THE SWANNINGTON HERITAGE TRUST

Charity number: 515809
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Maintenance, preservation and development of sites of industrial and environmental interest in and around the village of Swannington

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £54,369
Total expenditure: £43,843

Total income includes £6,130 from 4 government grant(s)

People

8 Trustee(s)

30 Volunteer(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

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Leicestershire

Governance

Registration history:
  • 20 November 1984: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
01858055 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Katrina Pentlow Chair 13 June 2014
SWANNINGTON PRIMARY AND COMMUNITY EXPANSION
Charity reporting is overdue by 888 days
Peter Sydney William Smitherman Trustee 06 March 2024
None on record
IAN PAUL BAKER Trustee 23 November 2022
None on record
Susan Elaine Lincoln Trustee 07 September 2022
None on record
Owen Peter Bailey Trustee 05 February 2020
None on record
Mark Temple Trustee 02 February 2019
None on record
Karan Frances Sheffield Trustee 09 July 2018
None on record
CLIFFORD ANTHONY ARIS Trustee
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 £19.38k £16.34k £24.64k £14.56k £54.37k
Total expenditure £8.62k £20.46k £16.84k £17.36k £43.84k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £500 £4.94k £2.36k £5.20k £6.13k

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 30 December 2024 On Time
Accounts and TAR 31 March 2024 14 January 2025 On Time Download Open in new window
Annual return 31 March 2023 27 December 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 30 December 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 28 December 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 04 December 2020 On Time
Accounts and TAR 31 March 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 23 OCTOBER 1984 AS AMENDED BY SPECIAL RESOLUTION DATED 2 JULY 1992 AND 29 OCTOBER 1997 as amended on 04 Sep 2019

Charitable objects

A) TO PROVIDE ESTABLISH AND PRESERVE FACILITIES IN THE VILLAGE OF SWANNINGTON AND THE NEIGHBOURING AREA OF NORTH WEST LEICESTERSHIRE FOR STUDY AND RESEARCH OF INDUSTRIAL, AGRICULTURAL AND GENERAL ARCHAEOLOGY AND OTHER MATTERS OF LOCAL HISTORIC, ECOLOGICAL OR ENVIRONMENTAL INTEREST FOR THE BENEFIT OF THE PUBLIC. B) TO ACQUIRE, MAINTAIN, PRESERVE AND DEVELOP SITES OF INTEREST INCLUDING BUILDINGS, MACHINERY AND OTHER ARTIFACTS FLORA AND FAUNA IN RESPECT OF THE MATTERS SPECIFIED AND TO PURSUE THE DEVELOPMENT, RESEARCH AND STUDY OF THE SAME AND C) TO ACQUIRE, ESTABLISH AND DEVELOP INDOOR AND OUTDOOR MUSEUMS IN RESPECT OF THE MATTERS SPECIFIED AND FOR THE DISPLAY AND EXHIBITION OF PLANT, MACHINERY, EFFECTS, EQUIPMENT, TOOLS, UTENSILS, PLANS, DRAWINGS, PHOTOGRAPHS AND ARTIFACTS OF THE SAME.

Area of benefit

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

VILLAGE OF SWANNINGTON

Contact information

Address:
72 Main Street
Swannington
Coalville
LE67 8QN
Phone:
07779275762
Email:
swanningtonchair@hotmail.com
Website:

www.swannington-heritage.co.uk Open in new window