WEALD AND DOWNLAND OPEN AIR MUSEUM LIMITED

Charity number: 306338
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity's main objects are to stimulate public interest in and to promote the preservation of buildings of architectural or historical interest and to stimulate public interest in ancient crafts, trades and manufactures.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£3,491,155

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Donations and legacies £1.07m
Charitable activities £1.06m
Other trading activities £1.32m
Investments £14.33k
Other £22.13k

Total expenditure:
£3,892,241

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Raising funds £1.09m
Charitable activities £2.80m
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 £1.09m
Charitable expenditure £2.80m

People

52 Employee(s)

10 Trustee(s)

400 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Sponsors Or Undertakes Research
Where the charity operates:
  • East Sussex
  • Hampshire
  • Kent
  • Surrey
  • West Sussex

Governance

Registration history:
  • 18 February 1969: Standard registration
  • 30 April 2015: Funds received from 288962 FRIENDS OF THE WEALD AND DOWNLAND OPEN AIR MUSEUM
Organisation type:
Charitable company
Other names:

No other names

Company number:
00946307 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls 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
  • Volunteer management
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
James Harvey Trustee 12 July 2024
THE WEALD & DOWNLAND OPEN AIR MUSEUM ENDOWMENT TRUST
Received: On time
Nicholas Sutherland Trustee 15 May 2020
THE WEALD & DOWNLAND OPEN AIR MUSEUM ENDOWMENT TRUST
Received: On time
Abbi Leigh Lee Trustee 15 May 2020
None on record
Jane Elizabeth Jones-Warner Trustee 15 May 2020
None on record
Steven Labedz Trustee 15 May 2020
None on record
Louise Fitton Trustee 24 September 2018
None on record
Marilyn Scott Trustee 24 September 2018
None on record
Stephen Loosemore Trustee 14 May 2018
THE LOTTIE LOOSEMORE MUSIC BURSARY
Received: On time
Matthew John Lewis Trustee 25 April 2016
None on record
Jo Pasricha Trustee 25 April 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £3.34m £2.85m £2.99m £3.59m £3.49m
Total expenditure £3.55m £2.73m £2.50m £3.68m £3.89m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £264.71k £211.76k £75.57k £25.00k N/A
Income - Donations and legacies £1.32m £1.82m £1.44m £1.39m £1.07m
Income - Other trading activities £1.01m £478.23k £916.97k £1.30m £1.32m
Income - Charitable activities £987.98k £344.67k £502.14k £886.33k £1.06m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.44k £780 £218 £4.71k £14.33k
Income - Other £16.50k £205.10k £133.79k £22.00k £22.13k
Income - Legacies £65.19k £651.67k £473.48k £467.05k £226.81k
Expenditure - Charitable activities £2.73m £2.24m £1.88m £2.76m £2.80m
Expenditure - Raising funds £813.38k £484.97k £614.81k £916.22k £1.09m
Expenditure - Governance £5.80k £8.05k £6.99k £9.98k £10.45k
Expenditure - Grants institution £504.96k £403.76k £0 £503.00k £303.00k
Expenditure - Investment management £0 £0 £0 £0 £0
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £10.62m £10.52m £10.37m £10.41m £10.72m
Long-term investments £0 £0 £0 £0 £0
Other assets £819.53k £859.85k £1.61m £1.57m £989.98k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £390.13k £212.17k £317.89k £410.64k £530.80k

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 2023 16 September 2024 On time
Accounts and TAR 31 December 2023 16 September 2024 On time Download Open in new window
Annual return 31 December 2022 09 October 2023 On time
Accounts and TAR 31 December 2022 09 October 2023 On time Download Open in new window
Annual return 31 December 2021 20 October 2022 On time
Accounts and TAR 31 December 2021 20 October 2022 On time Download Open in new window
Annual return 31 December 2020 13 October 2021 On time
Accounts and TAR 31 December 2020 13 October 2021 On time Download Open in new window
Annual return 31 December 2019 14 October 2020 On time
Accounts and TAR 31 December 2019 14 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 DATED 20 JANUARY 1969, AS AMENDED BY SPECIAL RESOLUTIONS DATED 28 NOVEMBER 1985, 2 JUNE 1987, 8 APRIL 1991, 7 JULY 1994, 16JUNE 1997 AND 24 NOVEMBER 2003. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18 SEP 2017

Charitable objects

TO PROMOTE AND ENCOURAGE THE PRESERVATION OF BUILDING OF ARCHITECTURAL OR HISTORICAL INTEREST AND TO STIMULATE PUBLIC INTEREST IN ANCIENT CRAFTS TRADES, AND MANUFACTURERS AND TO ESTABLISH CENTRES FOR THE STUDY O HISTORICAL BUILDINGS AND ARTEFACTS AND TO PROMOTE RESEARCH INTO THE BEST MEANS OF PRESERVING, RESTORING AND RECORDING THEM.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Weald & Downland Open Air Museum
Singleton
CHICHESTER
PO18 0EU
Phone:
01243811893
Email:
office@wealddown.co.uk
Website:

www.wealddown.co.uk Open in new window