BENTLEY PRIORY MANSION HOUSE OPERATIONAL ENDOWMENT FUND

Charity number: 1138628
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

TO MANAGE THE INVESTMENT OF AN ENDOWMENT FUND TO SUPPORT THE OPERATION OF THE BENTLEY PRIORY BATTLE OF BRITAIN TRUST AND THE BENTLEY PRIORY MUSEUM AND LEARNING CENTRE. THE ?2.6M ENDOWMENT FUND WAS TRANSFERRED TO THE TRUST IN SEPTEMBER 2012. SUBSEQUENTLY THE TRUST HAS TAKEN FINANCIAL ADVISE AND INVESTED THE FUNDS IN 2 INVESTMENT FUNDS.

Income and expenditure

Data for financial year ending 31 October 2023

Total income: £16,342
Total expenditure: £138,813

People

4 Trustee(s)

1 Volunteer(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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Other Finance
Where the charity operates:
  • Harrow

Governance

Registration history:
  • 28 October 2010: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Cllr Norman Stevenson Chair 28 February 2017
None on record
Air Vice-Marshal Clive Bairsto Trustee 28 February 2017
THE BENTLEY PRIORY BATTLE OF BRITAIN TRUST
Received: On time
KEITH FERRY Trustee 20 August 2012
HARROW YOUNG MUSICIANS
Received: 99 days late
WG CDR LESLIE ROBERT POWELL Trustee 07 August 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £183.87k £13.24k £406.18k £0 £16.34k
Total expenditure £112.28k £103.09k £102.67k £344.27k £138.81k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A 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 October 2023 31 August 2024 On Time
Accounts and TAR 31 October 2023 Not Required
Annual return 31 October 2022 23 August 2023 On Time
Accounts and TAR 31 October 2022 Not Required
Annual return 31 October 2021 01 September 2022 1 days late
Accounts and TAR 31 October 2021 01 September 2022 1 days late Download Open in new window
Annual return 31 October 2020 31 August 2021 On Time
Accounts and TAR 31 October 2020 Not Required Download Open in new window
Annual return 31 October 2019 22 September 2020 22 days late
Accounts and TAR 31 October 2019 22 September 2020 22 days late 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.

TRUST DEED DATED 14 SEPTEMBER 2010

Charitable objects

TO PROVIDE FINANCIAL SUPPORT TO THE OPERATION OF A MUSEUM AT BENTLEY PRIORY WHICH ADVANCES THE EDUCATION OF THE PUBLIC IN THE HISTORY OF THE MANSION HOUSE SITE AND IN THE HISTORY AND DEVELOPMENT OF AVIATION, SCIENCE AND ENGINEERING, THE HISTORY OF THE BATTLE OF BRITAIN AND THE PRESERVATION OF PART OF BENTLEY PRIORY AS A MEMORIAL TO THOSE WHO SERVED IN THE ROYAL AIR FORCE AND IN PARTICULAR (BUT NOT EXCLUSIVELY) DURING THE BATTLE OF BRITAIN

Area of benefit

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

BENTLEY PRIORY

Contact information

Address:
Bentley Priory Endowment Trust
Bentley Priory Museum
Mansion House Drive
STANMORE
Middlesex
HA7 3FB
Phone:
02089505526
Email:
BENTLEYPRIORY@BTINTERNET.COM
Website:

No information available