HEULWEN TRUST

Charity Number: 1010813
Charity reporting is up to date (89 days late)

Charity overview

Activities - how the charity spends its money

Providing boat trips for people with disabilities on the Montgomery Canal at Welshpool. Two boats are in operation and both are specially adapted with lifts/ramps/wheelchair access etc.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £66,820
Total expenditure: £75,812

People

3 Trustee(s)

85 Volunteer(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

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Birmingham City
  • Ceredigion
  • Denbighshire
  • Powys
  • Sandwell
  • Shropshire
  • Staffordshire
  • Stoke-on-trent City
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 29 April 1992: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
02681102 Open in new window
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
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
John Gareth Thomas Trustee 07 November 2023
None on record
PETER FREDERICK CHARLES EDWARDS Trustee 07 November 2023
None on record
Rita Ann Ward Trustee 07 November 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £43.88k £7.66k £14.58k £56.72k £66.82k
Total expenditure £51.54k £18.37k £22.16k £49.04k £75.81k
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 31 December 2023 28 January 2025 89 days late
Accounts and TAR 31 December 2023 28 January 2025 89 days late Download Open in new window
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 27 October 2023 On Time Download Open in new window
Annual return 31 December 2021 30 June 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 27 October 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 28 October 2020 On Time
Accounts and TAR 31 December 2019 28 October 2020 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 27 JANUARY 1992 AS AMENDED BY SPECIAL RESOLUTION 8 APRIL 1992

Charitable objects

RELIEF OF PERSONS WHO ARE PHYSICALLY OR MENTALLY HANDICAPPED BY,THE PROVISION OPERATION AND MAINTENANCE OF A NARROW BOAT ON THE MONTGOMERY CANAL FOR EDUCATION,RECREATIONAL OR OTHER LEISURE TIME OCCUPATIONS IN THE INTERESTS OF SOCIAL WELFARE.THE ACQUISITION OF LAND FOR THE PURPOSE OF DEVELOPOING,OPERATING AND MAINTAINING THEREON PURPOSE BUILT ACCOMODATION FOR SUCH PERSONS TO ENJOY RESIDENTIAL HOLIDAYS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Eagle House
25 Severn Street
WELSHPOOL
SY21 7AD
Phone:
07858483168
Email:
info@heulwentrust.co.uk
Website:

www.heulwentrust.co.uk Open in new window