THE SURREY HISTORIC BUILDINGS TRUST LIMITED
Charity overview
Activities - how the charity spends its money
To preserve for the benefit of the public such of the historical architectural or constructional heritage as may exist in Surrey in the form of buildings, gardens, plant, machinery or monuments. The Trust may purchase, sell or restore buildings, make grants and provide advice to owners, work in conjunction with public or charitable bodies and foster interest by way of visits and lectures.
Income and expenditure
Data for financial year ending 31 March 2025
People
7 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
Trading
Trustee payments
What, who, how, where
- Environment/conservation/heritage
- The General Public/mankind
- Makes Grants To Individuals
- Makes Grants To Organisations
- Surrey
Governance
- S H B T (Working name)
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Perdita Mary Gergaud | Trustee | 06 November 2025 |
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| Deborah O'Reilly | Trustee | 11 June 2025 |
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| Hugh Jeremy Webster | Trustee | 06 November 2024 |
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| Dr David Charles Taylor | Trustee | 26 October 2022 |
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| Amanda Jane Lewis | Trustee | 09 October 2019 |
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| Sarah Sullivan | Trustee | 09 October 2019 |
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| Hazel Morris | Trustee | 14 October 2015 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £17.15k | £22.32k | £23.63k | £27.82k | £18.84k | |
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Total expenditure | £14.65k | £37.35k | £16.72k | £7.60k | £17.01k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 March 2025 | 08 December 2025 | On time | |
| Accounts and TAR | 31 March 2025 | Not required | ||
| Annual return | 31 March 2024 | 27 November 2024 | On time | |
| Accounts and TAR | 31 March 2024 | 27 November 2024 | On time | Download Open in new window |
| Annual return | 31 March 2023 | 09 February 2024 | 9 days late | |
| Accounts and TAR | 31 March 2023 | Not required | ||
| Annual return | 31 March 2022 | 23 January 2023 | On time | |
| Accounts and TAR | 31 March 2022 | Not required | ||
| Annual return | 31 March 2021 | 14 December 2021 | On time | |
| Accounts and TAR | 31 March 2021 | Not required | Download Open in new window |
Governing document
It is not the full text of the charity's governing document.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28TH DECEMBER 1979 AS AMENDED BY SPECIAL RESOLUTION DATED 20TH OCTOBER 1986 as amended on 29 Feb 2024
Charitable objects
TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF SURREY AND OF THE NATION AT LARGE WHATEBER OF THE ENGLISH HISTORICAL ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND SURREY IN THE FORM OF BUILDINGS OF PARTICULAR BEAUTY OR HISTORIC, ARCHITECTURAL, OR CONSTRUCTIONAL INTEREST OR ANCIENT MONUMENTA. (FOR DETAILS, SEE CLAUSE 3 OF MEMORANDUM OF ASSOCIATION).
Area of benefit
SURREY
Contact information
- Address:
-
Surrey County Council
Woodhatch Place
11 Cockshot Hill
Reigate
Surrey
RH2 8EF
- Phone:
- 07967 148704
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