THE HOLFORDS OF WESTONBIRT TRUST

Charity number: 1124066
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To protect and preserve for the benefit of the public and the nation Westonbirt House and Gardens and the Estates previously in the ownership of the Holford family in the county of Gloucestershire and the Holford Heritage associated therewith.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £31,354
Total expenditure: £85,963

People

9 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

What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 14 May 2008: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
06035589 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 policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
The Hon Lady Sophie Scruton Chair 01 July 2019
None on record
Belinda Bradley Trustee 23 November 2023
None on record
Ross Sharpe Trustee 10 March 2022
None on record
Angela Potter Trustee 27 June 2019
None on record
Charles Ralph Trustee 27 February 2018
None on record
MARCUS GALEA Trustee 17 June 2013
None on record
NATASHA DANGERFIELD Trustee 04 February 2013
None on record
ANNABELLA SCOTT BA Trustee 23 May 2011
None on record
SIMON TOMLINSON Trustee 23 May 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £130.38k £53.58k £290.24k £33.53k £31.35k
Total expenditure £259.70k £221.33k £69.55k £93.27k £85.96k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £90.00k £20.20k 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 August 2024 28 April 2025 On Time
Accounts and TAR 31 August 2024 28 April 2025 On Time Download Open in new window
Annual return 31 August 2023 21 May 2024 On Time
Accounts and TAR 31 August 2023 21 May 2024 On Time Download Open in new window
Annual return 31 August 2022 17 May 2023 On Time
Accounts and TAR 31 August 2022

(These accounts
have been qualified)

17 May 2023 On Time Download Open in new window
Annual return 31 August 2021 31 May 2022 On Time
Accounts and TAR 31 August 2021 11 April 2022 On Time Download Open in new window
Annual return 31 August 2020 24 May 2021 On Time
Accounts and TAR 31 August 2020 24 May 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 OF ASSOCIATION INCORPORATED 21 DECEMBER 2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19 JUL 2019

Charitable objects

TO PROTECT AND PRESERVE FOR THE BENEFIT OF THE PUBLIC AND OF THE NATION WESTONBIRT HOUSE AND GARDENS AND ESTATES PREVIOUSLY IN THE OWNERSHIP OF THE HOLFORD FAMILY IN THE COUNTY OF GLOUCESTER AND THE HOLFORD HERITAGE ASSOCIATED THEREWITH.

Area of benefit

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

LOCAL

Contact information

Address:
WESTONBIRT SCHOOL
WESTONBIRT
TETBURY
GL8 8QG
Phone:
01666881357
Email:
admin@holfordtrust.com
Website:

www.holfordtrust.com Open in new window