THE PORT SUNLIGHT VILLAGE TRUST

Registered charity 1074713 · accounts filings on the Charity Commission register

The Trust's principal objective is the conservation and maintenance of the fabric of Port Sunlight Village, its landscape, monuments and items of architectural significance or beauty and the preservation of its essential character. By means of a museum, the Trust also seeks to promote the ideas underlying the village's foundation and their relevance in the modern world.

Objects

PRESERVE AND MAINTAIN THE PORT SUNLIGHT CONSERVATION AREA IN MERSEYSIDE FOR THE BENEFIT OF THE NATION AT LARGE, THE PRESENT CHARACTER AND AMENITIES OF THAT AREA AND WHATEVER OF THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN THE PORT SUNLIGHT CONSERVATION AREA WHETHER IN THE FORM OF BUILDINGS, OPEN SPACES OR OTHERWISE WHICH ARE OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTERESTPROMOTE UNDERSTANDING OF THE IDEAS UNDERLYING THE FOUNDATION AND DEVELOPMENT OF THE PORT SUNLIGHT CONSERVATION AREA AND SIMILAR FOUNDATIONS, THEIR SOCIAL AND ECONOMIC CONTEXT, AND THEIR RELEVANCE TO ISSUES IN THE MODERN WORLD

Area of benefit: MERSEYSIDE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Environment/conservation/heritage · website · Get email alerts

Registered contact address: Wirral, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted and undesignated reserves of £1,500,000, which matches its stated policy target of £1,500,000. The trustees report that the charity is self-sustaining and generated surpluses from normal business activities, although resources expended exceeded incoming resources in the year due to the planned use of reserves for key projects. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by DSG Audit. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Trading subsidiary: SUNLIGHT VISION LIMITED Companies House 03719540
• Registered company of the charity Companies House 03719976 · Financial health read from its filings

Public fundraising profile: JustGiving — Port Sunlight Village Trust (matched by registered charity number).

Leadership, per the charity’s website

• Mike Ward — CEO (source)
• Andrew Bowden — Chair (source)
• Lin Whalley — Director of Operations (source)
• Rachel Tudor — Director of Corporate Services (source)
• Jean Milton — Director of Heritage (source)
• Katherine Lynch — Director of Projects (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• BOWDEN, Andrew Charles — director, appointed 13/12/2023on trustee list
• CROFT, Andrew James — director, appointed 14/12/2022on trustee list
• PARNELL, Louise Elizabeth — director, appointed 28/09/2022on trustee list
• THOMAS, Anna Mair, Dr — director, appointed 28/09/2021on trustee list
• DALTON, Carolyn Jane — director, appointed 28/09/2021on trustee list
• MCARDLE, Emily Rachel Victoria — director, appointed 05/03/2019on trustee list
• CONNOLLY, Stephen — director, appointed 06/12/2016on trustee list
• WARD, Michael John — secretary, appointed 01/04/2026

Official officers record.

Property (HM Land Registry)

8 registered titles in England and Wales held by the charity’s company or corporate body (8 freehold); recorded price paid £686k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~4.5 months of spending — below the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Charitable activities (87% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• Andrew Bowden
• Andrew James Croft
• Aneesha Kumari Ray
• Carolyn Jane Dalton
• Dr Anna Mair Thomas
• Emily Rachel Victoria McArdle · trustee of 1 other charity
• Gemma Louise Humphray
• Kate Elizabeth Johnson
• Louise Parnell

Trustee list from the Charity Commission register (current, not historical).

Operates in: Wirral

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SUNSET CHARITABLE TRUST.

• THE SUNSET CHARITABLE TRUST income £119k
• MOOR POOL HERITAGE TRUST income £164k
• TYNE AND WEAR BUILDING PRESERVATION TRUST LIMITED income £1.1m
• THE PORTLAND SCULPTURE AND QUARRY TRUST income £62k
• MOONLIGHT TRUST income £361k
• MARRICK PRIORY TRUST LTD income £543k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.