BERWICK UPON TWEED CORPORATION (FREEMEN) TRUSTEES — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 6 May 1964
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £783,156
Latest expenditure: £783,156
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: TOWN HALL, MARYGATE, BERWICK-UPON-TWEED, TD15 1BN

02 Activities

What the charity does

General Charitable Purposes

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 7 December 2025
Date Accounts Received: 7 December 2025
Total Gross Income: £783,156
Total Gross Expenditure: £783,156

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 13 December 2024
Date Accounts Received: 13 December 2024
Total Gross Income: £806,687
Total Gross Expenditure: £806,687

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 7 December 2023
Date Accounts Received: 19 December 2023
Total Gross Income: £698,313
Total Gross Expenditure: £698,313

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 5 January 2023
Date Accounts Received: 5 January 2023
Total Gross Income: £635,165
Total Gross Expenditure: £635,165

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 17 December 2021
Date Accounts Received: 21 January 2022
Total Gross Income: £649,774
Total Gross Expenditure: £649,774

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 7 December 2025
Total Gross Income: £783,156
Total Gross Expenditure: £783,156
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 13 December 2024
Total Gross Income: £806,687
Total Gross Expenditure: £806,687
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 7 December 2023
Total Gross Income: £698,313
Total Gross Expenditure: £698,313
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 5 January 2023
Total Gross Income: £635,165
Total Gross Expenditure: £635,165
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £4,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 17 December 2021
Total Gross Income: £649,774
Total Gross Expenditure: £649,774
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £29,524
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 7 December 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 735048
Income Other: 48108
Income Total Income And Endowments: 783156
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £90,584
Expenditure Charitable Expenditure: £692,572
Expenditure Other: 0
Expenditure Total: 783156
Expenditure Investment Management: 90584
Expenditure Grants Institution: 0
Expenditure Governance: 12110
Expenditure Support Costs: 204350
Expenditure Depreciation: 0
Gain Loss Investment: -22233
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 325000
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 30726689
Assets Own Use: 3770
Assets Long Term Investment: 30722919
Defined Benefit Pension Scheme: 0
Assets Other Assets: £857,155
Assets Total Liabilities: £1,020,993
Assets Current Investment: 0
Assets Total Assets And Liabilities: £30,562,851
Creditors One Year Total Current: 1020993
Creditors Falling Due After One Year: 0
Assets Cash: £732,727
Funds Endowment: 30562851
Funds Unrestricted: 0
Funds Restricted: 0
Funds Total: 30562851
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 13 December 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 675003
Income Other: 131684
Income Total Income And Endowments: 806687
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £82,124
Expenditure Charitable Expenditure: £724,563
Expenditure Other: 0
Expenditure Total: 806687
Expenditure Investment Management: 82124
Expenditure Grants Institution: 0
Expenditure Governance: 11525
Expenditure Support Costs: 249757
Expenditure Depreciation: 0
Gain Loss Investment: 341228
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 1727143
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 30134375
Assets Own Use: 3770
Assets Long Term Investment: 30130605
Defined Benefit Pension Scheme: 0
Assets Other Assets: £866,882
Assets Total Liabilities: £1,025,629
Assets Current Investment: 0
Assets Total Assets And Liabilities: £29,975,628
Creditors One Year Total Current: 1025629
Creditors Falling Due After One Year: 0
Assets Cash: £702,165
Funds Endowment: 29975628
Funds Unrestricted: 0
Funds Restricted: 0
Funds Total: 29975628
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 7 December 2023
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 616236
Income Other: 82077
Income Total Income And Endowments: 698313
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £77,848
Expenditure Charitable Expenditure: £620,465
Expenditure Other: 0
Expenditure Total: 698313
Expenditure Investment Management: 38369
Expenditure Grants Institution: 0
Expenditure Governance: 10740
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: -699754
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 1165000
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 28011873
Assets Own Use: 3770
Assets Long Term Investment: 28008103
Defined Benefit Pension Scheme: 0
Assets Other Assets: £854,752
Assets Total Liabilities: £959,373
Assets Current Investment: 0
Assets Total Assets And Liabilities: £27,907,252
Creditors One Year Total Current: 959373
Creditors Falling Due After One Year: 0
Assets Cash: £724,834
Funds Endowment: 27907252
Funds Unrestricted: 0
Funds Restricted: 0
Funds Total: 27907252
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 5 January 2023
Income Donations And Legacies: 4000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 603809
Income Other: 27356
Income Total Income And Endowments: 635165
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £82,392
Expenditure Charitable Expenditure: £552,773
Expenditure Other: 0
Expenditure Total: 635165
Expenditure Investment Management: 82392
Expenditure Grants Institution: 0
Expenditure Governance: 9750
Expenditure Support Costs: 176515
Expenditure Depreciation: 0
Gain Loss Investment: 324067
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 1078000
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 27616595
Assets Own Use: 3770
Assets Long Term Investment: 27612825
Defined Benefit Pension Scheme: 0
Assets Other Assets: £750,808
Assets Total Liabilities: £853,965
Assets Current Investment: 0
Assets Total Assets And Liabilities: £27,513,438
Creditors One Year Total Current: 853965
Creditors Falling Due After One Year: 0
Assets Cash: £572,737
Funds Endowment: 27513438
Funds Unrestricted: 0
Funds Restricted: 0
Funds Total: 27513438
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 17 December 2021
Income Donations And Legacies: 29524
Income Other Trading Activities: 31347
Income Charitable Activities: 0
Income Investments: 568111
Income Other: 20792
Income Total Income And Endowments: 649774
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £94,151
Expenditure Charitable Expenditure: £555,623
Expenditure Other: 0
Expenditure Total: 649774
Expenditure Investment Management: 73108
Expenditure Grants Institution: 0
Expenditure Governance: 10114
Expenditure Support Costs: 176515
Expenditure Depreciation: 0
Gain Loss Investment: -17325
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 2223297
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 26213790
Assets Own Use: 3770
Assets Long Term Investment: 26210020
Defined Benefit Pension Scheme: 0
Assets Other Assets: £842,288
Assets Total Liabilities: £946,818
Assets Current Investment: 0
Assets Total Assets And Liabilities: £26,109,260
Creditors One Year Total Current: 946818
Creditors Falling Due After One Year: 0
Assets Cash: £689,946
Funds Endowment: 26109260
Funds Unrestricted: 0
Funds Restricted: 0
Funds Total: 26109260
Count Employees: 1
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Northumberland
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

08 Official extract

Charity Event History

Charity Name: BERWICK UPON TWEED CORPORATION (FREEMEN) TRUSTEES
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-05-06T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: BERWICK UPON TWEED CORPORATION (FREEMEN) ACT 1843 (6&7 VICTORIA) AND ACT OF 1926 (16&17 GEO 5) AND SCHEME OF 4 DECEMBER 1931
Charitable Objects: FOR THE BENEFIT OF FREEMEN AND WIDOWS OF FREEMEN OF BERWICK UPON TWEED AND FOR THE BENEFIT OF THE CORPORATION
Area Of Benefit: BERWICK UPON TWEED

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures