Heeley Trust

Registered charity 1067567 · accounts filings on the Charity Commission register · also known as HEELEY DEVELOPMENT TRUST

Heeley Trust is a community-led anchor organisation, working hard to improve the environment, opportunities and prospects of our neighbourhood. We work together with residents, groups, schools and agencies to strengthen community cohesion through youth, training, community and environmental projects. We are developing social enterprises and a growing asset base to sustain this work.

Objects

FOR THE PUBLIC BENEFIT PARTICULARLY IN THE GLEADLESS VALLEY WARD IN HEELEY CONSTITUENCY:1) TO CREATE AND MANAGE HEELEY PEOPLE'S PARK (FORMERLY HEELEY MILLENNIUM PARK) AND TO PROVIDE FACILITIES FOR PUBLIC RECREATION OR OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; 2) TO PROMOTE THE ADVANCEMENT OF EDUCATION AND LEARNING, INCLUDING TRAINING IN SKILLS RELEVANT TO SECURING EMPLOYMENT; 3) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE PUBLIC OR SECTIONS OF THE PUBLIC (INCLUDING INDIVIDUAL COMMUNITIES DEFINED BY THE GEOGRAPHICAL AREAS IN WHICH THEY LIVE OR WORK OR THEIR ETHNIC ORIGINS) AS THE CHARITY SHALL THINK FIT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Amateur Sport · Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net income surplus of £388,187 for the year ended 31 March 2025, with total income of £2,068,465 exceeding total expenditure of £1,680,278. Per the trustees' report, unrestricted reserves stood at £119,353, which is below the stated policy target of approximately £290,000 (representing 13 weeks of unrestricted expenditure). The charity holds total funds of £3,029,657, including £2,076,667 in restricted funds.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Marriott Gibbs Rees Wallis Limited. Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Ofsted (Office For Standards In Education). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• 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
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~0.9 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (79% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• Martin David McShanechair
• ANTHONY JAMES ASKINS
• Alexander John Clegg
• Anthony Ashton
• Dr SIMONE ABRAM
• Paul Andrew Schofield
• Rhiannon Eloise Thomas

Trustee list from the Charity Commission register (current, not historical).

Operates in: Barnsley · Rotherham · Sheffield City

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ILKLEY COMMUNITY ENTERPRISE LTD.

• ILKLEY COMMUNITY ENTERPRISE LTD income £1.7m
• HEELEY CITY FARM income £1.3m
• THE MOSS SIDE AND HULME COMMUNITY DEVELOPMENT TRUST income £356k
• Stockport County Community Trust income £976k
• FOOD AND COMMUNITY TRUST income £2.4m
• THE SELBY TRUST income £2.0m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.