Finance Score: 1

Governance Score: 0

Support Score: 8

Reasonable growth: +1
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 9

HISTORIC SUFFOLK

FURTHER THE PRESERVATION, IN APPROPRIATE SETTINGS FOR THE BENEFIT OF THE NATION, OF BUILDINGS AND OTHER SUCH STRUCTURES OR LAND OF SPECIAL BEAUTY OF SPECIAL HISTORIC OR ARCHITECTURAL INTEREST.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£139	£138	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£119	£75	£44	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£111	£73	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£68	£51	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£99	£77	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£91	£71	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£145	£130	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£126	£83	£43	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£95	£80	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£122	£119	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£104	£75	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£67	£76	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£145	£127	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£82	£83	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£88	£70	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£183	£101	£82	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	£191	£76	£116	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	£90	£105	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£111	£83	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£43	£41	£2	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 52 years

roy@proctor.org.uk

01284727743

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Suffolk,

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.

Major supporters in last 5 years

Architectural Heritage Fund	£9,600
The Pilgrim Trust	£5,000
The Grocers' Charity	£3,000

Specific Donations

Amount	When Months	To be used for
The Grocers' Charity - 2024 Grant - Historic Suffolk
£3,000	26/04/2024	To support Thelnetham Windmill a working 19th c. Grade II* Listed building needing repairs. Sails, whips and frames needed repairing, cleaning and repainting. Also, the tower brickwork needed repairing before repainting.
The Pilgrim Trust - Grant to Suffolk Building Preservation Trust Ltd
£5,000	23/06/2022 2	External redecoration and repair of Pakenham Water Mill
Architectural Heritage Fund - Grant to Suffolk Building Preservation Trust Ltd
£9,600	29/01/2021	Brandon Station Building

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 66-82

BRIAN AKET Appointed: 2013, Occupation: Retired

DR GILES ROWAN SMITH Appointed: 2016, Occupation: Retired

GRAHAM DAVID PANTON Appointed: 2017, Occupation: Retired

JOHN KNIGHT Appointed: 2016, Occupation: Retired

MELANIE LESSER Appointed: 2023, Occupation: Retired

MICHAEL SUTHERILL Appointed: 2022, Occupation: Heritage Consultant

PIERS HART (Chair) Appointed: 2013, Occupation: Cabinet Maker

ROY PROCTOR Appointed: 2016, Occupation: Retired Consultant

TIM BUXBAUM Appointed: 2024

Legal constitution

Charitable company registered in England & Wales on 01/03/1973, number: 265212
Registered at Companies House on 02/01/1973, number: 01089324

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from SUFFOLK ARCHITECTURAL HERITAGE TRUST LIMITED on 25/07/2024

Main office

Chelsea House
59 Out Risbygate
Bury St Edmunds
Suffolk
Suffolk
IP33 3RQ

Objectives

TO FURTHER THE PRESERVATION IN APPROPRIATE SETTINGS FOR THE BENEFIT OF THE NATION BUILDINGS OR OTHER STRUCTURES OR LAND OF SPECIAL BEAUTY OR SPECIAL HISTORIC OR ARCHITECTURAL INTEREST.

Defined Area of Benefit:

SUFFOLK

Data Sources

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