Charity Registration No.1173070
BERWICK BARRACKS HERITAGE TRusr
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMEKrs
FOR THE YEAR ENDED 31 MARCH 2024

BERWICK BARRACKS HER￿AGE TRusr
LEGAL AND ADMINisfRATIVE INFORMATION
Trustees:
Stuart Bankier- re-appointed 24 January 2024
John Elliott- appointed 24 March 2022
Julien Lake- re-appointed 24 March 2022 (resigned 21 November 20231
Jonathan Lang- re-appointed 25 October 2023
Sir Philip Mawer-reappointed 26 May 2024
Scott Sherrard- appointed 24 March 2022
Charity Number:
1173070
Principal Address:
c/0 Berwick Community Trust
William Elder Building
56-58 Ca5tlegate
Berwick-upon-Tweed
Northumberland
TD15 IJT
Independent Examiner:
Robert lan Guthrie
4 Tweed Close
East Ord
Berwick-upon-Tweed
TD15 2LU
Bankers:
TSB Bank plc
Excel House
30 Semple Street
Edinburgh
EH3 88L

BERWICK BARRACKS HERITAGE TRUST
TRusfEES' REPORT
For the Year ended 31 March 2024
The principal focus of the Trust continues to be on the preservation and promotion of
8erwick-upon-Tweed's Grade l-listed Barracks as a culture and herttage ￿ntre for Berwick
and its surrounding area. and as a means of a55iSting the economic regeneration of the
town. The Chari￿5 objects also give its Trustees discretion to undertake other work which
advances the Arts. cultural, educational and heritage activities. The year under review was
relatively quiet one for the Trust but. as we submit this report and for the reasons we go on
to describe, the achievement of our principal objective has recently tsken an important step
forward and the pace of activity seems likely to quicken in the year ahead.
The 'Living Barrackg Projert
In our last report, we referred in some detail to this project. to the development of which
the Trust has contributed significantly over the years, and which is currently being taken
forward principally by a Partnership Board. induding representatives of the King's Own
Scottish Borderers Association (KOSBI. the Maltings (Betwick) Trust (MBT} and
Northumberland County Council {NCC), chaired by English Heritage Trust IEHT}. The award
in 2023 by the National Lottery Heritage Fund (NLHF) of a grant of £476,OIXI to EHT on
behalf of the Berwick Barracks Partnership has enabled the preparation of detailed designs
and a detailed business plan for the redevelopment of the Barracks site.
One of the first steps in developing the plan VRS extensive consultation wrth local
community interests through a series of discussion groups about the museum component
intended for the redeveloped site. These discussions, held in April- May 2023, revealed
strong supportfor a museum that will tell the story of Berwick and explore the unique
nature of the town. Identity and communtty emerged as strongthemes during the
discussions, with support for a rich community engagement pilot programme.
Intensive work by the Partnership ￿0uP, assisted by consultants, ha5 resulted in the
drawing up of exciting proposals for new facilities in the Barracks, including a single museum
which will house the collections of art, artefacts and military memorabilia held by the
Partners, enabling them to be displayed more imaginatively and comprehensively than ever
before. The announcement by NCC in May 2023 that it wishes the town's own museum and
art collection to remain on the Barracks srf(e was an important step towards achieving this
objective. In October 2023, the existing KOSB museum in the Barracks closed and was
transferred from the East to the West Block, thus clearing the way for the planned
transformation of the East Block to house the new museum. The opportunity has

subsequently been taken to document and assess the condition of the KOSB'S Collection and
to develop a conservation schedule for its contents.
Meanwhile, major work has proceeded on the mobilisation store in the South East comer of
the site to enable itto function as a temporary cinema duringthe closure and complete
redevelopment of the current Maltings Theatre complex in Eastem Lane, Berwick. A
representative of the Trust spoke in support of the grant of planning pemii55ion for the
conversion of the store, which WFII pave the way for it to be rtradapted as a secure archive
storage facility when the Maltings redevelopment is complete and its use as a temporary
cinema can cease. The Store is expected to open in tts temporary role as a fvlly accessible
and soundproofed anema during the latter part of 2024.
Another helpful step fonvard is the recent award by the North East Combined Authority of
funds to enable the opening of some accomrnodation in the West Block of the Barracks as
artists, studios. This development is a result of Berwicvs designation as one of the North
Easvs three Culture and Creative Zones, a decision mentioned in our last report.
As well as speaking in support of this and other aspects of the project plan, Trustees have
participated in some of the communtty engagement events mentioned earlier and in the
work of some of the task groups set up by the Partners, the results of which have informed
the preparation of the business case for further fundingof the Living Barracks project. This
work dimaxed with the submission of the completed business plan to NLHF in the summer
of 2024. It is hoped that the result of NLHF'S consideration of this funding application will be
known in December 2024.
If the application is successful, it will enable work on the refvrbishment and rtrpurp05ing of
the East Block of the Barracks to begin in earnesL At that point, the planned redevelopment
of the Barracks will start to become a reality. $0 rdi5ing the question how the Trust Can best
adapt to ensure it continuesto meet its objects and to add value in the next phase of the
Barracw transformation. The Trustees are already gtving a good deal of thought to this
crucial issue and, in anticipation of increased demands on the Trust, they devoted some
time duringthe past yearto upgradingthe Trusvs website, including defining itsprivacy and
data protection policy and registering with the Information Commi55ionerfs Office. The Trust
also joined the Stewardship organisation, in orderto make it easier forthose who may wish
to donate in support of the Trusvs work in future to do so.
Publications
Our last report mentioned the assistan￿ given by the Trust to the planned publication of a
Guide to County Durham. modelled on the Guide to Northumberland published in August
2022 by Dr Stephen Platten with the help of the Trust. Work on the new book- County

Durham- A Guide- is moving ahead well, viith the three introductory essays in the book
now written. Dr Platten has also begun his programme of visits to the county. out of which
will emerge a detailed gazetteer introducing its various landmark5. The publisher has agreed
the terms of the contract and the photographs which will illustrate the book are being
assembled.
Meanwhile sales of Dr Platten's earlier Guide to Northumberland continue steadily, as do
sale5 of the booklet he authored forthe Trustto markthe 3(K) anniversary of the opening
of the Barracks in 1721. The financial implications of this work over the past year are set out
in the Annual Accounts of the Trust attached to this ReporL
Financial Report
During 2023-24, the Trust receTved income from sales of the Berwick Barracks History and
Guide and received donations made to fund the Guideto County Durham, which is currentty
being prepared. Detai15 of all income received and of expendtture by the Trust can be found
in the Accounts appended to this Report, which have been independently examined.
Structure. Governance and Management
The Trust, which was established on 18 April 2017. is constituted as a Charttable
Incorporated Organisation ICIO). Over the course of the past year. the Trustees took steps
to refresh their policies for the govemance of the Trust, approving a set of Guidance Notes
for Trustees on these matters along with an updated policy on the Management of Conflicts
of Interest.
Trustees are appointed in accordan￿ with the terms of the constitution. They act in a
voluntary capacity and do not receive any remuneration. During the year covered by this
Report, they were as listed on page 2.
Mr Julien Lake resigned as a Trustee in November 2023, having been involved with the Trust
since its inception. Hi5 fellow Trustees wish to take this opportunity to thank hirn for his
contribution to their deliberations over the previous 6 years.
This Trustees, report has been approved by the Board of Trustees and signed on the Board's
behalf by-
Stuart Martln Bankier
Trustee
Dated￿ctOber 2024

Sir Phil
Trustee
DatedP&ctober 2024
p Mawer

Independent examlnerfs report to the trustees of Berwick Barracks Heritage Trust
I report to the trustees on my examination of the accounts of Berwick Barracks Heritage Trust Ithe Charity)
forthe year ended 31 March 2024.
Responsibilities and basis of report
As the charity trustees of the Charity you are responsible for the preparation of the accounts in accordance
with the requirements of the Charities Act 20111.the Act.).
I report in respect of my examination of the ChariVs accounts carried out under section 145 of the 2011
Art and in carrying out my examination I have followed all the applicable Directions given by the Charity
Commission under section 14515llb} of the Act.
Independent examinerfs statement
I have complete*examination. I confirm that no material matters have come to my attention in
connection with the examination givin8 me cause to believe that in any material respect:
accounting records were not kept in respect of the Charity as required by section 130 of the Att,- or
2. the accounts do not accord with those records; or
3. the accounts do not comply with the applicable requirements concerning the form and content of
accoullts set out in the Charities {Accounts and Reports) Regulations 2008 other than any
requirement that the accounts Eive a true and fair view which is not a matter considered as part of
an independent examination.
I have no concerns 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 proper understanding of the accounts to be
reached.
Signed=
R4 1&-
Name:
Address.. ￿. r￿L￿t5 CuO51-
, FAST 00), Ece4Jcrf I
17 asZL
4JCf) Tbi£ ZLq
Date:

BERWICK BARRACKS HERrrAGE TRusr
Statement of Financial Activities for the year endin8 315t March 2024
Year Ending
31st March 2024
Year Ending
31st March 2023
Incoming Resourtes
Sales of Barracks Books
Shell Guide Donations
Other Donations
Shell Guide Gift Aid
Grant- Community Foundation
Total Income
654
290
8,715
25
9,020
944
Resources Expended
Barracks 8ooks
Shell Guide
English Heritage
Grant repaid to Community Foundation ie Shell
Governance Costs
Total Expenditure
19.7681
12,0001
1401
1401
111,7681
Surplus / {Loss) for the Year
8.980
(10,8241
Balance Sheet as at 31st March 2024
Year Ending
31st March 2024
Year Ending
31st March 2023
Current Assets
Cash at Bank
Debtors
Current Liabiltties
Creditors
43,142
34.163
Total Assets
43,142
34,163
Represented by:
Unrestritted Funds
Barracks
Shell Guide
32.353
10.789
32.088
2,075
Restricted Funds
Totsl Funds
43,142
34,163