Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

Large volunteers +3

Overall GiG Score: -3

WELLS CATHEDRAL PRESERVATION TRUST

The trust receives donations and legacies, invests unused income and disburses funds exclusively for the preservation and conservation of the fabric of Wells Cathedral.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests 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
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	£15	£5	£9	n/a	n/a	n/a	n/a	n/a	2
31/03/22	£16	£160	£-144	n/a	n/a	n/a	n/a	n/a	2
31/03/21	£19	£22	£-3	n/a	n/a	n/a	n/a	n/a	2
31/03/20	£32	£6	£26	n/a	n/a	n/a	n/a	n/a	2
31/03/19	£22	£61	£-38	n/a	n/a	n/a	n/a	n/a	13
31/03/18	£19	£6	£13	£0	£0	£0	n/a	0	0
31/03/17	£18	£35	£-17	£0	£0	£0	n/a	0	0
31/03/16	£19	£5	£14	£0	£0	£0	n/a	0	0
31/03/15	£20	£5	£15	£0	£0	£0	n/a	0	0
31/03/14	£31	£6	£25	£0	£0	£0	n/a	0	0
31/03/13	£16	£25	£-9	£0	£0	£0	n/a	0	0
31/03/12	£15	£6	£9	£0	£0	£0	n/a	0	0
31/03/11	£13	£5	£8	£0	£0	£0	n/a	0	0
31/03/10	£16	£24	£-9	£0	£0	£0	n/a	0	0
31/03/09	£20	£6	£14	£0	£0	£0	n/a	0	0
31/03/08	£26	£17	£9	£0	£0	£0	n/a	0	0
31/03/07	£35	£18	£18	£0	£0	£0	n/a	0	0
31/03/06	£27	£321	£-294	£0	£0	£0	n/a	0	0
31/03/05	£43	£25	£18	£0	£0	£0	n/a	0	0
31/03/04	£68	£5	£62	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 48 years

brian.robertswray@icloud.com

01749672649

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
Religious Activities

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations

Where it operates

Bath And North East Somerset, North Somerset, Somerset,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

THE HONOURABLE THOMAS FLETCHER REES MOGG

ESMERALDA JANE MARTIN Appointed: 2016

MARTIN WILLIAM LLEWELLYN Appointed: 2014

VERY REV DR JOHN HARVERD DAVIES Appointed: 2016 Occupation: Dean Of Wells

EDWARD GEORGE HOBHOUSE (Chair) Appointed: 2019, Other trusteeships: KING'S SCHOOL, BRUTON, BRUTON SCHOOL FOR GIRLS,

EDWARD WILLIAM GEORGE BAYNTUN-COWARD DL Appointed: 2017, Other trusteeships: FOCUS COUNSELLING (UK) LTD, American Museum & Gardens, Paper Foundation,

HONOURABLE ANDREW THOMAS PETER JOLLIFFE, Other trusteeships: THE REVEREND THOMAS ROBERT JOLIFFE FOR A SWIMMING BATH AND ENCOURAGEMENT OF FOOT RACES, KILMERSDON SCHOOL FOUNDATION,

ROBERT NICHOLAS FOORD DREWETT, Other trusteeships: GRATEFUL SOCIETY, ROYAL AGRICULTURAL SOCIETY OF ENGLAND, THE LANGFORD TRUST FOR ANIMAL HEALTH AND WELFARE, THE ROYAL BATH AND WEST OF ENGLAND SOCIETY, THE HILBORNE FOUNDATION, High Sheriff of Somerset Charitable Trust, ROYAL AGRICULTURAL SOCIETY OF THE COMMONWEALTH, INNOVATION FOR AGRICULTURE,

Robert is a Partner in Womble Bond Dickinson Solicitors and specialises in property law. He is also Trustee of a number of diverse charities, including the Royal Bath & West of England Society (of which he is Chairman), Innovation for Agriculture, the Royal Agricultural Society of the Commonwealth, and the Langford Trust for Animal Health and....more

Legal constitution

Charity registered in England & Wales on 01/07/1976, number: 271596

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

20 returns made; all on time

Main office

9 ST. THOMAS STREET
WELLS
BA5 2UU

Objectives

(A) SUCH CHARITABLE PURPOSES CONNECTED WITH THE CATHEDRAL AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE. (B) SUCH OTHER CHARITABLE PURPOSES OR SUCH OTHER CHARITABLE FOUNDATIONS AS THE TRUSTEES NOT BEING LESS THAN SIX IN NUMBER SHALL FROM TIME TO TIME BY DEED EXECUTED WITH THEIR UNANIMOUS CONSENT DECLARE.

Defined Area of Benefit:

WELLS

Data Sources