HARTPURY HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 23 March 1998
Removed: Not supplied
Company number supplied: 03522981
Financial period: 1 January 2025 – 31 December 2025
Latest income: £57,457
Latest expenditure: £93,700
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: The Orchard Centre, BLACKWELLS END, HARTPURY, GLOUCESTER, GL19 3DB

Website recorded by the regulator: www.hartpuryheritage.org.uk (displayed as text)

02 Activities

What the charity does

ÔÇÿTo advance the education of the public by the conservation protection and improvement of any part of the physical and natural environment in and around the parish of Hartpury which is of historical significance.ÔÇÖ

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: 11 June 2026
Date Accounts Received: 11 June 2026
Total Gross Income: £57,457
Total Gross Expenditure: £93,700

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: 23 April 2025
Date Accounts Received: 23 April 2025
Total Gross Income: £35,482
Total Gross Expenditure: £127,421

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: 15 July 2024
Date Accounts Received: 15 July 2024
Total Gross Income: £84,269
Total Gross Expenditure: £41,983

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: 28 June 2023
Date Accounts Received: 10 July 2023
Total Gross Income: £70,194
Total Gross Expenditure: £34,612

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: 13 August 2022
Date Accounts Received: 13 August 2022
Total Gross Income: £59,394
Total Gross Expenditure: £54,706

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: 11 June 2026
Total Gross Income: £57,457
Total Gross Expenditure: £93,700
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: Yes
Count Volunteers: 4

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: 23 April 2025
Total Gross Income: £35,482
Total Gross Expenditure: £127,421
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
Count Volunteers: 5

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: 15 July 2024
Total Gross Income: £84,269
Total Gross Expenditure: £41,983
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
Count Volunteers: 4

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: 28 June 2023
Total Gross Income: £70,194
Total Gross Expenditure: £34,612
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
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: 6

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: 13 August 2022
Total Gross Income: £59,394
Total Gross Expenditure: £54,706
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
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: 6

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Gloucestershire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

07 Official extract

Charity Event History

Charity Name: HARTPURY HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1998-03-23T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 6 MARCH 1998 AS AMENDED BY SPECIAL RESOLUTION 24 APRIL 2002 AND BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 31 AUGUST 2010
Charitable Objects: TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE CONSERVATION PROTECTION AND IMPROVEMENT OF ANY PART OF THE PHYSICAL AND NATURAL ENVIRONMENT IN AND AROUND THE PARISH OF HARTPURY WHICH IS OF HISTORICAL SIGNIFICANCE
Area Of Benefit: PARISH OF HARTPURY

09 Official extract

Charity Other Names

Charity Name Id: 303203
Charity Name Type: Previous name
Charity Name: HARTPURY HISTORIC BUILDINGS TRUST

Charity Name Id: 303208
Charity Name Type: Previous name
Charity Name: HARTPURY HISTORIC LAND AND BUILDING TRUST

10 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures