THE ESSEX HERITAGE TRUST

Registered charity 802317 · accounts filings on the Charity Commission register

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.

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 COUNTY OF ESSEX

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net surplus of £11,928 for the year ended 31 March 2025, with total incoming resources of £86,172 against total expenditure of £74,244. Per the balance sheet, the charity holds unrestricted net assets of £1,660,830, comprising investments valued at £1,666,270 and current assets of £45,455, offset by current liabilities of £50,895. The trustees confirmed that the financial statements were prepared on a going concern basis.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• 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
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• JONATHAN PETER DOUGLAS-HUGHESchair · trustee of 1 other charity
• BRIAN MOODY
• Councillor Ray Gooding
• Dr Francis James Archibald Bettley FSA · trustee of 1 other charity
• Henrietta Mary Guest
• Jennifer Tolhurst · trustee of 1 other charity
• LORD JOHN PATRICK LIONEL PETRE KCVO MA JP
• MARK FERENS PERTWEE · trustee of 2 other charities
• PETER JOHN MAMELOK
• RICHARD HUGH WOLLASTON
• Terry Gregson

Trustee list from the Charity Commission register (current, not historical).

Operates in: Essex

Income and spending

Common questions