HISTORIC SWALE CIO
Charity number: 1177323
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Historic Swale is an umbrella charity which supports member attractions and organisations in the 3 areas which make up the Swale district to collectively showcase the diverse and fascinating heritage which the Borough offers.
Income and expenditure
Data for financial year ending 30 November 2023
Total income: £35
Total expenditure: £180
People
7 Trustee(s)
36 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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
What the charity does:
- Education/training
- Arts/culture/heritage/science
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Organisations
- Provides Advocacy/advice/information
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Kent
- Medway
Governance
Registration history:
- 26 February 2018: CIO registration
Organisation type:
CIO
Other names:
- HISTORIC SWALE (Working name)
- HS (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Complaints policy and procedures
- Safeguarding vulnerable beneficiaries
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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Richard EMMETT | Chair | 01 October 2019 |
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| Fiona Palmer | Trustee | 17 February 2025 |
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| Susan Lowery | Trustee | 04 November 2024 |
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| SARAH STEPHEN | Trustee | 26 February 2024 |
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| ALLEN WHITNELL | Trustee | 05 October 2020 |
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| Elizabeth Margaret Fuller | Trustee | 18 March 2019 |
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| RICHARD EDWARD EMMETT | Trustee | 17 July 2018 |
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Financial history
Financial period end date
| Income / Expenditure | 30/09/2019 | 30/09/2020 | 30/11/2021 | 30/11/2022 | 30/11/2023 | ||
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Total gross income | £984 | £4.15k | £75 | £0 | £35 | |
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Total expenditure | £415 | £285 | £1.45k | £180 | £180 | |
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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 | £709 | £974 | 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 | 30 November 2023 | 29 September 2024 | On Time | |
| Accounts and TAR | 30 November 2023 | 29 September 2024 | On Time | Download Open in new window |
| Annual return | 30 November 2022 | 19 September 2023 | On Time | |
| Accounts and TAR | 30 November 2022 | 19 September 2023 | On Time | Download Open in new window |
| Annual return | 30 November 2021 | 26 January 2022 | On Time | |
| Accounts and TAR | 30 November 2021 | 26 January 2022 | On Time | Download Open in new window |
| Annual return | 30 September 2020 | 26 January 2022 | 180 days late | |
| Accounts and TAR | 30 September 2020 | 26 January 2022 | 180 days late | Download Open in new window |
| Annual return | 30 September 2019 | 25 January 2022 | 544 days late | |
| Accounts and TAR | 30 September 2019 | 23 November 2020 | 116 days late | Download Open in new window |