Chalke History Trust

Registered charity 1148413 · accounts filings on the Charity Commission register · also known as CHALKE VALLEY HISTORY TRUST

The Chalke Valley History Trust has been established by the founders of the Chalke History Festival to promote the understanding and enjoyment of history. The Trust intends to carry out its objects by making grants to the Chalke Valley Festival, the Chalke Schools History Festival, school history trips, and other history related projects.

Causes: Education/training · Arts/culture/heritage/science · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the Trust group generated a consolidated deficit of £78,484 for the year, resulting in total net assets of £161,956. The trustees report that free reserves in unrestricted funds of £115,000 are held to facilitate an orderly winding up if necessary, and they are confident the Trust can continue as a going concern.

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

What the accounts disclose

Accounts audited by PKF Francis Clark. Discloses 5 of 6 completeness components.

Leadership, per the charity’s website

• Peter Bell — Chairman (source)
• Tom Holland — Trustee (source)
• Lady Marland — Trustee (source)
• Chris Culpin — Trustee (source)
• Stephen Whitmore — Trustee (source)
• David Bernstein — Trustee (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.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Heritage Lottery Fund — “The Trust has supported the scheme with grant funding and which has just been awarded Heritage Lottery funding.” (source page)

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

Structured financials (annual return, FY ending 30/11/2025)

Reported reserves equal ~1.4 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (73% 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: 2.8% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• Peter Bellchair
• Nick Stickland
• Shalina Patel
• Sian Hansen
• Timothy Sanderson
• Tony Pastor
• Trevor Dolby
• Warren Tucker

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

Operates in: India · Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Common questions

Known funders

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

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 GLOUCESTER HISTORY TRUST.

• GLOUCESTER HISTORY TRUST income £218k
• THE IHR TRUST income £195k
• THE CHALK CLIFF TRUST income £4.2m
• CORNWALL HISTORIC CHURCHES TRUST income £333k
• THE BROOKE HERITAGE TRUST income £136k
• GREENFIELD VALLEY TRUST income £164k

Side by side with its peers

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