THE CORNWALL HERITAGE TRUST LIMITED
Acquisition and maintenance of land and buildings of significance to Cornwall's Heritage and presentation of such sites to to the public. Provision of grants to support preservation of buildings artefacts and other items or contributions of significance to Cornwall's Heritage. Education of of the public and in particular education of young people about Cornwall's Heritage.
Objects
TO ACQUIRE LAND OF PARTICULAR BEAUTY, HISTORICAL, CULTURAL AND RELIGIOUS SIGNIFICANCE AND TO PRESERVE AND RESTORE FOR THE BENEFIT OF THE NATION PROPERTY IN CORNWALL AND THE ISLES OF SCILLY IN THE FORM OF BUILDINGS.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £2,446,169, which exceeds its stated policy target of six months of average operating costs. The independent auditor confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future with no material uncertainties identified.
What the accounts disclose
“The target minimum reserves is equal to six months of average operating costs.” — page 8
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- 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
- Safeguarding policy and procedures
- 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
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 89
- Government income: £572,047 — grants £572,047 (6); 48% of the £1,182,658 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 70
- Government income: £167,431 — contracts £7,092 (1), grants £160,339 (1); 22% of the £760,481 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 80
- Government income: £35,000 — grants £35,000 (1); 7% of the £471,218 total gross income on the same return
Leadership, per the charity’s website
- Cathy Woolcock — Chief Executive Officer
- Lt Col Richard Trant — Chairman
- Mrs Alison Davey — Vice Chairman
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (10/07/2024)
Trustees
- LT COL RICHARD TRANTchair
- ALISON DAVEY
- Ann Preston-Jones
- ELIZABETH CLARE JACQUES
- Matthew Stuart Dickinson
- Michael Johns
- Peter Charles Herring
- Richard Granville Farrant
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.2m | £1.0m |
| 31/03/2024 | £760k | £756k |
| 31/03/2023 | £471k | £387k |
| 31/03/2022 | £253k | £266k |
| 31/03/2021 | £159k | £200k |
Common questions
Is THE CORNWALL HERITAGE TRUST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £2,446,169, which exceeds its stated policy target of six months of average operating costs. The independent auditor confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future with no material uncertainties identified. Its FY2025 accounts were audited by BK Plus Audit Limited.
Who funds THE CORNWALL HERITAGE TRUST LIMITED?
Funders whose own accounts filings name THE CORNWALL HERITAGE TRUST LIMITED as a grant recipient include THE BANISTER CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BANISTER CHARITABLE TRUST | FY2024 | £294k | Grants - to institutions to promote the conservation, protection and improvement of the physical and natural environment |
| THE BANISTER CHARITABLE TRUST | FY2022 | Unverified read£30k | |
| THE BANISTER CHARITABLE TRUST | FY2023 | £15k | Grants - to institutions to promote the conservation, protection and improvement of the physical and natural environment |
| THE BANISTER CHARITABLE TRUST | FY2025 | Unverified read£3k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 02/09/2026 | £136k | "Welcome to Nancealverne" |
| The National Lottery Community Fund | 10/08/2026 | £20k | Conservation Through Connection |
| The National Lottery Heritage Fund | 04/09/2024 | £250k | ""Gwytha ha Crefhe" (Preserve and Strengthen)" |
| The National Lottery Heritage Fund | 05/07/2023 | £250k | "Ragdres Gwedhynder (Cornish for "Resilience Project")" |
| The National Lottery Community Fund | 03/03/2022 | £50k | Cornwall Heritage Trust Jubilee Volunteering Scheme |
| UK government | 31/12/2020 | £2k | Castle an Dinas |
| The National Lottery Heritage Fund | 18/05/2020 | £40k | "COVID19:Cornwall Heritage Trust" |
| UK government | 01/04/2019 | £2k | Trethevy Quoit, Liskeard, Cornwall |
| The National Lottery Heritage Fund | 15/04/2015 | £48k | "Cornwall Forever! - Kernow Bys Vyken! - A Digital History Resource for Cornwall" |
| The National Lottery Heritage Fund | 13/06/2003 | £607k | "Boulton & Watt (Wilson Papers) Purchase" |
| The National Lottery Heritage Fund | 02/02/1999 | £73k | "Millennium Book for Cornwall" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ALAN EDWARD HIGGS CHARITY | 1 | £760k |
| ASSOCIATION OF NHS CHARITIES | 1 | £300k |
| THE WESTMINSTER FOUNDATION | 1 | £162k |
| THE SYNCONA FOUNDATION | 1 | £77k |
| THE VINEHILL TRUST | 1 | £63k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £38k |
| THE ARCHITECTURAL HERITAGE FUND | 1 | £19k |
| The Caledonia Investments Charitable Foundation | 1 | £10k |
Charities like this
- THE CORNWALL BUILDINGS PRESERVATION TRUST
- THE CORNWALL SUSTAINABLE BUILDING TRUST
- THE HERITAGE OF LONDON TRUST LIMITED
- ROYAL CORNWALL HOSPITALS NHS TRUST CHARITABLE FUND
- THE CRESWELL HERITAGE TRUST
- THE ROYAL CORNWALL POLYTECHNIC SOCIETY LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CORNWALL HERITAGE TRUST LIMITED | £1.2m | — | 0 | unclear | — | no doubt |
| THE CORNWALL BUILDINGS PRESERVATION TRUST | £150k | — | 0 | unclear | — | no doubt |
| THE CORNWALL SUSTAINABLE BUILDING TRUST | £76k | — | 0 | above | — | no doubt |
| THE HERITAGE OF LONDON TRUST LIMITED | £808k | £90,000 + | 1 | unclear | — | no doubt |
| ROYAL CORNWALL HOSPITALS NHS TRUST CHARITABLE FUND | £2.8m | — | 0 | within | — | no doubt |
| THE CRESWELL HERITAGE TRUST | £1.6m | — | 0 | below | — | no doubt |