THE BROOKE HERITAGE TRUST
Our mission is to advance charitable aims through strategic projects that inspire learning, preserve and extend knowledge, and engage diverse communities for the greater good. We aim to achieve this mission by bringing the Brooke history and legacy to life through storytelling, record and artefact preservation and imaginative historical projects.
Objects
THE OBJECTS OF THE CHARITY (THE “OBJECTS”) ARE, FOR THE PUBLIC BENEFIT THROUGHOUT THE WORLD: A. THE ADVANCEMENT OF EDUCATION IN PARTICULAR BUT NOT EXCLUSIVELY OF THE HISTORY OF SARAWAK AND THE PERIOD AND LEGACY OF THE BROOKE RAJ; B. THE ADVANCEMENT OF ARTS, CULTURE AND HERITAGE IN PARTICULAR BUT NOT EXCLUSIVELY IN RELATION TO SARAWAK; C. THE CONSERVATION, PRESERVATION, RESTORATION AND IMPROVEMENT OF BUILDINGS, SITES, ARTEFACTS AND OTHER ITEMS AND MATERIAL OF AN EDUCATIONAL, HISTORICAL OR ARCHITECTURAL INTEREST IN PARTICULAR IN RELATION TO SARAWAK.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £55,795 for the year, resulting in a decrease in total unrestricted funds from £711,086 to £655,291. The trustees report that free reserves were in a deficit of £72,581 against a stated target of £45,000, although they note that post-year-end proceeds from a leasehold sale materially strengthened the financial position by allowing full mortgage repayment.
What the accounts disclose
“The free reserves target is £45,000.” — page 5
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Risk management
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 28/02/2025
- Volunteers: 5
- Government income: £17,582 — grants £17,582 (1); 13% of the £135,804 total gross income on the same return
Self-declared on the annual return for the financial year ending 29/02/2024
- Volunteers: 5
- Government income: £1,654 — grants £1,654 (1); under 1% of the £291,426 total gross income on the same return
Self-declared on the annual return for the financial year ending 28/02/2023
- Volunteers: 12
- Government income: £5,427 — grants £5,427 (1); 7% of the £80,682 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 07168282
Company officers (Companies House)
- MOK, Benjamin on trustee list
- BYRNE, Ciara on trustee list
- NGUI, Yih May on trustee list
Property (HM Land Registry)
Trustees
- Benjamin Mok
- Ciara Byrne
- Yih May Ngui
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 28/02/2025 | £136k | £192k |
| 29/02/2024 | £291k | £166k |
| 28/02/2023 | £81k | £124k |
| 28/02/2022 | £112k | £121k |
| 28/02/2021 | £358k | £49k |
Common questions
Is THE BROOKE HERITAGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £55,795 for the year, resulting in a decrease in total unrestricted funds from £711,086 to £655,291. The trustees report that free reserves were in a deficit of £72,581 against a stated target of £45,000, although they note that post-year-end proceeds from a leasehold sale materially strengthened the financial position by allowing full mortgage repayment. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER,ST PAUL AND ST THOMAS OF CANTERBURY,BOVEY TRACEY. | 1 | £405 |
Charities like this
- LORD BROCK TRUST
- THE BROOK TRUST
- THE BROCKLEBANK CHARITABLE TRUST
- THE BROTHERS TRUST
- THE BRUNSWICK TOWN CHARITABLE TRUST
- THE RORY AND ELIZABETH BROOKS FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BROOKE HERITAGE TRUST | £136k | — | 0 | unclear | — | no doubt |
| LORD BROCK TRUST | £428k | — | 0 | above | — | no doubt |
| THE BROOK TRUST | £739k | — | 0 | unclear | — | no doubt |
| THE BROCKLEBANK CHARITABLE TRUST | £23k | — | 0 | above | — | no doubt |
| THE BROTHERS TRUST | £597k | — | 0 | above | 2.0% | no doubt |
| THE BRUNSWICK TOWN CHARITABLE TRUST | £78k | — | 0 | within | — | no doubt |