Charity Accounts Intelreading the accounts so you don’t have to

Chalke History Trust

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

Latest income
£1.4m
Latest spending
£1.6m
Registered
2012
Accounts read
FY2022

Financial health, per its FY2022 accounts

The accounts state that the Trust group generated a net expenditure of £70,501 for the year, resulting in a decrease in net funds. The trustees report that while reserves were partially utilised to fund operating costs, the overall level of reserves remains adequate to ensure the longevity of the organisation.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
“The reserves of the Trust comprise a f50, 000 long-term reserve held to support its trading subsidiaries and, in addition the trust holds a level of free reserves in unrestricted funds of E2, 000.” — page 4
Per its FY2022 accounts as filed with the Charity Commission.
Payments to trustees: A trustee was paid £15,670 in his capacity as a director of Chalke Valley History Festivals Limited.
“A trustee was paid E15,670 (2021 E6, 565) in his capacity as a director of Chalke Valley History Festivals Limited, as approved by the Charity Commission.”
Per its FY2022 accounts as filed with the Charity Commission.
Related-party transaction: Trustees donated to the trust
“During the year, Trustees donated E6, 595 (2021: ENil) to the trust.” — page 28
Per its FY2022 accounts as filed with the Charity Commission.

Accounts audited by PKF Francis Clark.

Leadership, per the charity’s website

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.

Structured financials (annual return, FY ending 30/11/2024)

Total income
£1.4m
Total spending
£1.6m
Cost of raising funds
£1.6m
Reserves (reported)
£144k
Employees
18

Reported reserves equal ~1.1 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Trustees

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

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

Income and spending

Financial year endIncomeSpending
30/11/2024£1.4m£1.6m
30/11/2023£1.3m£1.3m
30/11/2022£1.2m£1.3m
30/11/2021£222k£153k
30/11/2020£269k£87k

Common questions

Is Chalke History Trust financially healthy?

The accounts state that the Trust group generated a net expenditure of £70,501 for the year, resulting in a decrease in net funds. The trustees report that while reserves were partially utilised to fund operating costs, the overall level of reserves remains adequate to ensure the longevity of the organisation. Its FY2022 accounts were audited by PKF Francis Clark.

Who funds Chalke History Trust?

Funders whose own accounts filings name Chalke History Trust as a grant recipient include THE CALLEVA FOUNDATION, THE LADY COBHAM FOUNDATION, THE CRESCENT TRUST, THE ADRIAN SWIRE CHARITABLE TRUST.

Known funders

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

FunderYearAmount
THE CALLEVA FOUNDATIONFY2025£150k
THE CALLEVA FOUNDATIONFY2023£115k
THE LADY COBHAM FOUNDATIONFY2024£10k
THE CRESCENT TRUSTFY2024£8k
THE CRESCENT TRUSTFY2023£5k
THE ADRIAN SWIRE CHARITABLE TRUSTFY2023£3k
THE CRESCENT TRUSTFY2025£3k

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.

FunderSimilar charities fundedAmount to them
THE VINEHILL TRUST1£1.1m
THE MERCERS CHARITABLE FOUNDATION1£59k
PAUL AND LOUISE COOKE ENDOWMENT1£51k
THE DUKE OF CORNWALL'S CHARITABLE FOUNDATION1£50k
THE JOHN S COHEN FOUNDATION1£10k
THE CHRISTOPHER LAING FOUNDATION1£10k
THE HEADLEY TRUST1£6k
EDUCATE A CHILD - INTERNATIONAL1£5k

Charities like this

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