Portsmouth Historic Quarter Trust

Registered charity 293188 · accounts filings on the Charity Commission register · also known as PORTSMOUTH HISTORIC QUARTER TRUST LIMITED, PORTSMOUTH NAVAL BASE PROPERTY TRUST

To preserve the Historic Dockyard at Portsmouth so that it may be enjoyed by the public for generations to come. To restore, maintain and find appropriate new uses for buildings of outstanding historic and architectural interest in the Dockyard.

Objects

1. THE PRESERVATION OF BUILDINGS, STRUCTURES, VESSELS, DOCKS AND BERTHS OF NATIONAL INTEREST OR ARCHITECTURAL OR HISTORIC INTEREST OR HISTORICALLY ASSOCIATED WITH HER MAJESTY'S NAVAL BASE AT PORTSMOUTH AND THE PROTECTION AND AUGMENTATION OF THE AMENITIES OF SUCH BUILDINGS, STRUCTURES, VESSELS, DOCKS AND BERTHS AND THEIR SURROUNDINGS (HEREINAFTER CALLED THE 'NAVAL BASE BUILDINGS' FOR THE PUBLIC BENEFIT INCLUDING FOR THE ADVANCEMENT OF CULTURE:2. THE ACCESS TO AND ENJOYMENT OF THE NAVAL BASE BUILDINGS BY THE PUBLIC FOR THE PURPOSES OF EDUCATION IN NAVAL HISTORY AND OTHER MATTERS RELATED TO THE DEFENCE OF THE REALM.

Area of benefit: IN PRACTICE PORTSMOUTH, FAREHAM AND GOSPORT

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Arts/culture/heritage/science · Environment/conservation/heritage · Economic/community Development/employment · website · Get email alerts

Registered contact address: Portsmouth, South East, England (from the postcode on the register)

Latest income
£4.6m
Latest spending
£3.6m
Registered
1985
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that the charity reported a consolidated deficit of £1,595,000 for the year ended 31 March 2026, driven by non-cash charges for depreciation, impairment, and a reduction in the value of investment properties. Despite this deficit, the charity holds unrestricted funds of £13,938,000 and the trustees confirm that sufficient levels of funds exist to continue as a going concern for at least 12 months.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: six months of core costs (reserves figure: £13.9m)
“PHQ intends to maintain unrestricted designated funds representing at least six months of core costs. These funds have been classified as the Protected fund and is currently set at £900,000 which is as intended.” — page 23
Per its FY2026 accounts as filed with the Charity Commission.
Payments to trustees: Trustees received remuneration and expenses. Total remuneration was £8,900 (2025: £10,468). Expenses reimbursed were £2,018 (2025: £3,934) and £2,144 paid directly to third parties (2025: £10,645).
“Trustee remuneration is in accordance with the governing documents of PHQ and has been approved by the Charities Commission. In 2026 six (2025: seven) of the above Trustees were reimbursed a total of £2,018 (2025: £3,934) of expenses in relation to travelling and administration costs incurred during the year. £2,144 (2025: £10,645) was paid directly to third parties.” — page 34
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Rear Admiral Rex Cox is a director of Coastal Forces Heritage Trust. During the year PHQ purchased a membership for £20 (2025: £60 for event tickets).
“Rear Admiral Rex Cox is a director of Coastal Forces Heritage Trust. During the year PHQ purchased a membership for £20 (2025: £60 for event tickets).” — page 34
Per its FY2026 accounts as filed with the Charity Commission.

Accounts audited by Sumer Audit. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2026

  • Volunteers: 140
  • Government income: £600,000 — grants £600,000 (1); 13% of the £4,551,000 total gross income on the same return
  • Employees paid over £60,000: 2 (£90,001–£100,000: 1; £130,001–£140,000: 1)
  • Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee
  • Has a trading subsidiary

Self-declared on the annual return for the financial year ending 31/03/2025

  • Volunteers: 96
  • Government income: £3,000 — grants £3,000 (1); under 1% of the £4,254,000 total gross income on the same return
  • Employees paid over £60,000: 3 (£90,001–£100,000: 2; £110,001–£120,000: 1)
  • Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee
  • Has a trading subsidiary

Self-declared on the annual return for the financial year ending 31/03/2024

  • Volunteers: 105
  • Government income: £13,000 — grants £13,000 (1); under 1% of the £3,897,000 total gross income on the same return
  • Employees paid over £60,000: 2 (£70,001–£80,000: 1; £100,001–£110,000: 1)
  • Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee
  • Has a trading subsidiary

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2024 (received 14/07/2025, 164 days after the 31/01/2025 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

PORTSMOUTH NAVAL BASE PROPERTY COMPANY LIMITED — per its own Companies House accounts
  • Turnover: £713k
  • Profit before tax: £253k
  • Donated/gift-aided to the charity: £267k
  • Intercompany short term arrangement balance
“Dividend paid by way of Gift Aid (267)”
PORTSMOUTH NAVAL BASE PROPERTY COMPANY (QUEEN STREET) LIMITED — per its own Companies House accounts
  • Donated/gift-aided to the charity: £473k
“a dividend of £473,000 was paid on 17 November 2026.”
PORTSMOUTH NAVAL BASE PROPERTY (PRIDDY'S HARD) LIMITED — per its own Companies House accounts
  • Turnover: £78k
  • Profit before tax: £75k
  • Donated/gift-aided to the charity: £75k
  • Debtors owed by parent undertaking
“Dividend paid by way of Gift Aid (75)”

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.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

7 registered titles in England and Wales held by the charity’s company or corporate body (2 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 31/03/2026)

Total income
£4.6m
Total spending
£3.6m
Cost of raising funds
£64k
Reserves (reported)
£10.8m
Employees
33

Reported reserves equal ~35.9 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Charitable activities (79% 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: 1.4% of total income — below the median for charities its size (5.3%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Hampshire · Portsmouth City

Income and spending

Financial year endIncomeSpending
31/03/2026£4.6m£3.6m
31/03/2025£4.3m£3.9m
31/03/2024£3.9m£5.2m
31/03/2023£3.9m£4.9m
31/03/2022£3.9m£4.9m

Common questions

Is Portsmouth Historic Quarter Trust financially healthy?

Per its FY2026 accounts: The accounts state that the charity reported a consolidated deficit of £1,595,000 for the year ended 31 March 2026, driven by non-cash charges for depreciation, impairment, and a reduction in the value of investment properties. Despite this deficit, the charity holds unrestricted funds of £13,938,000 and the trustees confirm that sufficient levels of funds exist to continue as a going concern for at least 12 months. Its FY2026 accounts were audited by Sumer Audit.

Who funds Portsmouth Historic Quarter Trust?

Funders whose own accounts filings name Portsmouth Historic Quarter Trust as a grant recipient include SIR JEREMIAH COLMAN GIFT TRUST.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
SIR JEREMIAH COLMAN GIFT TRUSTFY2023£1k
SIR JEREMIAH COLMAN GIFT TRUSTFY2024£1k

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Heritage Fund11/06/2026£450k"Storehouse 9: The Dockyard Story"
UK government08/02/2024£600kCapital Investment Programme
The National Lottery Heritage Fund21/05/2018£211k"Building resilience for traditional wooden boatbuilding"
The National Lottery Heritage Fund18/03/2015£2.0m"The Economic Regeneration of Priddy's Hard, Gosport"
The National Lottery Heritage Fund13/11/2012£4.3m"The Boatbuilding & Heritage Skills Training Centre"
The National Lottery Community Fund30/03/2005£824kInter-Action @ Action Stations
The National Lottery Heritage Fund17/09/2002£18k"Restoration of Fast Motorboat (FMB) 43957"

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 CHATHAM HISTORIC DOCKYARD TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
Portsmouth Historic Quarter Trust£4.6m——unclear—no doubt
THE CHATHAM HISTORIC DOCKYARD TRUST FY2025£9.8m——above—no doubt
EXETER HISTORIC BUILDINGS TRUST FY2025£131k—0unclear—no doubt
GREAT YARMOUTH PRESERVATION TRUST FY2025£486k—0unclear—no doubt
SHEERNESS DOCKYARD PRESERVATION TRUST FY2025£111k——unclear—no doubt
THE HACKNEY HISTORIC BUILDINGS TRUST FY2025£197k—0unclear—no doubt

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