BUSINESS ENTERPRISE HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 19 January 2001
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £67,429
Latest expenditure: £18,843
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 6 WAYSIDE GREEN, WOODCOTE, READING, RG8 0QJ

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

02 Activities

What the charity does

The charity maintains a library of approximately 40,000 volumes to support research into the history of business enterprise. It has purchased a leasehold business unit at the Grove Technology Park, Wantage, and this is being fitted out as a research library and study centre. Once the books have all been moved into the library the facility will be opened to the public.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 16 November 2025
Date Accounts Received: 16 November 2025
Total Gross Income: £67,429
Total Gross Expenditure: £18,843

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 26 January 2025
Date Accounts Received: 26 January 2025
Total Gross Income: £57,582
Total Gross Expenditure: £19,353

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 2 June 2024
Date Accounts Received: 2 June 2024
Total Gross Income: £55,436
Total Gross Expenditure: £21,540

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 23 January 2023
Date Accounts Received: 23 January 2023
Total Gross Income: £52,452
Total Gross Expenditure: £19,073

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 11 January 2022
Date Accounts Received: 11 January 2022
Total Gross Income: £57,630
Total Gross Expenditure: £13,041

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 16 November 2025
Total Gross Income: £67,429
Total Gross Expenditure: £18,843
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 26 January 2025
Total Gross Income: £57,582
Total Gross Expenditure: £19,353
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 2 June 2024
Total Gross Income: £55,436
Total Gross Expenditure: £21,540
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 23 January 2023
Total Gross Income: £52,452
Total Gross Expenditure: £19,073
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 11 January 2022
Total Gross Income: £57,630
Total Gross Expenditure: £13,041
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: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

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

07 Official extract

Charity Event History

Charity Name: BUSINESS ENTERPRISE HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2001-01-19T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 15 NOVEMBER 2000 as amended on 09 Nov 2021
Charitable Objects: THE PROMOTION OF EDUCATION AND, IN PARTICULAR, THE STUDY AND APPRECIATION OF ECONOMICS , ECONOMIC HISTORY AND BUSINESS, WITH SPECIAL REFERENCE TO THE ROLE OF ENTREPRENEURSHIP, AND TO INCLUDE THE MAINTAINING OF A LIBRARY AND OTHER RESEARCH FACILITIES FOR THESE PURPOSES.
Area Of Benefit: NOT DEFINED. IN PRACTICE, ENGLAND

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management