SOUTH WESTERN REGIONAL LIBRARY SERVICES CIO

Charity Number: 1176414
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We take a strategic & partnership approach to serving our communities by developing staff, services & resources that are inclusive, sustainable & enhance learning. We do this through 5 key areas of activity: networking; providing training & development opportunities & courses; providing grants for projects & training; facilitating the inter lending of resources; developing strategic partnerships

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £52,650
Total expenditure: £46,454

People

10 Trustee(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

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bournemouth
  • Bristol City
  • Cornwall
  • Devon
  • Dorset
  • Gloucestershire
  • Hampshire
  • Somerset
  • Torbay
  • Wiltshire
  • Guernsey
  • Jersey

Governance

Registration history:
  • 21 December 2017: CIO registration
  • 02 November 2018: Funds received from 284072 THE SOUTH WESTERN REGIONAL LIBRARY SERVICE
Organisation type:
CIO
Other names:
  • SWRLS (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal risk management policy and procedures
  • Risk management
  • Trustee expenses 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kerry Kellaway Trustee 13 November 2024
None on record
Jane Choules Trustee 13 November 2024
None on record
Simonetta Taylor Trustee 01 January 2022
None on record
Frances Jane Tout Trustee 13 November 2020
None on record
Emma Kristina Wellard Trustee 30 December 2019
None on record
Michael Garfield Hosking Trustee 14 June 2019
None on record
Helen Chaloner Trustee 28 November 2018
None on record
Jolanta Peters Trustee 29 June 2018
None on record
Donna Lynne Gundry Trustee 05 April 2017
None on record
Merryn Elizabeth Kent Trustee 05 April 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £52.37k £41.65k £20.13k £52.40k £52.65k
Total expenditure £43.76k £28.38k £26.79k £46.19k £46.45k
Income from government contracts £31.83k £26.29k £13.45k N/A N/A
Income from government grants £4.95k 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 March 2024 08 November 2024 On Time
Accounts and TAR 31 March 2024 08 November 2024 On Time Download Open in new window
Annual return 31 March 2023 11 January 2024 On Time
Accounts and TAR 31 March 2023 11 January 2024 On Time Download Open in new window
Annual return 31 March 2022 22 December 2022 On Time
Accounts and TAR 31 March 2022 22 December 2022 On Time Download Open in new window
Annual return 31 March 2021 17 December 2021 On Time
Accounts and TAR 31 March 2021 17 December 2021 On Time Download Open in new window
Annual return 31 March 2020 17 December 2020 On Time
Accounts and TAR 31 March 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.

CIO - ASSOCIATION Registered 21 Dec 2017 as amended on 09 Jun 2020 as amended on 26 Nov 2020

Charitable objects

THE OBJECTS OF THE CIO ARE (1) THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC BY: (A) PROMOTING CROSS SECTOR CO-OPERATION BETWEEN MEMBERS. (B) PROMOTING ACCESS TO LIBRARY COLLECTIONS AND SPECIALIST KNOWLEDGE. (C) PROVIDING A FRAMEWORK FOR THE INTERLENDING OF MATERIALS. (D) ADVANCING THE SKILLS AND KNOWLEDGE OF THE WORKFORCE AND THEIR STAKEHOLDERS. (E) FACILITATING A COLLABORATIVE NETWORK TO SHARE BEST PRACTICE AND EXCELLENCE. (2) THE ADVANCEMENT OF LITERATURE, KNOWLEDGE AND LIFELONG LEARNING FOR THE BENEFIT OF THE PUBLIC BY PROMOTING: (A) ACCESS TO SPECIALIST RESOURCES. (B) CULTURAL ACTIVITIES AND PARTNERSHIPS. (C) ACCESS TO DATA AND INFORMATION.

Contact information

Address:
ARTS UNIVERSITY PLYMOUTH
TAVISTOCK PLACE
PLYMOUTH
PL4 8AT
Phone:
07590218156
Email:
coordinator@swrls.org.uk
Website:

www.swrls.org.uk Open in new window