01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Overdue
- Charity type
- Charitable company
- Registered
- 29 April 1992
- Removed
- Not supplied
- Company number supplied
- 02681102
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £61,572
- Latest expenditure
- £64,325
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Eagle House, 25 Severn Street, WELSHPOOL, SY21 7AD
Website recorded by the regulator: www.heulwentrust.co.uk (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 1 July 2026
- Date Accounts Received
- 1 July 2026
- Total Gross Income
- £61,572
- Total Gross Expenditure
- £64,325
- Accounts Qualified
- Yes
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 28 January 2025
- Date Accounts Received
- 28 January 2025
- Total Gross Income
- £66,820
- Total Gross Expenditure
- £75,812
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 27 October 2023
- Date Accounts Received
- 27 October 2023
- Total Gross Income
- £56,724
- Total Gross Expenditure
- £49,041
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 30 June 2022
- Total Gross Income
- £14,580
- Total Gross Expenditure
- £22,158
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 1 July 2026
- Total Gross Income
- £61,572
- Total Gross Expenditure
- £64,325
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- 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
- 91
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 28 January 2025
- Total Gross Income
- £66,820
- Total Gross Expenditure
- £75,812
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 85
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 27 October 2023
- Total Gross Income
- £56,724
- Total Gross Expenditure
- £49,041
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 30
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 30 June 2022
- Total Gross Income
- £14,580
- Total Gross Expenditure
- £22,158
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 15
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Ceredigion
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sandwell
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Birmingham City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Worcestershire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Denbighshire
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Powys
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Staffordshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wolverhampton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Stoke-on-trent City
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Shropshire
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
07 Official extract
Charity Event History
- Charity Name
- HEULWEN TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1992-04-29T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- 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
- NOT DEFINED
09 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investment
- Policy Name
- Volunteer management
- Policy Name
- Paying staff
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Risk management