ST ALDHELM'S CHAPEL TRUST
Primarily in maintaining St Aldhelms Chapel Lytchett Heath for the performance of divine services. Secondly, supporting the physical and mental health of HM armed forces, the prevention of crime and rehabilitation of prisoners, the relief of physical and mental illness, the advancement of education, and the relief of poverty.
Objects
9. THE TRUSTEES SHALL FOREVER HEREAFTER RECEIVE THE INCOME OF THE ENDOWMENT FUND AND APPLY THE INCOME AS FOLLOWS: (1) FOR ALL OR SUCH ONE OR MORE OF THE FOLLOWING CHARITABLE PURPOSES LISTED IN THIS CLAUSE 9(1) AND IN SUCH EXCLUSIVELY CHARITABLE MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT, NAMELY: (A) IN KEEPING THE SAID CHAPEL INSURED AGAINST LOSS OR DAMAGE BY FIRE IN SUCH AN AMOUNT AS THEY SHALL THINK SUFFICIENT.(B) IN KEEPING IN GOOD AND SUBSTANTIAL REPAIR THE SAID CHAPEL INCLUDING ALL FENCES OR RAILINGS AND GATES COMPRISED WITHIN OR SURROUNDING THE SAID BURYING GROUND AND ALSO THE FURNITURE FITTINGS ORNAMENTS AND ACCESSORIES OF THE SAID CHAPEL. (C) IN KEEPING THE SAID BURYING GROUND PROPERLY PLANTED WHERE NECESSARY AND GRAVELLED AND IN GOOD ORDER.(D) IN PAYING THE FEES AND EMOLUMENTS OF A DULY AUTHORISED MINISTER FOR THE PERFORMANCE OF DIVINE SERVICE AT THE SAID CHAPEL WHEN DESIRED.(E) IN PAYMENT OF THE SALARIES OF AN ORGANIST AND CHORISTERS TO TAKE PART IN THE PERFORMANCE OF DIVINE SERVICE IN THE SAID CHAPEL WHEN DESIRED AND IN PROVIDING CASSOCKS SURPLICES BOOKS AND MUSIC FOR THEIR USE.(F) IN PAYMENT OF THE EXPENSES OF CLEANING WARMING AND LIGHTING THE SAID CHAPEL INCLUDING THE WAGES OF A VERGER OR CUSTODIAN.(G) IN ANY OTHER CHARITABLE PURPOSE WHICH THE TRUSTEES IN THEIR DISCRETION SHALL DEEM EXPEDIENT FOR THE PURPOSE OF SECURING OR AIDING THE PROPER USE OF THE SAID CHAPEL OR BURYING GROUND IN ACCORDANCE WITH THE TRUSTS OF THE INDENTURE HEREINBEFORE RECITED.(2) PROVIDED THAT IF IN THE OPINION OF THE TRUSTEES IN ANY YEAR NOT ALL THE SAID INCOME OF THE ENDOWMENT FUND CAN BE APPLIED IN THE CHARITABLE PURPOSES IN CLAUSE 9(1) ABOVE, THEN THE TRUSTEES SHALL PAY OR APPLY THE SURPLUS INCOME IN CARRYING OUT ALL OR ANY ONE OR MORE OF THE FOLLOWING CHARITABLE PURPOSES IN AN EXCLUSIVELY CHARITABLE MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT, NAMELY: (A) IN SUPPORTING THE WORK OF CHARITIES PROMOTING THE PHYSICAL HEALTH AND MENTAL WELLBEING OF INDIVIDUALS WHO HAVE SERVED OR ARE SERVING IN THE ARMED FORCES AND IN PARTICULAR PROVIDING ASSISTANCE IN THE RECOVERY AND REHABILITATION OF SUCH INDIVIDUALS FOLLOWING WOUNDING OR INJURY. (B) IN SUPPORTING THE WORK OF CHARITIES PROMOTING IMPROVEMENTS IN THE PENAL SYSTEM IN THE UK AND IN THE PREVENTION OF CRIME AND THE REHABILITATION OF OFFENDERS AND EX-OFFENDERS AND THOSE AT RISK OF OFFENDING.(C) IN SUPPORTING THE WORK OF CHARITIES PROMOTING THE RELIEF OF SICKNESS AND PRESERVATION OF HEALTH AND MENTAL WELLBEING.(D) IN ADVANCING THE EDUCATION OF THE PUBLIC THROUGH THE PROVISION OF FINANCIAL ASSISTANCE, SUPPORT, EQUIPMENT AND FACILITIES TO UNIVERSITIES, COLLEGES, SCHOOLS OR OTHER INSTITUTIONS WHEREVER SITUATED AND SUPPORTING THE WORK OF CHARITIES WHOSE AIMS INCLUDE ADVANCING THE EDUCATION OF THE PUBLIC. (E) IN SUPPORTING THE WORK OF CHARITIES PROMOTING THE RELIEF OR PREVENTION OF POVERTY OR OTHER FINANCIAL HARDSHIP.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £400,002 for the year ended 31 March 2025, driven by significant investment gains. Total unrestricted funds increased to £9,452,179, providing a strong financial position relative to its annual expenditure of approximately £251,000.
What the accounts disclose
“Income from listed investments 144,754” — page 11
“It is the policy of the charity to spend income which becomes available to it, at the trustees’ discretion, in furtherance of the charity's objects whilst maintaining the capital from which the income derives.” — page 4
“During the year the Fund made a donation to Salters' Charitable Foundation for £nil (2024: £60,000). Lord Rockley is a member of the Court of the Salters who are effectively the Trustees of the Charitable Foundation.” — page 5
“The Lytchett Estate (business name for which Lord Rockley is sole trader) charges the St Aldhelm’s Chapel Trust £1,980 (2024: £1,800) per annum for maintaining the burial ground.” — page 13
“During the year the Fund made a donation to Salters' Charitable Foundation for £nil (2024: £60,000). Lord Rockley is a member of the Court of the Salters who are effectively the Trustees of the Charitable Foundation.” — page 5
“The Lytchett Estate (business name for which Lord Rockley is sole trader) charges the St Aldhelm’s Chapel Trust £1,980 (2024: £1,800) per annum for maintaining the burial ground.” — page 13
“During the year the Fund made a donation to Salters' Charitable Foundation for £nil (2024: £60,000). Lord Rockley is a member of the Court of the Salters who are effectively the Trustees of the Charitable Foundation.” — page 5
“The Lytchett Estate (business name for which Lord Rockley is sole trader) charges the St Aldhelm’s Chapel Trust £1,980 (2024: £1,800) per annum for maintaining the burial ground.” — page 13
Policies the charity declares
- Campaigns and political activity policy and procedures
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- LORD ANTHONY ROCKLEYchair
- Arabella Nichola Gaggero
- Hon William Evelyn Cecil
- WILLIAM LAWRENCE GREENWELL SWAN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £165k | £251k |
| 31/03/2024 | £161k | £214k |
| 31/03/2023 | £123k | £206k |
Common questions
Is ST ALDHELM'S CHAPEL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £400,002 for the year ended 31 March 2025, driven by significant investment gains. Total unrestricted funds increased to £9,452,179, providing a strong financial position relative to its annual expenditure of approximately £251,000. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BAILY THOMAS CHARITABLE FUND | 1 | £25k |
| SPORTS PARTNERSHIP HEREFORDSHIRE AND WORCESTERSHIRE | 1 | £7k |
| THE ROGER & DOUGLAS TURNER CHARITABLE TRUST | 1 | £5k |
Charities like this
- CITY CHAPEL
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHRIST CHURCH, ST ALBANS
- TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL
- TRINITY CHURCH WEST LONDON
- GUARDS' CHAPEL TRUST
- REDEEMER CHURCH LONDON
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ST ALDHELM'S CHAPEL TRUST | £165k | — | 0 | unclear | — | no doubt |
| CITY CHAPEL | £186k | — | 0 | unclear | — | no doubt |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHRIST CHURCH, ST ALBANS | £197k | — | 0 | above | — | no doubt |
| TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL | £214k | — | 0 | above | — | no doubt |
| TRINITY CHURCH WEST LONDON | £200k | — | 0 | above | — | no doubt |
| GUARDS' CHAPEL TRUST | £398k | — | 0 | above | — | no doubt |