THE BROOKE HERITAGE TRUST

Registered charity 1153988 · accounts filings on the Charity Commission register

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.

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

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Exeter, South West, England (from the postcode on the register)

Latest income
£136k
Latest spending
£192k
Registered
2013
Accounts read
FY2025

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.

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

What the accounts disclose

Reserves policy: £45,000 (reserves figure: £655k)
“The free reserves target is £45,000.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold); recorded price paid £1.2m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

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?

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

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 LORD BROCK TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE BROOKE HERITAGE TRUST£136k—0unclear—no doubt
LORD BROCK TRUST FY2026£428k—0above—no doubt
THE BROOK TRUST FY2025£739k—0unclear—no doubt
THE BROCKLEBANK CHARITABLE TRUST FY2025£23k—0above—no doubt
THE BROTHERS TRUST FY2025£597k—0above2.0%no doubt
THE BRUNSWICK TOWN CHARITABLE TRUST FY2025£78k—0within—no doubt

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