Finance Score: -2

Governance Score: -1

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -3

BERKSHIRE HISTORIC CHURCHES TRUST

To apply the income and capital of theTrust, at the discretion of the Trustees, for the "preservation, repair, maintenance, improvement, upkeep, beautification and reconstruction" of Churches of specified denominations in "Berkshire or in any Parish adjacent thereto, and of monuments, fittings, fixtures, stained glass and chattels in any sych Church or Churchyard belonging to such Churches"

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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 but has stabilised more recently
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	*	£32	£21	£11	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£26	£19	£8	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£21	£30	£-9	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£26	£15	£11	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£22	£37	£-15	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£23	£26	£-3	£0	£0	£0	n/a	0	0
31/03/17		£20	£48	£-28	£0	£0	£0	n/a	0	0
31/03/16		£70	£16	£54	£0	£0	£0	n/a	0	0
31/03/15		£25	£9	£15	£0	£0	£0	n/a	0	0
31/03/14		£46	£17	£29	£0	£0	£0	n/a	0	0
31/03/13		£17	£36	£-19	£0	£0	£0	n/a	0	0
31/03/12		£22	£17	£4	£0	£0	£0	n/a	0	0
31/03/11		£23	£22	£1	£0	£0	£0	n/a	0	0
31/03/10		£21	£28	£-7	£0	£0	£0	n/a	0	0
31/03/09		£27	£40	£-13	£0	£0	£0	n/a	0	0
31/03/08		£37	£43	£-5	£0	£0	£0	n/a	0	0
31/03/07		£41	£37	£3	£0	£0	£0	n/a	0	0
31/03/06		£42	£31	£11	£0	£0	£0	n/a	0	0
31/03/05		£46	£39	£7	£0	£0	£0	n/a	0	0
31/03/04		£55	£17	£38	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 40 years

www.berkschurchestrust.org.uk

0163530709

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bracknell Forest, Reading, Slough, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

CATHERINE HAIG Appointed: 2015

ELEANOR ANN RICE Appointed: 2017

GRAHAM MATHER CBE Appointed: 2019

JAMES DOUGLAS BARNES-PHILLIPS

JONATHAN WELFARE Appointed: 2021

MR J H L PUXLEY, DL

ROBIN D HARTLEY RUSSELL Appointed: 2022

TORQUIL JAMES MONTAGUE JOHNSTONE

DR PETER DURRANT MBE, Other trusteeships: BERKSHIRE RECORD SOCIETY, SABINA SUTHERLAND CHARITABLE TRUST,

GRAHAM BARKER Appointed: 2021, Other trusteeship: THE FRIENDS OF ST MICHAEL'S BRAY,

LUCY VIOLET ZEAL DL Appointed: 2022, Other trusteeships: BERKSHIRE CARE TRUST, HAINES HILL CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 19/03/1984, number: 288797

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 8 days late,

Main office

13 Buckingham Road
NEWBURY
RG14 6DH

Objectives

THE PRESERVATION REPAIR, MAINTENANCE, IMPROVEMENT, UPKEEP, BEAUTIFICATION AND RECONSTRUCTION OF CHURCHES IN THE ROYAL COUNTY OF BERKSHIRE OR IN ANY PARISH ADJACENT THERETO AND OF MONUMENTS, FITTINGS, FIXTURES, STAINED GLASS, FURNITURE, ORNAMENTS AND CHATTELS IN SUCH CHURCHES AND OF THE CHURCHYARD BELONGING TO ANY OF SUCH CHURCHES.

Defined Area of Benefit:

BERKSHIRE AND ANY PARISH ADJACENT THERETO

Data Sources