01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 9 January 1991
- Removed
- Not supplied
- Company number supplied
- 02554738
- Financial period
- 1 June 2024 – 31 March 2025
- Latest income
- £1,698,362
- Latest expenditure
- £2,119,404
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Heritage Trust of Lincs, The Old School, Cameron Street, Heckington, SLEAFORD, NG34 9RW
Website recorded by the regulator: www.heritagelincolnshire.org (displayed as text)
02 Activities
What the charity does
The Heritage Trust of Lincolnshire is established to advance public understanding, knowledge and appreciation of all matters relating to the cultural and physical heritage of Lincolnshire with particular regard to its archaeology and architecture with their associated landscapes, social history and traditional skills, and to promote their preservation and continuity for public enjoyment.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 June 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 30 January 2026
- Date Accounts Received
- 30 January 2026
- Total Gross Income
- £1,698,362
- Total Gross Expenditure
- £2,119,404
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 May 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 March 2025
- Date Annual Return Received
- 31 March 2025
- Date Accounts Received
- 31 March 2025
- Total Gross Income
- £1,829,076
- Total Gross Expenditure
- £1,872,925
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 1 February 2024
- Date Accounts Received
- 1 February 2024
- Total Gross Income
- £1,837,899
- Total Gross Expenditure
- £2,029,653
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 1 February 2023
- Date Accounts Received
- 1 February 2023
- Total Gross Income
- £2,236,076
- Total Gross Expenditure
- £1,934,051
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 29 January 2022
- Date Accounts Received
- 29 January 2022
- Total Gross Income
- £2,083,691
- Total Gross Expenditure
- £2,027,520
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 June 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 30 January 2026
- Total Gross Income
- £1,698,362
- Total Gross Expenditure
- £2,119,404
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 6
- Count Govt Grants
- £3
- Income From Government Contracts
- 97481
- Income From Government Grants
- £641,473
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 14
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 May 2024
- Ar Due Date
- 31 March 2025
- Ar Received Date
- 31 March 2025
- Total Gross Income
- £1,829,076
- Total Gross Expenditure
- £1,872,925
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 4
- Count Govt Grants
- £8
- Income From Government Contracts
- 102895
- Income From Government Grants
- £281,266
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 12
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 1 February 2024
- Total Gross Income
- £1,837,899
- Total Gross Expenditure
- £2,029,653
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 11
- Count Govt Grants
- £2
- Income From Government Contracts
- 364945
- Income From Government Grants
- £35,634
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 28
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 1 February 2023
- Total Gross Income
- £2,236,076
- Total Gross Expenditure
- £1,934,051
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- Yes
- Charity Agreement Professional Fundraiser
- Yes
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 3
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 50240
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 147
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 29 January 2022
- Total Gross Income
- £2,083,691
- Total Gross Expenditure
- £2,027,520
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 4
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 51444
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 16
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 June 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 30 January 2026
- Income Donations And Legacies
- 5880
- Income Other Trading Activities
- 429889
- Income Charitable Activities
- 1256026
- Income Investments
- 6567
- Income Other
- 0
- Income Total Income And Endowments
- 1698362
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,000
- Expenditure Charitable Expenditure
- £1,347,291
- Expenditure Other
- 771113
- Expenditure Total
- 2119404
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 516208
- Expenditure Depreciation
- 26241
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -170000
- Gain Loss Other
- 0
- Reserves
- £303,000
- Assets Total Fixed
- 1235877
- Assets Own Use
- 326063
- Assets Long Term Investment
- 909814
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £439,236
- Assets Total Liabilities
- £1,448,768
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £226,345
- Creditors One Year Total Current
- 928457
- Creditors Falling Due After One Year
- 520311
- Assets Cash
- £138,868
- Funds Endowment
- 0
- Funds Unrestricted
- -185302
- Funds Restricted
- 411647
- Funds Total
- 226345
- Count Employees
- 49
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 May 2024
- Ar Due Date
- 31 March 2025
- Ar Received Date
- 31 March 2025
- Income Donations And Legacies
- 12560
- Income Other Trading Activities
- 260603
- Income Charitable Activities
- 1545342
- Income Investments
- 10571
- Income Other
- 0
- Income Total Income And Endowments
- 1829076
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £223,638
- Expenditure Charitable Expenditure
- £1,643,047
- Expenditure Other
- 6240
- Expenditure Total
- 1872925
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 265539
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £953,188
- Assets Total Fixed
- 1410456
- Assets Own Use
- 1410455
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,188,899
- Assets Total Liabilities
- £1,415,978
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,183,377
- Creditors One Year Total Current
- 1050812
- Creditors Falling Due After One Year
- 365166
- Assets Cash
- £45,695
- Funds Endowment
- 0
- Funds Unrestricted
- 953188
- Funds Restricted
- 230189
- Funds Total
- 1183377
- Count Employees
- 40
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 1 February 2024
- Income Donations And Legacies
- 9435
- Income Other Trading Activities
- 342467
- Income Charitable Activities
- 1482311
- Income Investments
- 3686
- Income Other
- 0
- Income Total Income And Endowments
- 1837899
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £245,545
- Expenditure Charitable Expenditure
- £1,779,868
- Expenditure Other
- 4240
- Expenditure Total
- 2029653
- Expenditure Investment Management
- 12356
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 4240
- Expenditure Support Costs
- 415499
- Expenditure Depreciation
- 21603
- Gain Loss Investment
- 61895
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £180,000
- Assets Total Fixed
- 1339402
- Assets Own Use
- 369588
- Assets Long Term Investment
- 969814
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,206,590
- Assets Total Liabilities
- £1,489,126
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,056,866
- Creditors One Year Total Current
- 1369785
- Creditors Falling Due After One Year
- 119341
- Assets Cash
- £634,898
- Funds Endowment
- 0
- Funds Unrestricted
- 958264
- Funds Restricted
- 98602
- Funds Total
- 1056866
- Count Employees
- 45
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 1 February 2023
- Income Donations And Legacies
- 252025
- Income Other Trading Activities
- 249194
- Income Charitable Activities
- 1731257
- Income Investments
- 3600
- Income Other
- 0
- Income Total Income And Endowments
- 2236076
- Income Legacies
- 245000
- Income Endowments
- 0
- Expenditure Raising Funds
- £188,812
- Expenditure Charitable Expenditure
- £1,745,239
- Expenditure Other
- 0
- Expenditure Total
- 1934051
- Expenditure Investment Management
- 19273
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 3845
- Expenditure Support Costs
- 485914
- Expenditure Depreciation
- 22366
- Gain Loss Investment
- 500000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 35000
- Gain Loss Other
- 0
- Reserves
- £79,925
- Assets Total Fixed
- 1352345
- Assets Own Use
- 382531
- Assets Long Term Investment
- 969814
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £737,467
- Assets Total Liabilities
- £841,192
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,248,620
- Creditors One Year Total Current
- 444431
- Creditors Falling Due After One Year
- 396761
- Assets Cash
- £28,736
- Funds Endowment
- 0
- Funds Unrestricted
- 1102797
- Funds Restricted
- 145823
- Funds Total
- 1248620
- Count Employees
- 42
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 29 January 2022
- Income Donations And Legacies
- 4817
- Income Other Trading Activities
- 210069
- Income Charitable Activities
- 1865655
- Income Investments
- 3150
- Income Other
- 0
- Income Total Income And Endowments
- 2083691
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £211,230
- Expenditure Charitable Expenditure
- £1,816,290
- Expenditure Other
- 0
- Expenditure Total
- 2027520
- Expenditure Investment Management
- 16298
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 3700
- Expenditure Support Costs
- 246115
- Expenditure Depreciation
- 15470
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £411,482
- Assets Total Fixed
- 558569
- Assets Own Use
- 333755
- Assets Long Term Investment
- 224814
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £685,804
- Assets Total Liabilities
- £832,778
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £411,595
- Creditors One Year Total Current
- 418781
- Creditors Falling Due After One Year
- 413997
- Assets Cash
- £1,397
- Funds Endowment
- 0
- Funds Unrestricted
- 411482
- Funds Restricted
- 113
- Funds Total
- 411595
- Count Employees
- 34
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lincolnshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 309
- Classification Type
- How
- Classification Description
- Acts As An Umbrella Or Resource Body
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
08 Official extract
Charity Event History
- Charity Name
- HERITAGE TRUST OF LINCOLNSHIRE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1991-01-09T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 2 NOVEMBER 1990 AS AMENDED BY SPECIAL RESOLUTION DATED 30 JUNE 1993 AND 25 MARCH 1994 AND 24 JUNE 1997 as amended on 28 Jul 2022
- Charitable Objects
- A) TO ADVANCE THE EDUCATION OF THE PUBLIC IN ALL MATTERS RELATING TO THE COUNTY OF LINCOLNSHIRE. B) TO PRESERVE OR INVESTIGATE FOR THE PUBLIC BENEFIT BUILDINGS AND OTHER FEATURES OF HISTORICAL, ARCHITECTURAL, ARCHAEOLOGICAL OR ENVIROMENTAL INTEREST.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 56219
- Charity Name Type
- Previous name
- Charity Name
- HERITAGE TRUST OF LINCOLNSHIRE LIMITED
- Charity Name Id
- 56203
- Charity Name Type
- Working name
- Charity Name
- ARCHAEOLOGICAL PROJECT SERVICES
- Charity Name Id
- 56209
- Charity Name Type
- Working name
- Charity Name
- HERITAGE LINCOLNSHIRE
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Ofsted (Office For Standards In Education)
12 Official extract
Charity Policy
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Paying staff