THE EXBURY GARDENS TRUST

Charity number: 299534
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE MAINTENANCE, IMPROVEMENT, DEVELOPMENT AND PRESERVATION FOR THE PUBLIC BENEFIT AND THE OPENING TO THE PUBLIC OF EXBURY GARDENS IN HAMPSHIRE. THE PROMOTION OF SUCH OTHER OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND FROM TIME TO TIME IN FORCE AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE

Income and expenditure

Data for financial year ending 31 October 2023

Total income: £88,727
Total expenditure: £260,070

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 14 June 1988: Standard registration
  • 04 November 2015: Funds received from 212611 THE LEOPOLD DE ROTHSCHILD CHARITABLE TRUST
  • 05 November 2015: Funds received from 283263 THE EDMUND DE ROTHSCHILD 1981 CHARITABLE TRUST
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Melanie Aspey Trustee 25 June 2019
THE LIBRARY AND MUSEUM CHARITABLE TRUST OF THE UNITED GRAND LODGE
Received: On time
Leopold James de Rothschild Trustee 25 June 2019
None on record
SIMON JOHN LAWRENCE LINNETT Trustee 14 November 2012
None on record
BARONESS KARI DE KOENIGSWARTER Trustee
None on record
ROBERT HOWELL Trustee
None on record
LORD HARRY DALMENY Trustee
None on record
MR LIONEL DE ROTHSCHILD Trustee
THE ROTHSCHILD ARCHIVE LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £240.40k £182.99k £183.24k £108.87k £88.73k
Total expenditure £441.74k £536.26k £370.53k £267.32k £260.07k
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 October 2023 20 August 2024 On Time
Accounts and TAR 31 October 2023 20 August 2024 On Time Download Open in new window
Annual return 31 October 2022 11 July 2023 On Time
Accounts and TAR 31 October 2022 11 July 2023 On Time Download Open in new window
Annual return 31 October 2021 18 July 2022 On Time
Accounts and TAR 31 October 2021 18 July 2022 On Time Download Open in new window
Annual return 31 October 2020 20 July 2021 On Time
Accounts and TAR 31 October 2020 20 July 2021 On Time Download Open in new window
Annual return 31 October 2019 22 July 2020 On Time
Accounts and TAR 31 October 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.

SETTLEMENT DATED 2ND NOVEMBER 1987 AND DEED OF AMENDMENT DATED 1ST JUNE 1989

Charitable objects

(1) THE MAINTENANCE, IMPROVEMENT, DEVELOPMENT AND PRESERVATION FOR THE PUBLIC BENEFIT AND THE OPENING TO THE PUBLIC OF EXBURY GARDENS IN HAMPSHIRE. (2) THE ADVANCEMENT OF HORTICULTURAL SCIENCE, KNOWLEDGE AND LEARNING FOR THE PUBLIC BENEFIT AND (3) THE PROMOTION OF SUCH OTHER OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND FROM TIME TO TIME IN FORCE AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit

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

NOT DEFINED IN PRACTICE EXBURY

Contact information

Address:
Angela Byrne
The Estate Office
Exbury
Southampton
Hampshire
SO45 1AZ
Phone:
02380897181
Email:
angela.byrne@exbury.co.uk
Website:

No information available