01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 12 March 2010
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £929,299
- Latest expenditure
- £1,850,054
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 7 FERRY ROAD, OFFICE PARK, FERRY ROAD, PRESTON, PR2 2YH
02 Activities
What the charity does
The preservation of Compton Verney (Compton Verney House Trust) and maintaining and supporting, for the benefit of the publice, the museum, gallery and education centre at Compton Verney
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 22 October 2025
- Date Accounts Received
- 22 October 2025
- Total Gross Income
- £929,299
- Total Gross Expenditure
- £1,850,054
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 9 October 2024
- Date Accounts Received
- 9 October 2024
- Total Gross Income
- £858,702
- Total Gross Expenditure
- £1,809,797
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 9 October 2023
- Date Accounts Received
- 9 October 2023
- Total Gross Income
- £652,582
- Total Gross Expenditure
- £1,663,413
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 22 September 2022
- Date Accounts Received
- 22 September 2022
- Total Gross Income
- £735,463
- Total Gross Expenditure
- £1,671,088
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 31 October 2021
- Date Annual Return Received
- 21 October 2021
- Date Accounts Received
- 21 October 2021
- Total Gross Income
- £630,398
- Total Gross Expenditure
- £1,583,048
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 22 October 2025
- Total Gross Income
- £929,299
- Total Gross Expenditure
- £1,850,054
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 9 October 2024
- Total Gross Income
- £858,702
- Total Gross Expenditure
- £1,809,797
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 9 October 2023
- Total Gross Income
- £652,582
- Total Gross Expenditure
- £1,663,413
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- 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
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 22 September 2022
- Total Gross Income
- £735,463
- Total Gross Expenditure
- £1,671,088
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- 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
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 21 October 2021
- Total Gross Income
- £630,398
- Total Gross Expenditure
- £1,583,048
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- 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
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 22 October 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 929299
- Income Other
- 0
- Income Total Income And Endowments
- 929299
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £219,651
- Expenditure Charitable Expenditure
- £1,630,403
- Expenditure Other
- 0
- Expenditure Total
- 1850054
- Expenditure Investment Management
- 219651
- Expenditure Grants Institution
- 1600000
- Expenditure Governance
- 30403
- Expenditure Support Costs
- 30403
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 1312312
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 2715614
- Gain Loss Other
- 0
- Reserves
- £12,500,488
- Assets Total Fixed
- 42996689
- Assets Own Use
- 38697000
- Assets Long Term Investment
- 4299689
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,705,150
- Assets Total Liabilities
- £70,183
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £46,631,656
- Creditors One Year Total Current
- 70183
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,701,706
- Funds Endowment
- 25000000
- Funds Unrestricted
- 12500488
- Funds Restricted
- 9131168
- Funds Total
- 46631656
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 9 October 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 858702
- Income Other
- 0
- Income Total Income And Endowments
- 858702
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £227,471
- Expenditure Charitable Expenditure
- £1,582,326
- Expenditure Other
- 0
- Expenditure Total
- 1809797
- Expenditure Investment Management
- 227471
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 32326
- Expenditure Support Costs
- 32326
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 338291
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £11,798,179
- Assets Total Fixed
- 40793689
- Assets Own Use
- 0
- Assets Long Term Investment
- 40793689
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,855,569
- Assets Total Liabilities
- £124,773
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £43,524,485
- Creditors One Year Total Current
- 124773
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,851,115
- Funds Endowment
- 25000000
- Funds Unrestricted
- 11798179
- Funds Restricted
- 6726306
- Funds Total
- 43524485
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 9 October 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 652582
- Income Other
- 0
- Income Total Income And Endowments
- 652582
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £230,268
- Expenditure Charitable Expenditure
- £1,433,145
- Expenditure Other
- 0
- Expenditure Total
- 1663413
- Expenditure Investment Management
- 230268
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 33145
- Expenditure Support Costs
- 33145
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 1747692
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -5028612
- Gain Loss Other
- 0
- Reserves
- £11,208,653
- Assets Total Fixed
- 37535393
- Assets Own Use
- 0
- Assets Long Term Investment
- 37535393
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,415,157
- Assets Total Liabilities
- £34,928
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £40,915,622
- Creditors One Year Total Current
- 34928
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,410,871
- Funds Endowment
- 25000000
- Funds Unrestricted
- 11208653
- Funds Restricted
- 4706969
- Funds Total
- 40915622
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 22 September 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 735463
- Income Other
- 0
- Income Total Income And Endowments
- 735463
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £241,279
- Expenditure Charitable Expenditure
- £1,429,809
- Expenditure Other
- 0
- Expenditure Total
- 1671088
- Expenditure Investment Management
- 241279
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29809
- Expenditure Support Costs
- 29809
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 740190
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 4125037
- Gain Loss Other
- 0
- Reserves
- £11,908,851
- Assets Total Fixed
- 41913775
- Assets Own Use
- 0
- Assets Long Term Investment
- 41913775
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,373,467
- Assets Total Liabilities
- £79,869
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £45,207,373
- Creditors One Year Total Current
- 79869
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,369,262
- Funds Endowment
- 25000000
- Funds Unrestricted
- 11908851
- Funds Restricted
- 8298522
- Funds Total
- 45207373
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 21 October 2021
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 630398
- Income Other
- 0
- Income Total Income And Endowments
- 630398
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £153,170
- Expenditure Charitable Expenditure
- £1,429,878
- Expenditure Other
- 0
- Expenditure Total
- 1583048
- Expenditure Investment Management
- 153170
- Expenditure Grants Institution
- 1400000
- Expenditure Governance
- 29878
- Expenditure Support Costs
- 29878
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £10,587,834
- Assets Total Fixed
- 38234687
- Assets Own Use
- 0
- Assets Long Term Investment
- 38234687
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,153,784
- Assets Total Liabilities
- £110,700
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £41,277,771
- Creditors One Year Total Current
- 110700
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,129,409
- Funds Endowment
- 25000000
- Funds Unrestricted
- 10587834
- Funds Restricted
- 5689937
- Funds Total
- 41277771
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Warwickshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
08 Official extract
Charity Event History
- Charity Name
- COMPTON VERNEY FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2010-03-12T00:00:00
- Charity Name
- COMPTON VERNEY FUND
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2017-03-16T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 3945413
- Assoc Registered Charity Number
- 1066056
- Assoc Charity Name
- THE PETER MOORES CHARITABLE TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED MADE 8 MARCH 2010
- Charitable Objects
- THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR THE PURPOSES OF1 THE PRESERVATION OF COMPTON VERNEY FOR THE BENEFIT OF THE PUBLIC; AND2 MAINTAINING AND SUPPORTING FOR THE BENEFIT OF THE PUBLIC THE MUSEUM, GALLERY AND EDUCATION CENTRE AT COMPTON VERNEY
- Area Of Benefit
- COMPTON VERNEY
10 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal risk management policy and procedures