Finance Score: -7

Governance Score: -1

Support Score: 3

Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: -5

ROMSEY AND DISTRICT BUILDINGS PRESERVATION TRUST LIMITED

Restoration and Preservation of historic buildings in the southern area of the Test Valley.

Analysis by Giving is Great

Positives:

The charity has received Government grants

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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	*	£8	£15	£-7	n/a	n/a	n/a	n/a	n/a	0
31/03/22	*	£11	£19	£-8	n/a	n/a	n/a	n/a	n/a	0
31/03/21	*	£14	£242	£-227	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£9	£14	£-6	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£23	£30	£-7	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£8	£12	£-4	£0	£0	£0	n/a	0	0
31/03/17		£662	£599	£63	£0	£260	£247	4.9	0	0
31/03/16		£7	£14	£-7	£0	£0	£0	n/a	0	0
31/03/15		£27	£22	£5	£0	£0	£0	n/a	0	0
31/03/14		£5	£16	£-10	£0	£0	£0	n/a	0	0
31/03/13		£126	£19	£106	£0	£0	£0	n/a	0	0
31/03/12		£1	£6	£-5	£0	£0	£0	n/a	0	0
31/03/11		£1	£5	£-4	£0	£0	£0	n/a	0	0
31/03/10		£1	£8	£-7	£0	£0	£0	n/a	0	0
31/03/09		£3	£12	£-10	£0	£0	£0	n/a	0	0
31/03/08		£252	£221	£31	£0	£0	£0	n/a	0	0
31/03/07	*	£4	£8	£-4	£0	£0	£0	n/a	0	0
31/03/06		£3	£7	£-4	£0	£0	£0	n/a	0	0
31/03/05		£4	£7	£-3	£0	£0	£0	n/a	0	0
31/03/04	*	£77	£83	£-6	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 48 years

mrussell@bells-romsey-solicitors.co.uk

01794 513328

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

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

Hampshire,

Who it helps

The General Public/Mankind

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: 65-84

PROFESSOR PETER JORDAN BSC PHD (Chair)

DILYS HALL Appointed: 2003, Occupation: Dentist

DR FRANK MACDONALD AKERMAN, Other trusteeships: THE LEAGUE OF FRIENDS OF ROMSEY HOSPITAL, THE AXE VALLEY HERITAGE ASSOCIATION, COUNTESS MOUNTBATTEN OF BURMA ROMSEY MEMORIAL TRUST,

JAMES MALCOLM LAFFEATY Appointed: 2013, Occupation: Building Surveyor

MICHAEL WOODHALL Appointed: 2015, Occupation: Retired Surveyor, Other trusteeships: WINCHESTER EXCAVATIONS COMMITTEE, HAMPSHIRE ARCHIVES TRUST, HAMPSHIRE GARDENS TRUST, WINCHESTER EXCAVATIONS COMMITTEE,

PETER HALLIWELL Appointed: 2007, Occupation: Chartered Engineer

RODERICK GORDON JACKSON Appointed: 2005, Occupation: Chartered Surveyor

RICHARD BARNES HEWETT Appointed: 2014, Occupation: Retired, Other trusteeships: ROMSEY OPPORTUNITY GROUP FOR CHILDREN WITH SPECIAL NEEDS, THE MUSIC IN ROMSEY GROUP, THE ROMSEY SINGERS, THE FRIENDS OF ROMSEY ABBEY,

Legal constitution

Charitable company registered in England & Wales on 15/12/1975, number: 270498
Registered at Companies House on 11/07/1975, number: 01219145

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Volunteer management

Filing Record

20 returns made; AR23: 77 days late, AR22: 5 days late, AR21: 17 days late, AR07: 16 days late, AR04: 1 days late,

Main office

32 The Harrage
Romsey
SO51 8AE

Objectives

TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF THE SOUTHERN PART OF THE TEST VALLEY DISTRICT COUNCIL AREA IN THE COUNTY OF HANTS AND OF THE NATION AT LARGE WHATEVER OF THE ENGLISH HISTORICAL ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN THE AREA AFORESAID IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDNG AS DEFINED IN SECTION 290(4) OF THE TOWN AND COUNTRY PLANNING ACT, 1971) OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

SOUTHERN PART OF THE TEST VALLEY DISTRICT COUNCIL AREA

Data Sources