Finance Score: -3

Governance Score: 0

Support Score: 2

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
All male board: -3

Grant maker support: +2

Overall GiG Score: -1

BERWICK BARRACKS HERITAGE TRUST

The charity's principal purpose is the preservation and promotion of Berwick Barracks as a centre celebrating the history and heritage of Berwick-upon-Tweed and its surrounding area and as a focus for artistic and cultural activities. The current focus of the charity is on promoting and funding plans for the Barracks' (re)development to this end.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely male

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
31/03/23	£1	£12	£-11	n/a	n/a	n/a	n/a	n/a	0
31/03/22	£9	£18	£-9	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£9	£0	£9	n/a	n/a	n/a	n/a	n/a	1
31/03/20	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£45	£0	£45	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 7 years

philip.mawer@bbht.co.uk

01289330955

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Northumberland,

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
Community Foundation serving Tyne & Wear and Northumberland - A grant to Berwick Barracks Heritage Trust
£5,000	17/06/2021	The cost of the production of two publications about Berwick and Northumberland

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees:

JOHN MARK ELLIOTT Appointed: 2022

SIR PHILIP JOHN COURTNEY MAWER DLITT, LLD (Chair) Appointed: 2017

STUART MARTIN BANKIER Appointed: 2021, Other trusteeships: BERWICK-UPON-TWEED PRESERVATION TRUST, NORTHUMBERLAND ARCHIVES CHARITABLE TRUST,

JONATHAN MARK LANG Appointed: 2017, Occupation: Partner Kaineslang, Other trusteeships: THE MALTINGS (BERWICK) TRUST, BERWICK VISITOR CENTRE (WALKERGATE),

SCOTT RATHMAN SHERRARD Appointed: 2022, Occupation: Consultant, Other trusteeship: THE MALTINGS (BERWICK) TRUST,

Legal constitution

Charity registered in England & Wales on 17/05/2017, number: 1173070

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

6 returns made; all on time

Main office

C/O BERWICK COMMUNITY TRUST
WILLIAM ELDER BUILDING
56-58 CASTLEGATE
BERWICK-UPON-TWEED
NORTHUMBERLAND
TD15 1JT

Objectives

THE ADVANCEMENT OF THE ARTS, CULTURE, EDUCATION AND HERITAGE, IN PARTICULAR BY THE PRESERVATION AND PROMOTION OF BERWICK BARRACKS AS A CENTRE CELEBRATING THE HISTORY AND HERITAGE OF BERWICK-UPON-TWEED AND ITS SURROUNDING AREA AND AS A FOCUS FOR ARTISTIC AND CULTURAL ACTIVITIES, AND THROUGH SUCH OTHER RELATED ACTIVITIES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Data Sources