Finance Score: -6

Governance Score: 9

Support Score: 5

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 8

THE WELLINGTON TRUST

The conservation and preservation of the former Royal Navy sloop HMS WELLINGTON as part of the nation's maritime heritage, the education of the public in the history of the British and Commonwealth Merchant Services and, the importance of seaborne trade to our island nation. An educational programme is in place for KS 1 & 2 children, a Secondary School Programme and a Sixth Form STEM Programme.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£69	£190	£-121	n/a	n/a	n/a	n/a	n/a	18
31/03/22		£140	£256	£-116	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£558	£374	£184	£7	£929	£904	29	3	10
31/03/20		£393	£505	£-112	n/a	n/a	n/a	n/a	n/a	25
31/03/19	*	£358	£439	£-81	n/a	n/a	n/a	n/a	n/a	10
31/03/18		£434	£472	£-39	£0	£0	£0	n/a	0	0
31/03/17		£367	£415	£-48	£0	£0	£0	n/a	0	0
31/03/16		£381	£391	£-10	£0	£0	£0	n/a	0	0
31/03/15		£417	£463	£-47	£0	£0	£0	n/a	0	0
31/03/14		£377	£404	£-28	£0	£0	£0	n/a	0	0
31/03/13	*	£378	£367	£11	£0	£0	£0	n/a	0	0
31/03/12?		£619	£406	£212	£10	£957	£927	27.4	8	0
31/12/10	*	£302	£326	£-23	£0	£0	£0	n/a	0	0
31/12/09	*	£295	£295	£0	£0	£0	£0	n/a	0	0
31/12/08		£231	£270	£-39	£0	£0	£0	n/a	0	0
31/12/07		£238	£249	£-10	£0	£0	£0	n/a	0	0
31/12/06		£303	£259	£44	£0	£0	£0	n/a	0	0
31/12/05		£437	£307	£130	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 19 years

www.thewellingtontrust.org

info@thewellingtontrust.com

03301 322844

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Scotland, Throughout London,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
18 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - CRF20 The Wellington Trust
£213,300	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to The Wellington Trust
£47,485	25/06/2020	COVID19 Wellington Trust
National Lottery Heritage Fund - Grant to The Wellington Trust
£23,800	29/03/2019	Supporting the Wellington Trust to develop a strategic framework to safeguard HMS Wellington
National Lottery Heritage Fund - Grant to The Wellington Trust
£10,000	05/04/2018	War & Trade: the Merchant Navy's contribution to winning the First World War
National Lottery Heritage Fund - Grant to The Wellington Trust
£47,800	14/12/2016	Wartime Abandon Ship - surviving the wartime Atlantic Ocean
National Lottery Heritage Fund - Grant to The Wellington Trust
£80,800	05/03/2014	Hospital and troop ships 1914-1918

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 34-77

ALASTAIR BALFOUR CHAPMAN FRICS (Chair) Appointed: 2012

MICHAEL WILLIAM BATEMAN Appointed: 2023, Occupation: Chief Executive

MUNSUR ALI Appointed: 2020, Occupation: Company Director

NICHOLAS DREW DOWDEN Appointed: 2022, Occupation: Marine Surveyor

RICHARD THOMAS CONGREVE MURRAY Appointed: 2023, Occupation: Solicitor

RODNEY KEITH PUDDUCK OBE RCNC Appointed: 2023

SHEENA ROSEMARY THOMSON Appointed: 2023, Occupation: Director

JENNIFER MARY MOSELEY Appointed: 2013, Occupation: Marketing Consultant

LOUISA JANE BURTON Appointed: 2023, Occupation: Chartered Accountant, Other trusteeship: SHAPING PORTSMOUTH FOUNDATION,

PROFESSOR DOMINIC TWEDDLE Appointed: 2024, Occupation: Retired, Other trusteeships: THE ROYAL SCHOOL OF NEEDLEWORK, MARITIME ARCHAEOLOGY SEA TRUST, MERCANTILE MARINE MEMORIAL TRUST,

Legal constitution

Charitable company registered in England & Wales on 15/04/2005, number: 1109066
Registered at Companies House on 26/01/2005, number: 05343257

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; AR19: 5 days late, AR13: 65 days late, AR10: 1 days late, AR09: 0 days late,

Main office

HQS Wellington
Temple Stairs
Victoria Embankment
Westminster
LONDON
WC2R 2PN

Objectives

1. THE RESTORATION MAINTENANCE AND PRESERVATION FOR THE PUBLIC BENEFIT OF THE SLOOP HQS WELLINGTON AS PART OF THE NATION'S HERITAGE.2. THE EDUCATION OF THE PUBLIC IN THE HISTORY AND TRADITIONS OF THE BRITISH MERCHANT NAVY.

Defined Area of Benefit:

NATIONAL

Data Sources