Finance Score: 2

Governance Score: 9

Support Score: 8

Strong growth: +2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 19

HERITAGE TRUST NETWORK

Heritage Trust Network is a membership organisation run by people who have delivered amazing heritage projects against all the odds. Our mission is to help others do the same. We operate throughout the United Kingdom, drawing together and supporting the work of local heritage groups, whether constituted as building preservation trusts, community trusts or social enterprises.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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 and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£378	£368	£10	n/a	n/a	n/a	n/a	n/a	20
31/03/22		£268	£250	£18	n/a	n/a	n/a	n/a	n/a	30
31/03/21		£272	£221	£51	n/a	n/a	n/a	n/a	n/a	26
31/03/20		£144	£129	£15	n/a	n/a	n/a	n/a	n/a	20
31/03/19		£104	£115	£-12	n/a	n/a	n/a	n/a	n/a	18
31/03/18		£92	£87	£6	£0	£0	£0	n/a	0	0
31/03/17	*	£101	£66	£35	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

http://www.heritagetrustnetwork.org.uk

admin@heritagetrustnetwork.org.uk

01212339283

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
20 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	£325,017
DCMS	£40,889
Dulverton Trust	£34,063

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Heritage Trust Network
£208,944	30/09/2022	Essential Networks: strengthening local resilience and diversity
Dulverton Trust - #iwill 1020 voice for heritage
£34,063	08/06/2022	#iwill 1020 voice for heritage
National Lottery Heritage Fund - Grant to Heritage Trust Network
£94,373	16/11/2021	#Digital8 Digital Heroes
National Lottery Heritage Fund - Grant to Heritage Trust Network
£21,700	01/09/2020	COVID19 Heritage Trust Network
DCMS - ALB-Historic England-National Capacity Building: Heritage Trust Network - Growth and Resilience
£40,889	01/04/2020	The Heritage Trust Network (HTN) has a growing membership of charities and social enterprises who are tackling heritage assets at risk across England. These organisations are rooted in their ....more The Heritage Trust Network (HTN) has a growing membership of charities and social enterprises who are tackling heritage assets at risk across England. These organisations are rooted in their communities and are dealing with unique challenges and opportunities and we have undertaken extensive consultation to inform next steps.
DCMS - ALB-HistoricEngland-A Resilient Partner-Heritage Trust Network
£25,544	01/04/2018	This project will involve the engagement of a Development Officer for England who will be responsible for ensuring long term sustainability and resilience of the organisation by way of increased ....more This project will involve the engagement of a Development Officer for England who will be responsible for ensuring long term sustainability and resilience of the organisation by way of increased income streams, improved services and collaborative partnerships with others in the sector. In strengthening the Heritage Trust Network as an organisation, our members will benefit through the development of capacity and expertise in delivery heritage led regeneration projects.
DCMS - National Capacity Building Grants
£20,000	21/03/2017	Grow the English membership base to 500 by the end of 2018. Promote the work of HTN and its English members with a view to attracting new legacies and fundraising. Identify commercial income streams. ....more Grow the English membership base to 500 by the end of 2018. Promote the work of HTN and its English members with a view to attracting new legacies and fundraising. Identify commercial income streams. Increase the number of regular activities to strengthen the HTN network in England, particularly in areas currently underrepresented. Offer approved mentor support to members through a referral service. Research/audit the HTN digital toolkit for England-specific areas. Build collaborative partnerships with others in the sector.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 27-61

HOPWOOD DEPREE XIV Appointed: 2018

MINDER KAUR ATHWAL Appointed: 2022, Occupation: Events & Experience Design Freelancer

ALICE JANE ULLATHORNE Appointed: 2022, Occupation: Project Manager

EMMA LOUISE BERRY Appointed: 2023, Occupation: Architect

FLEUR ELKERTON Appointed: 2022, Occupation: Senior Digital Communications Officer

GEORGE ALAN CLARKE Appointed: 2021, Occupation: Chartered Surveyor

KAREN HAZEL RUSHBY Appointed: 2022, Occupation: Charity Director

LISA ANTONIA BRAUSEM Appointed: 2021, Occupation: Guidance Delivery Adviser

MICHAEL ROBERT GUY Appointed: 2021, Occupation: Director Of Legal And Governance

ADAM LYNDON JOHN HITCHINGS Appointed: 2019, Occupation: Ahf Support Officer

JEREMY FENN Appointed: 2016, Occupation: Casework Manager

MARTIN DAVID HULSE Appointed: 2016, Occupation: Charity Director

Legal constitution

Charitable company registered in England & Wales on 15/06/2016, number: 1167662
Registered at Companies House on 11/01/2016, number: 09943640

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
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; AR17: 21 days late,

Main office

13 - 15 Fleet Street
Birmingham
West Mids
B3 1JP

Objectives

(1) THE CHARITYÆS OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE PRESERVATION OF THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE OF THE PHYSICAL ENVIRONMENT OF THE UNITED KINGDOM FOR THE PUBLIC BENEFIT IN PARTICULAR BUT NOT EXCLUSIVELY BY: (A) PROVIDING INFORMATION AND/OR ADVICE TO VOLUNTARY, NOT FOR PROFIT AND CHARITABLE ORGANISATIONS ESTABLISHED TO:(I) PROMOTE THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE OR OTHER HERITAGE ASSETS; AND / OR(II) RESTORE, PROTECT OR CONSERVE THE HISTORIC ENVIRONMENT; AND/OR(III) PROVIDE REGENERATED HERITAGE ASSETS FOR COMMUNITIES WHICH FACILITATE A VARIETY OF USES CONTRIBUTING TO HEALTH AND WELL-BEING AND TARGETING QUALITY OF LIFE IMPROVEMENTS; AND/OR(IV) PROMOTE SOCIAL INCLUSION BY PROVIDING ACCESS TO HERITAGE ASSETS;(B) CARRYING OUT AND PUBLISHING RESEARCH.

Data Sources