SWANS TRUST (SHAFTESBURY)

Charity number: 1063757
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Community Development Charity which supports the development of start up businesses and the activities that provide economic ,well being, cultural and environmental benefit in Shaftesbury and the surrounding area.

Income and expenditure

Data for financial year ending 29 February 2024

Total income: £47,225
Total expenditure: £40,628

People

6 Trustee(s)

2 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

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:
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 01 August 1997: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
03321759 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
John Francis Wilkinson Trustee 19 February 2025
None on record
Jennifer Jane Belissa Beattie Trustee 15 January 2025
None on record
Peter Mills Trustee 21 April 2021
None on record
John Leslie Goodwin Trustee 30 October 2019
None on record
DR Richard Tippins Trustee 04 November 2013
None on record
JOHN PARKER Trustee
THE FRIENDS OF ST.PETER'S SHAFTESBURY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 29/02/2020 28/02/2021 28/02/2022 28/02/2023 29/02/2024
Total gross income £50.29k £85.12k £46.38k £41.45k £47.23k
Total expenditure £66.31k £49.60k £26.05k £34.88k £40.63k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £42.82k £9.53k 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 29 February 2024 04 November 2024 On Time
Accounts and TAR 29 February 2024 12 November 2024 On Time Download Open in new window
Annual return 28 February 2023 20 October 2023 On Time
Accounts and TAR 28 February 2023 25 October 2023 On Time Download Open in new window
Annual return 28 February 2022 12 September 2022 On Time
Accounts and TAR 28 February 2022 12 September 2022 On Time Download Open in new window
Annual return 28 February 2021 29 November 2021 On Time
Accounts and TAR 28 February 2021 29 November 2021 On Time Download Open in new window
Annual return 29 February 2020 17 December 2020 On Time
Accounts and TAR 29 February 2020 17 December 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 20 FEBRUARY 1997

Charitable objects

FOR THE PUBLIC BENEFIT OF NORTH DORSET: INCLUDING IMPROVING THE TOWN OF SHAFTESBURY; PROVIDING FACILITIES FOR RECREATION OR LEISURE TIME OCCUPATION; PROMOTION AND PRESERVATION OF STANDARDS OF CRAFTSMANSHIP; PRESERVATION OF BUILDINGS OF CONSTRUCTIONAL OR ARCHITECTURAL MERIT; ADVANCEMENT OF EDUCATION RELEVANT TO EMPLOYMENT; AND SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE PUBLIC: FOR FULL DETAILS SEE CLAUSE 3

Area of benefit

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

NORTH DORSET PARTICULARLY SHAFTESBURY

Contact information

Address:
Unit1/2 Swans Yard
High Street
Shaftesbury
SP7 8JQ
Phone:
01747850944
Email:
info@swanstrust.org.uk
Website:

www.swanstrust.org.uk Open in new window