01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 19 August 1993
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £2,000,083
- Latest expenditure
- £483,803
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: c/o Savills (UK) Ltd, 1 Jewry Street, Winchester, SO23 8RZ
02 Activities
What the charity does
Charitable purposes for the benefit of the inhabitants of the Parishes of Ombersley, Uphampton and Doverdale in the County of Worcestershire and the areas adjacent thereto.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 20 January 2026
- Date Accounts Received
- 20 January 2026
- Total Gross Income
- £2,000,083
- Total Gross Expenditure
- £483,803
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 7 January 2025
- Date Accounts Received
- 7 January 2025
- Total Gross Income
- £1,732,581
- Total Gross Expenditure
- £742,239
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 5 December 2023
- Date Accounts Received
- 5 December 2023
- Total Gross Income
- £626,466
- Total Gross Expenditure
- £877,497
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 10 January 2023
- Date Accounts Received
- 10 January 2023
- Total Gross Income
- £601,513
- Total Gross Expenditure
- £537,908
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 31 January 2022
- Date Accounts Received
- 31 January 2022
- Total Gross Income
- £491,167
- Total Gross Expenditure
- £417,271
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 20 January 2026
- Total Gross Income
- £2,000,083
- Total Gross Expenditure
- £483,803
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 7 January 2025
- Total Gross Income
- £1,732,581
- Total Gross Expenditure
- £742,239
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 5 December 2023
- Total Gross Income
- £626,466
- Total Gross Expenditure
- £877,497
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 10 January 2023
- Total Gross Income
- £601,513
- Total Gross Expenditure
- £537,908
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 31 January 2022
- Total Gross Income
- £491,167
- Total Gross Expenditure
- £417,271
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 20 January 2026
- Income Donations And Legacies
- 1155000
- Income Other Trading Activities
- 8176
- Income Charitable Activities
- 745863
- Income Investments
- 91044
- Income Other
- 0
- Income Total Income And Endowments
- 2000083
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £141,261
- Expenditure Charitable Expenditure
- £342,542
- Expenditure Other
- 0
- Expenditure Total
- 483803
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 41373
- Expenditure Governance
- 9498
- Expenditure Support Costs
- 9862
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,868,520
- Assets Total Fixed
- 20443247
- Assets Own Use
- 170000
- Assets Long Term Investment
- 20273247
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,018,847
- Assets Total Liabilities
- £150,327
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,311,767
- Creditors One Year Total Current
- 150327
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,924,606
- Funds Endowment
- 0
- Funds Unrestricted
- 23311767
- Funds Restricted
- 0
- Funds Total
- 23311767
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 7 January 2025
- Income Donations And Legacies
- 105000
- Income Other Trading Activities
- 4162
- Income Charitable Activities
- 699632
- Income Investments
- 26051
- Income Other
- 897736
- Income Total Income And Endowments
- 1732581
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £130,685
- Expenditure Charitable Expenditure
- £611,554
- Expenditure Other
- 0
- Expenditure Total
- 742239
- Expenditure Investment Management
- 86884
- Expenditure Grants Institution
- 36436
- Expenditure Governance
- 17685
- Expenditure Support Costs
- 17685
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,758,227
- Assets Total Fixed
- 20037260
- Assets Own Use
- 20037260
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,044,502
- Assets Total Liabilities
- £286,275
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,795,487
- Creditors One Year Total Current
- 286275
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,938,638
- Funds Endowment
- 0
- Funds Unrestricted
- 21795487
- Funds Restricted
- 0
- Funds Total
- 21795487
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 5 December 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 4667
- Income Charitable Activities
- 613586
- Income Investments
- 8213
- Income Other
- 0
- Income Total Income And Endowments
- 626466
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £93,733
- Expenditure Charitable Expenditure
- £783,764
- Expenditure Other
- 0
- Expenditure Total
- 877497
- Expenditure Investment Management
- 88972
- Expenditure Grants Institution
- 9202
- Expenditure Governance
- 127084
- Expenditure Support Costs
- 127084
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,387,710
- Assets Total Fixed
- 19417435
- Assets Own Use
- 19417435
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,527,109
- Assets Total Liabilities
- £139,399
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £20,805,145
- Creditors One Year Total Current
- 139399
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,467,419
- Funds Endowment
- 0
- Funds Unrestricted
- 20805145
- Funds Restricted
- 0
- Funds Total
- 20805145
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 10 January 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 4229
- Income Charitable Activities
- 596839
- Income Investments
- 445
- Income Other
- 0
- Income Total Income And Endowments
- 601513
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £73,929
- Expenditure Charitable Expenditure
- £463,979
- Expenditure Other
- 0
- Expenditure Total
- 537908
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 36301
- Expenditure Governance
- 9583
- Expenditure Support Costs
- 91128
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,653,700
- Assets Total Fixed
- 19402476
- Assets Own Use
- 19402476
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,945,260
- Assets Total Liabilities
- £291,560
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,056,176
- Creditors One Year Total Current
- 125106
- Creditors Falling Due After One Year
- 166454
- Assets Cash
- £1,885,967
- Funds Endowment
- 0
- Funds Unrestricted
- 21056176
- Funds Restricted
- 0
- Funds Total
- 21056176
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Worcestershire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
08 Official extract
Charity Event History
- Charity Name
- OMBERSLEY CONSERVATION TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1993-08-19T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CHARITABLE SETTLEMENT DATED 21 JULY 1993
- Charitable Objects
- CHARITABLE PURPOSES GENERALLY, IN PARTICULAR (BUT NOT EXCLUSIVELY) FOR THE BENEFIT OF THE INHABITANTS OF THE PARISHES OF OMBERSLEY, UPHAMPTON AND DOVERDALE IN THE COUNTY OF HEREFORD AND WORCESTER ("THE PARISHES") AND ADJACENT AREAS, THE CONSERVATION OF CERTAIN LANDS AND BUILDINGS IN THE PARISHES AND THE PROTECTION, PRESERVATION AND IMPROVEMENT OF THE RURAL AND VISUAL CHARACTER AND THE AMENITIES OF THE PARISHES (PLEASE SEE CL. 3 OF THE CHARITABLE SETTLEMENT FOR FURTHER INFORMATION).
- Area Of Benefit
- THE PARISHES OF OMBERSLEY, UPHAMPTON AND DOVERDALE (IN THE COUNTY OF HEREFORD AND WORCESTER) AND THE AREAS ADJACENT THERETO.
10 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Risk management
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints handling