The Bath Preservation Trust Ltd

Analysis

The Bath Preservation Trust Ltd is a registered charity in England and Wales, based in Bath. It was registered in May 1962, 64 years ago. Its declared purposes cover education/training, arts/culture/heritage/science and environment/conservation/heritage, which this site groups under arts, culture, heritage and science. Legally it is a charitable company (Companies House number 00294789). It says it provides buildings/facilities/open space, provides advocacy/advice/information and other charitable activities.

In the financial year ending January 2025, The Bath Preservation Trust Ltd reported income of £1.9m and spending of £2.7m, spending 140% of what it took in. Across the 5 years on record, from January 2021 to January 2025, income grew from £1.2m to £1.9m (+56%), an average of +12% a year. The sharpest change came in the year to January 2023, when income rose by 146%. Over the whole period it spent 87% of the income it received.

Among 17,634 England and Wales charities whose main cause is arts, culture, heritage and science and that reported income, The Bath Preservation Trust Ltd sits at the 97th percentile: it is larger than about 97% of them. Against every charity in England and Wales with reported income it ranks in the 96th percentile. Charities of a similar size with the same main cause include The Learning Through Landscapes Trust (£1.9m), Artswork Limited (£1.9m) and The Patch Foundation CIO (£1.9m).

In its latest detailed accounts, income came from donations and legacies 44%, charitable activities 42%, trading 9.5% and investments 5.1%. Gifts in wills alone brought in £57k. Charitable activities took 94% of spending and raising funds 5.5%. Reserves of £558k would cover about 2 months of spending at that rate. It employed 32 people.