Heulwen Trust

Registered charity 1010813 Registered since 1992

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

Connected trustee network

The connection graph needs a free account.

This charity's record is public. The network of who else its trustees govern is compiled from the registers by us, and an account keeps it out of bulk scrapers.

Find a path from this charity →

Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

3 trustees on the board

John Gareth Thomas since 2023
Peter Frederick Charles Edwards since 2023
Rita Ann Ward since 2023

3y median 3y

average tenure

longest tenure

trustees past 6 years

16.8y

average years in governance

First-time vs portfolio trustees

First-time (3)

John Gareth Thomas since 2023
Peter Frederick Charles Edwards since 2023
Rita Ann Ward since 2023

company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Disability 3The Advancement Of Health Or Saving Of Lives 3

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Health and social care 3Construction 1Other services 1

Gaps to watch

Small board - little cover if a trustee leaves

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.

2020

2021

2022

2023

2024

incomespending£62k latest income · spending exceeded income in 2023 and 2024

243 days

Latest accounts filed after the due dateiFiled after the due dateDate the accounts were received minus the reporting due date, latest filed cycle, Charity Commission register.

Qualified

Auditor's opinioniAuditor's opinionThe accounts_qualified flag on the latest filed annual return is True - the auditor qualified their opinion. A register flag, shown as filed.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Also active in the same field

Folkestone Hythe and District Mencap LTD Similar size; both Disability
Fulfil the Wish Similar size; both Disability
Cornwall Masonic Charitable Foundation Similar size; both Disability
Bluebells DAY Centre Similar size; both Disability
Purbeck Gateway Church Similar size; both Disability
Helping Homeless Believe (HHB) Similar size; both Disability

Deterministic, from public records.

Contact

Website	www.heulwentrust.co.uk
Email	info@heulwentrust.co.uk
Phone	07858483168
Address	Eagle House, 25 Severn Street, WELSHPOOL, SY21 7AD

Finances

£61,572 latest income

Year	Income	Spending
2020	£7,663	£18,370
2021	£14,580	£22,158
2022	£56,724	£49,041
2023	£66,820	£75,812
2024	£61,572	£64,325

What it does

What

The Advancement Of Health Or Saving Of LivesDisability

Who

Children/young PeopleElderly/old PeoplePeople With Disabilities

How

Provides Buildings/facilities/open Space

Charitable 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.

Governing document: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 27 JANUARY 1992 AS AMENDED BY SPECIAL RESOLUTION 8 APRIL 1992

Trustees (3)

3trustees

70median age

2aged 70+

John Gareth Thomasage band 70-74 since 2023
Peter Frederick Charles Edwardsage band 60-64 since 2023
Rita Ann Ward since 2023

Linked company (Companies House)

Heulwen Trust · 02681102 · Active

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) · incorporated 27/01/1992

5 governing document(s) held from Companies House.

Connected charities (0)

No charities share a trustee (from current data).

For recruiters

Tools for approaching charities and finding candidates - free with an account.

Create your free account ->

Report an error in this record - let us know.