THE SWANNINGTON HERITAGE TRUST
Maintenance, preservation and development of sites of industrial and environmental interest in and around the village of Swannington
Objects
A) TO PROVIDE ESTABLISH AND PRESERVE FACILITIES IN THE VILLAGE OF SWANNINGTON AND THE NEIGHBOURING AREA OF NORTH WEST LEICESTERSHIRE FOR STUDY AND RESEARCH OF INDUSTRIAL, AGRICULTURAL AND GENERAL ARCHAEOLOGY AND OTHER MATTERS OF LOCAL HISTORIC, ECOLOGICAL OR ENVIRONMENTAL INTEREST FOR THE BENEFIT OF THE PUBLIC. B) TO ACQUIRE, MAINTAIN, PRESERVE AND DEVELOP SITES OF INTEREST INCLUDING BUILDINGS, MACHINERY AND OTHER ARTIFACTS FLORA AND FAUNA IN RESPECT OF THE MATTERS SPECIFIED AND TO PURSUE THE DEVELOPMENT, RESEARCH AND STUDY OF THE SAME ANDC) TO ACQUIRE, ESTABLISH AND DEVELOP INDOOR AND OUTDOOR MUSEUMS IN RESPECT OF THE MATTERS SPECIFIED AND FOR THE DISPLAY AND EXHIBITION OF PLANT, MACHINERY, EFFECTS, EQUIPMENT, TOOLS, UTENSILS, PLANS, DRAWINGS, PHOTOGRAPHS AND ARTIFACTS OF THE SAME.
Financial health, per its FY2025 accounts
The accounts state that the charity ended the year with a net incoming resource of £15,729, resulting in accumulated funds carried forward of £442,799. The trustees report highlights successful project completion and community support, with no explicit statements of financial risk or dependency on future funding for going concern.
What the accounts disclose
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee expenses 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: 30
- Government income: £3,350 — grants £3,350 (1); 2% of the £149,749 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 30
- Government income: £6,130 — grants £6,130 (4); 11% of the £54,369 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 40
- Government income: £5,200 — grants £5,200 (2); 36% of the £14,560 total gross income on the same return
Property (HM Land Registry)
Trustees
- Katrina Pentlowchair
- CLIFFORD ANTHONY ARIS
- Gary Edwards
- IAN PAUL BAKER
- Karan Frances Sheffield
- Mark Temple
- Owen Peter Bailey
- Peter Sydney William Smitherman
- Susan Elaine Lincoln
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £150k | £19k |
| 31/03/2024 | £54k | £44k |
| 31/03/2023 | £15k | £17k |
| 31/03/2022 | £25k | £17k |
| 31/03/2021 | £16k | £20k |
Common questions
Is THE SWANNINGTON HERITAGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity ended the year with a net incoming resource of £15,729, resulting in accumulated funds carried forward of £442,799. The trustees report highlights successful project completion and community support, with no explicit statements of financial risk or dependency on future funding for going concern.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 18/10/2012 | £10k | "Swannington - Surrounded By Heritage" |
| The National Lottery Heritage Fund | 10/11/2000 | £1k | "This group conserves and promotes sites of historical interest in the village of Swannington in Leicestershire. They would like to purchase" |
| The National Lottery Heritage Fund | 04/08/1999 | £913 | "This group provides conservation of sites of historical interest. The award is for video production narrator time videos illustrations and m" |
| The National Lottery Heritage Fund | 06/05/1998 | £71k | "Hough Mill, Swannington - Restoration" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GRANTSCAPE | 1 | £110k |
| TALBOT VILLAGE TRUST | 1 | £61k |
| LANCASHIRE ENVIRONMENTAL FUND LIMITED | 1 | £23k |
| THE FINNIS SCOTT FOUNDATION | 1 | £16k |
| SHREE RAJ SAUBHAG SATSANG MANDAL UK | 1 | £250 |
Charities like this
- SWANAGE AND PURBECK DEVELOPMENT TRUST
- HARROW HERITAGE TRUST
- THE WADENHOE TRUST
- THE GREENSAND TRUST
- RIVINGTON HERITAGE TRUST
- THE HERITAGE FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SWANNINGTON HERITAGE TRUST | £150k | — | 0 | unclear | — | no doubt |
| SWANAGE AND PURBECK DEVELOPMENT TRUST | £385k | — | 0 | within | — | no doubt |
| HARROW HERITAGE TRUST | £12k | — | 0 | above | — | no doubt |
| THE WADENHOE TRUST | £357k | — | 0 | unclear | — | no doubt |
| THE GREENSAND TRUST | £2.0m | — | — | unclear | — | no doubt |
| RIVINGTON HERITAGE TRUST | £298k | — | 0 | unclear | — | no doubt |