HEALD FAMILY TRUST
Charity Number: 1177327
Charity reporting is up to date (28 days late)
Charity overview
Activities - how the charity spends its money
relief of poverty and deprivation improvement of education protection of environment river defence work
Income and expenditure
Data for financial year ending 30 September 2023
Total income: £0
Total expenditure: £0
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- Children/young People
- Other Charities Or Voluntary Bodies
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 26 February 2018: CIO registration
Organisation type:
CIO
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
Land and property:
This charity does not own and/or lease 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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Michael Guy Hilliard Heald | Chair | 10 April 2018 |
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| EMMA MAY ALEXANDRA GOODMAN | Trustee | 10 April 2018 |
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| LUCINDA JANE FULLERTON HEALD | Trustee | 10 April 2018 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2019 | 30/09/2020 | 30/09/2021 | 30/09/2022 | 30/09/2023 | ||
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Total gross income | £4.13k | £8.25k | £0 | £0 | £0 | |
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Total expenditure | £0 | £0 | £0 | £0 | £0 | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | 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 | 30 September 2023 | 27 August 2024 | 28 days late | |
| Accounts and TAR | 30 September 2023 | 27 August 2024 | 28 days late | Download Open in new window |
| Annual return | 30 September 2022 | 24 July 2023 | On Time | |
| Accounts and TAR | 30 September 2022 | 24 July 2023 | On Time | Download Open in new window |
| Annual return | 30 September 2021 | 30 July 2022 | On Time | |
| Accounts and TAR | 30 September 2021 | 30 July 2022 | On Time | Download Open in new window |
| Annual return | 30 September 2020 | 20 August 2021 | 21 days late | |
| Accounts and TAR | 30 September 2020 | 20 August 2021 | 21 days late | Download Open in new window |
| Annual return | 31 March 2019 | 02 February 2020 | 2 days late | |
| Accounts and TAR | 31 March 2019 | 02 February 2020 | 2 days late | Download Open in new window |