Finance Score: -3

Governance Score: -7

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Very static board: -5
Mainly male board: -1

No supporters identified

Overall GiG Score: -10

HERITAGE WORKS BUILDINGS PRESERVATION TRUST LIMITED

To preserve and conserve for the people of England and Wales the historical, architectural and constructional heritage of particular beauty or historical, architectural or constructional interest particularly those buildings whose preservation will contribute to the regeneration of their locality and to advance education in the techniques and practice of building preservation and conservation

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
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
31/03/23		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£7	£0	£7	£0	£0	£0	NAN	0
31/03/17		£0	£1	£-1	£0	£0	£0	n/a	0
31/03/16		£0	£1	£0	£0	£0	£0	n/a	0
31/03/15		£24	£12	£12	£0	£0	£0	n/a	0
31/03/14		£78	£0	£78	£0	£0	£0	NAN	0
31/03/13		£31	£29	£2	£0	£0	£0	n/a	0
31/03/12		£184	£232	£-48	£0	£0	£0	n/a	0
31/03/11	*	£184	£232	£-48	£0	£0	£0	n/a	0
31/03/10		£179	£259	£-81	£0	£0	£0	n/a	0
31/03/09		£490	£622	£-132	£0	£0	£0	n/a	0
31/03/08		£624	£712	£-88	£16	£495	£422	7.1	4
31/03/07		£1,579	£1,564	£15	£17	£208	£151	1.2	5
31/03/06	*	£8,602	£8,674	£-73	£0	£0	£0	n/a	0
31/03/05	*	£2,486	£2,450	£35	£0	£0	£0	n/a	0
31/03/04	*	£1,318	£1,070	£248	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

www.heritageworks.co.uk

info@heritageworks.co.uk

01663732616

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

Throughout England And Wales,

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
Esmee Fairbairn - Grant to Heritage Works Buildings Preservation Trust Limited
£10,000	06/09/2011	Towards the Bradford Cathedral Corner regeneration project.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-80

DEREK JOHN COCHRANE Appointed: 2007, Occupation: Consultant

JANE MARGARET TREVITHICK Appointed: 1997, Occupation: Solicitor

RICHARD NEVILLE HARVEY Appointed: 2000, Occupation: Accountant

TOM EDWARD FINCH Appointed: 2007, Occupation: Property Developer

DAVID JOHN LOWTHER Appointed: 2012, Occupation: Chartered Accountant, Other trusteeships: THE CASS FOUNDATION LIMITED, BUXTON CRESCENT HERITAGE TRUST,

Legal constitution

Charitable company registered in England & Wales on 22/01/1996, number: 1052163
Registered at Companies House on 19/12/1995, number: 03139324

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR11: 56 days late, AR06: 1 days late, AR05: 15 days late, AR04: 1 days late,

Main office

HORWICH HOUSE
ECCLES ROAD
WHALEY BRIDGE
HIGH PEAK
SK23 7EW

Objectives

(1) TO PRESERVE AND CONSERVE FOR THE BENEFIT OF THE PEOPLE OF ENGLAND AND WALES (THE AREA OF BENEFIT) AND OF THE NATION, THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE THAT MAY EXIST IN AND AROUND THE AREA OF BENEFIT IN BUILDINGS (INCLUDING ANY STRUCTURE OR ERECTION, AND IN ANY PART OF A BUILDING AS SO DEFINED) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST PARTICULARLY, BUT NOT EXCLUSIVELY, THOSE BUILDINGS WHOSE PRESERVATION WILL CONTRIBUTE TO THE REGENERATION OF THEIR LOCALITY; AND(2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE TECHNIQUES AND PRACTICE OF BUILDING PRESERVATION AND CONSERVATION (THE OBJECTS).

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources