HENLEY EDUCATIONAL TRUST

Charity number: 309237
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The provision of grants to fund educational purposes within Henley on Thames and the parishes of Bix, Rotherfield Greys and Remenham. The Charity does not actively fund raise but makes educational grants to individuals, schools and organisations through careful stewardship of its existing resources.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £157,221
Total expenditure: £154,486

People

11 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Oxfordshire
  • Wokingham

Governance

Registration history:
  • 05 April 1963: Standard registration
Organisation type:
Other
Other names:
  • HENLEY EDUCATIONAL CHARITY (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
AMANDA HEATH Chair 03 July 2012
None on record
Thomas Michael Buckley Trustee 02 May 2025
HENLEY-ON-THAMES DAY CENTRE MANAGEMENT COMMITTEE
Received: On time
HENLEY-ON-THAMES CHURCH CHARITY
Received: On time
THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY
Received: On time
HENLEY-ON-THAMES BRIDGE CHARITY
Received: On time
HENLEY ON THAMES ALMSHOUSE CHARITY
Received: On time
HENLEY-ON-THAMES RELIEF IN NEED CHARITY
Received: On time
Michelle Thomas Trustee 26 June 2023
None on record
John Print Trustee 16 January 2023
None on record
Carly Watkins Trustee 20 June 2022
None on record
Susan Bishop Trustee 14 September 2020
None on record
Debbie Wermann Trustee 14 September 2020
None on record
Tristan Arnison Trustee 15 October 2018
None on record
Rev JEREMY CHARLES TAYLOR Trustee 24 September 2018
HENLEY-ON-THAMES UNIT OF THE SEA CADET CORPS
Received: On time
ISOBEL MARY MORROW Trustee 22 September 2015
None on record
ELIZABETH HODGKIN Trustee 14 May 2012
HENLEY-ON-THAMES DAY CENTRE MANAGEMENT COMMITTEE
Received: On time
THE THAMESFIELD YOUTH ASSOCIATION
Received: On time
THE EYOT CENTRE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £157.78k £129.46k £137.53k £146.05k £157.22k
Total expenditure £156.53k £140.02k £160.09k £151.73k £154.49k
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

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 29 January 2025 On Time
Accounts and TAR 31 March 2024 29 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 27 January 2023 On Time
Accounts and TAR 31 March 2022 27 January 2023 On Time Download Open in new window
Annual return 31 March 2021 18 January 2022 On Time
Accounts and TAR 31 March 2021 18 January 2022 On Time Download Open in new window
Annual return 31 March 2020 04 December 2020 On Time
Accounts and TAR 31 March 2020 04 December 2020 On Time 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.

SCHEME DATED 20/02/1981 AS AMENDED BY SCHEME DATED 23/06/1983 AS AFFECTED BY RESOLUTION MADE UNDER S74 OF THE CHARITIES ACT 1993 28/03/2011

Charitable objects

1) NOT MORE THAN ONE THIRD OF THE YEARLY INCOME OF THE CHARITY SHALL BE APPLIED AT ALL OR ANY OF THE COUNTY OR VOLUNTARY SCHOOLS OR COLLEGES SERVING THE TOWN OF HENLEY-ON-THAMES AND THE PARISHES OF BIX AND ROTHERFIELD GREYS, IN THE COUNTY OF OXFORDSHIRE AND THE COUNTY OF REMENHAM, IN THE ROYAL COUNTY OF BERKSHIRE INCLUDING KING JAMES'S COLLEGE OF HENLEY AND THE SOUTH OXFORDSHIRE TECHNICAL COLLEGE IN ONE OR BOTH OF THE FOLLOWING WAYS:A) IN THE PROVISION OF RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND.B) IN THE PROVISION OF SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY LOCAL EDUCATION AUTHORITY. 2)NOT MORE THAN ONE THIRD OF THE YEARLY INCOME SHALL BE APPLIED IN ASSISTING CHILDREN AND PERSONS UNDER THE AGE OF 25 YEARS WHO ARE IN NEED OF FINANCAIL ASSISTANCE, WHO ARE RESIDENT IN THE AREA ABOVE. 3)THE TRUSTEES SHALL APPLY THE RESIDUE OF THE YEARLY INCOME IN PROMOTING THE EDUCATION OF CHILDREN AND YOUNG PERSONS IN THESE AREAS IN SUCH WAYS AS THEY THINK FIT.

Area of benefit

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

SEE OBJECT

Contact information

Address:
1A Coldharbour Close
HENLEY-ON-THAMES
Oxfordshire
RG9 1QF
Phone:
01491 524994
Email:
clerk@henleyeducationaltrust.com
Website:

www.henleyeducationaltrust.com Open in new window