Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

No supporters identified

Overall GiG Score: 0

THE ESSEX HERITAGE TRUST

To help safeguard or preserve for the benefit of the public such land, buildings, objects or records that may be illustrative of, or significant to, the history of the County of Essex which enhance an understanding of the characteristics and traditions of the County.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£72	£74	£-3	n/a	n/a	n/a	n/a	n/a
31/03/22	£66	£52	£14	n/a	n/a	n/a	n/a	n/a
31/03/21	£59	£59	£-1	n/a	n/a	n/a	n/a	n/a
31/03/20	£76	£61	£15	n/a	n/a	n/a	n/a	n/a
31/03/19	£70	£69	£1	n/a	n/a	n/a	n/a	n/a
31/03/18	£70	£66	£3	£0	£0	£0	n/a	0
31/03/17	£70	£86	£-16	£0	£0	£0	n/a	0
31/03/16	£65	£63	£2	£0	£0	£0	n/a	0
31/03/15	£65	£79	£-14	£0	£0	£0	n/a	0
31/03/14	£65	£63	£3	£0	£0	£0	n/a	0
31/03/13	£82	£55	£27	£0	£0	£0	n/a	0
31/03/12	£57	£45	£12	£0	£0	£0	n/a	0
31/03/11	£59	£76	£-17	£0	£0	£0	n/a	0
31/03/10	£59	£49	£10	£0	£0	£0	n/a	0
31/03/09	£87	£59	£28	£0	£0	£0	n/a	0
31/03/08	£84	£73	£11	£0	£0	£0	n/a	0
31/03/07	£88	£84	£3	£0	£0	£0	n/a	0
31/03/06	£77	£68	£9	£0	£0	£0	n/a	0
31/03/05	£72	£61	£11	£0	£0	£0	n/a	0
31/03/04	£66	£63	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 35 years

www.essexheritagetrust.co.uk

mail@essexheritagetrust.co.uk

01376583280

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Essex,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Gender Split

BRIAN MOODY

COUNCILLOR JILLIAN REEVES Appointed: 2023

KAY TWITCHEN OBE Appointed: 2015

LORD JOHN PATRICK LIONEL PETRE KCVO MA JP

PETER JOHN MAMELOK

RICHARD HUGH WOLLASTON

TERRY GREGSON Appointed: 2022

DR FRANCIS JAMES ARCHIBALD BETTLEY FSA, Other trusteeship: THE RURAL COMMUNITY COUNCIL OF ESSEX,

JONATHAN PETER DOUGLAS-HUGHES (Chair), Other trusteeship: ESSEX BOYS AND GIRLS CLUBS,

JENNIFER TOLHURST Appointed: 2017, Other trusteeship: THE AUGUSTINE COURTAULD TRUST,

MARK FERENS PERTWEE, Occupation: Company Director, Other trusteeships: COLCHESTER CATALYST CHARITY, FRIENDS OF ST MARY'S CHURCH KERSEY,

Legal constitution

Charity registered in England & Wales on 07/11/1989, number: 802317

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

CRESSING TEMPLE
WITHAM ROAD
CRESSING
BRAINTREE
CM77 8PD

Objectives

THE TRUST IS ESTABLISHED TO HELP SAFEGUARD OR PRESERVE FOR THE BENEFIT OF THE PUBLIC SUCH LAND BUILDINGS OBJECTS OR RECORDS AS MAY BE ILLUSTRATIVE OF OR SIGNIFICANT TO THE HISTORY OF THE COUNTY OR WHICH ENHANCE AN UNDERSTANDING OF THE CHARACTERISTICS AND TRADITIONS OF THE COUNTY.

Defined Area of Benefit:

THE COUNTY OF ESSEX

Data Sources