THE CITY OF WINCHESTER TRUST LIMITED

Charity number: 251798
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To seek to conserve the character of the City of Winchester and its surrounding area by: conserving and protecting its buildings, spaces, artefacts, landscape and setting. Sponsoring and encouraging new buildings, redevelopment, landscaping and conservation in accordance with the highest architectural standards. Promoting awareness of the above.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £37,070
Total expenditure: £31,234

People

10 Trustee(s)

25 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:
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 16 July 1968: Standard registration
Organisation type:
Charitable company
Other names:
  • WINCHESTER PRESERVATION TRUST LIMITED (Previous name)
Company number:
00609812 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • 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 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Robert Neville Wallbridge Chair 03 December 2024
None on record
Jonathan Seaver Agg Mardall Trustee 07 October 2024
None on record
Elizabeth Ann Kessler Trustee 06 February 2024
None on record
Margaret Eileen Lancaster Trustee 01 August 2023
None on record
Rodney Morgan-Giles Trustee 28 September 2015
THE ROYAL FORESTRY SOCIETY
Received: On time
KEITH CARLYLE LEAMAN Trustee
None on record
JOHN STANNING BA Trustee
None on record
PATRICK DAVIES Trustee
None on record
JUDITH MARTIN Trustee
None on record
JOHN BEVERIDGE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £41.17k £37.52k £37.32k £35.91k £37.07k
Total expenditure £42.26k £30.21k £38.84k £32.64k £31.23k
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

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 March 2024 16 September 2024 On time
Accounts and TAR 31 March 2024 16 September 2024 On time Download Open in new window
Annual return 31 March 2023 01 November 2023 On time
Accounts and TAR 31 March 2023 01 November 2023 On time Download Open in new window
Annual return 31 March 2022 26 October 2022 On time
Accounts and TAR 31 March 2022 26 October 2022 On time Download Open in new window
Annual return 31 March 2021 25 October 2021 On time
Accounts and TAR 31 March 2021 25 October 2021 On time Download Open in new window
Annual return 31 March 2020 19 October 2020 On time
Accounts and TAR 31 March 2020 19 October 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 18TH AUGUST 1958 AS AMENDED BY SPECIAL RESOLUTION ON 24TH APRIL 1968

Charitable objects

TO PROMOTE AND FOSTER THE AMENITIES OF THE CITY OF WINCHESTER AND THE SURROUNDING DISTRICT BY SEEKING TO CONSERVE THE CHARACTER OF THE CITY BY PRESERVING AND PROTECTING ITS BUILDINGS AND BY SPONSORING AND ENCOURAGING REBUILDING AND REDEVELOPMENT IN ACCORDANCE WITH THE BEST ARCHITECTURAL STANDARDS AND THE EXISTING CHARACTER OF THE CITY AND DISTRICT. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM).

Area of benefit

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

CITY OF WINCHESTER AND SURROUNDING DISTRICT

Contact information

Address:
The Heritage Centre
32 Upper Brook Street
Winchester
Hampshire
SO23 8DG
Phone:
01962 851664
Email:
secretary@cityofwinchestertrust.co.uk
Website:

www.cityofwinchestertrust.co.uk Open in new window