Finance Score: -5

Governance Score: 2

Support Score: 7

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 4

BATTLEFIELDS TRUST

The preservation, interpretation and presentation of battlefields.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years 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
30/09/22	£56	£72	£-16	n/a	n/a	n/a	n/a	n/a	100
30/09/21	£140	£42	£98	n/a	n/a	n/a	n/a	n/a	95
30/09/20	£51	£71	£-20	n/a	n/a	n/a	n/a	n/a	100
30/09/19	£78	£88	£-10	n/a	n/a	n/a	n/a	n/a	101
30/09/18	£95	£78	£18	£0	£0	£0	n/a	0	100
30/09/17	£95	£83	£12	£0	£0	£0	n/a	0	0
30/09/16	£102	£73	£29	£0	£0	£0	n/a	0	0
30/09/15	£102	£101	£1	£0	£0	£0	n/a	0	0
30/09/14	£58	£64	£-6	£0	£0	£0	n/a	0	0
30/09/13	£58	£64	£-6	£0	£0	£0	n/a	0	0
30/09/12	£56	£64	£-8	£0	£0	£0	n/a	0	0
30/09/11	£90	£82	£7	£0	£0	£0	n/a	0	0
30/09/10	£89	£95	£-6	£0	£0	£0	n/a	0	0
30/09/09	£64	£58	£6	£0	£0	£0	n/a	0	0
30/09/08	£57	£64	£-7	£0	£0	£0	n/a	0	0
30/09/07	£62	£81	£-20	£0	£0	£0	n/a	0	0
30/09/06	£101	£79	£22	£0	£0	£0	n/a	0	0
30/09/05	£37	£41	£-4	£0	£0	£0	n/a	0	0
30/09/04	£57	£55	£2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 31 years

www.battlefieldstrust.com

ruth.gibson@battlefieldstrust.com

07572 046988

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
100 volunteers

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 - ALB-Historic England-Development Project and Development Officer- Battlefields Trust
£15,000	01/04/2019	To fund a development officer for The Battlefields Trust to consolidate and support a national framework of local battlefield representatives to interpret, promote and protect English battlefields, ....more To fund a development officer for The Battlefields Trust to consolidate and support a national framework of local battlefield representatives to interpret, promote and protect English battlefields, particularly those at risk, as heritage resources, monitor and respond to threats to them, and to maintain and develop the Trusts capability to sustain this activity.
DCMS - ALB-HistoricEngland-Development Project and Development Officer- Battlefields Trust
£15,955	01/04/2018	To fund a development officer for The Battlefields Trust to consolidate and support a national framework of local battlefield representatives to interpret, promote and protect English battlefields, ....more To fund a development officer for The Battlefields Trust to consolidate and support a national framework of local battlefield representatives to interpret, promote and protect English battlefields, particularly those at risk, as heritage resources, monitor and respond to threats to them, and to maintain and develop the Trusts capability to sustain this activity.
National Lottery Heritage Fund - Grant to Battlefields Trust
£84,400	30/08/2017	Discovering the Battle of Mortimer's Cross 1461
National Lottery Heritage Fund - Grant to Battlefields Trust North East and Borders Region
£47,200	26/01/2017	Carham 1018, the Battle , the Border and the Dawn of Two Nations
National Lottery Heritage Fund - Grant to Battlefields Trust
£98,000	08/04/2014	Interpretation, presentation and development of Magna Carta battlefields and siege sites for heritage and education

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 38-74

ANDREW PAUL JEFFREY Appointed: 2022, Occupation: Chief Finance Officer

ANTHONY JOHN EDMUND RICH Appointed: 2022, Occupation: Hm District Judge

DAVID AUSTIN Appointed: 2022, Occupation: Retired

DR ISMINI PELLS Appointed: 2023, Other trusteeship: THE ARMY RECORDS SOCIETY,

DR RACHAEL ELIZABETH WHITBREAD Appointed: 2024, Occupation: Private Tutor

GREGG JAMES ARCHER Appointed: 2023, Occupation: Manager - Hospitality

KEVIN JAMES WINTER Appointed: 2023, Occupation: Collections And Exhibitions Officer

NORMAN BRUCE SANGSTER LOGAN Appointed: 2023, Occupation: Programme Manager

PROF. ANNE ELIZABETH CURRY Appointed: 2022, Occupation: Emeritus Professor Of History

CHRISTOPHER MAY Appointed: 2019, Occupation: None

JULIAN HUMPHRYS Appointed: 2020, Occupation: None

PHILIP PHILO Appointed: 2019, Occupation: Retired Curator

HOWARD WILLIAM SIMMONS Appointed: 2023, Occupation: Consultant Assistant Commissioner, Other trusteeships: THE FRIENDS OF ISLEWORTH PUBLIC HALL, ACTIVEBASE CHARITABLE INCORPORATED ORGANISATION, THE GUNNERSBURY MUSEUM AND PARK DEVELOPMENT TRUST,

Legal constitution

Charitable company registered in England & Wales on 16/02/1993, number: 1017387
Registered at Companies House on 04/02/1993, number: 02786730

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management

Filing Record

19 returns made; all on time

Main office

THE BATTLEFIELDS TRUST
CROWN HOUSE
27 OLD GLOUCESTER STREET
LONDON
WC1N 3AX

Objectives

GENERAL CHARITABLE PURPOSES,THE PRESERVATION,INTERPRETATION AND PRESERVATION OF BATTLE SITES AS EDUCATIONAL AND HERITAGE RESOURCES

Defined Area of Benefit:

NOT DEFINED

Data Sources