Finance Score: 8

Governance Score: 0

Support Score: 8

Liabilities <10%: +3
Strong growth: +2
Fundraising costs low: +3

Overall weighted support: +8

Overall GiG Score: 16

THE BECKFORD TOWER TRUST

Preserve and maintain for the public benefit and education buildings, features and objects of historical and architectural interest relating to William Beckford and in particular the building known as The Beckford Tower; maintain the Beckford Museum collection housed in the Tower for public benefit, and educate the public in the life and works of William Beckford.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23		£3,504	£348	£3,157	£0	£4,003	£240	8.3	0	38
31/01/22		£249	£235	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/01/21		£188	£97	£91	n/a	n/a	n/a	n/a	n/a	n/a
31/01/20		£45	£43	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/01/19		£36	£42	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/01/18		£33	£31	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/01/17		£29	£43	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/01/16		£31	£33	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/01/15		£78	£34	£44	n/a	n/a	n/a	n/a	n/a	n/a
31/01/14		£29	£39	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/01/13		£23	£30	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/01/12		£292	£30	£263	n/a	n/a	n/a	n/a	n/a	n/a
31/01/11		£51	£46	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/01/10		£23	£48	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/01/09		£54	£35	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/01/08?		£104	£49	£55	n/a	n/a	n/a	n/a	n/a	n/a
28/02/07		£27	£29	£-2	n/a	n/a	n/a	n/a	n/a	n/a
28/02/06		£27	£47	£-20	n/a	n/a	n/a	n/a	n/a	n/a
28/02/05		£263	£286	£-23	n/a	n/a	n/a	n/a	n/a	n/a
29/02/04	*	£77	£86	£-8	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 8.3 months
Net Current Assets/Spending: 115 months
Quick Ratio: 8.9

Asset Split ?

Balance Sheet History

Established: 48 years

www.beckfordstower.org.uk

beckford@bptrust.org.uk

01225338727

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body

Where it operates

Bath And North East Somerset,

Who it helps

The General Public/Mankind

Who supports 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	£517,046
Garfield Weston Foundation	£100,000
The Pilgrim Trust	£20,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Beckford Tower Trust
£94,446	14/12/2022	Beckford Tower and the Cane Warriors
Garfield Weston Foundation - Major Grants award
£100,000	28/10/2022	Our Tower - Discovering and Reconnecting Beckford’s Tower and Landscape
The Pilgrim Trust - Grant to Beckford Tower Trust
£20,000	08/03/2022 14	‘Our Tower’ Discovering and Reconnecting Beckford’s Tower and Landscape - preserving Grade I listed Beckford's Tower for future generations
National Lottery Heritage Fund - Grant to Beckford Tower Trust
£422,600	27/11/2019	‘Our Tower’ Discovering and reconnecting Beckford’s Tower and Landscape

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

The Bath Preservation Trust Limited

Legal constitution

Charity registered in England & Wales on 10/03/1977, number: 272986

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR04: 58 days late,

Main office

1 ROYAL CRESCENT
BATH
BA1 2LR

Objectives

(A) TO PRESERVE AND MAINTAIN FOR THE PUBLIC BENEFIT, BUILDINGS, FEATURES AND OBJECTS OF HISTORICAL AND ARCHITECTURAL INTEREST RELATING TO THE LIFE AND WORKS OF THE LATE WILLIAM BECKFORD OF FONTHILL AND IN PARTICULAR THE BUILDING KNOWN AS BECKFORD'S TOWER AND THE GARDENS AND ROADS BELONGING THERETO. (B) TO MAINTAIN THE BECKFORD'S MUSEUM COLLECTION AT PRESENT IN THE SAID TOWER AS A PUBLIC MUSEUM. (C) TO EDUCATE THE PUBLIC IN THE LIFE AND WORKS OF THE SAID WILLIAM BECKFORD.

Defined Area of Benefit:

NOT DEFINED, IN PRACTICE BATH