Re-Form Heritage

Charity number: 1059662
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We specialise in the restoration of heritage buildings at risk of decay in areas where the resurgence of an existing use, or the creation of a new life and purpose for these buildings, will have a beneficial effect on the local community. Through a sustainable business case, and operational delivery, we breathe new life into these assets and help drive the regeneration of the local community

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £462,859
Total expenditure: £1,058,166

People

18 Employee(s)

8 Trustee(s)

59 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 06 December 1996: Standard registration
  • 01 December 2021: Funds received from 1146453 THE NARROWBOAT HERITAGE FOUNDATION
Organisation type:
Charitable company
Other names:
  • THE PHOENIX TRUST (Working name)
  • THE PRINCE OF WALES'S PHOENIX TRUST (Working name)
  • THE UK BPT (Working name)
  • UNITED KINGDOM HISTORIC BUILDING PRESERVATION TRUST (Previous name)
Company number:
03290459 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • 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
  • Investing charity funds policy and procedures
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MIRANDA FRANCES GOODBY Trustee 19 September 2024
THE NORTHERN CERAMIC SOCIETY
Received: On time
Samuel Robert Burns Trustee 19 September 2024
None on record
Harry Oliver Wardill Trustee 13 April 2022
None on record
Rosaleen Clare Kerslake BA MBA CBE Trustee 13 April 2022
THE ARCHITECTURAL HERITAGE FUND
Received: On time
LEEDS CASTLE FOUNDATION
Received: On time
UNIVERSITY COLLEGE OF ESTATE MANAGEMENT
Received: On time
Simon John Lakin Trustee 14 October 2021
None on record
Amelia Mary Bright Trustee 15 July 2020
None on record
Manuela Belle Trustee 15 January 2020
None on record
ALISON MARGARET BEARDSLEY MA Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £616.87k £1.30m £2.08m £430.00k £778.45k
Total expenditure £906.47k £854.70k £1.07m £1.13m £1.06m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £177.75k £61.34k N/A N/A
Income - Donations and legacies £47.03k £161.27k £20.97k N/A £51.40k
Income - Other trading activities £111.08k £0 £0 N/A £0
Income - Charitable activities £364.59k £1.14m £2.06m N/A £407.61k
Income - Endowments £0 £0 £0 N/A £0
Income - Investment £0 £137 £49 N/A £651
Income - Other £0 £0 £0 N/A £3.20k
Income - Legacies £0 £0 £0 N/A £0
Expenditure - Charitable activities £813.92k £854.70k £968.77k N/A £1.06m
Expenditure - Raising funds £0 £0 £0 N/A £0
Expenditure - Governance £0 £0 £0 N/A £19.00k
Expenditure - Grants institution £0 £0 £0 N/A £0
Expenditure - Investment management £0 £0 £0 N/A £0
Expenditure - Other £92.55k £0 £98.74k N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £7.10m £7.17m £8.75m N/A £7.89m
Long-term investments £0 £1 £0 N/A £1
Other assets £258.17k £1.16m £616.61k N/A £289.44k
Defined benefit pension scheme asset or liability £0 £0 £0 N/A £0
Total liabilities £213.67k £721.08k £815.60k N/A £460.85k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 08 January 2025 On Time
Accounts and TAR 31 March 2024 08 January 2025 On Time Download Open in new window
Annual return 31 March 2023 26 February 2024 26 days late
Accounts and TAR 31 March 2023 26 February 2024 26 days late Download Open in new window
Annual return 31 March 2022 22 January 2023 On Time
Accounts and TAR 31 March 2022 22 January 2023 On Time Download Open in new window
Annual return 31 March 2021 05 January 2022 On Time
Accounts and TAR 31 March 2021 05 January 2022 On Time Download Open in new window
Annual return 31 March 2020 18 January 2021 On Time
Accounts and TAR 31 March 2020 18 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED ON 5TH DECEMBER 1996 AND AMENDED ON 8TH MARCH 2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09 JAN 2017 as amended on 17 Dec 2019

Charitable objects

4.1 THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE FOR THE PUBLIC BENEFIT: 4.1.1 TO SECURE FOR THE BENEFIT OF THE PUBLIC THE PRESERVATION, REPAIR AND MAINTENANCE OF BUILDINGS, STRUCTURES AND ARTEFACTS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST; 4.1.2 TO ADVANCE EDUCATION IN RELATION TO BUILDINGS OR STRUCTURES OF PARTICULAR BEAUTY, HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST; 4.1.3 THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION THROUGHOUT THE UNITED KINGDOM BY ALL OR ANY OF THE FOLLOWING MEANS: (A) THE RELIEF OF POVERTY; (B) THE RELIEF OF UNEMPLOYMENT; (C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING; (D) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP: (I) IN SETTING UP THEIR OWN BUSINESS; OR (II) TO EXISTING BUSINESSES. (E) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT; AND (F) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS; (G) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES; (H) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE AND/OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL OR ECONOMIC CIRCUMSTANCES HAVE NEED OF SUCH FACILITIES; (I) THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE; (J) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME; AND (K) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED, SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:
Middleport Pottery
Port Street
STOKE-ON-TRENT
ST6 3PE
Phone:
01782499766
Email:
info@re-Form.org
Website:

www.re-form.org Open in new window