Finance Score: 0

Governance Score: -2

Support Score: 6

No PartB

No volunteer policy: -2

Large volunteers +3
Gov Income
Grant maker support: +3

Overall GiG Score: 4

THE CITY OF WINCHESTER TRUST LIMITED

To seek to conserve the character of the City of Winchester and its surrounding area by: conserving and protecting its buildings, spaces, artefacts, landscape and setting. Sponsoring and encouraging new buildings, redevelopment, landscaping and conservation in accordance with the highest architectural standards. Promoting awareness of the above.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£36	£33	£3	n/a	n/a	n/a	n/a	n/a	25
31/03/22		£37	£39	£-2	n/a	n/a	n/a	n/a	n/a	25
31/03/21		£38	£30	£7	n/a	n/a	n/a	n/a	n/a	25
31/03/20		£41	£42	£-1	n/a	n/a	n/a	n/a	n/a	30
31/03/19		£41	£41	£0	n/a	n/a	n/a	n/a	n/a	30
31/03/18		£45	£32	£12	£0	£0	£0	n/a	0	0
31/03/17		£56	£37	£19	£0	£0	£0	n/a	0	0
31/03/16		£31	£36	£-4	£0	£0	£0	n/a	0	0
31/03/15		£30	£27	£3	£0	£0	£0	n/a	0	0
31/03/14		£30	£39	£-9	£0	£0	£0	n/a	0	0
31/03/13		£77	£81	£-4	£0	£0	£0	n/a	0	0
31/03/12		£57	£55	£3	£0	£0	£0	n/a	0	0
31/03/11	*	£34	£31	£3	£0	£0	£0	n/a	0	0
31/03/10		£40	£39	£1	£0	£0	£0	n/a	0	0
31/03/09		£40	£31	£9	£0	£0	£0	n/a	0	0
31/03/08		£40	£31	£9	£0	£0	£0	n/a	0	0
31/03/07		£47	£43	£4	£0	£0	£0	n/a	0	0
31/03/06		£37	£40	£-3	£0	£0	£0	n/a	0	0
31/03/05		£26	£31	£-4	£0	£0	£0	n/a	0	0
31/03/04		£25	£29	£-4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 56 years
(65 years as a company)

www.cityofwinchestertrust.co.uk

secretary@cityofwinchestertrust.co.uk

01962 851664

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Hampshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
25 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 68-89

MARGARET EILEEN LANCASTER Appointed: 2023, Occupation: Certified Chartered Accountant

JOHN BEVERIDGE Appointed: 2009, Occupation: Retired

JOHN STANNING BA, Occupation: Retired

JUDITH MARTIN Appointed: 2002, Occupation: Buildings Conservationist

KEITH CARLYLE LEAMAN (Chair), Occupation: Architect

PATRICK DAVIES Appointed: 2001, Occupation: Solicitor

ARTHUR MORGAN Appointed: 2017, Occupation: N/A, Other trusteeship: KNOW THYSELF CHARITABLE TRUST,

RODNEY MORGAN-GILES Appointed: 2015, Occupation: Farmer, Other trusteeship: THE ROYAL FORESTRY SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 16/07/1968, number: 251798
Registered at Companies House on 18/08/1958, number: 00609812

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
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

Filing Record

20 returns made; AR11: 14 days late,

Main office

The Heritage Centre
32 Upper Brook Street
Winchester
Hampshire
SO23 8DG

Objectives

TO PROMOTE AND FOSTER THE AMENITIES OF THE CITY OF WINCHESTER AND THE SURROUNDING DISTRICT BY SEEKING TO CONSERVE THE CHARACTER OF THE CITY BY PRESERVING AND PROTECTING ITS BUILDINGS AND BY SPONSORING AND ENCOURAGING REBUILDING AND REDEVELOPMENT IN ACCORDANCE WITH THE BEST ARCHITECTURAL STANDARDS AND THE EXISTING CHARACTER OF THE CITY AND DISTRICT. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM).

Defined Area of Benefit:

CITY OF WINCHESTER AND SURROUNDING DISTRICT

Data Sources