HEULWEN TRUST

Registered charity 1010813 · accounts filings on the Charity Commission register

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.

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

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · website · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds increased to £479,327, maintaining a reserve policy target of three to six months' expenditure. The charity reported a net incoming resource of £3,828 for the year, supported by investment gains and festival income, with no material uncertainties regarding its going concern status.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• 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
• Trustee expenses policy and procedures
• Volunteer management

Public fundraising profile: JustGiving — The Heulwen Trust (matched by registered charity number).

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

• John Gareth Thomas
• PETER FREDERICK CHARLES EDWARDS
• Rita Ann Ward

Trustee list from the Charity Commission register (current, not historical).

Operates in: Birmingham City · Ceredigion · Denbighshire · Powys · Sandwell · Shropshire · Staffordshire · Stoke-on-trent City · Wolverhampton · Worcestershire

Income and spending

Common questions