THE FRIENDS OF WELLS CATHEDRAL

Charity number: 208797
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant making to Cathedral Chapter & Departments. Membership activities such as talks and outings.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £183,410
Total expenditure: £48,226

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

Main way of carrying out purposes is grant making
What the charity does:
  • Religious Activities
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 13 September 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
Land and property:
This charity does not own and/or lease 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Michael James Hopkins Chair 25 February 2015
None on record
Paul Richard Dickinson Trustee 30 November 2023
THE PALACE TRUST
Received: On time
ROYAL GEOGRAPHICAL SOCIETY (WITH THE INSTITUTE OF BRITISH GEOGRAPHERS)
Received: On time
John Parsons Trustee 28 September 2023
None on record
Richard Thomas Wynn-Jones Trustee 28 September 2023
SOMERDALE PAVILION TRUST
Received: On time
Arnold Wills Trustee 10 October 2022
THE WELLS CATHEDRAL CHORISTER TRUST
Received: On time
Anne Paul Trustee 11 September 2021
None on record
David Alastair Morgan-Hewitt Trustee 18 January 2021
THE CATHEDRAL CHURCH OF ST ANDREW IN WELLS
Recently registered
Rev DORIS GODDARD Trustee 08 June 2019
None on record
William David Stanley Gibby Trustee 27 February 2019
None on record
Maureen Frances Anne Boylan Trustee 19 June 2018
THE WELLS CATHEDRAL CHORISTER TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £72.17k £277.98k £389.34k £158.38k £546.66k
Total expenditure £48.88k £14.23k £35.61k £48.16k £48.23k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A N/A £148.25k
Income - Other trading activities N/A N/A N/A N/A £8.90k
Income - Charitable activities N/A N/A N/A N/A £0
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £26.26k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £101.70k
Expenditure - Charitable activities N/A N/A N/A N/A £7.04k
Expenditure - Raising funds N/A N/A N/A N/A £41.19k
Expenditure - Governance N/A N/A N/A N/A £0
Expenditure - Grants institution N/A N/A N/A N/A £7.04k
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £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 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £812.37k
Other assets N/A N/A N/A N/A £934.04k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £12.07k

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 31 December 2024 05 May 2025 On Time
Accounts and TAR 31 December 2024 05 May 2025 On Time Download Open in new window
Annual return 31 December 2023 04 October 2024 On Time
Accounts and TAR 31 December 2023 04 October 2024 On Time Download Open in new window
Annual return 31 December 2022 09 October 2023 On Time
Accounts and TAR 31 December 2022 22 October 2023 On Time Download Open in new window
Annual return 31 December 2021 07 October 2022 On Time
Accounts and TAR 31 December 2021 07 October 2022 On Time Download Open in new window
Annual return 31 December 2020 20 May 2021 On Time
Accounts and TAR 31 December 2020 20 May 2021 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
FRIENDS OFFICE
WEST CLOISTER
WELLS
SOMERSET
BA5 2PA
Phone:
01749678830
Website:

wellsfriends.org