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.
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
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.