The National Brewery Herftage Trust Limlted
(A COMPANY LIMITED BY GUARANTEE)
DIRE￿oRs. REPORT AND FINANaAL sfATEMEfrirs
FOR THE PERIOD ENDED 2Th1 SEPTEMBER 2025
CONTENTS
Page
Company informatlon
Directors, report
Structures, Govemance and Management
Objertlves
Achievement5 and Performance
Risk management
Reserves Pollcy
Data Protection
Statement of Trustees Respon5ibiltties
The Financial Statements for the year ended 31 August 2022
ststement of finantial activtknes
Balance sheet
Notes to the Financial Statements
Chaiytable CompanyArtldes odopted16th Apr112012
ChorityRegistratlon Number.. 1147391
Ch*xltuble Companyhlumber 7754069, Incorporated26th August 2011

The PlarlonL71Brewery Herltoy fntst-A QJmpanyUmknedbyGuttrontee
Report olthe Tnistees ftncorpomtlng the DIYert￿'reV0rtJfv￿the ye￿Ended￿ SeptemberZ(P25
INFORMATION FOR THE FINANCIAL YEAR PERIOD ENDED 2" SEPTEMBER 21Y25
BANKERS:
Barclays Bank p
Business Bankin&
Lekester. LE87 BBB
INDEPENDE￿ EXAMINER..
David Dale FCA
REGisfERED ADDRESS AS AT 2 SEPTEMBER 2025:
clo 8urtonTown Hall
KlnB Edward Place
Burton uponTrent
DE14 2EB
WEBSITE ADDRESS:
Www.b￿we
herita
e.com
DIREcfoRSftRusfEE5:
Dr Harry White. thair
Mr Brett Rathbone, IT1￿ Chair
Mr Bob Heaver, Hon Treasurer
Mr Christopher Holden
Ms Stephanle Sykes-Dugmore
Ms Helen Taylor
MrTom Stainer
Mr Anthony Hughes
Mrs Janet Dean
Mr Christopher Else
MrRG Humphreys MBE
Sir Alan Meale
Mr David Meadows
Co-opted Trustee
Mr Amrit Vlrk
PaB¢Zof 8

The Noti¢ino18reweryHerltage Tnist-A ConwttryLlmitedbyGuurartee
Reportof the Tnutees Ilncorportitiry the DirectvrfYeport)fvrthe YettrEnded*5eptember2025
The Directors present their report and the financial Statements for the year ended 2wJ SEPTEMBER 2025.
The Directors. who are also Trustees of The National Brewery Heritage Trust INBHT) for the purposes of
charitable law and who served duringthe year ané up to the date of this report are Set out on page 2.
Strurture* governal￿e and management
NBHT is a charltable company Ilmited by guarantee. incorporated on 25 August 2011, and registered as a
charity on 23td May 2012.
object￿8$
The charity's objects are for the public beneftt and are SpeCffical￿ restricted to the following:
To odvonce the educotson of the publicin thehlstoryondherituge oAbrewlng Inporticulorbut not exdusfvely
through..
The pmtettlon ondpreseThotionandmoking ovull(Jble to the publk of muterlol ondurtefvcts of historlc
significunce by the estublishment und m¢yintenonce of urchwe undcollectionforpre5ervtstion ofsuch
motenolundGrtefvcts. in porticulorbutnotexdvsfvefy the existlng collertion of orchives ond arteforts ol
brewing in Burton upon Trent.
Educutionul di5￿Cy$ ond events tI￿t ￿11 illustrate the imiiirt of brewing the 50Ut71 t7nd econDmNc
development of the notion.
Chalrman's Report on Achlevements and Performan
Over the last twelve months the Trust has continued to evolve and develop its activities and expertise, whilst
at the same time maintaining a clear focus on its key objettlves of prot@ctln& preserwn& and promoting
Britain's Brewing Heritage, by utilisin8 both the artefacts and the archfves elements of the collettlon.
During the year the Trusvs relationships with both Molson Coors Beverage Company IMCBCI and East
Staffordshire Borough Council IESBCI have continued to develop and have nDw been formallsed into written
agreement5 which, whilst recognising that circumstances wll continue to evolve, establish the roles,
responslblllties and obllgations of each party and commit them to work together toward5 mutually agreed
and shared aims and objectives.
Ourfo¢us formuch of the first halFof the year, with a deadline of the ftr5t week of August, was to provide an
Industrial, commercial and social history context to the collection. to enable ESBC, its consultants and
dvisors, to prepare and submit a bid to the National Lottery Heritage Fund. The completed bid sets Out the
case for repurposing grade11-listed Bass House Into a shDwcaseof Brf(ain and Burton's brewery heritage, and
to make It the cornerstone of Burton upon T￿nt'S town centrè regeneration plans by forming a key elernent
of a broader community space. Plans for the building Include innovative interactive displays as well as
temporary exhibitions and events. together with research. education and archive facilities.
The Trust will continue to work in partnership with ESBC and thelrconsuknnts and advisors to develop these
plans, leveraging our knowledge of the collection and the brewing and pub industry both to safeguard the
collection and to identlfy the work needed to deliver this exctting vision for Bass House and Burton upon
Trent.
The continuing financlal support of MCBC has enabled the Trust to continue to benefit from the expertise of
our Collections Officer, Laura Waters and Archivist, Stephanie Nield, both of whom have made significant
contribution5 to the welfare and management of the collection durinE the year.
Pa8e3 of8

The Nationul Brewery Herltoye TnLSt-A Comwnylunltedby Gwrnntee
ReportoAthe Trustees fincorjwrotlng the LIKertor5'report)fvr the YeurEndedvrfseptember2025
A key part of Laura's efforts over the year has been spent at the former National Brewery Centre site on
Hominglow Street, where the artefacts continue to be stored, evaluating the contents and producing an
inventory of the contents of the Joiners Shop a task made even more critical by the Trust's input being
sought on options for the High Street. development as well as by the constant pressure on storage space.
Laura has also applied the principle5 embedded in the Trusys Acqui5ition5 and Disposal Pollcy to help
ratlonalise specific elements within the collection- in particular various road vehicles. which have now been
rehoused In accredited museum5, ensuring they are both tared for and accessible to the public, as per the
Trust's key purpose.
Stephanle has been Steadi￿ working her way through the archives and library elements of the collection,
identifying areas of duplication as well as those items which do not meet the Trusvs collection policy, for
which appropriate disposal options are being pursued.
Stephanle's experience has also proved Invaluable in our work to reinvigorate the Tru5Ys Llnked Digitsl
Archives Project which, due to other priorities. has had to take a back seat over the last two year5. However,
thls summer, working with one of the projecvs potential brewery partners, St. Austell, together with our
software provider, Orangeleaf. and The National Archrves (TNAI. we are now close to estab115hing a 'proof
of concepv, for a pro￿5$ whereby the archives of partner companies, once catalogued uslng sothvare
compatible with the TNA, can be ac￿SSed via the Trusys web51te. This is a key step forward towards realising
our vision of enabling a composite search across both the Trusvs and partner brewers, record5, thereby
creating a national hub for the UK'S brewery and pub archives.
Alongside these collection management activities and firture strdtegic developments, the Trust ha5
continued to foster collaborative relationships wrth a range of stakeholders. intludlng local heritage
organisations, educational Instit￿lOn$ and industry partners. These efforts have not only supported the bld
process but have also strengthened the Trusys reputation as a proactfve custodian of brewing herltage. By
actively participating in local forums and engaging wtth communtty groups, the Trust has ensured that
awareness of the collection and the herf(age it represents reathes a wide audience.
These marketing and community engagement programmes- both localiy and natlonally- have remained key
features of the Trustrs activities during the year. We have hosted an ongoing series of tours of Bass House
as well as given talks to specialist groups- both l(Trlty and national￿- all designed to raise awareness of the
Trusys profile and to broaden our reach.
Jenny Procter, the Trust's freelance Marketing Officer, and one of our trustees. Chris Holden, have been the
driving for￿ behind thi5 engagement activity. Jenny, whi15t being integral to our engagement activitie5, has
continued to produce the Trusvs quartedy Newsletter Iwhich now ha5 a mailing list of more than 8001, and
earlier this year she also assumed responsibility for the redesign and relaunch of the Trusvs webslte. The
new site Iwww.breweryheritage.coml has not On￿ been updated but is now fully integrated with the slte
that enables acce55 to the archive catalogue, and this has been a key componenl of the 'proof of concept,
for our linked archNes activity. Jenny al￿ maintains the Trusvs presence on iinkedln and Facebook where
our audience numbers continue to grow, and coordlnate5 with Dur partners as we promote the collection.
As the Tru5Ys reswnslbilities have increased. so has our need to develop and Implement approprlate
governance and office mènagement procedure5- whetherto enwre the welfare of staff and volunteers, the
safety and secudty of the Station Street prem15e5 or the coordination and management of volunteers.
Responsibility for implementing many of the aspects wtthin this broad remit have been entrusted to our
freelance Office Manager, Helen Jarvis who, with support from Staff at ESBC, has assumed day-dav
responsibilities for the running of the Brewery Heritsge Centre. Helen has also been Integrdl to our ability to
open the Brewery Heritage Centre in Statlon Street from April.'OpeTr to members of the public on a 3
daylweek basis, manned by a small team of volunteers working on a rota basis, it has proved to be an
extremely worthwhile activity, and the positive response and footfall have exceeded all expectstions.
Pago4of8

The Natlonol 8rewerylleritoge Trust-A Compuryumited by Guomntse
Report of the Tnthes (Incorporutlnq Urrt£torfreportJfvrthe yeUrEndtd2￿sept￿nber202S
We have moved from approximately fourvisitors a week prior toApril. to todaywhere ourvolunteers speak,
on average, to four people an hour. There has not been a day when novone has visited. and the busiest day
saw 41 people through the door. In the first six months 1,280 visitors have heard about the High Street plans,
enqulred about the collection. leamt more about the Trust and expressed their views on our actlvitie5. Over
250 have been added to the Trusts mailing list, and many have joined as members.
As a Board of Trustees, we recognised last year the need to broaden the range of skills, expertise and
experier)ce available to us, hence the Introduction It last yearfs AGM, of Tom Stainer, CEO of CAMRA, and
Anthony Hughes, owner of Lincoln Green Brewing Company. Continuing wlth this theme, early in 2025 we
welcomed two new Trustees both from the museum sector- Helen Taylor. Curdtor and Projects Officer at
Stourbridge Glass Museum and Stephanie Sykes-Du8more, Head of Collection & Research at the 5ilverstone
Museum. During the summer we also welcomed Amrit VirL Asslstant Principal. Marketin& Busines5
Development and International at Burton & South Derbyshire College.
Whilst it is pleasingto announce these newappointments. itis also sad to announce the retirement of a long-
standlng member of the Board, Sir Alan Meale, who has been a Irustee since 2019, and has provided the
Trust with sound advice and guldance. particularly as we have nawgated 3 path through the challenges posed
in recent years. I would like to express my sincere thanks to Sir Alan. for hls Input over the years and wish
him all the best for the future.
Bob Heaver, who has been with the Trust for over 11 years, is standing down a5 Treasurer thls year and I
would like lo thank Bob for his support, advice and guidance as Treasuier. particularly over recent years as
we have 518nificantly increased our operational actiwties. The Trust is pleased to announce that it has
appolnted a new Treasurer and Board member from a local firm of accountants. Mr David Meadows.
I would likÈ to record my thank5 to all the Tru5Vs contra￿ed staff, as well as to our growing team of
volunteers, and of course to my fellow Trustees for their commttment and enthusiasm during the year. In
thanking my fellow trustees, I feel I must give special mention to the Trust's Vice Chair, Brett Rathbone. Brett
has worked tirelessly throughout the year not only in leading the Trusvs partnership with ESBC as their plans
for the High St. have developed, but also in the lon8er-tenn development of the Trust itself to ensure it has
the right focus and resource to equip it for the future. l am sure I speak for all my fellow trustees when I
thank Brett for his input.
I conclude my report for 2025 wlth the same words l used last year: both the Trust and the collection are In
far better places than they were a year ago.
Rlsk Management
The Trust reviews its key risk areas, including fundin8. operations. IT and data once a year. in 2025 with the
increase In actlvitie5 a more comprehensive review was undertaken, and operat￿nal risks will be revlewed
quarterly. Following this review the Trust considers risks to be manageable.
Reser¥es Policy
Cost commitments are not made unless there are sufficient fund5 awdilable to meet the expenditure. The
scope and seale of the Trusvs activities have grown significantly in 2025, and the Trustees have therefore
decided to increase the level of reserves from £6.(KIO to £20,(￿. This is considered sufficient to meet
essential commitments.
Page 5 of8

The NotioM418rewery Hefknge Trn5t-A Compuny UmkedtyGuamntee
Report of the Trvstees Ilncorporntkng the Ixrertorfreportjfvthe YettrEndedPseptember2025
Data Pmettlon
The Trustees have satlsfied themselves that the Trust meets the requirements of the Data Protertion
Regulatlons 2018. The Trust retsin5 information glwen by tts members and those individuals who have asked
to be added to our maillng list for the sole purpose of communicating with them aboLrt Tnjst matters. All
details are held in confidence and are not in any circumstances passed to third parties. During the year the
Trust renewed Its registration with the Information Commissioner.
ststement of Trustee￿ Responslbllltles
The trustees Iwho are also d1￿ctOrS of NBHTI are responsible for preparing the Trustees Report and the
tlnanclal statement5 in accordance with applicable law and Unltsd Kingdom Generally Accepted Accountlng
Practice.
Company law requires the trustees to prepare financial statements for each financial year which give a
true and fair view of the state of affairs of the charltable company and of the incoming resources and
application of resources. including the income and expenditure of the charitable companyfor the year.
The Flnanclal Statements f•x the year Ended 2 SÉPTEMBER 2025
In preparing those financial statements, the trustees have-
selected suitable financial rmillc￿S and applied them consistentty
observed the methods arml prinuples In the Charities. SORP
made judgments and estimates that are reasonable and pmdent:
stated whethèr applicable accounting standards and statement of recommended practice have been
followed, subject to any material departures disclosed and explained in the financial statements,. and
prepared the financial ststements on the goln8 con￿rn basis.
The trustees have overall responsibility for ensuring that the charity has appropriate systems of control,
financial and otheNAse. They are responsible for keeping proper accounting records which disdose with
reasonable accLJracy at any time the financial positlon of the charity and which enable them to ensure that
financial Statements comply with the Companies Act 2￿6. They are also reswnsible for the safeguardlng
of the assets of the charty and hence for taking reasonable 5tep5 forthe prevention and detection of fraud
and breaches of the law and regulation5.
Voluntary Income has been receNed by way of subscriptions, donations and gtfts and is induded in full in
the statements of finar)cial activities whÈn receivable. The walue of services by volunteers ha5 not been
included.
Page 6￿(8

e Nutlonul BreweryHeritoge T￿St-A Compunyllmlted ty Guamntee
Report of the Trustees {Incoryorodng the Dlrertorfreportjfvrthe Year Ended*septEmber2025
PRNATE AND CONFDENTIAL
SFORY
ItI¢NIE
12T.431
1¥771
1.315
.176
107,144
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TOTAL INCQUE**thdW bWkhlbWt
TtyfAL INCQIIE
E￿r*>IT￿￿E
742
12,393
38,618
10,641
3,¥1
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1422
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11
17.1
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21128
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4126
OTES TO THE FINANCIAL STATEMEpifs FOR TPIE YEAR ENDED 2- SEPTEMBER Z025
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fv. SEtN￿r￿rt
Th¢ebwty Is
Tthryglbh Flx¢dAbs*
Fund
P4E7of 8

The NotlonolBreweryHerftoge Trust-A Compafflry Llmltedby Guarnntee
Report oythe fru5tee5 (Incornomtlw the l¥fertorfreportJfvrthe YearEnded*september 2025
ESBC
15.1
73,BT5
42,454
$9ATg
U15
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15567
4,7
V¢Juni¥thWvw
41,
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17.713
2,*1
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12 teNTROL F&LANIJISTr
42 cellp1￿(u&lITuj bYVJAK4MTEE
F.11.Whiie. ChAinwo

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report.": ..
Report to the truste85
I kvtr, NkFI OKkAL kWI TA6E Ttur
2ThaltPI 2Q2
On accounts for the year
ended
Charfty no
(If any)
114Tr3q I
Set out on paggs
I report to the trustees on my examination of the accounts of the above
charity (Ihe Trusf) for the year ended
Responslbllitles and
basls of report
As the charity's twstees, you are responsible for the preparation of the
accounts in aC￿rdance with the requirements of the Charities Act 2011
rthe Acr).
! report in respect of my examination of the Tnjst's accounts carried Dut
under section 145 of the 2011 Act and in carrying out my examination. I
have followed all the applicable Directions given by thp Charity Commission
under section 145(5){b} ot the Aot.
Independent tThe charity's gross income exceeded £250,000 and l am qualified to
exam Inorfs statement undertake the examination by betng a qualified member of finsert name of
applicable listed bodyJ]. Delete [ ] if not applicable.
I have completed my examination. I confirm that no material matters have
come to my attention In C￿nectiOn with the examination (other than that
disclosed below") which gives me cause to believe that in, any material
respect..
the accx>unting reconls were not kept in acconIan￿ with section 130
of the Charities Act or
the accounts did not a(Lortl with the 8CCt)unting records. or
the accounls did not comply with the applicable requirements
concerning the form and contènt of accounts set out in the Charities
(Accounts and Reports} Regulations 2008 other than any requirement
that the acccwnts give a Yru8 and fair. view which Is not a matter
onsidered as part of an independent examination.
I have no concems and have come across no other matters in connection
with the examination to which attention should be drawn in this report in
order to enable a prO￿r understanding of the accounts to bo reached.
' Please delete the words in the brackets if they do not apply.
Signed".
Date:
Name:
gftrfl & DftL@
Relevant professional
quallfi¢ation{s) or body
IER
Oct 2018

{If any):
Address:
If SL
SecÉion B
Disclosure
Only Gomplete rf the examiner needs to highlight malerial matters of concem
(see CC32. Independent examinalion of charity accounts: directions and
gUIdan￿ for examiners).
Glve here brief dolall8 of
any items that the
examiner wlshe$ to
dlsclosft.
ES6L L
LJ i. [ _éKLco
F￿ALL
IER
Oct 2018