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home >> charity search >> the winston churchill memorial trust
Finance Score: 1
Governance Score: 6
Support Score: 3
  • Good reserves management: +3
  • Deficit latest year: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +3
Overall GiG Score: 10 ?

THE WINSTON CHURCHILL MEMORIAL TRUST

The Churchill Fellowship, the operating name of the Trust, offers Travelling Fellowships to any British Citizen (over 18 years of age) resident in the UK to go abroad on a worthwhile enterprise of their own choosing. The knowledge, understanding and skills acquired, enriches their own lives and by their example and through the dissemination of knowledge, the UK as a whole.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • This charity has an endowment fund which generates much of its income. Its latest spending amounts to 7.1% of total funds
  • Reserves management has been consistently within official guidelines
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

  • Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
30/09/23£1,308£3,044£-1,736£209£42,987£1,0644.2150
30/09/22£592£2,460£-1,867£167£44,614£9354.6160
30/09/21£577£2,260£-1,684£145£48,837£9355130
30/09/20£1,321£2,514£-1,193£125£43,114£9644.6130
30/09/19£1,501£2,210£-709£76£43,884£9535.2120
30/09/18£2,105£2,090£15£59£43,720£1,2427.1110
30/09/17£1,247£2,039£-792£57£42,442£8885.2130
30/09/16£2,435£1,881£554£71£41,214£7534.8100
30/09/15£1,521£2,015£-493£188£35,839£6834.190
30/09/14£1,158£1,675£-517£156£35,745£563470
30/09/13£1,195£1,460£-264£101£33,730£606560
30/09/12£1,046£1,387£-341£98£31,865£4353.860
30/09/11£860£1,171£-311£103£29,161£29,161298.850
30/09/10£867£1,210£-343£25£30,818£30,818305.760
30/09/09£5,605£1,100£4,505£23£28,724£28,724313.450
30/09/08£1,150£1,213£-63£33£22,253£22,253220.250
30/09/07£1,040£1,208£-168£28£27,457£27,457272.850
30/09/06£1,066£1,295£-229n/an/an/an/an/an/a
30/09/05£974£1,036£-63n/an/an/an/an/an/a
30/09/04£1,042£1,000£42n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 5%
Liabilities/Income: 175%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 4.2 months
Net Current Assets/Spending: -7 months
Quick Ratio: 0.2
Asset Split ?
Balance Sheet History
Established: 60 years

www.churchillfellowship.org

trustsec@churchillfellowship.org

02077991660

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Amateur Sport
  • Animals
  • Armed Forces/Emergency Service Efficiency
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Other Charitable Purposes
  • Recreation
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Legal & financial advice
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months		 To be used for
Mercer's Charitable Foundation - Grant to Winston Churchill Memorial Trust
£220,000 11/02/2020
24
Churchill Fellowships
Mercer's Charitable Foundation - Grant to Winston Churchill Memorial Trust
£100,000 11/04/2019
12
Churchill Fellowships
Dulverton Trust - Early Years Prevention and Intervention
£50,000 21/10/2015
Early Years Prevention and Intervention
Esmee Fairbairn - Grant to Winston Churchill Memorial Trust
£20,000 18/03/2015
36
Towards the costs of a report that will gather, analyse, catalogue and disseminate the key lessons learned by Winston Churchill Fellows in the field of criminal justice while on study trips abroad.
Dulverton Trust - Early Years Prevention and Intervention
£25,000 11/06/2014
Early Years Prevention and Intervention

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees:
  • BHARATTI CRACK Appointed: 2020, Occupation: Retired
  • CATHERINE SMITH Appointed: 2023
  • DAVID TAYLOR-SMITH Appointed: 2017
  • JAMES PIRAN WILLIAMS Appointed: 2019
  • JOANNE THOMPSON Appointed: 2017, Occupation: Business Leader
  • LUCY PARKER Appointed: 2018
  • MARIA IREDALE Appointed: 2020, Occupation: Manager
  • MARY ANN MULREADY Appointed: 2023
  • SIMON BEVAN Appointed: 2021, Occupation: Chartered Accountant
  • SUSAN MARY WOOD Appointed: 2023
  • THE HON JEREMY SOAMES (Chair) Appointed: 1998
Legal constitution
  • Charity registered in England & Wales on 08/02/1965, number: 313952
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

THE CHURCHILL FELLOWSHIP
CHURCH HOUSE
29 GREAT SMITH STREET
LONDON

Objectives

THE OBJECTS ARE THE ADVANCEMENT AND PROPAGATION OF EDUCATION IN ANY PART OF THE WORLD FOR THE BENEFIT OF UNITED KINGDOM CITIZENS FROM ALL WALKS OF LIFE IN SUCH EXCLUSIVELY CHARITABLE MANNER THAT SUCH EDUCATION WILL MAKE ITS RECIPIENTS MORE EFFECTIVE IN THEIR LIFE AND WORK, WHILST BENEFITING THEMSELVES AND THEIR COMMUNITIES, AND ULTIMATELY THE UNITED KINGDOM AS A WHOLE.THE INCORPORATED TRUSTEE MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY IN PROMOTING THE OBJECTS.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
360 Giving

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