BURY ST EDMUNDS HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 3 May 2007
Removed: Not supplied
Company number supplied: 06037742
Financial period: 1 January 2024 – 31 December 2024
Latest income: £88,553
Latest expenditure: £109,882
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 79 Whiting Street, Bury St. Edmunds, IP33 1NX

Website recorded by the regulator: https://burystedmundsguildhall.org.uk (displayed as text)

02 Activities

What the charity does

To improve the heritage provision in Suffolk for the benefit of everyone

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 23 October 2025
Date Accounts Received: 23 October 2025
Total Gross Income: £88,553
Total Gross Expenditure: £109,882

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 10 October 2024
Date Accounts Received: 10 October 2024
Total Gross Income: £92,600
Total Gross Expenditure: £125,845

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 31 October 2023
Date Accounts Received: 31 October 2023
Total Gross Income: £96,425
Total Gross Expenditure: £129,871

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 31 October 2022
Date Accounts Received: 31 October 2022
Total Gross Income: £73,264
Total Gross Expenditure: £91,670

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 22 October 2021
Date Accounts Received: 22 October 2021
Total Gross Income: £106,802
Total Gross Expenditure: £92,337

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 23 October 2025
Total Gross Income: £88,553
Total Gross Expenditure: £109,882
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £5,116
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 10 October 2024
Total Gross Income: £92,600
Total Gross Expenditure: £125,845
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £15,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 31 October 2023
Total Gross Income: £96,425
Total Gross Expenditure: £129,871
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £15,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 31 October 2022
Total Gross Income: £73,264
Total Gross Expenditure: £91,670
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £29,596
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 22 October 2021
Total Gross Income: £106,802
Total Gross Expenditure: £92,337
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £37,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Suffolk
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

07 Official extract

Charity Event History

Charity Name: BURY ST EDMUNDS HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2007-05-03T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28 DECEMBER 2006.
Charitable Objects: 3) FOR THE BENEFIT OF THE PEOPLE OF THE BOROUGH OF ST EDMUNDSBURY IN THE COUNTY OF SUFFOLK AND THE UNITED KINGDOM AT LARGE TO PRESERVE AND IMPROVE THE HERITAGE OF THE BOROUGH OF ST EDMUNDSBURY AND ANY OBJECTS AND BUILDINGS TO BE FOUND THEREIN OR TO BECOME AVAILABLE TO THE TRUST (SEE MEMORANDUM FOR FURTHER DETAILS).
Area Of Benefit: BOROUGH OF ST EDMUNDSBURY IN THE COUNTY OF SUFFOLK

09 Official extract

Charity Policy

Policy Name: Volunteer management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Paying staff

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures