Re-Form Heritage

Registered charity 1059662 · accounts filings on the Charity Commission register · also known as THE PHOENIX TRUST, THE PRINCE OF WALES'S PHOENIX TRUST, THE UK BPT, UNITED KINGDOM HISTORIC BUILDING PRESERVATION TRUST

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

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: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Environment/conservation/heritage · website · Get email alerts

Latest income
£784k
Latest spending
£1.2m
Registered
1996
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £469,989 for the year, with total reserves standing at £7,276,475. However, free unrestricted reserves were significantly depleted to £21,814, representing only 5.16% of annual income, which is well below the stated policy target of covering 15% of turnover. The auditor has identified a material uncertainty regarding the charity's ability to continue as a going concern due to pressure on funds if visitor numbers do not meet forecasts.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: rental and other income (64% of income)
“Group incoming resources (including interest receivable) totalled £1,100,018 (2024: £1,040,923), comprising grants and donations of £392,836and rental and other income of £707,182” — page 14
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £22k)
“Free Reserves are currently at 34% of where they should be under the Charity’s reserves policy.”
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: material uncertainty disclosed
“We draw attention to note 1 in the financial statements, which indicates that if the growth in visitor numbers does not reach forecast levels this will increase pressure on funds to meet operational requirements. This, along with other matters set out in note 1 indicates that a material uncertainty exists which may cast significant doubt on the Group and Charity’s ability to continue as a going concern.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Re-Form Heritage Trading Ltd
“Re-Form Heritage has a trading subsidiary, Re-Form Heritage Trading Ltd. This company was established to run commercial activities at Middleport Pottery.” — page 15
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Crowe UK LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Property (HM Land Registry)

13 registered titles in England and Wales held by the charity’s company or corporate body (13 freehold); recorded price paid £351k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income
£784k
Total spending
£1.2m
Reserves (reported)
£22k
Employees
55

Reported reserves equal ~0.2 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (50% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£784k£1.2m
31/03/2024£778k£1.1m
31/03/2023£430k£1.1m
31/03/2022£2.1m£1.1m
31/03/2021£1.3m£855k

Common questions

Is Re-Form Heritage financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £469,989 for the year, with total reserves standing at £7,276,475. However, free unrestricted reserves were significantly depleted to £21,814, representing only 5.16% of annual income, which is well below the stated policy target of covering 15% of turnover. The auditor has identified a material uncertainty regarding the charity's ability to continue as a going concern due to pressure on funds if visitor numbers do not meet forecasts. Its FY2025 accounts were audited by Crowe UK LLP.

Who funds Re-Form Heritage?

Funders whose own accounts filings name Re-Form Heritage as a grant recipient include The A and J Charitable Trust.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
The A and J Charitable TrustFY2022£10k

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Heritage Fund12/09/2024£250k"Re-Form Heritage: Delivering Change for a Resilient Heritage Future"
UK government01/04/2024£37kRe-form Heritage - Heritage Officer Post
The National Lottery Heritage Fund15/05/2023£250k"Re-Form Heritage: Re-Evaluating Past Practice for a Resilient Heritage Future"
The National Lottery Heritage Fund27/04/2020£37k"COVID19 Re-Form Heritage"
The National Lottery Heritage Fund06/09/2016£1.6m"Harper Street : Engagement in Heritage"
The National Lottery Heritage Fund08/10/2015£100k"Securing Our Future"
The National Lottery Heritage Fund24/05/2011£1.6m"Middleport Pottery"
The National Lottery Heritage Fund19/03/1998£2.5m"Stanley Mid & East Mills - Restoration"

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with LONDON HISTORIC BUILDINGS TRUST LTD.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
Re-Form Heritage£784k—0below—material uncertainty
LONDON HISTORIC BUILDINGS TRUST LTD FY2025£116k—0above—no doubt
THE HERITAGE OF LONDON TRUST LIMITED FY2025£808k£90,000 +1unclear—no doubt
BRYMBO HERITAGE TRUST FY2025£4.7m—0below—no doubt
RICHMONDSHIRE BUILDING PRESERVATION TRUST LTD FY2025£2.2m—0above—no doubt
WORLD MONUMENTS FUND BRITAIN LIMITED FY2025£3.0m——above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.