GREENHAM TRUST LTD

Charity number: 1062762
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Community Development, External Grants, Nature Conservation, Arts , Partnership Working, Sport and Recreation,Resource Centre for Disadvantaged Groups, Horticultural Therapy Centre , and Support for Local Rural Communities. Investment in property to enable partnership working and better services. We operate in Newbury and the surrounding area (West Berkshire and North Hants).

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£16,508,257

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Donations and legacies £1.72m
Charitable activities £0
Other trading activities £6.55m
Investments £8.24m
Other £0

Total expenditure:
£14,933,287

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Raising funds £10.05m
Charitable activities £4.88m
Other £0

£4,276,505 investments gains (losses)

Total income includes £430,000 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 £10.05m
Charitable expenditure £4.88m
Retained for future use £1.57m

People

18 Employee(s)

10 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 4
£140k to £150k 1
£150k to £200k 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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Hampshire
  • West Berkshire

Governance

Registration history:
  • 09 June 1997: Standard registration
Organisation type:
Charitable company
Other names:
  • GREENHAM COMMON TRUST (Working name)
  • GREENHAM COMMON COMMUNITY TRUST LIMITED (Previous name)
Company number:
03340350 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
  • 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CHARLES DAVID BRIMS Chair 07 June 2011
None on record
Gavin John Thistlethwaite Trustee 04 June 2024
None on record
Justin Barnes Trustee 06 September 2022
None on record
Sarah Scrope Trustee 07 June 2022
None on record
Justyn Miles Wilson Waterworth Trustee 19 December 2019
None on record
Fiona Kathleen Spencer-Jones Trustee 04 December 2018
None on record
ROBERT BARCLAY WOODS CBE Trustee 05 June 2018
THE ROBIN AND HENRIETTA WOODS CHARITABLE TRUST (1976)
Received: On time
THE ANNUAL NATIONAL SERVICE FOR SEAFARERS IN ST PAULS CATHEDRAL
Received: On time
ST. GEORGE'S HOUSE TRUST (WINDSOR CASTLE)
Received: On time
Zoe Lavinia Beatrice Benyon Trustee 07 June 2016
THE WHEELYBOAT TRUST
Received: On time
THE UFTON COURT EDUCATIONAL TRUST
Received: On time
THE ENGLEFIELD CHARITABLE TRUST
Received: On time
Biddy Hayward Trustee 04 March 2014
None on record
JULIAN CAZALET Trustee 14 November 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £15.66m £10.05m £10.54m £12.22m £16.51m
Total expenditure £7.69m £10.89m £9.67m £12.06m £14.93m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £81.06k £430.00k
Income - Donations and legacies £6.24m £0 £449.55k £1.26m £1.72m
Income - Other trading activities £2.79m £2.66m £3.62m £3.07m £6.55m
Income - Charitable activities £134.33k £489.14k £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £6.50m £6.90m £6.47m £7.89m £8.24m
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.68m £5.07m £3.51m £5.52m £4.88m
Expenditure - Raising funds £4.01m £5.82m £6.16m £6.54m £10.05m
Expenditure - Governance £107.28k £116.82k £122.87k £137.67k £134.35k
Expenditure - Grants institution £1.36m £2.33m £1.79m £3.95m £2.79m
Expenditure - Investment management £2.38m £3.18m £3.61m £3.48m £3.82m
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £329.52k £245.05k £324.09k £249.65k £162.73k
Long-term investments £87.23m £105.30m £100.98m £106.39m £112.72m
Other assets £22.33m £20.97m £29.42m £25.62m £17.31m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £28.37m £30.93m £29.29m £29.96m £30.60m

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 March 2024 20 December 2024 On Time
Accounts and TAR 31 March 2024 20 December 2024 On Time Download Open in new window
Annual return 31 March 2023 12 December 2023 On Time
Accounts and TAR 31 March 2023 12 December 2023 On Time Download Open in new window
Annual return 31 March 2022 02 February 2023 2 days late
Accounts and TAR 31 March 2022 02 February 2023 2 days late Download Open in new window
Annual return 31 March 2021 08 February 2022 8 days late
Accounts and TAR 31 March 2021 08 February 2022 8 days late Download Open in new window
Annual return 31 March 2020 04 February 2021 4 days late
Accounts and TAR 31 March 2020 04 February 2021 4 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.

MEMORANDUM AND ARTICLES INCORPORATED 20 MAR 1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 NOV 1997 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 04 MAY 2017 as amended on 04 Oct 2018

Charitable objects

ANY CHARITABLE PURPOSE FOR THE BENEFIT OF NEWBURY AND SURROUNDING AREA

Area of benefit

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

NEWBURY

Contact information

Address:
LIBERTY HOUSE
The Enterprise Centre
Greenham Business Park
Greenham
THATCHAM
RG19 6HW
Phone:
01635817444
Email:
chris@greenhamtrust.com
Website:

www.greenhamtrust.com Open in new window