Finance Score: -5

Governance Score: -6

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
All male board: -3

No supporters identified

Overall GiG Score: -11

BERWICK-UPON-TWEED PRESERVATION TRUST

The Trust carries out projects in pursuance of its objective to preserve the historical, architectural, and constructional heritage in and around the Borough of Berwick-upon-Tweed.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
The Board has little diversity in terms of age

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
30/06/23		£19	£22	£-3	n/a	n/a	n/a	n/a	n/a	0
30/06/22		£20	£20	£0	n/a	n/a	n/a	n/a	n/a	1
30/06/21		£19	£22	£-3	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£20	£30	£-10	n/a	n/a	n/a	n/a	n/a	0
30/06/19	*	£29	£16	£13	n/a	n/a	n/a	n/a	n/a	0
30/06/18		£25	£18	£7	£0	£0	£0	n/a	0	0
30/06/17		£19	£11	£8	£0	£0	£0	n/a	0	0
30/06/16		£20	£27	£-7	£0	£0	£0	n/a	0	0
30/06/15		£19	£14	£5	£0	£0	£0	n/a	0	0
30/06/14		£34	£53	£-19	£0	£0	£0	n/a	0	0
30/06/13		£16	£13	£3	£0	£0	£0	n/a	0	0
30/06/12		£90	£9	£81	£0	£0	£0	n/a	0	0
30/06/11		£607	£11	£596	£2	£4,924	£76	81.2	0	0
30/06/10		£2,380	£18	£2,362	£3	£4,332	£84	57.2	0	0
30/06/09		£1,925	£17	£1,908	£4	£1,970	£87	60.6	0	0
30/06/08		£123	£125	£-2	£0	£0	£0	n/a	0	0
30/06/07		£203	£229	£-26	£0	£0	£0	n/a	0	0
30/06/06		£108	£109	£-1	£0	£0	£0	n/a	0	0
30/06/05		£76	£108	£-32	£0	£0	£0	n/a	0	0
30/06/04		£34	£61	£-27	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 39 years

www.berwickpreservationtrust.co.uk

admin@berwickpreservationtrust.co.uk

01289309615

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

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 upon Tweed Preservation Trust
£1,000	25/11/2021	General charitable purposes
Community Foundation serving Tyne & Wear and Northumberland - A grant to Berwick upon Tweed Preservation Trust
£1,000	09/09/2021	General charitable purposes
Community Foundation serving Tyne & Wear and Northumberland - the organisation's charitable objects
£500	11/02/2021	the organisation's charitable objects

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 64-74

ANGUS ROWLATT HAMILTON Appointed: 2020, Occupation: Company Director

MARK BRIAN DODDS Appointed: 2023

CHRISTOPHER JAMES BUDZYNSKI Appointed: 2011, Occupation: Retired

STUART MARTIN BANKIER Appointed: 2020, Occupation: Retired, Other trusteeships: BERWICK BARRACKS HERITAGE TRUST, NORTHUMBERLAND ARCHIVES CHARITABLE TRUST,

CHRISTOPHER HARDIE (Chair) Appointed: 2015, Occupation: Managing Director, Other trusteeships: BERWICK FILM & MEDIA ARTS FESTIVAL, BERWICK VISITOR CENTRE (WALKERGATE),

MICHAEL KENNETH GALLICO Appointed: 2019, Occupation: Publisher, Other trusteeships: BERWICK PARISH CHURCH TRUST, BERWICK LITERARY FESTIVAL, HOLY TRINITY WITH ST MARY, BERWICK PARISH CHURCH,

Legal constitution

Charitable company registered in England & Wales on 22/05/1985, number: 516506
Registered at Companies House on 08/05/1985, number: 01912075

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR19: 35 days late,

Main office

BERWICK UPON TWEED PRESERVATION TRU
DEWAR'S LANE GRANARY
DEWAR'S LANE
BERWICK-UPON-TWEED
TD15 1HJ

Objectives

TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF BERWICK UPON TWEED IN THE COUNTY OF NORTHUMBERLAND AND OF THE NATION AT LARGE WHATEVER OF THE ENGLISH HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE BOROUGH OF BERWICK UPON TWEED AFORESAID OR OF THE IMMEDIATE NEIGHBOURHOOD OF ANY PART OF THE SAID BOROUGH IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDING AS DEFINED IN SECTION 290(1) OF THE TOWN AND COUNTRY PLANNING ACT 1971) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR REGISTRATION DATE CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

SEE OBJECTS

Data Sources