HMS VICTORY PRESERVATION ENDOWMENT FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 1 June 2012
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £563,328
Latest expenditure: £2,696,076
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: ROYAL NAVY MUSEUMS, HM Naval Base (PP66), PORTSMOUTH HISTORIC DOCKYARD, PORTSMOUTH, HAMPSHIRE, PO1 3NH

02 Activities

What the charity does

Preserve, restore and maintain HMS Victory Educate the Naval Service, Auxiliaries and the public about the history of HMS Victory and of the Royal Navy Promote the efficiency of the armed forces by assisting recruitment and retention and fostering the esprit de corps of the Royal Navy; and Commemorate those members of the Naval Service and Auxiliaries who have died while on active service

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: 6 January 2026
Date Accounts Received: 6 January 2026
Total Gross Income: £563,328
Total Gross Expenditure: £2,696,076

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: 24 January 2025
Date Accounts Received: 24 January 2025
Total Gross Income: £413,188
Total Gross Expenditure: £1,176,683

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: 26 January 2024
Date Accounts Received: 26 January 2024
Total Gross Income: £287,081
Total Gross Expenditure: £8,178,158

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: £223,847
Total Gross Expenditure: £1,109,008

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: 5 January 2022
Date Accounts Received: 5 January 2022
Total Gross Income: £199,521
Total Gross Expenditure: £974,193

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: 6 January 2026
Total Gross Income: £563,328
Total Gross Expenditure: £2,696,076
Grant Making Is Main Activity: Yes
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: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 24 January 2025
Total Gross Income: £413,188
Total Gross Expenditure: £1,176,683
Grant Making Is Main Activity: Yes
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: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 26 January 2024
Total Gross Income: £287,081
Total Gross Expenditure: £8,178,158
Grant Making Is Main Activity: Yes
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: 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: 26 January 2023
Total Gross Income: £223,847
Total Gross Expenditure: £1,109,008
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

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: 5 January 2022
Total Gross Income: £199,521
Total Gross Expenditure: £974,193
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: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 6 January 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 563328
Income Other: 0
Income Total Income And Endowments: 563328
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £25,920
Expenditure Charitable Expenditure: £2,670,156
Expenditure Other: 0
Expenditure Total: 2696076
Expenditure Investment Management: 25920
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 26072
Expenditure Depreciation: 0
Gain Loss Investment: -17966
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 3410279
Assets Own Use: 0
Assets Long Term Investment: 3410279
Defined Benefit Pension Scheme: 0
Assets Other Assets: £8,763,808
Assets Total Liabilities: £34,370
Assets Current Investment: 8722336
Assets Total Assets And Liabilities: £12,139,717
Creditors One Year Total Current: 34370
Creditors Falling Due After One Year: 0
Assets Cash: £0
Funds Endowment: 12087243
Funds Unrestricted: 52474
Funds Restricted: 0
Funds Total: 12139717
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

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

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: HMS VICTORY PRESERVATION ENDOWMENT FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-06-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 26 MAR 2012
Charitable Objects: TO SUPPORT THE WORK OF HMS VICTORY PRESERVATION COMPANY A COMPANY LIMITED BY GUARANTEE AND INCORPORATED UNDER NO. 7935358 AND REGISTERED CHARITY NO. 1146376 WHOSE REGISTERED OFFICE IS AT NATIONAL MUSEUM OF THE ROYAL NAVY, PORTSMOUTH HISTORIC DOCKYARD, HM NAVAL BASE, PORTSMOUTH, HAMPSHIRE PO1 3NH (THE ?COMPANY?) IN PURSUANCE OF ITS CHARITABLE OBJECTS FOR THE BENEFIT OF THE PUBLIC NAMELY:(A) TO PRESERVE, RESTORE AND MAINTAIN HMS VICTORY, THE FLAGSHIP OF LORD NELSON AT THE BATTLE OF TRAFALGAR (THE ?SHIP?);(B) TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF THE SHIP AND THE HISTORY OF THE ROYAL NAVY AND OTHER MATTERS RELATING TO THE DEFENCE OF THE REALM;(C) TO PROMOTE THE EFFICIENCY OF THE ARMED FORCES BY ASSISTING RECRUITMENT AND RETENTION AND FOSTERING THE ESPRIT DE CORPS OF THE MEN AND WOMEN WHO ARE SERVING IN THE NAVAL SERVICE OR AUXILIARIES; AND(D) TO COMMEMORATE AND REMEMBER THOSE MEMBERS OF THE NAVAL SERVICE AND AUXILIARIES WHO HAVE DIED WHILE ON ACTIVE SERVICE: AND TO ENCOURAGE PUBLIC RECOGNITION OF THE SACRIFICE MADE BY SUCH PERSONSAND SO THAT FOR THE AVOIDANCE OF DOUBT SUCH SUPPORT MAY EXTEND TO THE MEETING OF ANY EXPENSES INCURRED IN THE MANAGEMENT OR ADMINISTRATION OF THE COMPANY.

10 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures