West Horsley Place Trust

Registered charity 1164840 · accounts filings on the Charity Commission register · also known as MARY ROXBURGHE TRUST, MRT

To preserve and maintain the house known as West Horsley Place in Surrey, together with its ancillary buildings and grounds as a place of historic and architectural interest, setting its history in a wider local and national context through a variety of teaching and learning methods. To encourage and promote the performing and visual arts.

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts

Latest income
£1.2m
Latest spending
£1.2m
Registered
2015
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure deficit of £64,928 for the year, driven by unbudgeted costs including legal fees and professional recruitment fees. Despite this deficit, the charity holds unrestricted reserves of £595,799 and endowment funds of £14,398,475, which the trustees consider sufficient to maintain the organization as a going concern.

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

What the accounts disclose

Highest-paid employee band: £80,001 - £90,000 — above the median for charities its size (£70k)
“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2025 £80,001 - £90,000 1” — page 27
Per its FY2025 accounts as filed with the Charity Commission.
Employees paid over £60,000: 1
“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2025 £80,001 - £90,000 1” — page 27
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three months of annual operating expenses (held: £596k)
“We aim to maintain a contingency reserve of at least three months of annual operating expenses.” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: West Horsley Place Limited, the wholly owned subsidiary of the Charity, made a gift aid payment of £134,256 (2024: £65,554) to the Charity.
“For the year ended 28 February 2025, West Horsley Place Limited, the wholly owned subsidiary of the Charity, made a gift aid payment of £134,256 (2024: £65,554) to the Charity.” — page 36
“The Charity also recognised licence fee income of £104,309 (2024: £39,254) from West Horsley Place Limited for using the heritage property and estate for filming and weddings.” — page 36
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Charity recognised licence fee income of £104,309 from West Horsley Place Limited for using the heritage property and estate for filming and weddings.
“For the year ended 28 February 2025, West Horsley Place Limited, the wholly owned subsidiary of the Charity, made a gift aid payment of £134,256 (2024: £65,554) to the Charity.” — page 36
“The Charity also recognised licence fee income of £104,309 (2024: £39,254) from West Horsley Place Limited for using the heritage property and estate for filming and weddings.” — page 36
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: West Horsley Place Limited
“West Horsley Place Trust has a trading company, West Horsley Place Limited. This company carries out trading activities that are outside the charitable purpose of the Charity” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Lewis Brownlee (Chichester) Limited. Discloses 6 of 6 completeness components.

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.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). 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 28/02/2025)

Total income
£1.2m
Total spending
£1.2m
Cost of raising funds
£283k
Reserves (reported)
£596k
Employees
13

Reported reserves equal ~6.1 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (58% 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: 24.5% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Surrey

Income and spending

Financial year endIncomeSpending
28/02/2025£1.2m£1.2m
29/02/2024£883k£1.0m
28/02/2023£826k£908k
28/02/2022£869k£981k
28/02/2021£562k£722k

Common questions

Is West Horsley Place Trust financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure deficit of £64,928 for the year, driven by unbudgeted costs including legal fees and professional recruitment fees. Despite this deficit, the charity holds unrestricted reserves of £595,799 and endowment funds of £14,398,475, which the trustees consider sufficient to maintain the organization as a going concern. Its FY2025 accounts were audited by Lewis Brownlee (Chichester) Limited.

What does the highest-paid employee of West Horsley Place Trust earn?

Per its FY2025 accounts, the highest-paid employee was in the £80,001 - £90,000 band, and 1 employees earned over £60,000.

Who funds West Horsley Place Trust?

Funders whose own accounts filings name West Horsley Place Trust as a grant recipient include THE BANISTER CHARITABLE TRUST, JOHN SWIRE 1989 CHARITABLE TRUST, THE STEVENSON FAMILY'S CHARITABLE TRUST.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
THE BANISTER CHARITABLE TRUSTFY2023£511kGrants - to institutions to promote the conservation, protection and improvement of the physical and natural environment
THE BANISTER CHARITABLE TRUSTFY2024£78kGrants - to institutions to promote the conservation, protection and improvement of the physical and natural environment
JOHN SWIRE 1989 CHARITABLE TRUSTFY2024£50k
THE STEVENSON FAMILY'S CHARITABLE TRUSTFY2023£25kConservation and Heritage
THE STEVENSON FAMILY'S CHARITABLE TRUSTFY2024£10kConservation and Heritage
JOHN SWIRE 1989 CHARITABLE TRUSTFY2023£1k

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Heritage Fund05/03/2025£224k"A Quiet Revolution"
UK government04/01/2021£10kWest Horsley Place
UK government01/04/2020£80kCreate without barriers
The National Lottery Heritage Fund04/03/2020£126k"West Horsley Place: An historic estate without barriers"

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 PAROCHIAL CHURCH COUNCILOF THE ECCLESIASTICAL PARISH OF WEST HORSLEY,SURREY.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
West Horsley Place Trust£1.2m£80,001 - £90,0001unclear—no doubt
THE PAROCHIAL CHURCH COUNCILOF THE ECCLESIASTICAL PARISH OF WEST HORSLEY,SURREY FY2025£625k—0above—no doubt
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HORLEY FY2025£203k—0unclear—no doubt
WENTWORTH WOODHOUSE PRESERVATION TRUST FY2025£7.1m——unclear—material uncertainty
HEYHOUSES CHURCH OF ENGLAND NURSERY SCHOOL LIMITED FY2025£374k—0below—no doubt
HYDE PARK PLACE ESTATE CHARITY FY2025£544k—0below—no doubt

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