Finance Score: 0

Governance Score: 3

Support Score: 10

Strong growth: +2
Multiple Deficits: -2
No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +10

Overall GiG Score: 13

COLCHESTER AND NORTH EAST ESSEX BUILDING PRESERVATION TRUST

To preserve for the benefit of the townspeople of the District of Colchester and North East Essex......whatever of the historical,architectural and constructional heritage may exist in and around the District.....in the form of buildings....of particular beauty or historical or constructional interest.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive benefits from the charity
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£207	£177	£30	n/a	n/a	n/a	n/a	n/a	9
31/03/22		£178	£96	£82	n/a	n/a	n/a	n/a	n/a	7
31/03/21		£40	£49	£-9	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£1	£22	£-22	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£13	£16	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£3	£29	£-26	£0	£0	£0	n/a	0	0
31/03/17		£3	£16	£-13	£0	£0	£0	n/a	0	0
31/03/16		£12	£22	£-10	£0	£0	£0	n/a	0	0
31/03/15		£4	£7	£-3	£0	£0	£0	n/a	0	0
31/03/14		£14	£16	£-2	£0	£0	£0	n/a	0	0
31/03/13	*	£4	£7	£-3	£0	£0	£0	n/a	0	0
31/03/12		£4	£14	£-10	£0	£0	£0	n/a	0	0
31/03/11		£1	£7	£-5	£0	£0	£0	n/a	0	0
31/03/10	*	£4	£7	£-3	£0	£0	£0	n/a	0	0
31/03/09		£2	£8	£-6	£0	£0	£0	n/a	0	0
31/03/08		£5	£3	£2	£0	£0	£0	n/a	0	0
31/03/07	*	£2	£0	£2	£0	£0	£0	n/a	0	0
31/03/06		£35	£1	£34	£0	£0	£0	n/a	0	0
31/03/05		£1	£0	£1	£0	£0	£0	n/a	0	0
31/03/04		£9	£6	£3	£0	£0	£0	n/a	0	0

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Show financials table -->

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Highest pay bracket: less than £60,000

Established: 29 years

http://colchesterbpt.co.uk

simonhall026@gmail.com

07802835745

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides other finance

Where it operates

Essex,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
9 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

National Lottery Heritage Fund	£250,000
DCMS	£68,443
The Pilgrim Trust	£20,000
Architectural Heritage Fund	£20,000

Specific Donations

Amount	When Months	To be used for
The Pilgrim Trust - Grant to Colchester & North East Essex Building Preservation Trust
£20,000	04/10/2023	Jumbo Water Tower - Tank Investigations
National Lottery Heritage Fund - Grant to Colchester and North East Essex Building Preservation Trust
£250,000	07/06/2023	Heritage Enterprise - Jumbo Water Tower
DCMS - MUNICIPAL WATER TOWER (JUMBO), BALKERNE PASSAGE Colchester
£48,443	01/04/2021	Project Development and urgent repairs to tower
DCMS - MUNICIPAL WATER TOWER (JUMBO), BALKERNE PASSAGE Colchester
£2,000	01/04/2021	Project Development and urgent repairs to tower
Architectural Heritage Fund - Grant to North Essex Heritage
£20,000	06/04/2020	Balkerne Water Tower 'Jumbo'
DCMS - ALB-HISTORIC ENGLAND - Municipal Water Tower (Jumbo), Balkerne Passage, Colchester, CO1 1PT
£18,000	01/04/2020	Project Development and urgent repairs to tower
National Lottery Heritage Fund - Grant to Colchester & North East Essex Building Preservation Trust
£10,000	22/01/2019	Jumbo Water Tower - Uncovering the secrets of our heritage

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 29-76

CHRIS BETTS Appointed: 1999, Occupation: Chartered Architect

DAVID BALCOMBE Appointed: 2023, Occupation: Planning Consultant

GARY ARMSTRONG Appointed: 2023, Occupation: Retired Banker

LEILA ANNE DOROTHEE KLEINEIDAM Appointed: 2023, Occupation: Civil Servant

SIMON MATTHEW EAST Appointed: 2023, Occupation: Company Secretary Manager

ANDREW CRAYSTON, Occupation: Chartered Surveyor

PAUL BOWMAN Appointed: 2015, Occupation: Architect

WILLIAM EDMUND HAYTON Appointed: 2011, Occupation: Media Executive

ANDREW GUY MARSDEN Appointed: 1995, Occupation: Barrister, Other trusteeship: THE FRIENDS OF HOLY INNOCENTS CHURCH, LAMARSH,

SIMON ANDREW DALTON HALL MBE DL (Chair) Appointed: 2011, Occupation: Solicitor, Other trusteeship: BRENTWOOD DIOCESEAN CATHEDRAL AND CHORAL TRUST FUND,

Legal constitution

Charitable company registered in England & Wales on 24/02/1995, number: 1044514
Registered at Companies House on 09/02/1995, number: 03020005

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR13: 120 days late, AR10: 13 days late, AR07: 49 days late,

Main office

Walcotts Hall
Coggeshall Road
Great Tey
Colchest

Objectives

TO PRESERVE FOR THE BENEFIT OF THE TOWNS PEOPLE OF COLCHESTER AND NORTH EAST ESSEX IN THE COUNTY OF ESSEX AND THE NATION AT LARGE WHATEVER OF THE HISTORICAL ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND COLCHESTER AND NORTH EAST ESSEX IN THE FORM OF BUILDINGS ( INCLUDING ANY BUILDING AS DEFINED IN SECTION 336(1) OF THE TOWN AND COUNTRY PLANNING ACT 1990) OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST

Defined Area of Benefit:

COLCHESTER AND NORTH EAST ESSEX

Data Sources