THE SIR EDWARD HEATH CHARITABLE FOUNDATION

Charity number: 1112773
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity has opened Arundells, the home of Sir Edward Heath, to the public since 2008 and preserves Arundells and its contents for the benefit of the public.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £320,524
Total expenditure: £344,424

Total income includes £3,498 from 1 government grant(s)

People

10 Trustee(s)

60 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:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Wiltshire

Governance

Registration history:
  • 20 January 2006: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Risk management
  • Trustee conflicts of interest 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
Peter Graham Batey CMG OBE Chair 29 October 2013
None on record
Sir Sherard Louis Cowper-Coles KCMG LVO Trustee 27 January 2024
None on record
Neil Carmichael Trustee 30 April 2018
None on record
Leo Austin Trustee 30 April 2018
None on record
Michael Noel McManus Trustee 21 July 2016
None on record
Anthony Lawrence Teasdale Trustee 15 January 2015
None on record
EDWARD SIDNEY COVER BICKHAM Trustee 29 October 2013
None on record
Colonel Gordon David MacDougall Trustee 29 October 2013
None on record
James Arthur Elder Trustee
None on record
LINCOLN DAVID MADRON SELIGMAN Trustee
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 £249.53k £223.59k £225.18k £277.33k £320.52k
Total expenditure £237.86k £164.04k £197.11k £325.77k £344.42k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £59.53k £33.37k £3.17k £3.50k

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 29 October 2024 On Time
Accounts and TAR 31 December 2023 29 October 2024 On Time Download Open in new window
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 31 October 2022 On Time
Accounts and TAR 31 December 2021 31 October 2022 On Time Download Open in new window
Annual return 31 December 2020 29 October 2021 On Time
Accounts and TAR 31 December 2020 29 October 2021 On Time Download Open in new window
Annual return 31 December 2019 30 October 2020 On Time
Accounts and TAR 31 December 2019 30 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.

WILL PROVED IN THE HIGH COURT OF JUSTICE ON 18 JANUARY 2006 AS AMENDED BY DEED OF AMENDMENT DATED 1 FEBRUARY 2006 AND 8 FEBRUARY 2010 AND SCHEME DATED 17 MAY 2010

Charitable objects

(1) THE PRESERVATION AND CONSERVATION OF ARUNDELLS AND ITS ASSOCIATED AMENITIES AS A BUILDING OF BOTH SPECIAL ARCHITECTURAL AND HISTORICAL INTEREST BEING THE HOME OF SIR EDWARD HEATH; (II) THE PRESERVATION OF THE FURNITURE PICTURES MEMORABILIA AND CHATTELS ORDINARILY KEPT AT ARUNDELLS (EXCEPTING SUCH ITEMS AS THE TRUSTEES CONSIDER INAPPROPRIATE) AND SUCH OF ANY OTHER FURNITURE PICTURES MEMORABILIA AND CHATTELS AS SHALL FORM PART OF THE CHARITABLE TRUST AND WHICH THE TRUSTEES CONSIDER APPROPRIATE TO PRESERVE; (III) THE ADMINISTRATION MAINTENANCE AND PRESERVATION OF SUCH OF MY PAPERS AS SHALL FORM PART OF THE CHARITABLE TRUST FUND INCLUDING THE PAPERS RELATING TO MY EARLY CAREER, THE PAPERS RELATING TO MY PERIOD AS LEADER OF THE OPPOSITION AND MY PERSONAL PRIME MINISTERIAL PAPERS (TOGETHER REFERRED TO AS MY PAPERS; (IV) THE ADVANCEMENT OF EDUCATION BY THE FACILITATION AND ENCOURAGEMENT OF ACCESS TO AND THE STUDY AND APPRECIATION OF ARUNDELLS AND ITS CONTENTS BY THE GENERAL PUBLIC IN PARTICULAR IN RELATION TO THE STUDY AND RESEARCH OF MY PAPERS AND THE PUBLICATION OF THE USEFUL RESULTS OF THAT RESEARCH; (V) THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE ARTISTIC APPRECIATION OF MUSIC BY THE PROMOTION DEVELOPMENT OR IMPROVEMENT WHETHER AT ARUNDELLS OR ELSEWHERE OF THE KNOWLEDGE UNDERSTANDING AND PRACTICE OF ALL FORMS OF MUSIC AND THE PERFORMANCE RECORDING STUDY COMPOSITION INSTRUCTION OR TRAINING IN ALL FORMS OF MUSIC; (VI) SUCH OTHER PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.

Area of benefit

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

NOT DEFINED

Contact information

Address:
59 The Close
Salisbury
SP1 2EN
Phone:
01722 326546
Email:
info@arundells.org
Website:

www.arundells.org Open in new window