THE ESSEX HERITAGE TRUST

Charity number: 802317
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £72,314
Total expenditure: £81,211

People

11 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Essex

Governance

Registration history:
  • 07 November 1989: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity does not own and/or lease land or property

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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JONATHAN PETER DOUGLAS-HUGHES Chair
ESSEX BOYS AND GIRLS CLUBS
Received: On time
Councillor Ray Gooding Trustee 10 July 2025
None on record
Henrietta Mary Guest Trustee 06 March 2025
None on record
Terry Gregson Trustee 09 March 2022
None on record
Jennifer Tolhurst Trustee 05 August 2017
THE AUGUSTINE COURTAULD TRUST
Received: On time
Dr Francis James Archibald Bettley FSA Trustee
THE RURAL COMMUNITY COUNCIL OF ESSEX
Received: On time
MARK FERENS PERTWEE Trustee
FRIENDS OF ST MARY'S CHURCH KERSEY
Received: On time
COLCHESTER CATALYST CHARITY
Received: On time
PETER JOHN MAMELOK Trustee
None on record
RICHARD HUGH WOLLASTON Trustee
None on record
LORD JOHN PATRICK LIONEL PETRE KCVO MA JP Trustee
None on record
BRIAN MOODY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £76.05k £58.62k £65.69k £71.64k £72.31k
Total expenditure £60.92k £59.44k £51.66k £74.40k £81.21k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 25 November 2024 On time
Accounts and TAR 31 March 2024 25 November 2024 On time Download Open in new window
Annual return 31 March 2023 09 January 2024 On time
Accounts and TAR 31 March 2023 09 January 2024 On time Download Open in new window
Annual return 31 March 2022 09 January 2023 On time
Accounts and TAR 31 March 2022 09 January 2023 On time Download Open in new window
Annual return 31 March 2021 11 January 2022 On time
Accounts and TAR 31 March 2021 11 January 2022 On time Download Open in new window
Annual return 31 March 2020 06 January 2021 On time
Accounts and TAR 31 March 2020 06 January 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED THE 27 OCTOBER 1989 AS AMENDED BY DEED OF VARIATION DATED11 JULY 1995

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

THE COUNTY OF ESSEX

Contact information

Address:
CRESSING TEMPLE
WITHAM ROAD
CRESSING
BRAINTREE
CM77 8PD
Phone:
01376583280
Email:
mail@essexheritagetrust.co.uk
Website:

www.essexheritagetrust.co.uk Open in new window