THE CHILTERN SOCIETY

Charity number: 1085163
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Chiltern Society aims to conserve and protect the natural beauty, environment, and heritage of the 650 square miles of the Chiltern landscape

Income and expenditure

Data for financial year ending 30 June 2024

Total income:
£702,981

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Donations and legacies £592.89k
Charitable activities £76.64k
Other trading activities £6.25k
Investments £27.20k
Other £0

Total expenditure:
£600,204

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Raising funds £94.43k
Charitable activities £505.78k
Other £0

£7,204 investments gains (losses)

Total income includes £67,130 from 384 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £94.43k
Charitable expenditure £505.78k
Retained for future use £102.78k

People

8 Employee(s)

12 Trustee(s)

700 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Bedford
  • Buckinghamshire
  • Central Bedfordshire
  • Hertfordshire
  • Oxfordshire

Governance

Registration history:
  • 22 February 2001: Standard registration
  • 21 October 2019: Funds received from 252051 THE BEACON VILLAGES SOCIETY
  • 21 November 2020: Funds received from 1002512 CHILTERN WOODLANDS PROJECT LIMITED
Organisation type:
Charitable company
Other names:

No other names

Company number:
04138448 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard James Nigel Cripps Trustee 28 May 2025
None on record
Chandreyee Banerjee Trustee 28 May 2025
None on record
Ian Andrew Churchill Trustee 22 January 2025
None on record
Dr Wendy Ann Morrison Trustee 22 January 2025
None on record
Peter Phippen Trustee 25 September 2024
THE JOHN HAMPDEN GRAMMAR SCHOOL FUND
Received: On time
James Russell Wheatcroft Trustee 21 March 2024
None on record
Grahame David Smith Trustee 21 March 2024
None on record
Andrew Wilson Trustee 14 June 2023
None on record
Mark Gardiner Trustee 14 June 2023
None on record
Jane Elizabeth Herve Trustee 24 March 2021
None on record
Luke Jefferys Trustee 04 June 2020
None on record
Catherine Rebecca Moncrieff Trustee 27 May 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £473.05k £434.22k £584.64k £866.13k £702.98k
Total expenditure £464.51k £434.14k £529.83k £882.17k £600.20k
Income from government contracts N/A N/A N/A £23.68k £67.13k
Income from government grants N/A N/A N/A £50.00k N/A
Income - Donations and legacies N/A N/A £481.71k £116.46k £592.89k
Income - Other trading activities N/A N/A £17.40k £8.77k £6.25k
Income - Charitable activities N/A N/A £75.56k £55.87k £76.64k
Income - Endowments N/A N/A £0 £0 £0
Income - Investment N/A N/A £9.97k £18.07k £27.20k
Income - Other N/A N/A £1 £666.96k £0
Income - Legacies N/A N/A £194.92k £95.66k £114.09k
Expenditure - Charitable activities N/A N/A £410.74k £749.64k £505.78k
Expenditure - Raising funds N/A N/A £119.09k £132.53k £94.43k
Expenditure - Governance N/A N/A £12.44k £0 £0
Expenditure - Grants institution N/A N/A £0 £0 £0
Expenditure - Investment management N/A N/A £0 £0 £0
Expenditure - Other N/A N/A £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Own use assets N/A N/A £195.39k £188.97k £192.50k
Long-term investments N/A N/A £248.50k £227.54k £234.74k
Other assets N/A N/A £699.60k £690.11k £800.36k
Defined benefit pension scheme asset or liability N/A N/A £0 £0 £0
Total liabilities N/A N/A £12.97k £13.10k £24.11k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2024 21 April 2025 On time
Accounts and TAR 30 June 2024 21 April 2025 On time Download Open in new window
Annual return 30 June 2023 20 April 2024 On time
Accounts and TAR 30 June 2023 20 April 2024 On time Download Open in new window
Annual return 30 June 2022 19 April 2023 On time
Accounts and TAR 30 June 2022 19 April 2023 On time Download Open in new window
Annual return 30 June 2021 20 April 2022 On time
Accounts and TAR 30 June 2021 20 April 2022 On time Download Open in new window
Annual return 30 June 2020 04 May 2021 4 days late
Accounts and TAR 30 June 2020 04 May 2021 4 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 10/01/2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/11/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/10/2012 as amended on 31 Oct 2019

Charitable objects

1) ENCOURAGE CONSERVATION, DEVELOPMENT AND IMPROVEMENT OF THE AMENITIES, AREAS OF TRANQUILLITY AND FEATURES OF HISTORIC INTEREST IN THE CHILTERNS; 2) RAISE THE AWARENESS AND UNDERSTANDING OF THE CHARACTER AND HISTORY OF THE CHILTERNS AMONG THE PEOPLE OF ALL AGES AND TO ENCOURAGE THEM TO ENJOY AND CARE FOR ITS NATURAL ENVIRONMENT AND BEAUTY; 3) ENCOURAGE HIGH STANDARDS OF TOWN AND COUNTRY PLANNING AND DESIGN IN THE CHILTERNS; AND 4) PROMOTE SUCH OTHER CHARITABLE PURPOSES AS MAY FROM TIME TO TIME BE DETERMINED.

Area of benefit

The area the charity can operate in, as set out in its governing document.

THE CHILTERNS

Contact information

Address:
Chiltern Society
White Hill Centre
White Hill
Chesham
HP5 1AG
Phone:
01494771250
Email:
office@chilternsociety.org.uk
Website:

www.chilternsociety.org.uk Open in new window