Finance Score: -4

Governance Score: -2

Support Score: 8

Spending falling: -1
Volatile income: -3
No PartB

Narrow trustee age band: -2

Grant maker support: +8

Overall GiG Score: 2

CULTURA TRUST

operating primarily throughout Yorkshire, Cumbria, the North East of England and Scotland but also nationally as a building preservation trust and an impartial advisory body offering guidance to those interested in the enhancement and protection of the historic environment in both rural and urban areas, providing training and education in traditional building and engineering heritage 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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 42 years

www.culturatrust.org

hello@culturatrust.org

03330034007

Charity Commission for England and Wales

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		£152	£166	£-14	n/a	n/a	n/a	n/a	n/a	30
31/03/22		£292	£249	£42	n/a	n/a	n/a	n/a	n/a	20
31/03/21		£409	£390	£20	n/a	n/a	n/a	n/a	n/a	20
31/03/20		£772	£766	£6	£0	£1,647	£1,647	25.8	4	20
31/03/19		£1,172	£1,171	£1	£0	£1,642	£1,642	16.8	7	20
31/03/18		£396	£394	£2	£0	£0	£0	n/a	0	0
31/03/17		£485	£484	£1	£0	£0	£0	n/a	0	0
31/03/16		£366	£385	£-19	£0	£0	£0	n/a	0	0
31/03/15		£1,522	£608	£915	£4	£2,012	£2,012	39.7	10	0
31/03/14		£517	£543	£-25	£4	£1,097	£1,097	24.3	10	0
31/03/13		£744	£671	£73	£4	£1,122	£1,122	20.1	14	0
31/03/12		£712	£750	£-38	£5	£1,049	£1,049	16.8	16	0
31/03/11		£480	£554	£-75	£0	£0	£0	n/a	0	0
31/03/10		£641	£571	£70	£4	£1,162	£1,150	24.2	11	0
31/03/09		£442	£483	£-41	£0	£0	£0	n/a	0	0
31/03/08		£526	£550	£-24	£3	£312	£348	7.6	7	0
31/03/07		£695	£646	£49	£3	£336	£351	6.5	6	0
31/03/06		£586	£645	£-59	£0	£0	£0	n/a	0	0
31/03/05		£363	£406	£-44	£0	£0	£0	n/a	0	0
31/03/04	*	£380	£186	£194	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Scotland, Throughout England,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
30 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

DCMS	£250,799
National Lottery Heritage Fund	£119,877
Garfield Weston Foundation	£50,000
Architectural Heritage Fund	£9,600
Cumbria Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Cultura Trust
£60,777	22/04/2022	Meet a Millwright; pick up a skill!
Cumbria Community Foundation - Camp Farm Animateur (Engagement Officer)
£5,000	01/07/2021	Camp Farm Animateur (Engagement Officer)
DCMS - CRF21:Cultura Trust
£79,000	08/03/2021	Culture Recovery Fund for Heritage 2020-21
Architectural Heritage Fund - Grant to Cultura Trust
£9,600	07/12/2020	Warwick Bridge Cornmill
DCMS - Gayle Mill
£12,799	24/11/2020	Repairs to pentrough, external timber staircase and historic water power installation
DCMS - CRF20: Cultura Trust
£159,000	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Cultura Trust
£59,100	23/07/2020	COVID-19: Cultura Trust
Garfield Weston Foundation - Main Grants award
£50,000	29/04/2019	Warwick Bridge Corn Mill
National Lottery Heritage Fund - Grant to North of England Civic Trust
£6,000	09/01/2019	What joins us is greater than what divides us
National Lottery Heritage Fund - Grant to North of England Civic Trust
£47,200	30/10/2017	Fort, Farm and Folk: C21 Model Farm
National Lottery Heritage Fund - Grant to North of England Civic Trust
£145,200	16/12/2016	NECT 50+
Wolfson Foundation - Grant to North of England Civic Trust
£15,000	08/12/2016	Restoration of Warwick Bridge Corn Mill, Carlisle
National Lottery Heritage Fund - Grant to North of England Civic Trust
£10,000	29/02/2016	The Council Chambers, Frizington
National Lottery Heritage Fund - Grant to North of England Civic Trust
£10,000	27/04/2015	Keelmen's Hospital
National Lottery Heritage Fund - Grant to North of England Civic Trust
£1,478,100	17/06/2014	Warwick Bridge Corn Mill - turning the wheels for the future
Esmee Fairbairn - Grant to North of England Civic Trust
£34,400	26/11/2008 24	Towards Core costs Towards the salary of a part-time project officer.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 56-70

TORSTEN HAAK Appointed: 2020, Occupation: Company Director

BARRY NEIL SPEKER OBE DL Appointed: 2013, Other trusteeships: NECA, THE CHILDRENS FOUNDATION LIMITED, NORTH EAST JEWISH COMMUNITY SERVICES, TYNE THEATRE AND OPERA HOUSE PRESERVATION TRUST,

DEBORAH MARY JENKINS (Chair) Appointed: 2017, Occupation: Company Director

PETER HASWELL CANDLER Appointed: 2009, Occupation: Managing Director

ADRIAN BANFORD Appointed: 2017, Occupation: Heritage Professional, Other trusteeships: CUMBRIA WILDLIFE TRUST LTD, CUMBRIA ACTION FOR SUSTAINABILITY,

Legal constitution

Charitable company registered in England & Wales on 15/09/1982, number: 513055
Registered at Companies House on 29/07/1982, number: 01654806

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR04: 2 days late,

Main office

Gayle Mill
Gayle
HAWES
North Yorkshire
DL8 3RZ

Objectives

THE TRUST IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING PURPOSES;1) TO PROMOTE THE HIGH STANDARDS OF PLANNING AND ARCHITECTURE IN OR AFFECTING THE AREA OF BENEFIT; 2) TO EDUCATE THE PUBLIC IN THE GEOGRAPHY,HISTORY,NATURAL HISTORY AND ARCHITECTURE OF THE AREA OF BENEFIT; 3)TO SECURE THE PRESERVATION,DEVELOPMENT AND IMPROVEMENT OF BUILDINGS(INCLUDING ANY BUILDING AS DEFINED IN SECTION 290(1) OF THE TOWN AND COUNTRY PLANNING ACT 1971) AND OTHER FEATURES OF HISTORIC ARCHITECTURAL OR PUBLIC INTEREST IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THE AREA COMPRISING THE COUNTIES OF CUMBRIA, DURHAM, NOTHUMBERLAND, NORTH YORKSHIRE, TEES VALLEY AND TYNE AND WEAR (THE NORTHERN REGIONS) AND ELSEWHERE AS THE DIRECTORS MAY FROM TIME TO TIME DECIDE PROVIDED THAT THE DIRECTORS SHALL REGARD THE NORTHERN REGIONS AS THEIR PRIMARY CONCERN

Data Sources