total Fixed
- 2150048
- Assets Own Use
- 2149948
- Assets Long Term Investment
- 100
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £642,313
- Assets Total Liabilities
- £89,333
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,703,028
- Creditors One Year Total Current
- 89333
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £526,177
- Funds Endowment
- 0
- Funds Unrestricted
- 2678809
- Funds Restricted
- 24219
- Funds Total
- 2703028
- Count Employees
- 15
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
08 Official extract
Charity Event History
- Charity Name
- JANE AUSTEN'S HOUSE MUSEUM
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2015-03-17T00:00:00
- Assoc Organisation Number
- 307252
- Assoc Registered Charity Number
- 307252
- Assoc Charity Name
- JANE AUSTEN MEMORIAL TRUST
- Charity Name
- JANE AUSTEN'S HOUSE MUSEUM
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2014-03-31T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - Foundation Registered 31 Mar 2014
- Charitable Objects
- THE ADVANCEMENT OF EDUCATION AND IN PARTICULAR THE STUDY OF ENGLISH LITERATURE, ESPECIALLY THE LIFE AND WORKS OF JANE AUSTEN. ACTIVITIES IN FURTHERANCE OF THIS WILL INCLUDE THE MAINTENANCE OF A MUSEUM FOR THE PUBLIC BENEFIT IN THE HOUSE AT CHAWTON, HAMPSHIRE THAT WAS JANE AUSTEN’S HOME FOR THE LAST EIGHT YEARS OF HER LIFE.
10 Official extract
Charity Policy
- Policy Name
- Paying staff
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Social media policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal charity financial controls policy and procedures