Finance Score: -22

Governance Score: -13

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
Dormant: -10
No PartB

Submission defaults: -10
No conflicts policy: -1
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -35

WARMINSTER PRESERVATION TRUST LIMITED

Rescuing listed buildings at risk within the conservation area of Warminster, if the buildings have been on the market for sometime with no other sign of rescue. Also, if asked by the owner of a prestigious building within the conservation area the trustees may consider donating a small grant towards the repair of a specific item.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending
This charity appears to be dormant

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/19?	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/14	*	£0	£13	£-12	£0	£0	£0	n/a	0
30/09/13		£10	£1	£9	£0	£0	£0	n/a	0
30/09/12		£0	£0	£0	£0	£0	£0	n/a	0
30/09/11		£1	£2	£-1	£0	£0	£0	n/a	0
30/09/10		£0	£0	£0	£0	£0	£0	n/a	0
30/09/09		£1	£0	£1	£0	£0	£0	n/a	0
30/09/08		£1	£0	£1	£0	£0	£0	n/a	0
30/09/07		£1	£0	£1	£0	£0	£0	n/a	0
30/09/06		£1	£0	£1	£0	£0	£0	n/a	0
30/09/05		£1	£0	£1	£0	£0	£0	n/a	0
30/09/04		£1	£1	£0	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 37 years

warminsterpreservationtrust.org.uk

jacton@dircon.co.uk

01985218158

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides buildings/facilities/open space

Where it operates

Wiltshire,

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 (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-89

CHRISTOPHER MARCH (Chair) Appointed: 1993, Occupation: Town & District Councillor Ret

DEANNA ROSEMARY REYNOLDS Appointed: 2014, Occupation: Retired

LUCINDA MAIRIE PHILLIPS Appointed: 2011, Occupation: Retired

DIANA MILLER Appointed: 2011, Occupation: Accountant, Other trusteeships: THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER, WARMINSTER SCHOOL, THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER,

JOHN ACTON Appointed: 2016, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST DENYS, WARMINSTER,

Legal constitution

Charitable company registered in England & Wales on 19/10/1987, number: 297725
Registered at Companies House on 04/09/1987, number: 02161087

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

12 returns made; AR19: 1095 days late, AR14: 35 days late,

Main office

7 Vicarage Street
WARMINSTER
BA12 8JG

Objectives

TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF WARMINSTER AND THE COUNTY OF WILTSHIRE AND OF THE NATION AT LARGE WHATEVER OF THE ENGLISH HISTORICAL ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE TOWN OF WARMINSTER AFORESAID IN THE FORM OF BUILDINGS OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

WARMINSTER

Data Sources