HERON EDUCATIONAL FOUNDATION
Charity number: 1187969
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
We award grants to children and young adults in our local area to support them in primary, secondary and tertiary education. We also support young adults who are completing an apprenticeship or vocational course.
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £91,986
Total expenditure: £38,768
Total income includes £46,173 from 1 government grant(s)
People
7 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:
- Education/training
- Amateur Sport
- Recreation
Who the charity helps:
- Children/young People
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Buildings/facilities/open Space
Where the charity operates:
- East Riding Of Yorkshire
Governance
Registration history:
- 14 February 2020: CIO registration
- 09 March 2021: Funds received from 529841 HERON EDUCATIONAL FOUNDATION
Organisation type:
CIO
Other names:
- HERON TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Trustee conflicts of interest policy and procedures
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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Matthew Havler | Chair | 15 July 2020 |
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| Freyja Peta Aggie Dudley | Trustee | 21 May 2025 |
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| Patricia Anne Farrar | Trustee | 29 November 2022 |
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| DIANA MERRINGTON HOSKINS | Trustee | 15 July 2020 |
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| Francis Alastair Caley | Trustee | 15 July 2020 |
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| MARION RILEY | Trustee | 15 July 2020 |
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| Christopher Edward John Brazier CBE | Trustee | 15 July 2020 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £50.25k | £193.44k | £168.00k | £91.99k | |
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Total expenditure | £43.81k | £61.81k | £26.68k | £38.77k | |
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Income from government contracts | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | £185.83k | £149.95k | £46.17k |
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 March 2024 | 21 November 2024 | On time | |
| Accounts and TAR | 31 March 2024 | 21 November 2024 | On time | Download Open in new window |
| Annual return | 31 March 2023 | 10 November 2023 | On time | |
| Accounts and TAR | 31 March 2023 | 10 November 2023 | On time | Download Open in new window |
| Annual return | 31 March 2022 | 17 October 2022 | On time | |
| Accounts and TAR | 31 March 2022 | 17 October 2022 | On time | Download Open in new window |
| Annual return | 31 March 2021 | 07 September 2021 | On time | |
| Accounts and TAR | 31 March 2021 | 07 September 2021 | On time | Download Open in new window |