ACORN BANK WATERMILL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 29 January 2021
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £16,501
Latest expenditure: £13,104
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: BANKER LODGE, MAIN STREET, KIRKBY THORE, PENRITH, CUMBRIA, CA10 1XN

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

02 Activities

What the charity does

To preserve for the public benefit Acorn Bank Watermill, a Grade II* listed 19th Century watermill, located on the National Trust's Acorn Bank Estate at Temple Sowerby, Penrith, Cumbria CA10 1SP as a building of architectural and historical interest.

03 Official extract

Charity Annual Return History

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: 25 July 2025
Date Accounts Received: 25 July 2025
Total Gross Income: £16,501
Total Gross Expenditure: £13,104

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: 9 April 2024
Date Accounts Received: 9 April 2024
Total Gross Income: £22,698
Total Gross Expenditure: £14,143

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: 1 May 2023
Date Accounts Received: 1 May 2023
Total Gross Income: £12,200
Total Gross Expenditure: £12,007

Fin Period Start Date: 29 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 3 October 2022
Date Accounts Received: 3 October 2022
Total Gross Income: £12,112
Total Gross Expenditure: £5,248

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
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: 25 July 2025
Total Gross Income: £16,501
Total Gross Expenditure: £13,104
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
Count Volunteers: 19

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 9 April 2024
Total Gross Income: £22,698
Total Gross Expenditure: £14,143
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £150
Income From Government 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
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 1 May 2023
Total Gross Income: £12,200
Total Gross Expenditure: £12,007
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: 19

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 29 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 3 October 2022
Total Gross Income: £12,112
Total Gross Expenditure: £5,248
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: 22

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ACORN BANK WATERMILL TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2021-01-29T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 29 Jan 2021 as amended on 03 Oct 2022 as amended on 01 May 2023
Charitable Objects: THE OBJECTS OF THE CIO ARE:1) TO PRESERVE FOR THE PUBLIC BENEFIT ACORN BANK WATERMILL, A GRADE II* LISTED 19TH CENTURY WATERMILL, LOCATED ON THE NATIONAL TRUST’S ACORN BANK ESTATE AT TEMPLE SOWERBY, PENRITH, CUMBRIA AS A BUILDING OF ARCHITECTURAL AND HISTORICAL INTEREST.2) TO ADVANCE THE EDUCATION OF THE PUBLIC BY ESTABLISHING ACORN BANK WATERMILL AS A HERITAGE CENTRE WHICH:• OFFERS THE PUBLIC AN OPPORTUNITY TO SEE A WORKING WATER POWERED CORN MILL AND ASSOCIATED MACHINERY THAT MILLS WHEAT AND PRODUCES MERCHANTABLE FLOUR THEREBY DEMONSTRATING THE ART OF FLOUR MILLING AND THE CRITICALLY ENDANGERED CRAFT OF MILLWRIGHTING USING, AS FAR AS POSSIBLE, TRADITIONAL METHODS; AND• ENHANCES PUBLIC KNOWLEDGE AND UNDERSTANDING OF THE WATERMILL’S ROLE BOTH IN THE CONTEXT OF THE NATION’S WIDER AGRICULTURAL AND INDUSTRIAL HERITAGE AND ITS ROLE IN LOCAL CULTURAL AND SOCIAL HISTORY, INCLUDING ITS RELATIONSHIP WITH GYPSUM MINING IN CUMBRIA.
Area Of Benefit: LOCAL

09 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures