WORLD MONUMENTS FUND IN BRITAIN

Charity number: 1043907
Removed charity

Charity overview

Activities - how the charity spends its money

The conservation & restoration for the public benefit & thereby to save for future generations, buildings of historical & architectural interest, educative value & artistic merit, wherever situated. The advancement of education of the public by encouraging knowledge & understanding of buildings & monuments of historical or architectural interest, educative value or artistic merit.

Income and expenditure

Data for financial year ending 30 June 2007

Total income:
£1,196,394

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £202.85k
Charitable activities £892.38k
Other trading activities £59.43k
Investments £41.67k
Other £71

Total expenditure:
£1,361,310

Text alternative for this canvas graphic is in the data table below.
Raising funds £0
Charitable activities £1.08m
Other £0

£0 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £278.63k
Charitable expenditure £1.08m

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • 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 Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • India
  • Ireland
  • Portugal
  • Russia
  • Scotland

Governance

Registration history:
  • 03 February 1995: Standard registration
  • 27 October 2009: Removed (Funds transferred (incor))
  • 27 October 2009: Funds transferred to 1126578 WORLD MONUMENTS FUND BRITAIN LIMITED
Organisation type:
Other names:

No other names

Gift aid:
No information available
Other regulators:
No information available
Policies:
No policies declared
Land and property:
No information available

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 30/09/2004 30/09/2005 30/09/2006 30/06/2007
Total gross income £2.69m £2.41m £2.94m £1.20m
Total expenditure £2.91m £2.77m £2.73m £1.36m
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A £202.85k
Income - Other trading activities N/A N/A N/A £59.43k
Income - Charitable activities N/A N/A N/A £892.38k
Income - Endowments N/A N/A N/A £0
Income - Investment N/A N/A N/A £41.67k
Income - Other N/A N/A N/A £71
Income - Legacies N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A £1.08m
Expenditure - Raising funds N/A N/A N/A N/A
Expenditure - Governance N/A N/A N/A £49.28k
Expenditure - Grants institution N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A £0
Expenditure - Other 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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 30/09/2004 30/09/2005 30/09/2006 30/06/2007
Own use assets N/A N/A N/A £14.01k
Long-term investments N/A N/A N/A £0
Other assets N/A N/A N/A £1.19m
Defined benefit pension scheme asset or liability N/A N/A N/A £0
Total liabilities N/A N/A N/A £98.11k

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 December 2008 Not submitted
Accounts and TAR 30 December 2008 28 October 2009 On time
Annual return 30 June 2007 29 April 2008 On time
Accounts and TAR 30 June 2007 29 April 2008 On time
Annual return 30 September 2006 26 July 2007 On time
Accounts and TAR 30 September 2006 26 July 2007 On time
Annual return 30 September 2005 25 July 2006 On time
Accounts and TAR 30 September 2005 05 June 2006 On time
Annual return 30 September 2004 21 July 2005 On time
Accounts and TAR 30 September 2004 21 July 2005 On time

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.

TRUST DEED DATED 26 JANUARY 1995

Charitable objects

1)TO CONSERVE RESTORE AND MAINTAIN FOR THE PUBLIC BENEFIT AND THEREBY TO SAVE FOR FUTURE GENERATIONS BUILDINGS AND MONUMENTS OF HISTORICAL OR ARCHITECTURAL INTEREST EDUCATIVE VALUE OR ARTISTIC MERIT WHEREVER SITUATED 2)TO ADVANCE THE EDUCATION OF THE PUBLIC BY ENCOURAGING KNOWLEDGE AND UNDERSTANDING OF BUILDINGS AND MONUMENTS OF HISTORICAL OR ARCHITECTURAL INTEREST EDUCATIVE VALUE OR ARTISTIC MERIT

Area of benefit

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

NOT DEFINED - IN PRACTICE WORLDWIDE