THE HEREFORD CATHEDRAL PERPETUAL TRUST

Charity number: 1051168
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust raises funds to support the work of the Chapter of Hereford Cathedral.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £487,326
Total expenditure: £428,007

People

7 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
  • Religious Activities
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Other Charitable Purposes
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
  • Other Charitable Activities
Where the charity operates:
  • Herefordshire
  • Shropshire

Governance

Registration history:
  • 30 November 1995: Standard registration
Organisation type:
Charitable company
Other names:
  • H C P T (Working name)
  • HCPT - HEREFORD CATHEDRAL (Working name)
  • Hereford Cathedral Perpetual Trust (Working name)
  • HEREFORD CATHEDRAL TRUST (Working name)
  • PERPETUAL TRUST (Working name)
Company number:
03123592 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
  • Risk management
  • 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
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Prince Charles Raoul de Rohan Trustee 04 November 2022
None on record
Katherine Hale Garnier Trustee 04 November 2022
None on record
Richard Banks Trustee 04 November 2022
None on record
Nicholas Michael George Harvey Trustee 03 February 2022
None on record
Very Revd Sarah Romilly Denner Brown Trustee 02 October 2021
THE HEREFORD DIOCESAN BOARD OF FINANCE
Received: On time
REV ROLAND MUCKLESTON
Charity reporting is overdue by 178 days
THE HEREFORD CATHEDRAL ALMSHOUSES CHARITY
Received: On time
THE CATHEDRAL CHURCH OF THE BLESSED VIRGIN MARY AND SAINT ETHELBERT IN HEREFORD
Recently registered
Julia Budd Trustee 19 February 2021
None on record
Thomas Nathaniel Hone Trustee 25 September 2018
THE HONE FAMILY CHARITABLE TRUST
Received: On time
BOSBURY PARISH HALL
Received: On time
THE ASHBY ELMS SCHOOL TRUST
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £967.35k £2.01m £646.45k £1.01m £487.33k
Total expenditure £996.46k £1.12m £524.43k £436.29k £428.01k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £5.03k N/A N/A N/A
Income - Donations and legacies £677.66k £1.82m £454.21k £752.52k N/A
Income - Other trading activities £145.19k £21.40k £0 £0 N/A
Income - Charitable activities £0 £0 £0 £0 N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £144.51k £167.18k £188.07k £240.46k N/A
Income - Other £0 £0 £4.16k £13.42k N/A
Income - Legacies £156.50k £870.40k £49.26k £562.33k N/A
Expenditure - Charitable activities £832.58k £1.08m £457.30k £359.49k N/A
Expenditure - Raising funds £163.88k £46.93k £67.12k £76.80k N/A
Expenditure - Governance £49.02k £52.68k £0 £6.20k N/A
Expenditure - Grants institution £744.95k £977.32k £380.63k £289.50k N/A
Expenditure - Investment management £9.62k £11.51k £10.77k £9.84k N/A
Expenditure - Other £0 £0 £0 £0 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 December 2023 22 October 2024 On Time
Accounts and TAR 31 December 2023 22 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 16 August 2022 On Time
Accounts and TAR 31 December 2021 16 August 2022 On Time Download Open in new window
Annual return 31 December 2020 17 August 2021 On Time
Accounts and TAR 31 December 2020 17 August 2021 On Time Download Open in new window
Annual return 31 December 2019 16 June 2020 On Time
Accounts and TAR 31 December 2019 16 June 2020 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 DATED 8 NOVEMBER 1995 AS AMENDED 11 JUNE 2008.

Charitable objects

TO PROMOTE THE RELIGIOUS AND CHARITABLE WORK OF THE CHURCH OF ENGLAND BY PROVIDING ADDITIONAL SUPPORT FOR ALL OR ANY OF THE CHARITABLE PURPOSES TO WHICH THE CAPITULAR REVENUES OF THE DEAN AND CHAPTER OF THE CATHEDRAL CHURCH OF THE BLESSED VIRGIN MARY AND ST. ETHELBERT IN HEREFORD ARE APPLICABLE INCLUDING ESPECIALLY: 1) THE PROMOTION AND MAINTENANCE TO A HIGH STANDARD OF THE CHORAL SERVICES OF THE CHURCH OF ENGLAND IN THE CATHEDRAL (WHETHER SIMPLE OR ELABORATE) IN SUCH WAYS AS THE BOARD OF GOVERNORS IN ITS ABSOLUTE DISCRETION THINKS FIT INCLUDING (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) PROMOTION OF THE RELIGIOUS MUSICAL AND SECULAR EDUCATION OF PUPILS ATTENDING ANY SCHOOL IN WHICH INSTRUCTION IN THE DOCTRINES OF THE CHURCH OF ENGLAND IS GIVEN AND PERFORMANCE OF THE CHORAL SERVICES OF THE CHURCH OF ENGLAND IS OBSERVED AND ALSO INCLUDING THE REPAIR MAINTENANCE AND RENEWAL OF THE ORGAN OF THE CATHEDRAL THE ACQUISITION AND MAINTENANCE OF ITS MUSICAL BOOKS AND MANUSCRIPTS AND THE EMPLOYMENT OF ALL STAFF INCLUDING LAY CLERKS IN CONNECTION WITH THE CHORAL SERVICES OF THE CATHEDRAL; AND 2) THE PRESERVATION MAINTENANCE AND DEVELOPMENT OF THE CATHEDRAL GENERALLY.

Area of benefit

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

IN PRACTICE, HEREFORD

Contact information

Address:
5 COLLEGE CLOISTERS
CATHEDRAL CLOSE
HEREFORD
HR1 2NG
Phone:
01432374261
Email:
georgina.miller@herefordcathedral.org
Website:

www.herefordcathedral.org Open in new window