THE WARDEN AND SCHOLARS OF ST MARY COLLEGE OF WINCHESTER

Charity number: 1139000
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of education through the provision of classical, literary, historical, mathematic, scientific, engineering, cultural and general education of the highest class and the provision of financial assistance for such education. The preservation for the public benefit of the buildings and grounds, furniture, pictures and chattels of the College. The advancement of Christian religion.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£54,448,560

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Donations and legacies £10.86m
Charitable activities £34.00m
Other trading activities £910.61k
Investments £8.60m
Other £72.77k

Total expenditure:
£44,666,787

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Raising funds £4.72m
Charitable activities £39.95m
Other £0

£16,898,319 investments gains (losses)

Total income includes £53,589 from 5 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 £4.72m
Charitable expenditure £39.95m
Retained for future use £9.78m

People

312 Employee(s)

15 Trustee(s)

13 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 19
£70k to £80k 37
£80k to £90k 18
£90k to £100k 10
£100k to £110k 3
£110k to £120k 1
£200k to £250k 1
£250k to £300k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 03 December 2010: Standard registration
Organisation type:
Other
Other names:
  • WINCHESTER COLLEGE (Working name)
Company number:
RC000733 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
  • 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
  • Investment
  • 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
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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sir Richard Stagg KCMG Chair 08 February 2019
None on record
Robert Lee Allen Bsc CA Trustee 10 November 2023
None on record
Richard Andrew Sanders MA MBA Trustee 08 September 2023
THE UK CAREER ACADEMY FOUNDATION
Received: On time
THE PERMIRA FOUNDATION
Received: On time
David William Goodhew Trustee 09 February 2023
DUKES FOUNDATION
Received: 125 days late
Professor Helen Elisabeth Higson OBE DL Trustee 26 March 2022
None on record
Brian Li Man-Bun Trustee 04 December 2021
None on record
Alison Mayne MA PGCE Trustee 06 May 2021
None on record
Laura Hargreaves Sanderson Trustee 05 December 2020
None on record
Roland Turnill Trustee 07 December 2019
None on record
DR MAGNUS JEROME RYAN Trustee 17 March 2018
None on record
ANDREW FRANCIS SYKES Trustee 02 December 2017
None on record
THE HON SIR STEPHEN WILLIAM SCOTT COBB Trustee 11 March 2017
None on record
MR MILES YOUNG Trustee 04 September 2016
THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT
Received: On time
THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT
Received: On time
THE COLLEGE OF SAINT MARY OF WINCHESTER IN OXFORD, COMMONLY CALLED NEW COLLEGE
Received: On time
PARROTT AND LEE EDUCATIONAL FOUNDATION
Received: On time
DR WILLIAM EVERITT POOLE Trustee 12 March 2016
THE CHALET TRUST
Received: On time
WILLIAM EDWARD JOHN HOLLAND FCA BA Trustee 27 June 2015
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 £32.65m £31.04m £36.87m £39.55m £45.10m
Total expenditure £31.74m £32.02m £36.57m £41.13m £44.67m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £1.43m £607.68k £70.38k £52.82k £53.59k
Income - Donations and legacies £5.53m £14.21m £18.25m £27.60m £10.86m
Income - Other trading activities £67.00k £118.12k £256.47k £756.38k £910.61k
Income - Charitable activities £24.29m £25.32m £29.05m £31.65m £34.00m
Income - Endowments £2.04m £12.27m £15.72m £26.56m £9.35m
Income - Investment £3.29m £2.98m £4.96m £6.05m £8.60m
Income - Other £1.51m £688.85k £62.97k £54.12k £72.77k
Income - Legacies £653.29k £160.68k £155.59k £0 £0
Expenditure - Charitable activities £29.34m £29.08m £33.37m £37.02m £39.95m
Expenditure - Raising funds £2.40m £2.94m £3.19m £4.11m £4.72m
Expenditure - Governance £79.00k £94.50k £110.23k £148.22k £152.64k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £544.00k £844.84k £739.58k £1.01m £1.35m
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.

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Asset / Liability 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Own use assets £116.79m £126.09m £139.34m £151.21m £164.14m
Long-term investments £250.38m £291.20m £321.93m £335.09m £355.53m
Other assets £36.94m £54.48m £28.82m £40.16m £50.50m
Defined benefit pension scheme asset or liability -£373.00k £0 £0 £0 £0
Total liabilities £40.84m £54.34m £56.11m £78.32m £94.98m

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 21 March 2025 On Time
Accounts and TAR 31 August 2024 21 March 2025 On Time Download Open in new window
Annual return 31 August 2023 05 February 2024 On Time
Accounts and TAR 31 August 2023 05 February 2024 On Time Download Open in new window
Annual return 31 August 2022 26 January 2023 On Time
Accounts and TAR 31 August 2022 26 January 2023 On Time Download Open in new window
Annual return 31 August 2021 26 April 2022 On Time
Accounts and TAR 31 August 2021 26 April 2022 On Time Download Open in new window
Annual return 31 August 2020 20 April 2021 On Time
Accounts and TAR 31 August 2020 20 April 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.

ROYAL CHARTER OF 6 OCTOBER 1382 AND SUPPLEMENTAL CHARTERS (LAST BEING THE SUPPLEMENTAL CHARTER OF 25 APRIL 1988) STATUTES LAST AMENDED 2009 AS AMENDED BY ORDER IN COUNCIL DATED 11 OCT 2017

Charitable objects

1. THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION AT THE COLLEGE OF CLASSICAL, LITERARY, HISTORICAL, MATHEMATIC, SCIENTIFIC, ENGINEERING, CULTURAL AND GENERAL EDUCATION OF THE HIGHEST CLASS FOR SCHOLARS AND PUPILS AND THE PROVISION OF FINANCIAL ASSISTANCE FOR SUCH EDUCATION. 2. THE PRESERVATION FOR THE PUBLIC BENEFIT OF THE WHOLE OR ANY PART OR PARTS OF THE BUILDINGS AND GROUNDS COMPRISING THE COLLEGE AND THE PRESERVATION FOR THE PUBLIC BENEFIT OF FURNITURE AND PICTURE AND CHATTELS OF ANY DESCRIPTION ORDINARILY KEPT AT THE COLLEGE AND THE DOING OF ALL SUCH OTHER THINGS AS SHALL BE NECESSARY OR APPROPRIATE FOR THE PRESERVATION OF THE COLLEGE. 3. THE USE AND OCCUPATION OF THE SAID BUILDINGS, GROUNDS AND CHATTELS FOR THE ADVANCEMENT OF THE CHRISTIAN RELIGION AND THE PRACTICE OF WORSHIP IN SUCH MANNER AS SHALL BE CONSISTENT WITH THE WORK OF THE COLLEGE AND WITH THE EXPRESSIONS OF RELIGIOUS INTENTION CONTAINED IN THE FOUNDERãS CHARTER. 4. IN CONNECTION WITH OBJECT 1 AND 3, THE PROMOTION AND MAINTENANCE OF THE CHORAL FOUNDATION OF THE COLLEGE. 5. THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION (WITHIN THE MEANING OF THE RECREATIONAL CHARITIES ACT 1958 AND AS THEREIN LIMITED), IN SUCH MANNER AS SHALL BE CONSISTENT WITH THE WORK OF THE COLLEGE AND SHALL INCREASE THE PUBLIC BENEFIT FLOWING THERE FROM. 6. THE PURSUIT OF OTHER CHARITABLE PURPOSES IN SO FAR AS CONSISTENT WITH THE WORK OF THE COLLEGE AND LIABLE TO INCREASE THE PUBLIC BENEFIT FLOWING THERE FROM.

Area of benefit

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

HAMPSHIRE

Linked charities

Linked charities
Linked charity 1139000-1 THE WINCHESTER COLLEGE FOUNDATION
Governing document
DECLARATION OF TRUST DATED 03 MAY 1989 AS AMENDED BY RESOLUTION DATED 16 SEP 2017
Charitable objects
THE SUPPORT PROMOTION AND ASSISTANCE OF THE OBJECTS OF THE WARDENS AND SCHOLARS AS DEFINED IN PARAGRAPH II OF THE SUPPLEMENTAL CHARTER MADE IN 1985 WITH PARTICULAR REGARD TO THE MAINTENANCE AND PRESERVATION AND IMPROVEMENT OF THE BUILDINGS AND GROUNDS COMPRISING THE COLLEGE IN ACCORDANCE WITH THE OBLIGATIONS IMPOSED BY THE FOUNDER IN THE FIRST STATUTES.
Area of benefit
WINCHESTER COLLEGE
Registration history
  • 03 December 2010 : Standard registration

Contact information

Address:
Winchester College
College Street
Winchester
SO23 9NA
Phone:
01962621206
Email:
bursar@wincoll.ac.uk
Website:

www.winchestercollege.org Open in new window