Finance Score: -7

Governance Score: 1

Support Score: 3

Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

Grant maker support: +3

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
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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
30/06/23		£5	£25	£-20	n/a	n/a	n/a	n/a	n/a	0
30/06/22	*	£11	£16	£-5	n/a	n/a	n/a	n/a	n/a	0
30/06/21		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£32	£14	£18	n/a	n/a	n/a	n/a	n/a	1
30/06/19	*	£12	£17	£-5	n/a	n/a	n/a	n/a	n/a	1
30/06/18		£16	£17	£-1	£0	£0	£0	n/a	0	0
30/06/17		£11	£12	£-1	£0	£0	£0	n/a	0	0
30/06/16		£10	£14	£-3	£0	£0	£0	n/a	0	0
30/06/15		£24	£37	£-13	£0	£0	£0	n/a	0	0
30/06/14		£58	£274	£-216	£0	£0	£0	n/a	0	0
30/06/13		£19	£842	£-824	£0	£0	£0	n/a	0	0
30/06/12		£1,089	£43	£1,046	£13	£1,185	£31	8.5	0	0
30/06/11		£111	£91	£19	£0	£0	£0	n/a	0	0
30/06/10		£57	£32	£25	£0	£0	£0	n/a	0	0
30/06/09		£16	£15	£1	£0	£0	£0	n/a	0	0
30/06/08		£12	£11	£1	£0	£0	£0	n/a	0	0
30/06/07		£65	£20	£45	£0	£0	£0	n/a	0	0
30/06/06		£14	£14	£0	£0	£0	£0	n/a	0	0
30/06/05		£14	£10	£4	£0	£0	£0	n/a	0	0
30/06/04		£13	£19	£-6	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 35 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'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
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: 53-98

ANGELA BETTY YEOMAN OBE DL

ADRON DUCKWORTH Appointed: 2016, Occupation: Retired

COUNCILLOR MARCIA JANE HILL Appointed: 2013, Occupation: Councillor

DAVID GRENVILLE HUNTLY GORDON Appointed: 1997, Occupation: Gentleman

DR JOHN PRIDEAUX Appointed: 2016, Occupation: Retired

MIRIAM MADDISON Appointed: 2018, Occupation: Company Director

PATRICK BROWN, Occupation: Retired Architect

PATRICK STOW Appointed: 2016, Occupation: Structural Engineer

RAY STOKES Appointed: 2013, Occupation: Media Consultant, Other trusteeship: THE FRIENDS OF ST MARY'S, KINGSTON,

RUSSELL LILLFORD (Chair) Appointed: 2013, Occupation: Retired

TIM KERLEY Appointed: 2019, Occupation: Councillor

TONY GRIMES CLLR Appointed: 2015, Occupation: Town Councillor

ANN MANDERS Appointed: 2020, Occupation: Self Employed, Other trusteeships: GOATHURST RELIEF IN NEED CHARITY, THE GOATHURST VILLAGE HALL CHARITY,

JAMES HOLYDAY Appointed: 2016, Occupation: Manager, Other trusteeship: CONQUEST CENTRE LIMITED,

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