Finance Score: 0

Governance Score: 2

Support Score: 9

Strong growth: +2
Multiple Deficits: -2
No PartB

12+ Trustees: -1
Dynamic board: +3

Grant maker support: +9

Overall GiG Score: 11

THE RESTORATION TRUST

The Restoration Trust works in partnership with heritage/arts and health/social care bodies to provide ?culture therapy? for people with mental health problems. This helps people enjoy heritage, art and culture in a safe and effective way. We also carry out research and communicate what we do to achieve our vision of this being normal heritage/arts and mental health good practice by 2027.

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:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 9 years

www.restorationtrust.org.uk

laura@restorationtrust.org.uk

07740844883

Charity Commission for England and Wales

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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		£207	£182	£25	n/a	n/a	n/a	n/a	n/a	12
31/03/22		£134	£155	£-22	n/a	n/a	n/a	n/a	n/a	19
31/03/21		£120	£128	£-8	n/a	n/a	n/a	n/a	n/a	25
31/03/20		£104	£45	£58	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£38	£68	£-29	n/a	n/a	n/a	n/a	n/a	24
31/03/18		£98	£80	£19	£0	£0	£0	n/a	0	0
31/03/17		£46	£70	£-25	£0	£0	£0	n/a	0	0
31/03/16	*	£71	£26	£45	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
12 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	£330,710
DCMS	£133,021
City Bridge Trust	£33,000
National Lottery Community Fund	£19,433

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Restoration Trust
£248,910	20/12/2021	Scaling Up Change Minds
DCMS - ALB-Historic England-Heritage Linkworker Project
£27,921	24/11/2021	The Heritage Linkworker project is a test and learn pilot evaluating the impact of a specialist heritage linkworker on social prescribing referrals that will run from November 2021 to March 2023 at a ....more The Heritage Linkworker project is a test and learn pilot evaluating the impact of a specialist heritage linkworker on social prescribing referrals that will run from November 2021 to March 2023 at a cost of £69,998.It will contribute to the developing field of social prescribing in heritage, where there is a perceived gap in provision offered through health and social referral channels.
National Lottery Community Fund - Burgh Castle Almanac Gathering
£9,843	19/03/2021 12	A project to support people experiencing mental health challenges. It will offer facilitated nature walks workshops and creative events.
DCMS - CRF21: The Restoration Trust
£24,600	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21: The Restoration Trust
£33,100	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20:The Restoration Trust
£47,400	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to The Restoration Trust
£9,800	13/08/2020	COVID19: The Restoration Trust
City Bridge Trust - Grant to The Restoration Trust
£6,600	09/04/2020	A one-off, unrestricted grant of £6,600, equivalent to one regular quarterly payment for the organisation’s current grant. COVID19
National Lottery Heritage Fund - Grant to The Restoration Trust
£72,000	23/01/2020	Dr Hills Casebook
National Lottery Community Fund - Burgh Castle Almanac community film
£9,590	13/12/2019 8	The funding will be used to create a film that will document the experiences of people living with mental ill-health and benefits of walking, learning and creativity that takes place in nature and ....more The funding will be used to create a film that will document the experiences of people living with mental ill-health and benefits of walking, learning and creativity that takes place in nature and the outdoors.
City Bridge Trust - Grant to The Restoration Trust
£26,400	26/09/2019	£26,400 over one year for a Conservation and Wellbeing programme at the London Metropolitan Archives.
National Lottery Community Fund - Culture Quest Suffolk Music Appreciation Group
£7,765	14/02/2018 12	This project will run fortnightly music sessions for people with complex mental health issues.
National Lottery Heritage Fund - Grant to The Restoration Trust
£10,000	08/11/2017	Human Henge Avebury: historic landscapes and mental health in Avebury's ancient landscape
National Lottery Heritage Fund - Grant to The Restoration Trust
£53,400	03/08/2016	Human Henge: historic landscapes and mental health at Stonehenge
National Lottery Heritage Fund - Grant to The Restoration Trust
£89,700	21/04/2015	Changing Minds: the changing landscape of social welfare and mental health provision in North Norfolk

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

ALISON TAYLOR RICHMOND Appointed: 2018, Occupation: Retired Chief Executive

ANNE-MARIE BAINBRIDGE Appointed: 2023, Other trusteeship: WOMAN UP,

DANIEL WHATMOUGH Appointed: 2015

DEBORAH TILSON Appointed: 2021

DR SARA LUNT Appointed: 2015

FRANCES HALAHAN Appointed: 2015

HELEN MARGARET MACLAGAN Appointed: 2023, Other trusteeship: THE HOSKING HOUSE TRUST,

JOHN DURRANT Appointed: 2023

LINDSEY MARIE LOVATT Appointed: 2023

MELANIE JEAN GOOD ROGERS Appointed: 2021

NICOLAS ALLEN Appointed: 2015

ROSIE FOLKES Appointed: 2023

SUNE KASSIMATIS Appointed: 2023

Legal constitution

Charity registered in England & Wales on 08/04/2015, number: 1161196

Gift Aid

Registered with HMRC for Gift Aid

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
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
Volunteer management

Filing Record

8 returns made; AR16: 1 days late,

Main office

3 Vicarage Road
CROMER
NR27 9DQ

Objectives

THE OBJECTS OF THE CIO ARE:1) THE PROMOTION OF SOCIAL INCLUSION FOR PUBLIC BENEFIT AMONG MARGINALISED PEOPLE, IN PARTICULAR THOSE WHO SUFFER OR ARE AT RISK OF MENTAL ILL-HEALTH, BY THERAPEUTIC ENGAGEMENT WITH THE ARTS, CULTURE AND HERITAGE, THROUGH:PROJECTS THAT ENCOURAGE PEOPLE TO FLOURISH THROUGH THERAPEUTIC CULTURAL ENGAGEMENT;RESEARCH INTO THE WELLBEING AND OTHER BENEFITS OF THERAPEUTIC CULTURAL ENGAGEMENT IN ORDER TO SHOW WHAT WORKS;DISSEMINATING INFORMATION ABOUT THE WELLBEING AND OTHER BENEFITS OF THERAPEUTIC CULTURAL ENGAGEMENT;IMPROVING EQUAL OPPORTUNITIES FOR THERAPEUTIC CULTURAL ENGAGEMENT;2) SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Data Sources