POSTAL HERITAGE TRUST

Charity Number: 1102360
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Educational Charity working to make the Royal Mail Archive and the Postal Heritage Trust collection accessible as widely as possible

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£5,022,870

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Donations and legacies £1.97m
Charitable activities £1.49m
Other trading activities £1.54m
Investments £12.43k
Other £7.90k

Total expenditure:
£6,217,433

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Raising funds £2.36m
Charitable activities £3.86m
Other £0

£0 investments gains (losses)

Total income includes £150,000 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £2.36m
Charitable expenditure £3.86m

People

88 Employee(s)

13 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1
£110k to £120k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 26 February 2004: Standard registration
Organisation type:
Charitable company
Other names:
  • THE BRITISH POSTAL MUSEUM AND ARCHIVE (Working name)
Company number:
04896056 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
  • Complaints policy and procedures
  • Conflicting interests
  • 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Susan Jane Wilkinson Chair 14 December 2023
NATIONAL COAL MINING MUSEUM FOR ENGLAND TRUST LTD
Received: On time
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Hamza Jahanzeb Trustee 12 June 2025
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Courtney Jones Trustee 12 June 2025
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Andrew Adegbemi Trustee 12 June 2025
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Daniel Richard Wolfe Trustee 28 January 2025
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Ailbhe Mary McNabola Trustee 28 January 2025
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Rachel Georgina Kuhn Trustee 28 January 2025
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Nicola Jane Koppelmann Trustee 28 January 2025
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Mark Rowan Amsden Trustee 27 June 2024
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Laura Anne Wright Trustee 25 June 2018
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Peter Ewart Walls Trustee 02 March 2018
THE BAPTIST UNION CORPORATION LIMITED
Received: On time
WILLIAM JOSEPH HAYNES
Received: On time
POSTAL HERITAGE COLLECTION TRUST
Received: On time
Mike Russell Trustee 12 May 2015
POSTAL HERITAGE COLLECTION TRUST
Received: On time
David Gold Trustee 20 January 2014
POSTAL HERITAGE COLLECTION TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/03/2023 31/03/2024
Total gross income £5.37m £4.66m £4.21m £5.19m £5.02m
Total expenditure £6.07m £5.00m £5.00m £7.02m £6.22m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £680.00k N/A N/A £150.00k
Income - Donations and legacies £1.95m £2.85m £2.19m £1.99m £1.97m
Income - Other trading activities £1.89m £1.32m £1.50m £1.83m £1.54m
Income - Charitable activities £1.38m £448.38k £489.67k £1.35m £1.49m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.81k £771 £188 £4.83k £12.43k
Income - Other £137.13k £43.83k £32.22k £21.15k £7.90k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.60m £2.59m £2.81m £4.11m £3.86m
Expenditure - Raising funds £2.47m £2.41m £2.20m £2.90m £2.36m
Expenditure - Governance £90.75k £87.70k £78.20k £126.97k £164.72k
Expenditure - Grants institution £0 £0 £0 £0 £0
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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/03/2023 31/03/2024
Own use assets £24.38m £23.35m £22.23m £20.94m £19.94m
Long-term investments £0 £0 £0 £0 £0
Other assets £1.77m £2.61m £2.76m £3.20m £3.31m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £9.08m £9.22m £9.04m £10.02m £10.33m

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 31 December 2024 On Time
Accounts and TAR 31 March 2024 31 December 2024 On Time Download Open in new window
Annual return 31 March 2023 22 December 2023 On Time
Accounts and TAR 31 March 2023 22 December 2023 On Time Download Open in new window
Annual return 31 December 2021 22 September 2022 On Time
Accounts and TAR 31 December 2021 22 September 2022 On Time Download Open in new window
Annual return 31 December 2020 06 October 2021 On Time
Accounts and TAR 31 December 2020 06 October 2021 On Time Download Open in new window
Annual return 31 December 2019 04 August 2020 On Time
Accounts and TAR 31 December 2019 04 August 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 INCORPORATED 11/09/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/02/2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/06/2007 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 21/10/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/11/2013

Charitable objects

THE OBJECTS OF THE CHARITY (THE "OBJECTS") ARE:- 3.1.1 TO ADVANCE THE EDUCATION OF THE PUBLIC PARTICULARLY IN THE HISTORY OF POSTAL COMMUNICATION AND RELATED SERVICES AND OF THE ACTIVITIES OF THE BRITISH POST OFFICE AND ITS SUCCESSORS AND THE POSTAL AND COMMUNICATIONS SYSTEMS WORLDWIDE; 3.1.2 TO ESTABLISH AND MAINTAIN MUSEUM(S) AND/OR ARCHIVE(S) FOR THE BENEFIT OF THE PUBLIC, AND IN PURSUIT OF THAT OBJECT; (A) COLLECT ARTEFACTS AND ARCHIVES INCLUDING POSTAL ARTEFACTS AND ARCHIVES WHICH MAY BE BRITISH OR INTERNATIONAL TO A PUBLISHED POLICY AGREED BY THE CHARITY; (B) MANAGE, DOCUMENT, CONSERVE AND SAFEGUARD THE NATIONAL POSTAL COLLECTIONS AND OTHER COLLECTIONS AND HOLDINGS TO THE HIGHEST APPROPRIATE PROFESSIONAL STANDARDS; (C) EXHIBIT, INTERPRET AND PROVIDE ACCESS TO THE COLLECTIONS. 3.1.3 RESTORE, EXHIBIT AND PRESERVE OBJECTS, (INCLUDING VEHICLES AND WHERE APPROPRIATE BUILDINGS AND OTHER STRUCTURES) PARTICULARLY THOSE OBJECTS ASSOCIATED WITH THE HISTORY OF POSTAL AND RELATED SERVICES AND THE ACTIVITIES OF THE BRITISH POST OFFICE AND ITS SUCCESSORS; 3.1.4 TO UNDERTAKE ANY OTHER CHARITABLE PURPOSE.

Area of benefit

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

NATIONAL

Contact information

Address:
The Postal Museum
Calthorpe House
15-20 Phoenix Place
LONDON
WC1X 0DA
Phone:
03000300700
Email:
info@postalmuseum.org
Website:

https://www.postalmuseum.org/ Open in new window