HEATHFIELD EDUCATIONAL TRUST

Charity number: 1098940
Charity reporting is up to date (78 days late)

Charity overview

Activities - how the charity spends its money

The charity manages Heathfield School, Wolverley, Kidderminster.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £31,702
Total expenditure: £39,259

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Dudley
  • Sandwell
  • Solihull
  • Walsall
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 11 August 2003: Standard registration
Organisation type:
Charitable company
Other names:
  • HEATHFIELD EDUCATIONAL TRUST (Previous name)
  • HEATHFIELD KNOLL SCHOOL (Previous name)
Company number:
04595454 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Complaints handling
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DOUGLAS JACKSON Chair
None on record
Lee Nicholas Trustee 15 March 2018
None on record
Jennifer Hine Trustee 12 October 2017
None on record
Matthew Barnett Trustee 04 September 2017
None on record
Sarah Burns Trustee 27 November 2014
20TH STOURBRIDGE SCOUT GROUP
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £1.97m £1.05m £4.88k £31.43k £31.70k
Total expenditure £2.07m £947.31k £90.37k £9.55k £39.26k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £979 £126 N/A N/A N/A
Income - Other trading activities £0 £0 N/A N/A N/A
Income - Charitable activities £1.97m £1.05m N/A N/A N/A
Income - Endowments £0 £0 N/A N/A N/A
Income - Investment £0 £0 N/A N/A N/A
Income - Other £0 £0 N/A N/A N/A
Income - Legacies £0 £0 N/A N/A N/A
Expenditure - Charitable activities £2.07m £947.31k N/A N/A N/A
Expenditure - Raising funds £0 £0 N/A N/A N/A
Expenditure - Governance £0 £0 N/A N/A N/A
Expenditure - Grants institution £0 £0 N/A N/A N/A
Expenditure - Investment management £0 £0 N/A N/A N/A
Expenditure - Other £0 £0 N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2023 16 September 2024 78 days late
Accounts and TAR 31 August 2023 16 September 2024 78 days late Download Open in new window
Annual return 31 August 2022 25 May 2023 On Time
Accounts and TAR 31 August 2022 05 June 2023 On Time Download Open in new window
Annual return 31 August 2021 10 August 2022 41 days late
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 14 June 2021 On Time
Accounts and TAR 31 August 2020 14 June 2021 On Time Download Open in new window
Annual return 31 August 2019 01 April 2021 275 days late
Accounts and TAR 31 August 2019 01 April 2021 275 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 20 NOVEMBER 2002 AS AMENDED BY SPECIAL RESOLUTION DATED 21 JULY 2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22 DEC 2016 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 01 FEB 2017 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12 MAR 2020 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 01 JUN 2020

Charitable objects

1. THE ADVANCEMENT OF EDUCATION. 2. PROMOTING THE PHYSICAL, INTELLECTUAL AND SOCIAL DEVELOPMENT OF, PRIMARILY BUT NOT EXCLUSIVELY, CHILDREN UNDER FIVE ESPECIALLY THOSE WHO ARE SOCIALLY AND ECONOMICALLY DISADVANTAGED.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED. IN PRACTICE WORCESTERSHIRE AND WEST MIDLANDS

Contact information

Address:
27 Pinewoods Avenue
Hagley
STOURBRIDGE
DY9 0JF
Phone:
01562720629
Email:
jonions@hkschool.org.uk
Website:

www.hkschool.org.uk Open in new window