BRADFORD ON AVON PRESERVATION TRUST LIMITED

Charity number: 245611
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

RESTORE, MAINTAIN AND OPEN HISTORIC BUILDINGS, MAKE GRANTS. MOUNT EXHIBITIONS AND LECTURES, MONITOR AND COMMENT ON PLANNING ACTIVITIES

Income and expenditure

Data for financial year ending 31 July 2023

Total income: £52,087
Total expenditure: £62,354

People

8 Trustee(s)

30 Volunteer(s)

Employees with total benefits over £60,000

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

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Wiltshire

Governance

Registration history:
  • 11 May 1967: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00787389 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting 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
John Potter Chair 05 May 2017
None on record
Sally Marian Heselton Trustee 07 December 2023
None on record
Gilllian Isobel Livingstone Trustee 07 December 2023
None on record
Daniel George Wiltshire Trustee 07 July 2021
None on record
Frances Regina Nevin Trustee 11 December 2019
None on record
Andrew William Eberlin Trustee 11 December 2019
None on record
Kate Nicholls Trustee 12 April 2017
None on record
Rosemary Macgregor Trustee 09 April 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £70.14k £32.28k £44.64k £46.90k £52.09k
Total expenditure £47.77k £55.84k £68.45k £40.75k £62.35k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 July 2023 23 April 2024 On Time
Accounts and TAR 31 July 2023 23 April 2024 On Time Download Open in new window
Annual return 31 July 2022 17 April 2023 On Time
Accounts and TAR 31 July 2022 17 April 2023 On Time Download Open in new window
Annual return 31 July 2021 02 February 2022 On Time
Accounts and TAR 31 July 2021 02 February 2022 On Time Download Open in new window
Annual return 31 July 2020 12 April 2021 On Time
Accounts and TAR 31 July 2020 12 April 2021 On Time Download Open in new window
Annual return 31 July 2019 25 May 2020 On Time
Accounts and TAR 31 July 2019 25 May 2020 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 OF ASSOCIATION INCORPORATED 9TH JANUARY 1964 AS AMENDED BY SPECIAL RESOLUTIONS DATED 10 MARCH 1967 AND 13 DECEMBER 2006.

Charitable objects

3. THE OBJECTS FOR WHICH THIS TRUST IS ESTABLISHED ARE: (I) TO MAINTAIN, FOSTER AND ENCOURAGE THE PARTICULAR CHARACTER AND THE SCENIC, HISTORIC AND ARCHITECTURAL VALUES OF BUILDINGS AND LANDS IN THE TOWN OF BRADFORD-ON-AVON IN THE COUNTY OF WILTS AND THE AREA ADJACENT THERETO (ALL HEREINAFTER REFERRED TO AS THE "SAID AREA") AND TO ENSURE AND PROMOTE THE INTEGRATION OF NEW BUILDINGS INTO THE SAID AREA. (II) TO PROMOTE THE EDUCATION OF THE PUBLIC BY ASSISTING IN THE PROVISION AND EXHIBITION TO THE PUBLIC OF ARTEFACTS RELATING TO THE HISTORY OF THE SAID AREA.

Area of benefit

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

BRADFORD-ON-AVON AND ITS ENVIRONS

Contact information

Address:
Silver Street House
Silver Street
Bradford on Avon
Wiltshire
BA15 1JY
Phone:
01225 865733
Email:
hello@bradfordheritage.co.uk
Website:

www.bradfordheritage.co.uk Open in new window