Finance Score: 0

Governance Score: -5

Support Score: 2

Multiple Deficits and declines: -5
Future income +5
No PartB

No conflicts policy: -1
12+ Trustees: -1
Mainly male board: -1
Multiple returns filed late: -2

Overall weighted support: +2

Overall GiG Score: -3

SOMERSET BUILDING PRESERVATION TRUST COMPANY LIMITED

The Somerset Building Perservation Trust acts as an organisation of "last resort" to restore and repair buildings of historic interest which would otherwise be lost.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Why are there 14 trustees whereas the Charities Commission recommends a maximum of 12?
The Board is predominantly male
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/06/23		£5	£25	£-20	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£11	£16	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£32	£14	£18	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£12	£17	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£16	£17	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£11	£12	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£10	£14	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£24	£37	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£58	£274	£-216	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£19	£842	£-824	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£1,089	£43	£1,046	£13	£1,185	£31	8.5	0	0
30/06/11		£111	£91	£19	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£57	£32	£25	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£16	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£12	£11	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£65	£20	£45	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£14	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£14	£10	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£13	£19	£-6	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 36 years

www.sbpt.org.uk

secretary@sbpt.info

07968083741

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space

Where it operates

Somerset,

Who it helps

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
Architectural Heritage Fund - Grant to Somerset Building Preservation Trust Co Ltd
£6,000	12/09/2023	The Courtroom and No. 9
Architectural Heritage Fund - Grant to Somerset Building Preservation Trust Co Ltd
£9,000	02/12/2022	The Courtroom and No. 9

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 54-99

ADRON DUCKWORTH Appointed: 2016, Occupation: Retired

ANN MANDERS Appointed: 2020, Occupation: Self Employed

CLLR HUGH DAVIES Appointed: 2023

CLLR MARTIN LOVELL Appointed: 2023, Occupation: Councillor

DAVID GRENVILLE HUNTLY GORDON Appointed: 1997, Occupation: Gentleman

DR JOHN PRIDEAUX Appointed: 2016, Occupation: Retired

GREG VENN Appointed: 2023, Occupation: Conservation Officer

JAMES HOLYDAY Appointed: 2016, Occupation: Manager

NIGEL JONES Appointed: 2024, Occupation: Chartered Surveyor

PATRICK BROWN, Occupation: Retired Architect

PATRICK STOW (Chair) Appointed: 2016, Occupation: Structural Engineer

RAY STOKES Appointed: 2013, Occupation: Media Consultant

TIM KERLEY Appointed: 2019, Occupation: Councillor

TONY GRIMES CLLR Appointed: 2015, Occupation: Town Councillor

Legal constitution

Charitable company registered in England & Wales on 16/02/1989, number: 800904
Registered at Companies House on 21/11/1988, number: 02319737

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Paying staff

Filing Record

20 returns made; AR22: 16 days late, AR19: 22 days late,

Main office

10 St. Medard Road
WEDMORE
Somerset
BS28 4AY

Objectives

TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF SOMERSET AND OF THE NATION AT LARGE, WHATEVER OF THE ENGLISH HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE AS MAY EXIST IN AND AROUND SOMERSET IN THE FORM OF BUILDINGS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

SOMERSET

Data Sources

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