THE HADRIAN'S WALL TRUST

Charity number: 1145819
Removed charity

Charity overview

Activities - how the charity spends its money

Facilitate all aspects of managing the World Heritage Site for the benefit of local & regional communities, working with partners & stakeholders to protect the archaeology, conserve the landscape that surrounds it, promote understanding & access.Realise the potential of the WHS to contribute to the social & economic benefit of local & regional communities through sustainable tourism development.

Income and expenditure

Data for financial year ending 30 September 2014

Total income:
£1,450,259

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Donations and legacies £348.02k
Charitable activities £1.01m
Other trading activities £93.33k
Investments £621
Other £0

Total expenditure:
£1,777,026

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Raising funds £0
Charitable activities £1.68m
Other £0

£0 investments gains (losses)

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 £95.03k
Charitable expenditure £1.68m

Fundraising

This charity raises funds from the public but does not work with commercial participators.

Trading

This charity has one or more 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
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
Where the charity operates:
  • Cumbria
  • Gateshead
  • Newcastle Upon Tyne City
  • North Tyneside
  • Northumberland
  • South Tyneside

Governance

Registration history:
  • 09 February 2012: Standard registration
  • 31 January 2017: Removed (Transfer of funds)
  • 31 January 2017: Funds transferred to 513055 Cultura Trust
Organisation type:
Charitable company
Other names:

No other names

Gift aid:
No information available
Other regulators:
No information available
Policies:
No policies declared
Land and property:
No information available

Financial history

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Financial period end date

Income / Expenditure 31/03/2013 30/09/2014
Total gross income £1.78m £1.45m
Total expenditure £3.22m £1.78m
Income from government contracts N/A N/A
Income from government grants N/A N/A
Income - Donations and legacies £660.34k £348.02k
Income - Other trading activities £61.28k £93.33k
Income - Charitable activities £1.06m £1.01m
Income - Endowments £0 £0
Income - Investment £1.22k £621
Income - Other £0 £0
Income - Legacies £0 £0
Expenditure - Charitable activities £3.18m £1.68m
Expenditure - Raising funds N/A N/A
Expenditure - Governance £47.28k £95.03k
Expenditure - Grants institution £0 £0
Expenditure - Investment management £0 £0
Expenditure - Other £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 31/03/2013 30/09/2014
Own use assets £0 £0
Long-term investments £0 £0
Other assets £649.19k £184.02k
Defined benefit pension scheme asset or liability £0 £0
Total liabilities £214.53k £76.13k

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 30 September 2016 Not submitted
Accounts and TAR 30 September 2016 Not submitted
Annual return 30 September 2015 Not submitted
Accounts and TAR 30 September 2015 Not submitted
Annual return 30 September 2014 14 April 2015 On Time
Accounts and TAR 30 September 2014 14 April 2015 On Time
Annual return 31 March 2013 28 May 2014 117 days late
Accounts and TAR 31 March 2013 02 April 2014 61 days late

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 17/05/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/11/2011

Charitable objects

4. THE CHARITY'S OBJECTS (OBJECTS) ARE FOR THE PUBLIC BENEFIT TO: 4.1 TO ADVANCE THE EDUCATION OF MEMBERS OF THE PUBLIC IN THE HISTORY OF HADRIAN'S WALLS, ITS SIGNIFICANCE AND ANY RELATED SUBJECT; 4.2 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF HADRIAN'S WALL AND SURROUNDING REGIONS; 4.3 TO PROMOTE THE CONSERVATION AND PROTECTION OF HADRIAN'S WALL AND ITS ENVIRONMENT FOR FUTURE GENERATIONS; AND 4.4 TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY: 4.4.1 THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; AND 4.4.2 THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION WITHIN THE AREA OF HADRIAN'S WALL AND SURROUNDING AREAS. FOR THE PURPOSES OF THIS ARTICLE SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT WHICH MEETS THE NEED OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATION TO MEET THEIR OWN NEEDS; AND 4.5 THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF ECONOMIC DEPRIVATION IN AREAS SURROUNDING HADRIAN'S WALL BY ALL OR ANY OF THE FOLLOWING MEANS: 4.5.1 THE RELIEF OF UNEMPLOYMENT; 4.5.2 THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED; AND 4.5.3 SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR CONSENT OF THE CHARITY COMMISSION.