FORT AMHERST HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 1 March 2004
Removed: Not supplied
Company number supplied: 04362306
Financial period: 1 April 2024 – 31 March 2025
Latest income: £215,829
Latest expenditure: £330,646
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Fort Amherst Heritage Trust, Dock Road, Chatham, ME4 4UB

Website recorded by the regulator: www.fortamherst.com (displayed as text)

02 Activities

What the charity does

To maintain, restore and preserve Fort Amherst and Lower Lines Park. To make the Fort and Lower Lines Park available as a public amenity and education facility. To provide benefit to the socially disadvantaged through training, education and work experience.

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: 18 November 2025
Date Accounts Received: 18 November 2025
Total Gross Income: £215,829
Total Gross Expenditure: £330,646

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: 9 January 2025
Date Accounts Received: 9 January 2025
Total Gross Income: £257,508
Total Gross Expenditure: £257,825

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: 23 April 2024
Date Accounts Received: 23 April 2024
Total Gross Income: £213,867
Total Gross Expenditure: £241,795

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: 20 March 2023
Date Accounts Received: 20 March 2023
Total Gross Income: £2,738,857
Total Gross Expenditure: £213,558

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: 2 September 2021
Date Accounts Received: 2 September 2021
Total Gross Income: £73,721
Total Gross Expenditure: £87,923

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: 18 November 2025
Total Gross Income: £215,829
Total Gross Expenditure: £330,646
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £1
Income From Government Contracts: 15900
Income From Government Grants: £5,171
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: No
Count Volunteers: 350

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: 9 January 2025
Total Gross Income: £257,508
Total Gross Expenditure: £257,825
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £0
Income From Government Contracts: 15900
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: No
Count Volunteers: 210

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: 23 April 2024
Total Gross Income: £213,867
Total Gross Expenditure: £241,795
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £2
Income From Government Contracts: 15900
Income From Government Grants: £3,200
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: No
Count Volunteers: 350

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: 20 March 2023
Total Gross Income: £2,738,857
Total Gross Expenditure: £213,558
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 1
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Contracts: 15900
Income From Government Grants: £8,000
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: 350

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: 2 September 2021
Total Gross Income: £73,721
Total Gross Expenditure: £87,923
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £13
Income From Government Grants: £45,860
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: 250

05 Official extract

Charity Annual Return Partb

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: 20 March 2023
Income Donations And Legacies: 2688816
Income Other Trading Activities: 17110
Income Charitable Activities: 0
Income Investments: 32781
Income Other: 150
Income Total Income And Endowments: 2738857
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £188,573
Expenditure Other: 24985
Expenditure Total: 213558
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 32585
Expenditure Depreciation: 7186
Gain Loss Investment: 39982
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 235760
Gain Loss Other: 0
Reserves: £107,000
Assets Total Fixed: 4913712
Assets Own Use: 2432993
Assets Long Term Investment: 2480719
Defined Benefit Pension Scheme: 0
Assets Other Assets: £233,284
Assets Total Liabilities: £64,391
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,082,605
Creditors One Year Total Current: 56288
Creditors Falling Due After One Year: 8103
Assets Cash: £176,997
Funds Endowment: 2578295
Funds Unrestricted: 129666
Funds Restricted: 2374644
Funds Total: 5082605
Count Employees: 1
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Medway
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

08 Official extract

Charity Event History

Charity Name: FORT AMHERST HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-03-01T00:00:00

Charity Name: FORT AMHERST HERITAGE TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2023-04-19T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 4049586
Assoc Registered Charity Number: 1135955
Assoc Charity Name: LOWER LINES PARK

Charity Name: FORT AMHERST HERITAGE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2013-08-21T00:00:00
Assoc Organisation Number: 3988179
Assoc Registered Charity Number: 1096918
Assoc Charity Name: MEDWAY HISTORICAL ORDNANCE

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 29/01/2002AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 25 FEB 2021 as amended on 17 Feb 2021
Charitable Objects: a) acquiring, restoring, maintaining, safeguarding and preserving the historical fortifications known as Fort Amherst and associated fortifications in the Borough of Medway in the County of Kent. b) To collect, care, conserve and display as appropriate, objects and documents relevant to the history of Fort Amherst, its associated fortifications and setting. c) Making the same available for research and for educational and recreational viewing and use by the public.d) Provide benefit to the socially disadvantaged through training, education and work experience associated with the objects above.
Area Of Benefit: MEDWAY, KENT

10 Official extract

Charity Other Names

Charity Name Id: 394529
Charity Name Type: Working name
Charity Name: FORT AMHERST HERITAGE PARK AND CAVERNS FORT AMHERST

11 Official extract

Charity Policy

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Volunteer management

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Social media policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Internal risk management 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

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures