01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 12 December 1985
- Removed
- Not supplied
- Company number supplied
- 01959490
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £4,551,000
- Latest expenditure
- £3,606,000
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 19 COLLEGE ROAD, H M NAVAL BASE, PORTSMOUTH, HAMPSHIRE, PO1 3LJ
Website recorded by the regulator: https://portsmouthhq.org/ (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 21 August 2026
- Date Accounts Received
- 21 August 2026
- Total Gross Income
- £4,551,000
- Total Gross Expenditure
- £3,606,000
- 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
- 14 January 2026
- Date Accounts Received
- 14 January 2026
- Total Gross Income
- £4,254,000
- Total Gross Expenditure
- £3,876,000
- 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
- 14 July 2025
- Date Accounts Received
- 14 July 2025
- Total Gross Income
- £3,897,000
- Total Gross Expenditure
- £5,212,000
- 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
- 30 January 2024
- Date Accounts Received
- 30 January 2024
- Total Gross Income
- £3,911,756
- Total Gross Expenditure
- £4,880,764
- 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
- 26 January 2023
- Date Accounts Received
- 26 January 2023
- Total Gross Income
- £3,860,181
- Total Gross Expenditure
- £4,944,408
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 21 August 2026
- Total Gross Income
- £4,551,000
- Total Gross Expenditure
- £3,606,000
- Grant Making Is Main Activity
- No
- Count Govt Grants
- £1
- Income From Government Grants
- £600,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- Yes
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 0
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 140
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 14 January 2026
- Total Gross Income
- £4,254,000
- Total Gross Expenditure
- £3,876,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £3,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- Yes
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- Yes
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 2
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 96
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 14 July 2025
- Total Gross Income
- £3,897,000
- Total Gross Expenditure
- £5,212,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £13,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- Yes
- 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 Salary Band 100001 110000
- 1
- Count Volunteers
- 105
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 30 January 2024
- Total Gross Income
- £3,911,756
- Total Gross Expenditure
- £4,880,764
- 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
- Yes
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 112
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 26 January 2023
- Total Gross Income
- £3,860,181
- Total Gross Expenditure
- £4,944,408
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £222,512
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- Yes
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 104
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 21 August 2026
- Income Donations And Legacies
- 721000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 3575000
- Income Investments
- 255000
- Income Other
- 0
- Income Total Income And Endowments
- 4551000
- Income Legacies
- 20000
- Income Endowments
- 0
- Expenditure Raising Funds
- £64,000
- Expenditure Charitable Expenditure
- £3,461,000
- Expenditure Other
- 81000
- Expenditure Total
- 3606000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 701000
- Expenditure Support Costs
- 701000
- Expenditure Depreciation
- 1234000
- Gain Loss Investment
- 51000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 582000
- Gain Loss Other
- 0
- Reserves
- £10,776,000
- Assets Total Fixed
- 12600000
- Assets Own Use
- 8705000
- Assets Long Term Investment
- 3895000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,875,000
- Assets Total Liabilities
- £738,000
- Assets Current Investment
- 2319000
- Assets Total Assets And Liabilities
- £15,737,000
- Creditors One Year Total Current
- 738000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £432,000
- Funds Endowment
- 0
- Funds Unrestricted
- 13938000
- Funds Restricted
- 1799000
- Funds Total
- 15737000
- Count Employees
- 33
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 14 January 2026
- Income Donations And Legacies
- 9000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 3921000
- Income Investments
- 324000
- Income Other
- 0
- Income Total Income And Endowments
- 4254000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £60,000
- Expenditure Charitable Expenditure
- £3,637,000
- Expenditure Other
- 179000
- Expenditure Total
- 3876000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 619000
- Expenditure Support Costs
- 619000
- Expenditure Depreciation
- 1145000
- Gain Loss Investment
- 9000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 4750000
- Gain Loss Other
- 0
- Reserves
- £10,932,000
- Assets Total Fixed
- 14364000
- Assets Own Use
- 9182000
- Assets Long Term Investment
- 5182000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,539,000
- Assets Total Liabilities
- £1,571,000
- Assets Current Investment
- 2244000
- Assets Total Assets And Liabilities
- £17,332,000
- Creditors One Year Total Current
- 1571000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,319,000
- Funds Endowment
- 0
- Funds Unrestricted
- 14676000
- Funds Restricted
- 2656000
- Funds Total
- 17332000
- Count Employees
- 33
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 14 July 2025
- Income Donations And Legacies
- 21000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 3473000
- Income Investments
- 403000
- Income Other
- 0
- Income Total Income And Endowments
- 3897000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £48,000
- Expenditure Charitable Expenditure
- £4,971,000
- Expenditure Other
- 193000
- Expenditure Total
- 5212000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 596000
- Expenditure Support Costs
- 596000
- Expenditure Depreciation
- 666000
- Gain Loss Investment
- 14000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,512,000
- Assets Total Fixed
- 18964000
- Assets Own Use
- 14276000
- Assets Long Term Investment
- 4688000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,708,000
- Assets Total Liabilities
- £1,159,000
- Assets Current Investment
- 3549000
- Assets Total Assets And Liabilities
- £22,513,000
- Creditors One Year Total Current
- 860000
- Creditors Falling Due After One Year
- 299000
- Assets Cash
- £418,000
- Funds Endowment
- 0
- Funds Unrestricted
- 12957000
- Funds Restricted
- 9556000
- Funds Total
- 22513000
- Count Employees
- 36
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 30 January 2024
- Income Donations And Legacies
- 335538
- Income Other Trading Activities
- 120041
- Income Charitable Activities
- 3290853
- Income Investments
- 67626
- Income Other
- 97698
- Income Total Income And Endowments
- 3911756
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £75,339
- Expenditure Charitable Expenditure
- £4,198,827
- Expenditure Other
- 606598
- Expenditure Total
- 4880764
- Expenditure Investment Management
- 7305
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 419627
- Expenditure Support Costs
- 500863
- Expenditure Depreciation
- 644440
- Gain Loss Investment
- 357265
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -79304
- Gain Loss Other
- 0
- Reserves
- £11,384,586
- Assets Total Fixed
- 21758280
- Assets Own Use
- 14688915
- Assets Long Term Investment
- 7069365
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,254,310
- Assets Total Liabilities
- £1,658,170
- Assets Current Investment
- 1794835
- Assets Total Assets And Liabilities
- £25,354,420
- Creditors One Year Total Current
- 940649
- Creditors Falling Due After One Year
- 717521
- Assets Cash
- £2,826,614
- Funds Endowment
- 0
- Funds Unrestricted
- 11634152
- Funds Restricted
- 13720268
- Funds Total
- 25354420
- Count Employees
- 55
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 26 January 2023
- Income Donations And Legacies
- 756293
- Income Other Trading Activities
- 328977
- Income Charitable Activities
- 2753858
- Income Investments
- 21053
- Income Other
- 0
- Income Total Income And Endowments
- 3860181
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £43,719
- Expenditure Charitable Expenditure
- £4,078,902
- Expenditure Other
- 821787
- Expenditure Total
- 4944408
- Expenditure Investment Management
- 6216
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 811537
- Expenditure Support Costs
- 385579
- Expenditure Depreciation
- 619986
- Gain Loss Investment
- 54533
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 54000
- Gain Loss Other
- 0
- Reserves
- £11,909,965
- Assets Total Fixed
- 22095309
- Assets Own Use
- 14663784
- Assets Long Term Investment
- 7431525
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,824,636
- Assets Total Liabilities
- £2,239,252
- Assets Current Investment
- 555000
- Assets Total Assets And Liabilities
- £26,680,693
- Creditors One Year Total Current
- 992035
- Creditors Falling Due After One Year
- 1247217
- Assets Cash
- £4,542,052
- Funds Endowment
- 0
- Funds Unrestricted
- 12276242
- Funds Restricted
- 14404451
- Funds Total
- 26680693
- Count Employees
- 49
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Portsmouth City
- 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
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 113
- Classification Type
- What
- Classification Description
- Economic/community Development/employment
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
08 Official extract
Charity Event History
- Charity Name
- Portsmouth Historic Quarter Trust
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1985-12-12T00:00:00
- Charity Name
- Portsmouth Historic Quarter Trust
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2020-07-14T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 5038448
- Assoc Registered Charity Number
- 1152360
- Assoc Charity Name
- IBTC PORTSMOUTH
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 16/09/1985AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/09/1988AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/07/1997AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15/01/2001AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/01/2004AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/08/2005AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/07/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/11/2011 as amended on 02 Oct 2023 as amended on 28 Mar 2024 as amended on 28 Mar 2024
- Charitable 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
10 Official extract
Charity Other Names
- Charity Name Id
- 685663
- Charity Name Type
- Previous name
- Charity Name
- PORTSMOUTH HISTORIC QUARTER TRUST
- Charity Name Id
- 680209
- Charity Name Type
- Previous name
- Charity Name
- PORTSMOUTH HISTORIC QUARTER TRUST LIMITED
- Charity Name Id
- 106178
- Charity Name Type
- Previous name
- Charity Name
- PORTSMOUTH NAVAL BASE PROPERTY TRUST
11 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Social media policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Conflicting interests