MINSTEAD TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 27 February 1996
Removed: Not supplied
Company number supplied: 03149116
Financial period: 6 April 2024 – 5 April 2025
Latest income: £8,652,805
Latest expenditure: £8,601,317
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Minstead Lodge, London Minstead, Minstead, LYNDHURST, SO43 7FT

Website recorded by the regulator: www.minsteadtrust.org.uk (displayed as text)

02 Activities

What the charity does

Provision of residential and day training work, social and domestic skills for young adults with learning disabilities. Provided through a range of activities from classroom studies, different levels of supervised accommodation in our own premises at local supported housing, work place skills through extensive horticultural and workplace facilities as well as work placements in the community.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 10 December 2025
Date Accounts Received: 10 December 2025
Total Gross Income: £8,652,805
Total Gross Expenditure: £8,601,317

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 10 December 2024
Date Accounts Received: 10 December 2024
Total Gross Income: £7,668,001
Total Gross Expenditure: £7,626,826

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 19 December 2023
Date Accounts Received: 19 December 2023
Total Gross Income: £6,494,316
Total Gross Expenditure: £6,709,810

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 24 January 2023
Date Accounts Received: 24 January 2023
Total Gross Income: £5,355,791
Total Gross Expenditure: £5,274,414

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 16 December 2021
Date Accounts Received: 16 December 2021
Total Gross Income: £4,590,905
Total Gross Expenditure: £3,680,356

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 10 December 2025
Total Gross Income: £8,652,805
Total Gross Expenditure: £8,601,317
Grant Making Is Main Activity: No
Count Govt Contracts: 18
Count Govt Grants: £2
Income From Government Contracts: 4486073
Income From Government Grants: £7,500
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 6
Count Salary Band 90001 100000: 1
Count Volunteers: 149

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 10 December 2024
Total Gross Income: £7,668,001
Total Gross Expenditure: £7,626,826
Grant Making Is Main Activity: No
Count Govt Contracts: 16
Count Govt Grants: £0
Income From Government Contracts: 5189896
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 4
Count Salary Band 90001 100000: 1
Count Volunteers: 139

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 19 December 2023
Total Gross Income: £6,494,316
Total Gross Expenditure: £6,709,810
Grant Making Is Main Activity: No
Count Govt Contracts: 13
Count Govt Grants: £8
Income From Government Contracts: 4437532
Income From Government Grants: £15,456
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 115

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 24 January 2023
Total Gross Income: £5,355,791
Total Gross Expenditure: £5,274,414
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 192
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £10
Income From Government Contracts: 3835334
Income From Government Grants: £100,656
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 112

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 16 December 2021
Total Gross Income: £4,590,905
Total Gross Expenditure: £3,680,356
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 5
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £35
Income From Government Contracts: 728802
Income From Government Grants: £192,645
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: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 70001 80000: 1
Count Volunteers: 110

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 10 December 2025
Income Donations And Legacies: 513236
Income Other Trading Activities: 150489
Income Charitable Activities: 7955044
Income Investments: 33736
Income Other: 300
Income Total Income And Endowments: 8652805
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £16,526
Expenditure Charitable Expenditure: £8,532,789
Expenditure Other: 52002
Expenditure Total: 8601317
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 43009
Expenditure Support Costs: 75577
Expenditure Depreciation: 210483
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,093,725
Assets Total Fixed: 5365233
Assets Own Use: 5365233
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,308,655
Assets Total Liabilities: £1,211,337
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,462,551
Creditors One Year Total Current: 528410
Creditors Falling Due After One Year: 682927
Assets Cash: £1,641,290
Funds Endowment: 0
Funds Unrestricted: 6312682
Funds Restricted: 149869
Funds Total: 6462551
Count Employees: 274
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 10 December 2024
Income Donations And Legacies: 734747
Income Other Trading Activities: 1218672
Income Charitable Activities: 5681332
Income Investments: 32050
Income Other: 1200
Income Total Income And Endowments: 7668001
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £16,760
Expenditure Charitable Expenditure: £7,567,280
Expenditure Other: 42786
Expenditure Total: 7626826
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 9500
Expenditure Support Costs: 70764
Expenditure Depreciation: 171115
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £930,693
Assets Total Fixed: 5425225
Assets Own Use: 5425225
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,203,815
Assets Total Liabilities: £1,217,977
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,411,063
Creditors One Year Total Current: 487404
Creditors Falling Due After One Year: 730573
Assets Cash: £1,421,033
Funds Endowment: 0
Funds Unrestricted: 6243079
Funds Restricted: 167984
Funds Total: 6411063
Count Employees: 260
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 19 December 2023
Income Donations And Legacies: 670749
Income Other Trading Activities: 50911
Income Charitable Activities: 5761752
Income Investments: 10904
Income Other: 0
Income Total Income And Endowments: 6494316
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £29,181
Expenditure Charitable Expenditure: £6,661,843
Expenditure Other: 18786
Expenditure Total: 6709810
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 28086
Expenditure Support Costs: 67133
Expenditure Depreciation: 177592
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,058,137
Assets Total Fixed: 5425349
Assets Own Use: 5402050
Assets Long Term Investment: 23299
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,204,387
Assets Total Liabilities: £1,259,074
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,370,662
Creditors One Year Total Current: 467204
Creditors Falling Due After One Year: 791870
Assets Cash: £1,623,883
Funds Endowment: 0
Funds Unrestricted: 6255345
Funds Restricted: 115317
Funds Total: 6370662
Count Employees: 239
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 24 January 2023
Income Donations And Legacies: 808939
Income Other Trading Activities: 514137
Income Charitable Activities: 4029244
Income Investments: 586
Income Other: 2885
Income Total Income And Endowments: 5355791
Income Legacies: 0
Income Endowments: 590768
Expenditure Raising Funds: £30,506
Expenditure Charitable Expenditure: £5,243,908
Expenditure Other: 0
Expenditure Total: 5274414
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 54626
Expenditure Depreciation: 159357
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £938,376
Assets Total Fixed: 5395800
Assets Own Use: 5395800
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,387,315
Assets Total Liabilities: £1,196,959
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,586,156
Creditors One Year Total Current: 345345
Creditors Falling Due After One Year: 851614
Assets Cash: £1,560,701
Funds Endowment: 0
Funds Unrestricted: 6383719
Funds Restricted: 202437
Funds Total: 6586156
Count Employees: 221
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 16 December 2021
Income Donations And Legacies: 1250949
Income Other Trading Activities: 1253
Income Charitable Activities: 3323259
Income Investments: 5936
Income Other: 9508
Income Total Income And Endowments: 4590905
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £29,947
Expenditure Charitable Expenditure: £3,644,720
Expenditure Other: 5689
Expenditure Total: 3680356
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 38431
Expenditure Depreciation: 106878
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £6,298,279
Assets Total Fixed: 4980320
Assets Own Use: 4980220
Assets Long Term Investment: 100
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,437,711
Assets Total Liabilities: £896,063
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,521,968
Creditors One Year Total Current: 272413
Creditors Falling Due After One Year: 623650
Assets Cash: £2,123,451
Funds Endowment: 0
Funds Unrestricted: 6298279
Funds Restricted: 223689
Funds Total: 6521968
Count Employees: 132
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

08 Official extract

Charity Event History

Charity Name: MINSTEAD TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1996-02-27T00:00:00

Charity Name: MINSTEAD TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2017-08-01T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 271485
Assoc Registered Charity Number: 271485
Assoc Charity Name: THE FURZEY GARDENS CHARITABLE TRUST

Charity Name: MINSTEAD TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2026-04-16T00:00:00
Reason: Amalgamated
Assoc Organisation Number: 5032983
Assoc Registered Charity Number: 1151078
Assoc Charity Name: BLUE APPLE THEATRE

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 22 JAN 1996AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24 JUN 2013AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 13 MAR 2017AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 SEP 2017 as amended on 10 Jul 2024 as amended on 24 Sept 2026
Charitable Objects: (1) To support people with a disability, or otherwise excluded by their social or economic circumstances and members of their family and their carers by means of providing services, facilities, campaigning and support to enable them to lead more independent and fulfilling lives and become fully integrated in society. (2) To advance in life and relieve the needs of people, particularly but not exclusively those with a disability or neurodisability, by providing opportunities to develop skills, capacities and capabilities including (but not limited to) artistic expression, creative development and public performance through engagement with performing arts, visual arts, music, dance, crafts and related creative activities. (3) To preserve, maintain and develop the historic gardens and buildings particularly at Furzey Gardens, Minstead for the enjoyment and benefit of horticultural groups and the general public and in particular people who are otherwise excluded by their social or economic circumstances. (4) To provide facilities for the better carrying out of the objects herein referred to without prejudice to the generality of this object to provide library, workshop, research, employment, training, recreational, spiritual and other residential and non-residential facilities as may be necessary to promote such objects.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 713425
Charity Name Type: Working name
Charity Name: Blue Apple Theatre

Charity Name Id: 536019
Charity Name Type: Previous name
Charity Name: MINSTEAD TRAINING TRUST LIMITED

Charity Name Id: 186445
Charity Name Type: Previous name
Charity Name: MINSTEAD TRAINING PROJECT LIMITED

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Care Quality Commission

12 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Paying staff

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Volunteer management

Policy Name: Investment

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures