THE COWDRAY HERITAGE TRUST

Charity number: 1071069
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The restoration and opening to the public of a Tudor mansion house in Midhurst West Sussex

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£1,153,622

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Donations and legacies £1.10m
Charitable activities £20.76k
Other trading activities £0
Investments £37.80k
Other £0

Total expenditure:
£272,804

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Raising funds £7.61k
Charitable activities £264.77k
Other £422

£0 investments gains (losses)

Total income includes £20,000 from 1 government grant(s)

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 £8.03k
Charitable expenditure £264.77k
Retained for future use £880.82k

People

6 Employee(s)

5 Trustee(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:
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • West Sussex

Governance

Registration history:
  • 18 August 1998: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
03472093 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • 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
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Nicholas James Cansfield Trustee 13 May 2025
THE MIDHURST TOWN TRUST
Received: On time
Andrew Malcom Kennedy Trustee 08 October 2021
None on record
JONATHAN EDWARD RUSSELL Trustee 16 September 2020
None on record
BRUCE NEWBIGGING Trustee 28 October 2015
KERSEY PLAYING FIELD ASSOCIATION
Received: On time
VISCOUNT MICHAEL ORLANDO WEETMAN COWDRAY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £80.90k £66.49k £112.34k £70.72k £1.15m
Total expenditure £58.63k £85.11k £145.91k £96.89k £272.80k
Income from government contracts £22.60k N/A N/A N/A N/A
Income from government grants £19.91k N/A N/A N/A £20.00k
Income - Donations and legacies N/A N/A N/A N/A £1.10m
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £20.76k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £37.80k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £264.77k
Expenditure - Raising funds N/A N/A N/A N/A £7.61k
Expenditure - Governance N/A N/A N/A N/A £7.85k
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £422

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 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets N/A N/A N/A N/A £28.88k
Long-term investments N/A N/A N/A N/A £0
Other assets N/A N/A N/A N/A £908.75k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £51.71k

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 2025 18 December 2025 On time
Accounts and TAR 31 March 2025 18 December 2025 On time Download Open in new window
Annual return 31 March 2024 05 December 2024 On time
Accounts and TAR 31 March 2024 05 December 2024 On time Download Open in new window
Annual return 31 March 2023 01 December 2023 On time
Accounts and TAR 31 March 2023 01 December 2023 On time Download Open in new window
Annual return 31 March 2022 19 December 2022 On time
Accounts and TAR 31 March 2022 19 December 2022 On time Download Open in new window
Annual return 31 March 2021 19 October 2021 On time
Accounts and TAR 31 March 2021 19 October 2021 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 INCORPORATED 27/11/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/07/1998 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/12/2013

Charitable objects

(1) TO PRESERVE, MAINTAIN, REPAIR, IMPROVE, AND MANAGE FOR THE PUBLIC BENEFIT SUCH PART OR PARTS OF THE RUINS OF THE TUDOR MANSION KNOWN AS COWDRAY RUINS, MIDHURST, WEST SUSSEX TOGETHER WITH THE ADJOINING AMENITY LAND ("THE COWDRAY RUINS") AS SHALL FROM TIME TO TIME BE VESTED IN THE CHARITY, AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF THE SAME AS A PLACE OF HISTORIC AND ARCHITECTURAL INTEREST; (2) TO PROTECT AND IMPROVE THE AMENITIES OF THE COWDRAY RUINS FOR THE PUBLIC BENEFIT; (3) TO PRESERVE FOR THE PUBLIC BENEFIT IN CONJUNCTION WITH ANY BUILDINGS VESTED IN THE CHARITY ANY CHATTELS WHICH ARE ORDINARILY KEPT IN ANY SUCH BUILDINGS OR WHICH MAY BE GIVEN OR LOANED TO THE CHARITY AND WHICH THE CHARITY CONSIDERS TO BE APPROPRIATE TO BE KEPT THEREAT, AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF THE SAME AS ITEMS OF HISTORIC OR ARTISTIC INTEREST; (4)TO FACILITATE AND ENCOURAGE THE USE AND OCCUPATION OF AND ACCESS TO AND STUDY AND APPRECIATION OF THE COWDRAY RUINS AND ANY SUCH CHATTELS BY THE GENERAL PUBLIC.

Area of benefit

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

MIDHURST, WEST SUSSEX

Contact information

Address:
Cowdray Estate Office
Cowdray Park
Easebourne
MIDHURST
GU29 0AQ
Phone:
01730812423
Email:
No information available
Website:

No information available