Finance Score: -10

Governance Score: -1

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -11

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years 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
31/12/21		£73	£92	£-18	n/a	n/a	n/a	n/a	n/a	15
31/12/20		£107	£92	£14	n/a	n/a	n/a	n/a	n/a	15
31/12/19		£48	£207	£-159	n/a	n/a	n/a	n/a	n/a	15
31/12/18	*	£93	£792	£-699	£0	£0	£0	n/a	0	20
31/12/17		£501	£588	£-87	£34	£937	£13	0.3	0	0
31/12/16		£1,099	£161	£938	£28	£1,024	£1	0.1	0	0
31/12/15		£175	£134	£41	£0	£0	£0	n/a	0	0
31/12/14		£21	£73	£-52	£0	£0	£0	n/a	0	0
31/12/13		£93	£11	£83	£0	£0	£0	n/a	0	0
31/12/12		£13	£12	£1	£0	£0	£0	n/a	0	0
31/12/11		£39	£25	£14	£0	£0	£0	n/a	0	0
31/12/10?		£7	£9	£-1	£0	£0	£0	n/a	0	0
02/12/09?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
28/12/08		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
28/12/07		£0	£0	£0	£0	£0	£0	NAN	0	0

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Highest pay bracket: less than £60,000

Established: 17 years

https://burystedmundsguildhall.org.uk

admin@burystedmundsguildhall.org.uk

01284704435

Charity Commission for England and Wales

Tweets

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 works here?

Unknown number of employees
15 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.

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 (10)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ALEXANDRA YVETTE GILMOUR Appointed: 2022

GARY DE'ATH Appointed: 2020, Occupation: Solicitor

JAMES BEDFORD Appointed: 2020, Occupation: Estate Agent

ANDREW SPEED Appointed: 2020, Other trusteeship: SUFFOLK PHILHARMONIC ORCHESTRA,

CATHERINE MARY BUCHANAN Appointed: 2019, Occupation: Company Director

GRANT HOWLETT Appointed: 2022, Other trusteeships: KING EDWARD THE SIXTH GRAMMAR SCHOOL, BURY ST EDMUNDS, FOUNDATION, THE ST. JOHN'S SCHOOL CENTRE,

MAJOR GREGORY OWEN LUTON Appointed: 2022, Other trusteeship: THE SUFFOLK REGIMENT MUSEUM AND TRUST FUND,

MARILYN ANNE LEE Appointed: 2019, Occupation: Company Director

SIMON FRANCIS POTT FRICS, Other trusteeships: THE CHARITY OF SIR THOMAS AND LADY KYTSON, GUILDHALL FEOFFMENT, DOCTOR CLOPTON'S CHARITY, THE FENNELL MEMORIAL HOMES, BATTELEY AND SUTTON RELIEF IN NEED CHARITY, CHARITY OF SIR JOHN JAMES, GUILDHALL FEOFFMENT ALMSHOUSE RESIDENTS' CHARITY, GENERAL THE HONOURABLE SIR WILLIAM HERVEY, GUILDHALL FEOFFMENT EDUCATIONAL FOUNDATION, THE DAY FOUNDATION, THE LITTLE GIDDING TRUST LIMITED, THE ICKWORTH CHURCH CONSERVATION TRUST,

STEPHEN COOK Appointed: 2020, Occupation: Chartered Accountant, Other trusteeships: ROTARY CLUB OF BURY ST EDMUNDS CHARITY FUND, BURY ST. EDMUNDS PAST & PRESENT SOCIETY,

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

15 returns made; AR18: 57 days late,

Main office

79 Whting 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