THE WINSTON CHURCHILL MEMORIAL TRUST

Charity number: 313952
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Churchill Fellowship, the operating name of the Trust, offers Travelling Fellowships to any British Citizen (over 18 years of age) resident in the UK to go abroad on a worthwhile enterprise of their own choosing. The knowledge, understanding and skills acquired, enriches their own lives and by their example and through the dissemination of knowledge, the UK as a whole.

Income and expenditure

Data for financial year ending 30 September 2023

Total income:
£1,308,271

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Donations and legacies £543.02k
Charitable activities £0
Other trading activities £0
Investments £763.25k
Other £2.00k

Total expenditure:
£3,044,451

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Raising funds £394.09k
Charitable activities £2.65m
Other £0

£109,126 investments gains (losses)

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 £394.09k
Charitable expenditure £2.65m

People

15 Employee(s)

10 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1
£90k to £100k 1

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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Armed Forces/emergency Service Efficiency
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Recreation
  • Other Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 08 February 1965: Standard registration
Organisation type:
Other
Other names:
  • The Churchill Fellowship (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
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
THE HON JEREMY SOAMES Chair 10 December 1998
None on record
SUSAN MARY WOOD Trustee 06 October 2023
COLLEGE OF ARMS TRUST
Received: On time
TOWER HILL TRUST
Received: On time
PETER S WINFIELD FOUNDATION
Received: On time
Catherine Smith Trustee 30 March 2023
None on record
SIMON BEVAN Trustee 02 December 2021
THE BROMLEY BY BOW CENTRE
Received: On time
Bharatti Crack Trustee 16 July 2020
None on record
Maria Harrison Trustee 18 March 2020
THE LETCHWORTH CIVIC TRUST
Received: On time
James Piran Williams Trustee 13 June 2019
THE ROYAL CORNWALL AGRICULTURAL ASSOCIATION
Received: On time
Lucy Parker Trustee 13 September 2018
None on record
Joanne Thompson Trustee 15 March 2017
None on record
DAVID TAYLOR-SMITH Trustee 15 March 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £1.50m £1.32m £576.64k £592.39k £1.31m
Total expenditure £2.21m £2.51m £2.26m £2.46m £3.04m
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 £616.01k £560.44k £54.58k £63.94k £543.02k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £876.61k £759.39k £522.06k £528.45k £763.25k
Income - Other £8.06k £1.36k £0 £0 £2.00k
Income - Legacies £2.00k £2.00k £20.86k £36.67k £5.02k
Expenditure - Charitable activities £1.96m £2.22m £1.93m £2.09m £2.65m
Expenditure - Raising funds £252.33k £298.65k £334.28k £364.92k £394.09k
Expenditure - Governance £64.21k £87.54k £107.68k £125.16k £140.50k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £176.75k £173.38k £189.27k £197.74k £185.05k
Expenditure - Other £0 £0 £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 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Own use assets £123.54k £105.28k £160.79k £134.99k £116.44k
Long-term investments £43.94m £44.18m £50.27m £46.44m £44.62m
Other assets £665.16k £507.28k £650.51k £303.32k £540.10k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £846.07k £1.68m £2.24m £2.27m £2.29m

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 September 2023 28 June 2024 On Time
Accounts and TAR 30 September 2023 28 June 2024 On Time Download Open in new window
Annual return 30 September 2022 23 May 2023 On Time
Accounts and TAR 30 September 2022 23 May 2023 On Time Download Open in new window
Annual return 30 September 2021 29 July 2022 On Time
Accounts and TAR 30 September 2021 29 July 2022 On Time Download Open in new window
Annual return 30 September 2020 13 July 2021 On Time
Accounts and TAR 30 September 2020 13 July 2021 On Time Download Open in new window
Annual return 30 September 2019 22 July 2020 On Time
Accounts and TAR 30 September 2019 22 July 2020 On Time 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.

DECLARATION OF TRUST DATED 28/1/1965, AS AMENDED BY DEEDS OF VARIATION DATED 18/12/1979, 12/12/1984, 2/6/1987, 9/12/1992, 8/6/2005 AND SUPPLEMENTAL DEED DATED 20/10/1993, ORDER OF THE CHARITY CHARITY COMMISSIONERS DATED 20/5/2005. AS AMENDED BY DEED DATED 07 DEC 2007 as amended on 16 Feb 2021

Charitable objects

THE OBJECTS ARE THE ADVANCEMENT AND PROPAGATION OF EDUCATION IN ANY PART OF THE WORLD FOR THE BENEFIT OF UNITED KINGDOM CITIZENS FROM ALL WALKS OF LIFE IN SUCH EXCLUSIVELY CHARITABLE MANNER THAT SUCH EDUCATION WILL MAKE ITS RECIPIENTS MORE EFFECTIVE IN THEIR LIFE AND WORK, WHILST BENEFITING THEMSELVES AND THEIR COMMUNITIES, AND ULTIMATELY THE UNITED KINGDOM AS A WHOLE. THE INCORPORATED TRUSTEE MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY IN PROMOTING THE OBJECTS.

Area of benefit

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

NOT DEFINED.

Contact information

Address:
THE CHURCHILL FELLOWSHIP
CHURCH HOUSE
29 GREAT SMITH STREET
LONDON
Phone:
02077991660
Email:
trustsec@churchillfellowship.org
Website:

www.churchillfellowship.org Open in new window