01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 2 August 2012
- Removed
- Not supplied
- Company number supplied
- 08085970
- Financial period
- 1 December 2024 – 30 November 2025
- Latest income
- £1,659,912
- Latest expenditure
- £1,738,396
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Unit 1 The Stables, Chalk Pyt Farm, Broad Chalke, Salisbury, SP5 5ET
Website recorded by the regulator: www.chalkevalleyhistorytrust.org.uk (displayed as text)
02 Activities
What the charity does
The Chalke Valley History Trust has been established by the founders of the Chalke History Festival to promote the understanding and enjoyment of history. The Trust intends to carry out its objects by making grants to the Chalke Valley Festival, the Chalke Schools History Festival, school history trips, and other history related projects.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 December 2024
- Fin Period End Date
- 30 November 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 September 2026
- Date Annual Return Received
- 16 September 2026
- Date Accounts Received
- 16 September 2026
- Total Gross Income
- £1,659,912
- Total Gross Expenditure
- £1,738,396
- Fin Period Start Date
- 1 December 2023
- Fin Period End Date
- 30 November 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 September 2025
- Date Annual Return Received
- 29 August 2025
- Date Accounts Received
- 29 August 2025
- Total Gross Income
- £1,416,368
- Total Gross Expenditure
- £1,585,272
- Fin Period Start Date
- 1 December 2022
- Fin Period End Date
- 30 November 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 September 2024
- Date Annual Return Received
- 28 September 2024
- Date Accounts Received
- 28 September 2024
- Total Gross Income
- £1,327,535
- Total Gross Expenditure
- £1,307,458
- Fin Period Start Date
- 1 December 2021
- Fin Period End Date
- 30 November 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 September 2023
- Date Annual Return Received
- 29 August 2023
- Date Accounts Received
- 29 August 2023
- Total Gross Income
- £1,193,653
- Total Gross Expenditure
- £1,267,019
- Fin Period Start Date
- 1 December 2020
- Fin Period End Date
- 30 November 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 September 2022
- Date Annual Return Received
- 27 June 2022
- Date Accounts Received
- 27 June 2022
- Total Gross Income
- £221,637
- Total Gross Expenditure
- £153,089
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 December 2024
- Fin Period End Date
- 30 November 2025
- Ar Due Date
- 30 September 2026
- Ar Received Date
- 16 September 2026
- Total Gross Income
- £1,659,912
- Total Gross Expenditure
- £1,738,396
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 150
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 December 2023
- Fin Period End Date
- 30 November 2024
- Ar Due Date
- 30 September 2025
- Ar Received Date
- 29 August 2025
- Total Gross Income
- £1,416,368
- Total Gross Expenditure
- £1,585,272
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 150
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 December 2022
- Fin Period End Date
- 30 November 2023
- Ar Due Date
- 30 September 2024
- Ar Received Date
- 28 September 2024
- Total Gross Income
- £1,327,535
- Total Gross Expenditure
- £1,307,458
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- 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
- 150
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 December 2021
- Fin Period End Date
- 30 November 2022
- Ar Due Date
- 30 September 2023
- Ar Received Date
- 29 August 2023
- Total Gross Income
- £1,193,653
- Total Gross Expenditure
- £1,267,019
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- 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
- 150
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 December 2020
- Fin Period End Date
- 30 November 2021
- Ar Due Date
- 30 September 2022
- Ar Received Date
- 27 June 2022
- Total Gross Income
- £221,637
- Total Gross Expenditure
- £153,089
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- 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
- 150
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 December 2024
- Fin Period End Date
- 30 November 2025
- Ar Due Date
- 30 September 2026
- Ar Received Date
- 16 September 2026
- Income Donations And Legacies
- 454032
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1204835
- Income Investments
- 1045
- Income Other
- 0
- Income Total Income And Endowments
- 1659912
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £46,585
- Expenditure Charitable Expenditure
- £1,691,811
- Expenditure Other
- 0
- Expenditure Total
- 1738396
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 505440
- Expenditure Governance
- 22023
- Expenditure Support Costs
- 22023
- Expenditure Depreciation
- 2005
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £207,628
- Assets Total Fixed
- 5633
- Assets Own Use
- 5633
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £290,429
- Assets Total Liabilities
- £134,106
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £161,956
- Creditors One Year Total Current
- 134106
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £243,018
- Funds Endowment
- 0
- Funds Unrestricted
- 141956
- Funds Restricted
- 20000
- Funds Total
- 161956
- Count Employees
- 20
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 December 2023
- Fin Period End Date
- 30 November 2024
- Ar Due Date
- 30 September 2025
- Ar Received Date
- 29 August 2025
- Income Donations And Legacies
- 448246
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 966361
- Income Investments
- 1761
- Income Other
- 0
- Income Total Income And Endowments
- 1416368
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,556,672
- Expenditure Charitable Expenditure
- £28,600
- Expenditure Other
- 0
- Expenditure Total
- 1585272
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 6930
- Expenditure Governance
- 21670
- Expenditure Support Costs
- 21670
- Expenditure Depreciation
- 2011
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £143,702
- Assets Total Fixed
- 31364
- Assets Own Use
- 31364
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £419,240
- Assets Total Liabilities
- £40,004
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £410,600
- Creditors One Year Total Current
- 40004
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £389,742
- Funds Endowment
- 0
- Funds Unrestricted
- 403630
- Funds Restricted
- 6970
- Funds Total
- 410600
- Count Employees
- 18
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 December 2022
- Fin Period End Date
- 30 November 2023
- Ar Due Date
- 30 September 2024
- Ar Received Date
- 28 September 2024
- Income Donations And Legacies
- 320836
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1005885
- Income Investments
- 814
- Income Other
- 0
- Income Total Income And Endowments
- 1327535
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,276,939
- Expenditure Charitable Expenditure
- £30,519
- Expenditure Other
- 0
- Expenditure Total
- 1307458
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 13986
- Expenditure Governance
- 16533
- Expenditure Support Costs
- 16533
- Expenditure Depreciation
- 14031
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £255,146
- Assets Total Fixed
- 45052
- Assets Own Use
- 45052
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £374,148
- Assets Total Liabilities
- £28,677
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £390,523
- Creditors One Year Total Current
- 28677
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £361,336
- Funds Endowment
- 0
- Funds Unrestricted
- 383553
- Funds Restricted
- 6970
- Funds Total
- 390523
- Count Employees
- 17
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 December 2021
- Fin Period End Date
- 30 November 2022
- Ar Due Date
- 30 September 2023
- Ar Received Date
- 29 August 2023
- Income Donations And Legacies
- 308869
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 884736
- Income Investments
- 48
- Income Other
- 0
- Income Total Income And Endowments
- 1193653
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,225,130
- Expenditure Charitable Expenditure
- £41,889
- Expenditure Other
- 0
- Expenditure Total
- 1267019
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 22756
- Expenditure Governance
- 19133
- Expenditure Support Costs
- 19133
- Expenditure Depreciation
- 2683
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £162,222
- Assets Total Fixed
- 45052
- Assets Own Use
- 45052
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £374,148
- Assets Total Liabilities
- £28,677
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £390,523
- Creditors One Year Total Current
- 28677
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £361,336
- Funds Endowment
- 0
- Funds Unrestricted
- 383553
- Funds Restricted
- 6970
- Funds Total
- 390523
- Count Employees
- 15
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- India
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- Chalke History Trust
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2012-08-02T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 28 MAY 2012 as amended on 21 Nov 2024
- Charitable Objects
- THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE "OBJECTS") ARE RESTRICTED TO THE PROMOTION AND ADVANCEMENT FOR THE PUBLIC BENEFIT OF THE EDUCATION OF THE PUBLIC BY THE STUDY OF HISTORY AND ALLIED SUBJECTS BY:1. ENHANCING THE TEACHING OF HISTORY TO PEOPLE SO AS TO FOSTER AN APPRECIATION AND GREATER UNDERSTANDING OF THE SUBJECT ; AND2. SUCH OTHER MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.
10 Official extract
Charity Other Names
- Charity Name Id
- 523257
- Charity Name Type
- Previous name
- Charity Name
- CHALKE VALLEY HISTORY TRUST
11 Official extract
Charity Policy
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures