Finance Score: -2

Governance Score: 6

Support Score: 11

Excess liquidity: -1
Volatile income
spending growth: -1

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

Grant maker support: +11

Overall GiG Score: 15

GREAT YARMOUTH PRESERVATION TRUST

The Trust's objects and principal activities are to preserve for the benefit of the inhabitants of Great Yarmouth buildings of special beauty or of historic or architectural interest. The Trust is developing projects which deliver training in practical conservation skills.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Income has been volatile recently but spending has been maintained

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		£516	£501	£14	£0	£1,123	£766	18.3	4	0
31/03/22		£789	£726	£63	£0	£1,109	£761	12.6	5	5
31/03/21		£612	£516	£96	£0	£1,046	£832	19.3	3	0
31/03/20		£470	£376	£93	n/a	n/a	n/a	n/a	n/a	20
31/03/19		£677	£715	£-38	£0	£857	£768	12.9	0	20
31/03/18		£233	£226	£7	£0	£0	£0	n/a	0	0
31/03/17		£176	£129	£47	£0	£0	£0	n/a	0	0
31/03/16		£455	£459	£-4	£0	£0	£0	n/a	0	0
31/03/15		£749	£782	£-34	£24	£844	£737	11.3	0	0
31/03/14		£722	£888	£-165	£11	£451	£320	4.3	0	0
31/03/13		£535	£332	£203	£9	£616	£310	11.2	0	0
31/03/12		£117	£25	£91	£0	£0	£0	n/a	0	0
31/03/11		£31	£48	£-17	£0	£0	£0	n/a	0	0
31/03/10		£34	£45	£-10	£0	£0	£0	n/a	0	0
31/03/09		£27	£29	£-2	£0	£0	£0	n/a	0	0
31/03/08		£23	£11	£13	£0	£0	£0	n/a	0	0
31/03/07?	*	£29	£17	£13	£0	£0	£0	n/a	0	0
31/03/05	*	£31	£13	£18	£0	£0	£0	n/a	0	0
31/03/04	*	£19	£8	£11	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 42%
Liabilities/Income: 160%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 18.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.1

Asset Split ?

Established: 44 years

www.greatyarmouthpreservationtrust.org

louise@gy-pt.org

07725207005

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Norfolk,

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	£635,704
DCMS	£202,033
Architectural Heritage Fund	£126,900
Mercer's Charitable Foundation	£60,000
The Pilgrim Trust	£30,000
Dulverton Trust	£21,640

Specific Donations

Amount	When Months	To be used for
The Pilgrim Trust - Grant to Great Yarmouth Preservation Trust
£30,000	13/03/2023 36	Towards the post of a new Executive Manager post to lead the next phase of the development of the Trust to enable it to become financially sustainable
Mercer's Charitable Foundation - Grant to Great Yarmouth Preservation Trust
£60,000	25/01/2023	Core funding supporting projects and programmes using heritage to create community housing, training and employment opportunities in a town of severe deprivation and disadvantaged communities
DCMS - ALB-Historic England-Everyday Heritage: Working from Home
£6,600	02/12/2022	This project celebrates the heritage of Great Yarmouths diverse, mostly working class,migrant communities. The project will use art as a vehicle for these communities to share their compelling and ....more This project celebrates the heritage of Great Yarmouths diverse, mostly working class,migrant communities. The project will use art as a vehicle for these communities to share their compelling and often hidden histories, in their own words and on their own terms
National Lottery Heritage Fund - Grant to Great Yarmouth Preservation Trust
£169,604	29/11/2022	HERITAGE ENTERPRISE Saving the Iron Duke
Dulverton Trust - #iwill GYPT Youth Advisory Panel
£21,640	08/06/2022	#iwill GYPT Youth Advisory Panel
National Lottery Heritage Fund - Grant to Great Yarmouth Borough Council
£420,800	06/07/2021	HHA2019 Great Yarmouth Winter Gardens- Reimagining the People's Palace
DCMS - CRF21 Great Yarmouth Preservation Trust
£36,800	08/03/2021	Culture Recovery Fund for Heritage 2020-21
Architectural Heritage Fund - Grant to Great Yarmouth Preservation Trust
£27,000	07/12/2020	160 King Street
DCMS - Pinnacle Tower, Great Yarmouth
£18,633	30/10/2020	Emergency repair works to the roof, repointing to walls, works to windows, external doors, consolidation works (rafters, laths, etc)
DCMS - CRF20: Great Yarmouth Preservation Trust
£140,000	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Architectural Heritage Fund - Grant to Great Yarmouth Preservation Trust
£99,900	02/10/2020	North West Tower
National Lottery Heritage Fund - Grant to Great Yarmouth Preservation Trust
£45,300	10/08/2020	COVID19: Great Yarmouth Preservation Trust
National Lottery Heritage Fund - Grant to Great Yarmouth Preservation Trust
£9,000	22/02/2018	The Stories of St John's
National Lottery Heritage Fund - Grant to Great Yarmouth Preservation Trust
£93,500	18/07/2013	Hopton Ruined Church

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-86

ANDREW JAMES FAKES Appointed: 2014, Occupation: Retired

BERNARD JOHN WILLIAMSON (Chair) Appointed: 2012, Occupation: Councillor

DR PAUL DAVIES, Other trusteeship: GREAT YARMOUTH LOCAL HISTORY AND ARCHAEOLOGICAL SOCIETY,

EMILY DYE Appointed: 2023, Occupation: Business Person

GEOFFREY FREEMAN Appointed: 2019, Occupation: Retired, Other trusteeships: JOHN AND NATHANIEL CARTER, THE FRIENDS OF ST MARGARET'S CHURCH, ORMESBY SOCIETY, ORMESBY PARISH CHURCH TRUST, ALL SAINTS PARISH HALL,

KATY STENHOUSE Appointed: 2023, Occupation: Councillor

MICHAEL TAYLOR, Occupation: Retired

MARLENE ELLEN FAIRHEAD Appointed: 2023, Occupation: Retired

PAUL BERNARD PATTERSON Appointed: 2014, Occupation: Designer

Legal constitution

Charitable company registered in England & Wales on 17/07/1980, number: 280628
Registered at Companies House on 22/04/1980, number: 01492613

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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
Volunteer management

Filing Record

19 returns made; AR07: 245 days late, AR05: 11 days late, AR04: 117 days late,

Main office

The Yare Gallery
26 South Quay
GREAT YARMOUTH
Norfolk
NR30 2RG

Objectives

TO PRESERVE FOR THE BENEFIT OF THE INHABITANTS OF THE BOROUGH OF GREAT YARMOUTH AND OF THE NATION, WHATEVER OF THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE BOROUGH OF GREAT YARMOUTH IN THE FORM OF (A) BUILDINGS OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST: (B) LAND OF PARTICULAR BEAUTY OR HISTORICAL INTEREST OR (C) FIXED MACHINERY OF HISTORICAL INTEREST.

Defined Area of Benefit:

BOROUGH OF GREAT YARMOUTH

Data Sources