Overall GiG Score: 22 ?
Finance Score: 7
Governance Score: 9
Support Score: 6
  • Liabilities <10%: +3
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +6

THE BATH PRESERVATION TRUST LTD 

To encourage and support the conservation, evolution and enhancement of Bath and its environs within a framework appropriate to both its historic setting and its sustainable future; and to provide educational resources that focus on the architectural and historic importance of the City.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • 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:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end but this has been generated by an income surplus in the latest year
Established: 62 years
(89 years as a company)

www.bath-preservation-trust.org.uk

admin@bptrust.org.uk

01225338727

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
31/01/23£4,701£1,383£3,319£42£6,660£2,14018.631102
31/01/22£1,912£1,622£289£31£3,366£2,11915.72460
31/01/21£1,237£875£362£17£3,024£1,70223.332159
31/01/20£1,089£1,073£16£64£2,656£1,66218.640257
31/01/19£1,154£1,098£56£69£2,570£1,5571742222
31/01/18£1,003£1,047£-45£95£2,554£1,48517420
31/01/17£1,006£857£149£63£2,551£1,42319.9420
31/01/16£1,065£876£189£64£2,339£1,30417.9180
31/01/15£1,090£1,010£81£48£2,183£1,14813.6150
31/01/14£1,635£1,693£-58£60£2,082£1,1127.9140
31/01/13£1,211£1,363£-152£118£2,118£1,31311.6140
31/01/12£1,017£659£358£64£2,247£1,36724.9140
31/01/11£722£572£150£65£1,909£1,35928.5140
31/01/10£610£582£28£71£1,680£1,29226.6130
31/01/09£636£623£12£67£1,553£1,16922.5110
31/01/08?£478£412£66£0£0£0n/a00
28/02/07£260£252£8£0£0£0n/a00
28/02/06£195£251£-56£0£0£0n/a00
28/02/05£225£209£16£0£0£0n/a00
29/02/04*£410£260£150£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 6.6%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 3%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 32%
Reserves/Spending: 18.6 months
Net Current Assets/Spending: 37 months
Quick Ratio: 7.7
Asset Split ?
What it does
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
Who works here?
  • 31 employees
  • 102 volunteers
Who it helps
  • The General Public/Mankind
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
Where it operates
  • Bath And North East Somerset,

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
DCMS£1,467,500
National Lottery Heritage Fund£177,300
Quartet Community Foundation£7,000
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Bath Preservation Trust
£7,000 11/07/2023
Fresh Art @ brings together museums, art galleries, mental health and support organisations, giving participants unique opportunities to explore their own creativity, improving wellbeing and ....more
DCMS - Beckford Tower, Lansdown Road, Bath
£5,000 01/04/2021
Investigation works to tower and tendering for next phase
DCMS - CRF21 Bath Preservation Trust
£192,200 19/03/2021
Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21 Bath Preservation Trust
£444,900 19/03/2021
Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Bath Preservation Trust
£825,400 14/10/2020
Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Bath Preservation Trust
£177,300 21/07/2020
Covid 19: Bath Preservation Trust
National Lottery Heritage Fund - Grant to Bath Preservation Trust
£18,000 13/02/2019
Portraiture, photography and image control - Georgian influence on our obsession with the perfect image
ARTS COUNCIL ENGLAND - Image Control: The Power of Perception Then & Now
£14,500 21/11/2018
13
Living in the ‘Age of Instagram’, people are surrounded by carefully created images of ideal lifestyles and standards, increasingly impacting mental wellbeing. Controlling people’s perceptions ....more
National Lottery Heritage Fund - Grant to Bath Preservation Trust
£12,200 14/03/2018
Women’s Suffrage 100 - Celebrating freedom and fight
DCMS - Regional Capacity Building
£3,000 17/05/2017
A guidance leaflet for the owners of ?listed buildings? within Bath World Heritage Site and its setting, and those considering buying a listed building in Bath, to help them manage and sustain those ....more
National Lottery Heritage Fund - Grant to Bath Preservation Trust
£69,200 09/11/2016
The Royal Crescent at 250: Celebrating the Creation of an Icon
National Lottery Heritage Fund - Grant to Bath Preservation Trust
£40,000 03/12/2014
Small Worlds - an exhibition of historic dolls' houses from the 18th and 19th centuries
Esmee Fairbairn - Grant to Bath Preservation Trust Limited
£12,000 31/01/2008
21
Towards Project costs Towards fees for the preparation of the business plan.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 46-72
  • DIANE ADERYN Appointed: 2015, Occupation: Retired Finance Director
Legal constitution
  • Charitable company registered in England & Wales on 07/05/1962, number: 203048
  • Registered at Companies House on 07/12/1934, number: 00294789
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
  • Investing charity funds policy and procedures
  • Investment
  • 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
20 returns made; AR04: 58 days late,
Main office

1 ROYAL CRESCENT
BATH
BA1 2LR

Objectives

(A) TO PROMOTE HIGH STANDARDS OF PLANNING AND ARCHITECTURE AND TO SECURE THE PRESERVATION, PROTECTION, DEVELOPMENT AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF THE CHARACTER, AMENITIES AND BUILDINGS OF HISTORICAL, ARCHITECTURAL OR PUBLIC INTEREST IN AND AROUND THE CITY OF BATH(B) TO PROTECT AND PRESERVE PUBLIC RIGHTS OF WAY AND THE BEAUTY OF THE COUNTRYSIDE AROUND THE CITY OF BATH (AND TO PROMOTE ITS FULLEST ENJOYMENT BY THE PUBLIC)(C) TO PROVIDE AND/OR PARTICIPATE IN THE PROVISION AND MAINTENANCE FOR THE PUBLIC BENEFIT OF MUSEUMS, LIBRARIES, GALLERIES AND OTHER FACILITIES TO PROMOTE THE EDUCATION OF THE PUBLIC IN RELATION TO THE HISTORY, GEOGRAPHY, ARCHITECTURAL HERITAGE AND OTHER SUBJECTS OF PUBLIC INTEREST IN CONNECTION WITH THE CITY OF BATH AND FOR THE PRESERVATION AND EXHIBITION OF OBJECTS FOR THE PUBLIC BENEFIT.

Defined Area of Benefit:

CITY OF BATH AND EVIRONS

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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