Finance Score: -2

Governance Score: 6

Support Score: 3

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 7

FOREST OF DEAN BUILDINGS PRESERVATION TRUST

to preserve for the benefit of the people of the Forest of Dean District and of the Nation, the historical, architectural and constructional heritage that may exist in and around the Forest of Dean District in its land and buildings (including any structure or erection, and any part of a building as so defined) of particular beauty or historical, architectural or constructional interest

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£26	£49	£-23	n/a	n/a	n/a	n/a	n/a	4
31/03/22	£6	£2	£4	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£32	£83	£-51	n/a	n/a	n/a	n/a	n/a	3
31/03/20	£74	£46	£28	n/a	n/a	n/a	n/a	n/a	3
31/03/19	£17	£19	£-2	n/a	n/a	n/a	n/a	n/a	4
31/03/18	£14	£24	£-10	£0	£0	£0	n/a	0	0
31/03/17	£47	£93	£-45	£0	£0	£0	n/a	0	0
31/03/16	£53	£128	£-75	£0	£0	£0	n/a	0	0
31/03/15	£61	£43	£17	£0	£0	£0	n/a	0	0
31/03/14	£269	£47	£222	£0	£0	£0	n/a	0	0
31/03/13	£5	£1	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 12 years
(15 years as a company)

www.fodbpt.org

lauravale@phonecoop.coop

01594 810932

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Gloucestershire, Herefordshire, Monmouthshire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - Gunns Mill, Flaxley, Gloucestershire
£19,853	01/04/2022	Project Development: Project manager/architect, CDM costs. Consideration and development of a final proposal and specification for the reinstatement of the Bridge House roof, repair and reinstatement ....more Project Development: Project manager/architect, CDM costs. Consideration and development of a final proposal and specification for the reinstatement of the Bridge House roof, repair and reinstatement of trusses, purlins, and wall plates, roof coverings and stabilisation of the south external wall to load bearing capacity, Structural Engineers proposals, Scaffold realignments. The development stage is required to understand the integrity of the roof structure on the bridge house section of the building. The work will require some micro drilling of the remaining timber frame.
DCMS - Gunns Mill, Gloucestershire
£85,601	01/04/2021	Works to take down and rebuild north east wall and tie into the main structure. Respecting further work for support and stabilisation of trusses. Architects proposal for bridge house repairs to ....more Works to take down and rebuild north east wall and tie into the main structure. Respecting further work for support and stabilisation of trusses. Architects proposal for bridge house repairs to include repairs to timberframe, roof and consolidation of masonry.
DCMS - ALB-HISTORIC ENGLAND - GUNNS MILLS, Gloucestershire GL17 0EA
£14,427	01/04/2020	Project development including Building recording and asbestos survey plus repair of wheel pit
DCMS - ALB-HISTORIC ENGLAND - GUNNS MILLS, Gloucestershire GL17 0EA
£9,248	01/04/2020	Works to take down and rebuild north east wall and tie into the main structure. Respecting further work for support and stabilisation of trusses. Architects proposal for bridge house repairs to ....more Works to take down and rebuild north east wall and tie into the main structure. Respecting further work for support and stabilisation of trusses. Architects proposal for bridge house repairs to include repairs to timberframe, roof and consolidation of masonry.
DCMS - Gunns Mill, Gloucestershire
£69,660	01/04/2019	Project development including Building recording and asbestos survey plus repair of wheel pit
DCMS - Whitecliff Iron Works, Coleford, Forest of Dean, Gloucestershire
£7,982	05/03/2019	Vegetation removal from high level areas on furnace, retaining walls and other masonry structures at the site. Production of basic photographic report to indicate the condition of the wall tops. ....more Vegetation removal from high level areas on furnace, retaining walls and other masonry structures at the site. Production of basic photographic report to indicate the condition of the wall tops. Remedial works and cost of materials.
National Lottery Heritage Fund - Grant to Forest of Dean Buildings Preservation Trust
£10,000	07/10/2015	Restoration of Gunns Mill Furnace
National Lottery Heritage Fund - Grant to Forest of Dean Buildings Preservation Trust
£59,000	11/06/2014	Lancaut Church

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-76

ALLAN CHARLES OCKENDEN Appointed: 2017, Occupation: Retired

DAVID VINER Appointed: 2017, Occupation: Heritage Adviser

DR JON ANDREW BERRY Appointed: 2022, Occupation: Civil Servant

HANNAH LOUISE ROWAN DAVID Appointed: 2019, Occupation: Civil Servant

JAMES SINCLAIR JOHNSTON Appointed: 2018, Occupation: Consulting Engineer, Other trusteeship: THE FRIENDS OF GLOUCESTER CATHEDRAL CIO,

KATE GRAHAM Appointed: 2019, Occupation: Heritage Consultant

KATHERINE MARY BIGGS (Chair) Appointed: 2014, Occupation: Conservation Officer

LAURA VALE STEVENS Appointed: 2019, Occupation: Designer Decorator, Other trusteeship: THE FRIENDS OF THE CATHEDRAL OF THE FOREST,

WILLIAM PARKER Appointed: 2020, Occupation: Chartered Surveyor, Other trusteeships: SWINDON HERITAGE TRUST, WYE VALLEY SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 20/06/2012, number: 1147757
Registered at Companies House on 26/03/2009, number: 06859885

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Conflicting interests
Investing charity funds policy and procedures
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

11 returns made; all on time

Main office

The Security Office
Whitecliff Quarry
Newland St.
Coleford
Glous
GL16 8NB

Objectives

THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF THE FOREST OF DEAN DISTRICT AND OF THE NATION, THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE THAT MAY EXIST IN AND AROUND THE FOREST OF DEAN DISTRICT IN ITS LAND AND BUILDINGS(INCLUDING ANY STRUCTURE OR ERECTION, AND ANY PART OF A BUILDING AS SO DEFINED) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Data Sources