J R HESLAM TRUST

Charity number: 247823
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees have the power to apply income or capital to the purchase of pictures, prints, sculptures, books, works of art as the Trustees consider to be of national, scientific, historic or artistic interest in connection with City of Lincoln. The ownership of items purchased to be transferred to the City, such items to be exhibited in the Usher Gallery or such other place in the City.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £20,812
Total expenditure: £210,807

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Lincolnshire

Governance

Registration history:
  • 03 May 1966: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Preston Scott Fitzgerald Trustee 16 October 2024
None on record
Simon Anthony Devenish Trustee 16 October 2024
None on record
Richard Mark Overton Trustee 16 October 2024
None on record
Rebecca Jane Blackwood Trustee 14 February 2020
None on record
Malcolm Smith Trustee 14 February 2020
None on record
Henry Ruddock Trustee 12 November 2013
ROTARY CLUB OF LINCOLN COLONIA
Received: On time
Jeremey Webster Trustee 12 November 2013
None on record
PETER HARROLD Trustee
None on record
CHRISTOPHER NEVILE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £16.19k £16.78k £14.87k £16.95k £20.81k
Total expenditure £9.42k £8.01k £13.39k £40.12k £210.81k
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 05 April 2024 29 January 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 02 January 2024 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 15 December 2022 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 29 October 2021 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 04 February 2021 On Time
Accounts and TAR 05 April 2020 Not Required
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.

DEED DATED 11 JULY 1963, CONVEYANCE DATED 1 FEBRUARY 1965.

Charitable objects

PURCHASE OF PICTURES PRINTS SCULPTURES BOOKS MANUSCRIPTS WORKS OF ART OR OTHER CHATTELS AS THE TRUSTEES SHALL CONSIDER TO BE OF NATIONAL SCIENTIFIC HISTORIC OR ARTISTIC INTEREST BY VIRTUE OF ASSOCIATION WITH THE CITY OF LINCOLN TO BE TRANSFERRED TO THE LINCOLN CITY CORPORATION ON TRUST TO EXHIBIT THEM TO THE PUBLIC.

Area of benefit

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

UNRESTRICTED.

Contact information

Address:
Chattertons Legal Services Ltd
1 Flavian Road
LINCOLN
LN2 4GR
Phone:
01522 781465
Email:
helen.newson@chattertons.com
Website:

No information available