Finance Score: -1

Governance Score: 3

Support Score: 10

Poor Liquidity: -1

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +10

Overall GiG Score: 12

TYNE AND WEAR BUILDING PRESERVATION TRUST LIMITED

The Trust is governed by its constitution and its main objective is to preserve for the benefit of the public generally and especially for the inhabitants of the County of Tyne and Wear, buildings (including artefacts and land) which are of special historic, architectural, or townscape interest.

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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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		£770	£845	£-75	£0	£2,323	£101	1.4	3	10
31/03/22		£541	£556	£-14	£0	£2,299	£2,143	46.3	3	0
31/03/21		£1,072	£820	£252	£0	£2,282	£2,123	31.1	3	10
31/03/20		£536	£460	£76	£0	£2,033	£1,888	49.2	3	0
31/03/19		£759	£817	£-58	£0	£1,957	£1,840	27	3	0
31/03/18		£475	£415	£60	£0	£0	£0	n/a	0	0
31/03/17		£505	£310	£195	£0	£1,955	£847	32.8	2	0
31/03/16		£420	£308	£112	£0	£0	£0	n/a	0	0
31/03/15		£818	£936	£-119	£27	£1,608	£766	9.8	2	0
31/03/14		£431	£389	£41	£0	£0	£0	n/a	0	0
31/03/13		£482	£243	£239	£0	£0	£0	n/a	0	0
31/03/12		£194	£137	£57	£0	£0	£0	n/a	0	0
31/03/11		£181	£129	£52	£0	£0	£0	n/a	0	0
31/03/10		£162	£140	£22	£0	£0	£0	n/a	0	0
31/03/09		£213	£184	£28	£0	£0	£0	n/a	0	0
31/03/08		£226	£197	£29	£0	£0	£0	n/a	0	0
31/03/07		£195	£142	£53	£0	£0	£0	n/a	0	0
31/03/06		£207	£142	£65	£0	£0	£0	n/a	0	0
31/03/05	*	£230	£190	£40	£0	£0	£0	n/a	0	0
31/03/04	*	£171	£207	£-37	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 4%
Reserves/Spending: 1.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.9

Asset Split ?

Established: 45 years

www.twbpt.org.uk

corrina@twbpt.org.uk

01912753765

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Gateshead, Newcastle Upon Tyne City, North Tyneside, South Tyneside, Sunderland,

Who it helps

The General Public/Mankind

Who works here?

3 employees
10 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£168,922
Architectural Heritage Fund	£136,626
DCMS	£52,391
Garfield Weston Foundation	£40,000
The Pilgrim Trust	£30,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Tyne and Wear Building Preservation Trust Limited
£120,622	31/07/2023	TWBPT Resilience - People, Partnerships, Peers
Architectural Heritage Fund - Grant to Tyne and Wear Building Preservation Trust Ltd
£13,140	01/12/2021	176 High Street West
Architectural Heritage Fund - Grant to Tyne and Wear Building Preservation Trust Ltd
£17,190	30/09/2021	1 Cattle Market
Architectural Heritage Fund - Grant to Tyne and Wear Building Preservation Trust Ltd
£2,550	28/07/2021	1 Cattle Market
DCMS - Sunderland HAZ, 177 High St West and 1-2 Villiers Street
£10,456	01/04/2021	This is a development grant to assist the applicant in completing the Project Design as part of the Sunderland Heritage Action Zone
DCMS - CRF21 Tyne and Wear Building Preservation Trust Ltd
£19,900	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - Dunston Staiths, Gateshead
£14,460	05/02/2021	Design and erect temporary scaffolding across section of structure damaged by arson attack in May 2020
Architectural Heritage Fund - Grant to Tyne and Wear Building Preservation Trust Ltd
£26,163	07/12/2020	Dunston Staiths
Architectural Heritage Fund - Grant to Tyne and Wear Building Preservation Trust Ltd
£65,303	05/10/2020	177 High St West and 1-2 Villiers Street
Architectural Heritage Fund - Grant to Tyne and Wear Building Preservation Trust Ltd
£12,280	30/07/2020	The Tyre Shop
National Lottery Heritage Fund - Grant to Tyne and Wear Building Preservation Trust
£48,300	16/07/2020	COVID19 Tyne and Wear Building Preservation Trust
DCMS - ALB-HISTORIC ENGLAND - 177 High Street West
£7,575	01/04/2020	Project Development for a costed maintenance plan, preparation of technical designs, tender drawings and undertaking competitive tender process for repair scheme.
The Pilgrim Trust - Grant to Tyne & Wear Building Preservation Trust
£30,000	21/11/2019 8	Regeneration and re-use of 170-175 High St West, Sunderland
Garfield Weston Foundation - Main Grants award
£40,000	15/11/2019	#HSWSunderland
DCMS - Dunston Staiths, South Bank, Dunston, Gateshead, Tyne & Wear (Phase 2)
£14,136	01/04/2018	Dunston Staiths, South Bank, Dunston, Gateshead, Tyne & Wear (Phase 2)
DCMS - 170-175, High Street West, Sunderland, SR1 3EX
£15,785	01/04/2018	Emergency consolidation works and associated professional fees to stabilise the site in the short term.
DCMS - Repair Grants for Heritage at Risk
£25,292	12/02/2018	Repair the rope guide machinery that surrounds the Blackfell Hauler House- main items are the vertical wheel, a horizontal wheel and 3 rope guides. There is a provisional sum included for repairs to ....more Repair the rope guide machinery that surrounds the Blackfell Hauler House- main items are the vertical wheel, a horizontal wheel and 3 rope guides. There is a provisional sum included for repairs to the brick trench that was uncovered during recent vegetation clearance.
DCMS - Repair Grants for Heritage at Risk
£48,685	01/02/2018	Emergency consolidation works and associated professional fees to stablise the site in the short term.
Garfield Weston Foundation - Main Grants award
£20,000	03/05/2017	Restoration and reuse of St Hilda's Pit Head
National Lottery Heritage Fund - Grant to Tyne and Wear Building Preservation Trust
£583,400	10/03/2016	Restoration and re-use of St Hilda's Colliery Headstock
National Lottery Heritage Fund - Grant to Tyne and Wear Building Preservation Trust
£56,500	17/12/2015	Increase the Resilience of the Tyne & Wear Building Preservation Trust

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-78

ANDREW DAVID MITCHELL Appointed: 2023, Occupation: Digital Officer

ANTHONY MICHAEL WYATT Appointed: 2023, Occupation: Company Director

ELIZABETH LOUISE MAYES Appointed: 2023

KATHERINE JANE WILSON Appointed: 2023, Occupation: Retired Partnerships Team Leader

ALEXANDRA MARY WATSON Appointed: 2019, Occupation: Project Manager

DR NEVEEN AHMED HAMZA Appointed: 2015, Occupation: Senior Lecturer

GEOFF ROBIN PATRICK UNDERWOOD Appointed: 2018, Occupation: Civil Servant

IAN MAURICE BURNS Appointed: 2015, Occupation: None

KATIE SUSSAMS Appointed: 2017, Occupation: Director Of Operations

MICHAEL MURPHY Appointed: 2017, Occupation: Business Consultant

MICHAEL ROGER THOMPSON Appointed: 2015, Occupation: None

SHONA ALEXANDER Appointed: 2013, Occupation: Director

SARAH DYER Appointed: 2018, Occupation: Town Planner

MARGARET BOZIC MBE Appointed: 2011, Occupation: None, Other trusteeship: CESTRIA U3A AT CHESTER-LE-STREET,

Legal constitution

Charitable company registered in England & Wales on 11/09/1979, number: 509133
Registered at Companies House on 15/08/1979, number: 01444058

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

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

Main office

John Marley Lodge
Muscott Grove
NEWCASTLE UPON TYNE
NE15 6TT

Objectives

1)To preserve for the benefit of the public generally and especially for the inhabitants of the county of Tyne and Wear, buildings (including artefacts and land) which are of especial historic or architectural or townscape interest.2) The promotion for the benefit of the public of urban or rural regeneration in areas of social and economic deprivation (and in particular in the county of Tyne and Wear) including by:a)The provision of housing for those who are in conditions of need and the improvement of housing in the public sector or in charitable ownership provided that such power shall not extend to relieving any local authorities or other bodies of a statutory duty to provide or improve housing;b) The maintenance, improvement or provision of public amenities;c) The creation of training and employment opportunities by the provision of workspace, buildings and/or land for use on favourable terms.?3) The promotion of the effective use of resources for charitable purposes by charitable and non-charitable bodies for the benefit of the public by the provision of workspace, buildings and/or land for use on favourable terms.

Defined Area of Benefit:

NOT DEFINED

Data Sources