THE BROOKE HERITAGE TRUST

Registered charity 1153988 · accounts filings on the Charity Commission register

Latest income
£136k
Latest spending
£192k
Registered
2013
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity reported a net expenditure of £43,334 for the year, resulting in a decrease in total unrestricted funds from £629,054 to £585,720. Although free reserves were in a deficit of £12,959 against a target of £45,000, the trustees considered the reserves to be in a healthy position due to received pledges from a long-term supporter. The charity has no paid staff and relies on trustee governance and volunteer support.

What the accounts disclose

Reserves policy: £45,000 (held: £-13k)
The free reserves target is £45,000.
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Grants to Brooke Museums (Trustee Jason Brooke is a director)
During the year, the charity made grants totalling £7,661 (2022: £4,870) to Brooke Museums (The Ranee Museum and the Brooke Gallery), as disclosed in note 6. Trustee Jason Brooke is a director of the Brooke Museums. — page 20
Per its FY2023 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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

Operates in: Devon · Malaysia · Throughout London

Income and spending

Financial year endIncomeSpending
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?

The accounts state that the charity reported a net expenditure of £43,334 for the year, resulting in a decrease in total unrestricted funds from £629,054 to £585,720. Although free reserves were in a deficit of £12,959 against a target of £45,000, the trustees considered the reserves to be in a healthy position due to received pledges from a long-term supporter. The charity has no paid staff and relies on trustee governance and volunteer support. Its FY2023 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
BEIS MENACHEM CHABAD LUBAVITCH1£102k
YESHIVAS LUBAVITCH MANCHESTER1£20k

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