THE CITY OF WINCHESTER TRUST LIMITED
To seek to conserve the character of the City of Winchester and its surrounding area by: conserving and protecting its buildings, spaces, artefacts, landscape and setting. Sponsoring and encouraging new buildings, redevelopment, landscaping and conservation in accordance with the highest architectural standards. Promoting awareness of the above.
Objects
TO PROMOTE AND FOSTER THE AMENITIES OF THE CITY OF WINCHESTER AND THE SURROUNDING DISTRICT BY SEEKING TO CONSERVE THE CHARACTER OF THE CITY BY PRESERVING AND PROTECTING ITS BUILDINGS AND BY SPONSORING AND ENCOURAGING REBUILDING AND REDEVELOPMENT IN ACCORDANCE WITH THE BEST ARCHITECTURAL STANDARDS AND THE EXISTING CHARACTER OF THE CITY AND DISTRICT. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM).
Financial health, per its FY2026 accounts
The accounts state that unrestricted reserves increased to £895,712, supported by net gains on investments of £31,960. The charity reported a net movement in funds of £6,902, driven by investment performance despite an operating deficit on charitable activities. The trustees confirm that the going concern basis is appropriate with no material uncertainties identified.
What the accounts disclose
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 25
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 25
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 25
Property (HM Land Registry)
Trustees
- Robert Neville Wallbridgechair
- Elizabeth Ann Kessler
- JOHN BEVERIDGE
- JOHN STANNING BA
- JUDITH MARTIN
- Jonathan Seaver Agg Mardall
- Margaret Eileen Lancaster
- PATRICK DAVIES
- Rodney Morgan-Giles
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £36k | £61k |
| 31/03/2025 | £38k | £41k |
| 31/03/2024 | £37k | £31k |
| 31/03/2023 | £36k | £33k |
| 31/03/2022 | £37k | £39k |
Common questions
Is THE CITY OF WINCHESTER TRUST LIMITED financially healthy?
Per its FY2026 accounts: The accounts state that unrestricted reserves increased to £895,712, supported by net gains on investments of £31,960. The charity reported a net movement in funds of £6,902, driven by investment performance despite an operating deficit on charitable activities. The trustees confirm that the going concern basis is appropriate with no material uncertainties identified. Its FY2026 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE WESTMINSTER FOUNDATION | 1 | £162k |
| THE SYNCONA FOUNDATION | 1 | £77k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £38k |
| The Caledonia Investments Charitable Foundation | 1 | £10k |
| WATES FAMILY ENTERPRISE TRUST | 1 | £7k |
| THE ANTHONY AND ELIZABETH MELLOWS CHARITABLE SETTLEMENT | 1 | £3k |
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £250 |
Charities like this
- THE HERITAGE OF LONDON TRUST LIMITED
- DEVIZES ASSIZE COURT TRUST
- THE WIMBLEDON IN SPORTING HISTORY TRUST
- THE WILTSHIRE HISTORIC BUILDINGS TRUST LIMITED
- THE WIMBLEDON SOCIETY
- OSWESTRY STATION BUILDING TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CITY OF WINCHESTER TRUST LIMITED | £36k | — | 0 | unclear | — | no doubt |
| THE HERITAGE OF LONDON TRUST LIMITED | £808k | £90,000 + | 1 | unclear | — | no doubt |
| DEVIZES ASSIZE COURT TRUST | £59k | — | 0 | unclear | 7.2% | no doubt |
| THE WIMBLEDON IN SPORTING HISTORY TRUST | £35k | — | 0 | unclear | — | no doubt |
| THE WILTSHIRE HISTORIC BUILDINGS TRUST LIMITED | £39k | £45,717 | 0 | above | — | no doubt |
| THE WIMBLEDON SOCIETY | £48k | — | 0 | unclear | — | no doubt |