Finance Score: -3
Governance Score: 1
Support Score: 0
  • Spending falling: -1
  • Multiple Deficits: -2
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • Mainly male board: -1
  • No supporters identified
Overall GiG Score: -2 ?

BURY ST EDMUNDS HERITAGE TRUST

To improve the heritage provision in Suffolk for the benefit of everyone
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board is predominantly male
  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£96£130£-33n/an/an/an/an/an/a
31/12/21£73£92£-18n/an/an/an/an/an/a
31/12/20£107£92£14n/an/an/an/an/an/a
31/12/19£48£207£-159n/an/an/an/an/an/a
31/12/18*£93£792£-699n/an/an/an/an/an/a
31/12/17£501£588£-87£34£937£130.300
31/12/16£1,099£161£938£28£1,024£10.100
31/12/15£175£134£41n/an/an/an/an/an/a
31/12/14£21£73£-52n/an/an/an/an/an/a
31/12/13£93£11£83n/an/an/an/an/an/a
31/12/12£13£12£1n/an/an/an/an/an/a
31/12/11£39£25£14n/an/an/an/an/an/a
31/12/10?£7£9£-1n/an/an/an/an/an/a
02/12/09?£0£0£0n/an/an/an/an/an/a
28/12/08£0£0£0n/an/an/an/an/an/a
28/12/07£0£0£0n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 17 years

https://burystedmundsguildhall.org.uk

manager@burystedmundsguildhall.org.uk

01284247037

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Acts as an umbrella or resource body
  • Provides buildings/facilities/open space
  • Provides human resources
  • Sponsors or undertakes research
Where it operates
  • Suffolk,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Bury St Edmunds Heritage Trust
£742,600 12/09/2013
The Bury St Edmunds Guildhall Heritage Centre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees:
  • ALEXANDRA YVETTE GILMOUR Appointed: 2022
  • GRANT HOWLETT Appointed: 2022
  • JAMES BEDFORD Appointed: 2020, Occupation: Estate Agent
  • PETER LANGDON Appointed: 2022
  • SIMON FRANCIS POTT FRICS
  • STEPHEN COOK Appointed: 2020, Occupation: Chartered Accountant
  • SILKE DAVID Appointed: 2023
Legal constitution
  • Charitable company registered in England & Wales on 03/05/2007, number: 1119059
  • Registered at Companies House on 28/12/2006, number: 06037742
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
16 returns made; AR18: 57 days late,
Main office

79 Whiting Street
Bury St. Edmunds
IP33 1NX

Objectives

3) FOR THE BENEFIT OF THE PEOPLE OF THE BOROUGH OF ST EDMUNDSBURY IN THE COUNTY OF SUFFOLK AND THE UNITED KINGDOM AT LARGE TO PRESERVE AND IMPROVE THE HERITAGE OF THE BOROUGH OF ST EDMUNDSBURY AND ANY OBJECTS AND BUILDINGS TO BE FOUND THEREIN OR TO BECOME AVAILABLE TO THE TRUST (SEE MEMORANDUM FOR FURTHER DETAILS).

Defined Area of Benefit:

BOROUGH OF ST EDMUNDSBURY IN THE COUNTY OF SUFFOLK

Data Sources

Charity Commission for England and Wales
360 Giving

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