HERITAGE TRUST OF LINCOLNSHIRE
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.
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.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £591,042 for the year, driven by significant impairments to fixed assets and trading challenges in its subsidiary. While unrestricted reserves stood at £303k, the Trustees note that immediate operational demands prevented contributions to reserves, though they assert there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“In the year to 31 March 2025, a member of Key Management Personnel rented one of the Charity’s properties for approximately half the commercial rent.” — page 27
“What began as a year of continued delivery became, by the autumn, a period of decisive action to address serious financial control issues and restore the charity to a stable footing.”
“The consolidated financial statements incorporate the financial information of subsidiary company, HTL Enterprises Ltd, which was not audited because once inter-group balances are eliminated the balance sheet is immaterial to the group financial statements.” — page 10
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 14
- Government income: £738,954 — contracts £97,481 (6), grants £641,473 (3); 44% of the £1,698,362 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/05/2024
- Volunteers: 12
- Government income: £384,161 — contracts £102,895 (4), grants £281,266 (8); 21% of the £1,829,076 total gross income on the same return
- Employees paid over £60,000: 1 (£70,001–£80,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 28
- Government income: £400,579 — contracts £364,945 (11), grants £35,634 (2); 22% of the £1,837,899 total gross income on the same return
- Has a trading subsidiary
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 31/03/2023 (received 01/02/2024, 1 day after the 31/01/2024 due date); year ending 31/03/2022 (received 01/02/2023, 1 day after the 31/01/2023 due date).
Corporate structure
- Registered company of the charity Companies House 02554738
- Trading subsidiary: HTL ENTERPRISES LTD Companies House 12459431
- The subsidiary had significant liabilities owed to group undertakings, including £312,420 in the prior year and £476,730 in the current year, plus a small loan from a key personnel member.
Leadership, per the charity’s website
- Tracy Stringfellow — Chief Executive Officer
- Charles Pinchbeck — Chair of the board
Company officers (Companies House)
- STOCKER, David Andrew on trustee list
- FREE, Julian Richard on trustee list
- CLARK, Andrew Simon on trustee list
- PINCHBECK, Charles Alexander on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Andrew Simon Clark
- CHARLES PINCHBECK
- David Andrew Stocker
- Julian Free
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.7m | £2.1m |
| 31/05/2024 | £1.8m | £1.9m |
| 31/03/2023 | £1.8m | £2.0m |
| 31/03/2022 | £2.2m | £1.9m |
| 31/03/2021 | £2.1m | £2.0m |
Common questions
Is HERITAGE TRUST OF LINCOLNSHIRE financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £591,042 for the year, driven by significant impairments to fixed assets and trading challenges in its subsidiary. While unrestricted reserves stood at £303k, the Trustees note that immediate operational demands prevented contributions to reserves, though they assert there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Wright Vigar Limited.
Who funds HERITAGE TRUST OF LINCOLNSHIRE?
Funders whose own accounts filings name HERITAGE TRUST OF LINCOLNSHIRE as a grant recipient include THE ARCHITECTURAL HERITAGE FUND, THE PILGRIM TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE ARCHITECTURAL HERITAGE FUND | FY2022 | £200k | Transformational Capital Grant |
| THE PILGRIM TRUST | FY2022 | £25k | Conservation of stonework at Greyfriars, Lincoln, the country's oldest surviving Franciscan monastery building |
| THE ARCHITECTURAL HERITAGE FUND | FY2022 | £17k | Project Development Grant |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 23/10/2025 | £27k | "Spalding Town Station Community Heritage Project." |
| The National Lottery Heritage Fund | 18/11/2024 | £250k | "Sustaining the financial resilience of Lincolnshire’s Heritage" |
| UK government | 01/04/2024 | £54k | 40-42 Michaelgate, Lincoln |
| UK government | 01/04/2024 | £17k | Hussey Tower, Boston, Lincolnshire |
| UK government | 01/04/2024 | £21k | Heritage Lincolnshire Community Support officer |
| UK government | 01/04/2024 | £33k | 40-42 Michaelgate, Lincoln- |
| UK government | 01/04/2023 | £57k | Heritage Lincolnshire Community Support officer |
| The National Lottery Heritage Fund | 08/02/2023 | £215k | "Mr Grimsby & Mr Cleethorpes – The astonishing legacy of Edward Watkin" |
| The National Lottery Heritage Fund | 08/06/2020 | £93k | "COVID19: Heritage Trust of Lincolnshire" |
| The National Lottery Heritage Fund | 28/09/2017 | £8k | "2-4 Market Place Caistor" |
| The National Lottery Heritage Fund | 16/02/2017 | £10k | "Boston Sessions House" |
| The National Lottery Heritage Fund | 15/12/2016 | £80k | "Heritage Lincolnshire - Strengthening Our Business" |
| The National Lottery Community Fund | 05/12/2016 | £8k | The Old King's Head, Kirton |
| The National Lottery Heritage Fund | 21/07/2015 | £2.4m | "Save the Old King's Head, Boston" |
| The National Lottery Community Fund | 22/04/2015 | £10k | South Lincolnshire Walking Festival |
| The National Lottery Heritage Fund | 10/06/2014 | £453k | "Layers of History: Discovering Lincolnshire's Past Landscapes" |
| The National Lottery Heritage Fund | 31/03/2011 | £50k | "Hussey Tower: A masterclass in traditional repair" |
| The National Lottery Heritage Fund | 05/12/2008 | £354k | "Lincolnshire Heritage at Risk Project" |
| The National Lottery Heritage Fund | 19/06/2002 | £716k | "7-13 Bridge Street, Horncastle, Lincolnshire" |
| The National Lottery Heritage Fund | 22/10/1998 | £110k | "Little Steeping Mud & Stud Cottage Restoration" |
| The National Lottery Heritage Fund | 22/10/1998 | £445k | "St Johns Workhouse, Boston - Restoration" |
| UK government | — | £38k | Regional Capacity Building |
| UK government | — | £41k | Repair Grants for Heritage at Risk |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 1 | £85k |
| THE JACK PATSTON CHARITABLE TRUST | 1 | £17k |
| EDITH MURPHY FOUNDATION | 1 | £10k |
| QUORN BAPTIST CHURCH | 1 | £4k |
| THE ANCASTER TRUST | 1 | £300 |
| SHREE RAJ SAUBHAG SATSANG MANDAL UK | 1 | £250 |
Charities like this
- LINCOLNSHIRE CHURCHES TRUST
- THE LINCOLN'S INN HERITAGE FUND
- UNITED LINCOLNSHIRE HOSPITALS NHS TRUST CHARITABLE FUND
- THE LIMBOURNE TRUST
- THE HACKNEY HISTORIC BUILDINGS TRUST
- HARROW HERITAGE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| HERITAGE TRUST OF LINCOLNSHIRE | £1.7m | — | — | unclear | — | no doubt |
| LINCOLNSHIRE CHURCHES TRUST | £64k | — | 0 | unclear | — | no doubt |
| THE LINCOLN'S INN HERITAGE FUND | £73k | — | 0 | unclear | — | no doubt |
| UNITED LINCOLNSHIRE HOSPITALS NHS TRUST CHARITABLE FUND | £657k | — | — | unclear | — | no doubt |
| THE LIMBOURNE TRUST | £120k | — | 0 | unclear | — | no doubt |
| THE HACKNEY HISTORIC BUILDINGS TRUST | £197k | — | 0 | unclear | — | no doubt |