JAGUAR DAIMLER HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 15 June 1983
Removed: Not supplied
Company number supplied: 01709907
Financial period: 1 January 2025 – 31 December 2025
Latest income: £1,340,424
Latest expenditure: £1,023,445
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Jaguar Daimler Heritage Trust, Collections Centre, British Motor Museum, Banbury Road, Gaydon, CV35 0BJ

Website recorded by the regulator: www.jaguarheritage.com (displayed as text)

02 Activities

What the charity does

To establish and maintain for the benefit of the nation a permanent collection of archive material,artefacts and motor vehicles manufactured and sold by Jaguar Land Rover Ltd,Jaguar Cars Ltd and all its predecessor companies which are of actual or potential historic,scientific importance and educational value.To exhibit,demonstrate and allow public access to these vehicles and artefacts.

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
Date Annual Return Received: 15 October 2026
Date Accounts Received: 15 October 2026
Total Gross Income: £1,340,424
Total Gross Expenditure: £1,023,445

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 October 2025
Date Accounts Received: 1 October 2025
Total Gross Income: £816,741
Total Gross Expenditure: £967,341

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: 23 January 2025
Date Accounts Received: 23 January 2025
Total Gross Income: £870,248
Total Gross Expenditure: £954,977

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: 24 July 2023
Date Accounts Received: 24 July 2023
Total Gross Income: £772,384
Total Gross Expenditure: £815,856

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: 3 October 2022
Date Accounts Received: 3 October 2022
Total Gross Income: £800,576
Total Gross Expenditure: £740,256

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 15 October 2026
Total Gross Income: £1,340,424
Total Gross Expenditure: £1,023,445
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: 2
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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 October 2025
Total Gross Income: £816,741
Total Gross Expenditure: £967,341
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: 2
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 23 January 2025
Total Gross Income: £870,248
Total Gross Expenditure: £954,977
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: 2
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 24 July 2023
Total Gross Income: £772,384
Total Gross Expenditure: £815,856
Charity Raises Funds From Public: 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: Yes
Count Salary Band 60001 70000: 2
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
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: 3 October 2022
Total Gross Income: £800,576
Total Gross Expenditure: £740,256
Charity Raises Funds From Public: 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: Yes
Count Salary Band 60001 70000: 2
Count Volunteers: 25

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 15 October 2026
Income Donations And Legacies: 474011
Income Other Trading Activities: 139832
Income Charitable Activities: 584500
Income Investments: 138135
Income Other: 3946
Income Total Income And Endowments: 1340424
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £28,160
Expenditure Charitable Expenditure: £995,285
Expenditure Other: 0
Expenditure Total: 1023445
Expenditure Investment Management: 10907
Expenditure Grants Institution: 0
Expenditure Governance: 27263
Expenditure Support Costs: 562199
Expenditure Depreciation: 44654
Gain Loss Investment: 138135
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £5,972,222
Assets Total Fixed: 4277115
Assets Own Use: 4277115
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,841,027
Assets Total Liabilities: £145,920
Assets Current Investment: 1264569
Assets Total Assets And Liabilities: £5,972,222
Creditors One Year Total Current: 145920
Creditors Falling Due After One Year: 0
Assets Cash: £217,223
Funds Endowment: 0
Funds Unrestricted: 5972222
Funds Restricted: 0
Funds Total: 5972222
Count Employees: 10
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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 October 2025
Income Donations And Legacies: 90407
Income Other Trading Activities: 142837
Income Charitable Activities: 575707
Income Investments: 7790
Income Other: 0
Income Total Income And Endowments: 816741
Income Legacies: 83557
Income Endowments: 0
Expenditure Raising Funds: £108,138
Expenditure Charitable Expenditure: £775,646
Expenditure Other: 83557
Expenditure Total: 967341
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 25550
Expenditure Support Costs: 449846
Expenditure Depreciation: 46952
Gain Loss Investment: 102669
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £5,655,243
Assets Total Fixed: 3923305
Assets Own Use: 3923305
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,785,632
Assets Total Liabilities: £53,694
Assets Current Investment: 1137340
Assets Total Assets And Liabilities: £5,655,243
Creditors One Year Total Current: 53694
Creditors Falling Due After One Year: 0
Assets Cash: £380,571
Funds Endowment: 0
Funds Unrestricted: 5655243
Funds Restricted: 0
Funds Total: 5655243
Count Employees: 11
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 23 January 2025
Income Donations And Legacies: 96604
Income Other Trading Activities: 60261
Income Charitable Activities: 700362
Income Investments: 13021
Income Other: 0
Income Total Income And Endowments: 870248
Income Legacies: 82557
Income Endowments: 0
Expenditure Raising Funds: £44,803
Expenditure Charitable Expenditure: £817,630
Expenditure Other: 92544
Expenditure Total: 954977
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 24500
Expenditure Support Costs: 497231
Expenditure Depreciation: 65775
Gain Loss Investment: 50826
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £5,699,174
Assets Total Fixed: 3961911
Assets Own Use: 3961911
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,787,739
Assets Total Liabilities: £62,023
Assets Current Investment: 1050826
Assets Total Assets And Liabilities: £5,687,627
Creditors One Year Total Current: 62023
Creditors Falling Due After One Year: 0
Assets Cash: £533,166
Funds Endowment: 0
Funds Unrestricted: 5683627
Funds Restricted: 4000
Funds Total: 5687627
Count Employees: 11
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 24 July 2023
Income Donations And Legacies: 26713
Income Other Trading Activities: 0
Income Charitable Activities: 741979
Income Investments: 3692
Income Other: 0
Income Total Income And Endowments: 772384
Income Legacies: 25700
Income Endowments: 0
Expenditure Raising Funds: £7,000
Expenditure Charitable Expenditure: £790,156
Expenditure Other: 18700
Expenditure Total: 815856
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 18700
Expenditure Support Costs: 248174
Expenditure Depreciation: 73202
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -30000
Reserves: £1,747,037
Assets Total Fixed: 3857083
Assets Own Use: 3857083
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,951,175
Assets Total Liabilities: £71,181
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,737,077
Creditors One Year Total Current: 71181
Creditors Falling Due After One Year: 0
Assets Cash: £1,747,037
Funds Endowment: 0
Funds Unrestricted: 5737077
Funds Restricted: 0
Funds Total: 5737077
Count Employees: 10
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
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: 3 October 2022
Income Donations And Legacies: 24281
Income Other Trading Activities: 0
Income Charitable Activities: 776007
Income Investments: 103
Income Other: 185
Income Total Income And Endowments: 800576
Income Legacies: 24000
Income Endowments: 0
Expenditure Raising Funds: £7,000
Expenditure Charitable Expenditure: £716,256
Expenditure Other: 17000
Expenditure Total: 740256
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 17000
Expenditure Support Costs: 210801
Expenditure Depreciation: 72046
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,852,599
Assets Total Fixed: 3895471
Assets Own Use: 3895471
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,978,997
Assets Total Liabilities: £63,919
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,810,549
Creditors One Year Total Current: 63919
Creditors Falling Due After One Year: 0
Assets Cash: £1,852,599
Funds Endowment: 0
Funds Unrestricted: 5810549
Funds Restricted: 0
Funds Total: 5810549
Count Employees: 9
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

08 Official extract

Charity Event History

Charity Name: JAGUAR DAIMLER HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1983-06-15T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 25TH MARCH 1983 AS AMENDED BY SPECIAL RESOLUTIONS DATED 10 JUNE 1999 , 1 JUNE 2000 AND 9 DECEMBER 2004AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 14 NOV 2018 as amended on 12 Jun 2023 as amended on 02 Jun 2025
Charitable Objects: 4. THE CHARITY IS ESTABLISHED FOR THE PUBLIC BENEFIT AND TO ADVANCE THE EDUCATION OF THE PUBLIC. THE CHARITY'S OBJECTS ARESPECIFICALLY RESTRICTED TO THE FOLLOWING:(1) TO ESTABLISH AND MAINTAIN FOR THE BENEFIT OF THE NATION A PERMANENT COLLECTION OF MOTOR VEHICLES MANUFACTUREDAND SOLD BY JAGUAR LAND ROVER LIMITED AND ITS PREDECESSOR COMPANIES UNDER THE MARQUE NAMES OF SWALLOW, SS, JAGUAR, DAIMLER AND LANCHESTER TOGETHER WITH THE HISTORIC ARCHIVES AND ARTEFACTS RELATING TO JAGUAR LAND ROVER LIMITED AND ITS PREDECESSOR COMPANIES WHERE SUCH VEHICLES, ARCHIVES AND ARTEFACTS ARE OF ACTUAL OR POTENTIAL HISTORIC OR SCIENTIFIC IMPORTANCE AND EDUCATIVE VALUE.(2) TO EXHIBIT TO THE PUBLIC SUCH VEHICLES AND ARTEFACTS AS AFORESAID BY MEANS OF EITHER TEMPORARY OR PERMANENT EXHIBITIONS AND TO DEMONSTRATE AND ASSIST IN DEMONSTRATING TO THE PUBLIC THE WORKING AND OPERATION OF ANY SUCH VEHICLES,ARTEFACTS AND EQUIPMENT AND TO PROVIDE PUBLIC ACCESS TO THE ARCHIVE MATERIAL.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 559431
Charity Name Type: Working name
Charity Name: JAGUAR HERITAGE TRUST

11 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Social media policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Volunteer management

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Paying staff

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures