MILFORD ON SEA CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 25 April 2017
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £40,611
Latest expenditure: £27,630
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 4 Pine Close, Barton On Sea, NEW MILTON, Hampshire, BH25 7NZ

Website recorded by the regulator: www.milfordonseacharitabletrust.com (displayed as text)

02 Activities

What the charity does

An umbrella organisation for voluntary community organisations in Milford on sea, Keyhaven and Everton. Supporting existing voluntary groups; running community events which benefit local residents; support new projects for the benefit of local residents

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: 13 October 2026
Date Accounts Received: 13 October 2026
Total Gross Income: £40,611
Total Gross Expenditure: £27,630

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 April 2025
Date Accounts Received: 24 April 2025
Total Gross Income: £16,168
Total Gross Expenditure: £13,986

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: 27 April 2024
Date Accounts Received: 2 May 2024
Total Gross Income: £9,291
Total Gross Expenditure: £10,949

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: 26 July 2023
Date Accounts Received: 26 July 2023
Total Gross Income: £19,187
Total Gross Expenditure: £15,025

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 August 2022
Date Accounts Received: 4 September 2022
Total Gross Income: £9,937
Total Gross Expenditure: £6,280

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: 13 October 2026
Total Gross Income: £40,611
Total Gross Expenditure: £27,630
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £3,000
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: 75

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 April 2025
Total Gross Income: £16,168
Total Gross Expenditure: £13,986
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £2,300
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
Count Volunteers: 75

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: 27 April 2024
Total Gross Income: £9,291
Total Gross Expenditure: £10,949
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £1,220
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
Count Volunteers: 60

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: 26 July 2023
Total Gross Income: £19,187
Total Gross Expenditure: £15,025
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £800
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 70

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 August 2022
Total Gross Income: £9,937
Total Gross Expenditure: £6,280
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £2,300
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 80

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

07 Official extract

Charity Event History

Charity Name: MILFORD ON SEA CHARITABLE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-08-30T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 4026414
Assoc Registered Charity Number: 1117444
Assoc Charity Name: MILFORD ON SEA COMMUNITY CARE GROUP

Charity Name: MILFORD ON SEA CHARITABLE TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-04-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 25 Apr 2017 as amended on 13 Mar 2024
Charitable Objects: TO PROMOTE THE VOLUNTARY SECTOR FOR THE BENEFIT OF THE PUBLIC IN THE AREA OF MILFORD ON SEA AND SURROUNDING AREAS IN PARTICULAR BY:(I) LIAISING BETWEEN CHARITIES, VOLUNTARY ORGANISATIONS, GOVERNMENT AGENCIES AND OTHER GROUPS ON RELEVANT ISSUES;(II) IDENTIFYING NEEDS IN THE VOLUNTARY SECTOR AND ESTABLISHING PROJECTS OR POLICIES TO ADDRESS THEM;(III) ASSISTING IN THE ADMINISTRATION OF FUNDING PROGRAMMES TO CHARITIES AND VOLUNTARY ORGANISATIONS, MONITORING FOR GRANTS, RECOMMENDING GRANTS, ASSISTING IN APPLICATIONS FOR GRANTS;(IV) PROVIDING SERVICES SUCH AS ADMINISTRATIVE SUPPORT AND MANAGEMENT ADVICE SERVICES TO THE VOLUNTARY SECTOR;(V) ACTING AS A REPRESENTATIVE OF THE VOLUNTARY SECTOR IN RELATION TO GOVERNMENT POLICIES AND LEGISLATION.'THE VOLUNTARY SECTOR' MEANS CHARITIES AND VOLUNTARY ORGANISATIONS.- CHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.- VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

09 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests