THE WELLINGTON TRUST
The conservation and preservation of the former Royal Navy sloop HMS WELLINGTON as part of the nation's maritime heritage, the education of the public in the history of the British and Commonwealth Merchant Services and, the importance of seaborne trade to our island nation. An educational programme is in place for KS 1 & 2 children, a Secondary School Programme and a Sixth Form STEM Programme.
Objects
1. THE RESTORATION MAINTENANCE AND PRESERVATION FOR THE PUBLIC BENEFIT OF THE SLOOP HQS WELLINGTON AS PART OF THE NATION'S HERITAGE.2. THE EDUCATION OF THE PUBLIC IN THE HISTORY AND TRADITIONS OF THE BRITISH MERCHANT NAVY AND THE ROYAL NAVY.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves are negative at £(54,832), resulting in a net expenditure for the year of £(95,583). The trustees confirm they have adequate resources to continue in operational existence for the foreseeable future despite the financial loss.
What the accounts disclose
“During the year, the charitable company recognised income of £16,058 from a grant awarded by The Portal Trust. The Portal Trust and the charitable company have a trustee in common.” — page 23
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management 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)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 5
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 6
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 18
Corporate structure
- Registered company of the charity Companies House 05343257
Company officers (Companies House)
- THOMSON, Sheena Rosemary on trustee list
- MURRAY, Richard Thomas Congreve on trustee list
- DOWDEN, Nicholas Drew on trustee list
- ALI, Munsur on trustee list
- MOSELEY, Jennifer Mary on trustee list
Structured financials (annual return, FY ending 31/03/2021)
Trustees
- JENNIFER MARY MOSELEY
- Munsur ALI
- Nicholas Drew Dowden
- Richard Thomas Congreve Murray
- Sheena Rosemary Thomson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £364k | £459k |
| 31/03/2024 | £138k | £252k |
| 31/03/2023 | £69k | £190k |
| 31/03/2022 | £140k | £256k |
| 31/03/2021 | £558k | £374k |
Common questions
Is THE WELLINGTON TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves are negative at £(54,832), resulting in a net expenditure for the year of £(95,583). The trustees confirm they have adequate resources to continue in operational existence for the foreseeable future despite the financial loss. Its FY2025 accounts were independently examined.
Who funds THE WELLINGTON TRUST?
Funders whose own accounts filings name THE WELLINGTON TRUST as a grant recipient include ROYAL COMMISSION FOR THE EXHIBITION OF 1851, The Portal Trust.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| ROYAL COMMISSION FOR THE EXHIBITION OF 1851 | FY2021 | £15k | Future maritime engineers |
| The Portal Trust | FY2023 | £15k | Future Maritime Engineers |
| The Portal Trust | FY2024 | £1k | Future Maritime Engineers |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 04/12/2024 | £224k | "HMS Wellington - Connecting and Protecting the World - The Revitalisation Project" |
| The National Lottery Heritage Fund | 22/06/2020 | £47k | "COVID19 Wellington Trust" |
| The National Lottery Heritage Fund | 29/03/2019 | £24k | "Supporting the Wellington Trust to develop a strategic framework to safeguard HMS Wellington" |
| The National Lottery Heritage Fund | 05/04/2018 | £10k | "War & Trade: the Merchant Navy's contribution to winning the First World War" |
| The National Lottery Heritage Fund | 14/12/2016 | £48k | "Wartime Abandon Ship - surviving the wartime Atlantic Ocean" |
| The National Lottery Heritage Fund | 01/06/2016 | £9k | "Medals and Martyrs" |
| The National Lottery Heritage Fund | 05/03/2014 | £81k | "Hospital and troop ships 1914-1918" |
| The National Lottery Heritage Fund | 07/11/2012 | £74k | "CONVOY: The Battle of the Atlantic" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PADDLE STEAMER PRESERVATION SOCIETY | 1 | £240k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £50k |
| THE NISBET TRUST | 1 | £46k |
| Norwich Freemen's Charity | 1 | £25k |
| CONGLETON INCLOSURE TRUST | 1 | £13k |
| THE GEOFFREY WATLING CHARITY | 1 | £10k |
| EDITH MURPHY FOUNDATION | 1 | £10k |
| LLOYD'S REGISTER FOUNDATION | 1 | £10k |
Charities like this
- THE WELLINGTON SCHOOL FOUNDATION
- THE K1 BRITANNIA TRUST
- SS GREAT BRITAIN TRUST
- THE NORFOLK HERITAGE FLEET TRUST
- WELLINGBOROUGH SCHOOL FOUNDATION
- W G S TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE WELLINGTON TRUST | £364k | — | 0 | unclear | — | no doubt |
| THE WELLINGTON SCHOOL FOUNDATION | £320k | — | 0 | unclear | — | no doubt |
| THE K1 BRITANNIA TRUST | £50k | — | 0 | unclear | — | no doubt |
| SS GREAT BRITAIN TRUST | £5.1m | £90,001 - £100,000 | 2 | below | — | no doubt |
| THE NORFOLK HERITAGE FLEET TRUST | £479k | — | 0 | above | — | no doubt |
| WELLINGBOROUGH SCHOOL FOUNDATION | £132k | — | 0 | below | — | no doubt |