SEFTON PARK PALM HOUSE PRESERVATION TRUST
Preservation and maintenance of heritage building.Community activities
Objects
(I) TO PRESERVE FOR THE PUBLIC BENEFIT THE BUILDING KNOWN AS AND SIUATED AT SEFTON PARK PALM HOUSE, SEFTON PARK, LIVERPOOL.(II) TO PROVIDE OR TO ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION FOR THE PUBLIC.
Financial health, per its FY2025 accounts
The accounts state that the charity generated £981,325 in income with a net incoming resource of £55,547, resulting in total unrestricted and restricted funds of £904,304. The trustees maintain a reserves policy targeting six months of administration costs (£305,485) plus a ring-fenced £250,000 for capital projects, against which the charity holds £901,205 in unrestricted funds. The filing confirms no material uncertainties exist regarding the charity's ability to continue as a going concern.
What the accounts disclose
“One employee (2024:Nil) had employee benefits between £60,000 -£70,000 per annum.” — page 19
“One employee (2024:Nil) had employee benefits between £60,000 -£70,000 per annum.” — page 19
“The trustees have reviewed the requirement to maintain free reserves equivalent to 6 months administration costs to absorb major fluctuations in income received without curtailing services to its beneficiaries. This requirement has been revised to maintaining free reserves equivalent to six months administration costs (£305,485).” — page 8
“L Burman, a trustee of the charity, invoiced £Nil (2024: £32,460) to the charity for services rendered to improve processes, supporting both the team and Board of Trustees with the transition to a new senior leader.” — page 24
“The accounts consolidate the results of the charity and its wholly owned subsidiary, SPPHPT Trading Company Limited on a line-by-line basis.” — page 14
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity 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
- 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
- Volunteer management
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Charlotte Elizabeth Smith
- DAVID ELLIS
- EMLYN JOHN WRIGHT
- Julie Anne Vincent
- Katherine Rachel Rodenhurst
- Mark Christopher Johnson
- Natalie Alexandra Dickson
- Pamela Wilsher
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £981k | £926k |
| 31/03/2024 | £914k | £866k |
| 31/03/2023 | £996k | £926k |
| 31/03/2022 | £967k | £732k |
| 31/03/2021 | £371k | £420k |
Common questions
Is SEFTON PARK PALM HOUSE PRESERVATION TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated £981,325 in income with a net incoming resource of £55,547, resulting in total unrestricted and restricted funds of £904,304. The trustees maintain a reserves policy targeting six months of administration costs (£305,485) plus a ring-fenced £250,000 for capital projects, against which the charity holds £901,205 in unrestricted funds. The filing confirms no material uncertainties exist regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
What does the highest-paid employee of SEFTON PARK PALM HOUSE PRESERVATION TRUST earn?
Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 17/08/2020 | £69k | "COVID19 Sefton Park Palm House Preservation Trust" |
| The National Lottery Heritage Fund | 07/01/2016 | £69k | "Sefton Park Palm House - building on success for a resilient future" |
| The National Lottery Community Fund | 18/03/2010 | £10k | Here and Now .... and Then |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BANISTER CHARITABLE TRUST | 1 | £341k |
| THE WESTMINSTER FOUNDATION | 1 | £162k |
| THE SYNCONA FOUNDATION | 1 | £77k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £38k |
| The Caledonia Investments Charitable Foundation | 1 | £10k |
| THE PILGRIM TRUST | 1 | £10k |
| WATES FAMILY ENTERPRISE TRUST | 1 | £7k |
| THE HAROLD AND ALICE BRIDGES CHARITY | 1 | £500 |
Charities like this
- LYTHAM TOWN TRUST LIMITED
- NORTH CRAVEN BUILDING PRESERVATION TRUST
- MOTHECOMBE PRESERVATION TRUST
- Worcestershire Building Preservation Trust
- THE CORNWALL HERITAGE TRUST LIMITED
- RICHMONDSHIRE BUILDING PRESERVATION TRUST LTD
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SEFTON PARK PALM HOUSE PRESERVATION TRUST | £981k | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| LYTHAM TOWN TRUST LIMITED | £194k | — | 0 | within | — | no doubt |
| NORTH CRAVEN BUILDING PRESERVATION TRUST | £1.1m | — | 0 | unclear | — | no doubt |
| MOTHECOMBE PRESERVATION TRUST | £159k | — | 0 | above | — | no doubt |
| Worcestershire Building Preservation Trust | £1.3m | — | 0 | unclear | — | no doubt |
| THE CORNWALL HERITAGE TRUST LIMITED | £1.2m | — | 0 | unclear | — | no doubt |