Finance Score: -4

Governance Score: 9

Support Score: 0

Poor Liquidity: -1
Pension deficit: -3

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

No supporters identified

Overall GiG Score: 5

BRE TRUST

Funds and supports research, education, publications and other activities in the built environment for public benefit. Awards post graduate research scholarships and supports university chairs.Commissions, facilitate and supports carbon emission reduction projects and such other activities and services as are beneficial to the built environment.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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 and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There is a pension deficit of £29,956,000

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		£59,780	£54,916	£4,864	£0	£9,997	£9,997	2.2	0
31/03/22		£59,639	£50,792	£8,847	£0	£6,565	£3,073	0.7	548
31/03/21		£52,292	£49,704	£2,588	£0	£-14,758	£-16,059	-3.9	558
31/03/20		£52,896	£50,547	£2,349	£0	£-7,433	£-7,688	-1.8	595
31/03/19		£51,752	£56,359	£-4,607	£0	£-17,997	£-18,410	-3.9	646
31/03/18		£54,078	£51,780	£2,298	£0	£-17,176	£-17,242	-4	638
31/03/17		£46,747	£45,054	£1,693	£0	£-19,382	£-19,395	-5.2	643
31/03/16	*	£47,830	£48,144	£-314	£0	£-8,784	£-8,797	-2.2	608
31/03/15		£45,992	£43,784	£2,208	£41,009	£-13,874	£-13,943	-3.8	610
31/03/14		£45,238	£45,056	£182	£42,179	£-4,993	£-5,112	-1.4	586
31/03/13	*	£44,487	£44,410	£77	£40,989	£-2,635	£-2,822	-0.8	580
31/03/12	*	£44,945	£43,232	£1,713	£40,059	£7,069	£6,784	1.9	589
31/03/11	*	£43,386	£41,612	£1,774	£38,684	£9,987	£9,287	2.7	599
31/03/10		£44,504	£43,236	£1,268	£40,535	£5,572	£4,974	1.4	602
31/03/09		£46,514	£45,851	£663	£45,320	£25,647	£24,948	6.5	627
31/03/08		£44,991	£43,228	£1,763	£42,690	£31,708	£30,783	8.5	610
31/03/07		£1,280	£977	£303	£37,533	£26,311	£25,803	316.9	546
31/03/06		£1,985	£966	£1,019	£0	£0	£0	n/a	0
31/03/05		£1,639	£1,199	£440	£0	£0	£0	n/a	0
31/03/04		£1,508	£940	£568	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 33%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0

Asset Split ?

Established: 22 years
(27 years as a company)

www.bretrust.org.uk

paul.conroy@bregroup.com

07815483366

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Scientific research and testing services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Scotland,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-63

DAVID PETER BURRETT REID Appointed: 2023, Occupation: Director

KELLY LOUISE BREAM Appointed: 2023, Occupation: Director

LINDA MARGARET CHANDLER Appointed: 2023, Occupation: Director

ASHLEY MARK HOOK Appointed: 2020, Occupation: Chief Executive

GARY MILLS Appointed: 2023, Occupation: Head Of Risk & Internal Audit, Other trusteeship: UPPER GORNAL PENTECOSTAL CHURCH,

JONATHAN GRAEME RICKARD Appointed: 2019, Occupation: Trustee

PHILIP WILBRAHAM Appointed: 2018, Occupation: Expansion Programme Director

VICTORIA DENISE POPE Appointed: 2019, Occupation: Civil Servant, Other trusteeship: DEVON WILDLIFE TRUST,

Legal constitution

Charitable company registered in England & Wales on 24/05/2002, number: 1092193
Registered at Companies House on 22/11/1996, number: 03282856

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
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

Filing Record

20 returns made; AR16: 60 days late, AR13: 0 days late, AR12: 2 days late, AR11: 2 days late,

Main office

Bucknalls Lane
WATFORD
Hertfordshire
WD25 9NH

Objectives

2. Objects2.1 The objects of the Charity are:2.1.1 to undertake, commission and support research in areas of science, engineering, information technology, management and economics associated with the built environment, including its processes and artefacts,2.1.2 to advance knowledge, innovation, and communication, and to promote education and excellence, in all such matters, and to collect, collate and publish useful information ideas, and data relating thereto, and2.1.3 to undertake, commission, facilitate and support such other activities and services as are beneficial to the built environment and charitable in law in accordance with the law of England and Wales provided that it will not include any purpose which is not charitable in accordance with s.7 of the Charities and Trustee Investment (Scotland) Act 2005. For the avoidance of doubt, the system of law governing the constitution of the Charity is the law of England and Wales.

Defined Area of Benefit:

NOT DEFINED

Data Sources