Finance Score: 4

Governance Score: 6

Support Score: 13

Reasonable growth: +1
Multiple Deficits: -2
Future income +5
No PartB

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

Large volunteers +3
Grant maker support: +10

Overall GiG Score: 23

THE CORNWALL HERITAGE TRUST LIMITED

Acquisition and maintenance of land and buildings of significance to Cornwall's Heritage and presentation of such sites to to the public. Provision of grants to support preservation of buildings artefacts and other items or contributions of significance to Cornwall's Heritage. Education of of the public and in particular education of young people about Cornwall's Heritage.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently and there are significant future grants due to be received
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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	£471	£387	£85	n/a	n/a	n/a	n/a	n/a	80
31/03/22	£253	£266	£-12	n/a	n/a	n/a	n/a	n/a	150
31/03/21	£159	£200	£-40	n/a	n/a	n/a	n/a	n/a	100
31/03/20	£146	£278	£-132	n/a	n/a	n/a	n/a	n/a	116
31/03/19	£185	£202	£-16	n/a	n/a	n/a	n/a	n/a	30
31/03/18	£121	£217	£-96	£0	£0	£0	n/a	0	0
31/03/17	£174	£190	£-16	£0	£0	£0	n/a	0	0
31/03/16	£135	£178	£-42	£0	£0	£0	n/a	0	0
31/03/15	£161	£128	£34	£0	£0	£0	n/a	0	0
31/03/14	£2,094	£75	£2,018	£7	£2,537	£2,474	393.8	1	0
31/03/13	£39	£75	£-36	£0	£0	£0	n/a	0	0
31/03/12	£105	£139	£-33	£0	£0	£0	n/a	0	0
31/03/11	£238	£72	£166	£0	£0	£0	n/a	0	0
31/03/10	£42	£40	£3	£0	£0	£0	n/a	0	0
31/03/09	£50	£41	£9	£0	£0	£0	n/a	0	0
31/03/08	£100	£37	£63	£0	£0	£0	n/a	0	0
31/03/07	£43	£45	£-2	£0	£0	£0	n/a	0	0
31/03/06	£93	£36	£56	£0	£0	£0	n/a	0	0
31/03/05	£69	£78	£-9	£0	£0	£0	n/a	0	0
31/03/04	£113	£139	£-25	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 39 years

www.cornwallheritagetrust.org

info@cornwallheritagetrust.org

01209707008

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Cornwall,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
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	£289,900
Architectural Heritage Fund	£50,000
National Lottery Community Fund	£49,832
Garfield Weston Foundation	£30,000
Cornwall Community Foundation	£16,194

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Cornwall Heritage Trust Limited
£250,000	05/07/2023	Ragdres Gwedhynder (Cornish for "Resilience Project")
Cornwall Community Foundation - The Lowenna Project
£6,194	30/03/2023	Cornwall Heritage Trust preserves and promotes Cornwall's heritage through site management, educational programs, project support, and community engagement, inspiring care and appreciation for ....more Cornwall Heritage Trust preserves and promotes Cornwall's heritage through site management, educational programs, project support, and community engagement, inspiring care and appreciation for Cornwall's unique heritage.
Cornwall Community Foundation - New Interpretation for Historic Sites in Cornwall
£10,000	28/02/2023	Cornwall Heritage Trust preserves and promotes Cornwall's heritage through site management, educational programs, project support, and community engagement, inspiring care and appreciation for ....more Cornwall Heritage Trust preserves and promotes Cornwall's heritage through site management, educational programs, project support, and community engagement, inspiring care and appreciation for Cornwall's unique heritage.
Garfield Weston Foundation - Main Grants award
£30,000	16/09/2022	Cornwall Heritage Trust Resilience Project
National Lottery Community Fund - Cornwall Heritage Trust Jubilee Volunteering Scheme
£49,832	03/03/2022	This funding will be used to establish volunteering groups at two heritage sites in Cornwall to raise awareness of them improve accessibility and increase the variety of activities available there ....more This funding will be used to establish volunteering groups at two heritage sites in Cornwall to raise awareness of them improve accessibility and increase the variety of activities available there including wellbeing activities. This will bring together multi-generational organisations such as schools scouts and community groups WI and Rotary with the aim to reduce isolation and improve wellbeing.
Architectural Heritage Fund - Grant to The Cornwall Heritage Trust Ltd
£50,000	07/12/2020	Cornwall Heritage Trust sites
National Lottery Heritage Fund - Grant to Cornwall Heritage Trust
£39,900	26/05/2020	COVID19:Cornwall Heritage Trust
The Pilgrim Trust - Grant to Cornwall Heritage Trust
£30,000	14/02/2018 24	Luxulyan Valley; restoring and maintaining the Treffry Viaduct
National Lottery Heritage Fund - Grant to Cornwall Heritage Trust
£47,700	15/04/2015	Cornwall Forever! - Kernow Bys Vyken! - A Digital History Resource for Cornwall

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-80

ALISON DAVEY Appointed: 2014, Occupation: Artistic Director

ALASDAIR MOORE Appointed: 2020, Occupation: Head Of Gardens & Estate

DR GARRY TREGIDGA Appointed: 2014, Occupation: Lecturer

ELIZABETH CLARE JACQUES Appointed: 2010, Occupation: Retired Head Teacher

ELIZABETH CARNE Appointed: 2022, Occupation: Retired Primary School Teacher

HELEN VALERIE RAWE Appointed: 2008, Occupation: Retired, Other trusteeships: ROCK VILLAGE INSTITUTE, ST MINVER CLT LIMITED,

LT COL RICHARD TRANT (Chair) Appointed: 2014, Occupation: Consultant

MATTHEW STUART DICKINSON Appointed: 2022, Occupation: Investment Manager

PETER CHARLES HERRING Appointed: 2020, Occupation: Retired Central And Local Government Heritage Advi, Other trusteeship: CORNWALL ARCHAEOLOGICAL SOCIETY,

RICHARD GRANVILLE FARRANT Appointed: 2020, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 29/04/1985, number: 291607
Registered at Companies House on 02/04/1985, number: 01901905

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints 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
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

Filing Record

20 returns made; all on time

Main office

G03 The Percy Williams Building
Krowji
West Park
Redruth
Cornwall

Objectives

TO ACQUIRE LAND OF PARTICULAR BEAUTY, HISTORICAL, CULTURAL AND RELIGIOUS SIGNIFICANCE AND TO PRESERVE AND RESTORE FOR THE BENEFIT OF THE NATION PROPERTY IN CORNWALL AND THE ISLES OF SCILLY IN THE FORM OF BUILDINGS.

Defined Area of Benefit:

CORNWALL

Data Sources