HORLOCK EDUCATIONAL TRUST

Registered charity 1117166 · accounts filings on the Charity Commission register

Providing financial assistance for the purposes of education and the assistance of individuals entering a trade, profession or service

Objects

1. AWARDING SCHOLARSHIPS EXHIBITIONS BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT APPROVED BY THE TRUSTEES TO PERSONS UNDER 25 YEARS OF AGE WHO THE TRUSTEES DEEM TO BE IN NEED OF FINANCIAL ASSISTANCE.2. IN PROVIDING FINANCIAL ASSISTANCE OUTFITS CLOTHING TOOLS INSTRUMENTS OR BOOKS TO SUCH PERSONS ON LEAVING SCHOOL UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE THEM FOR OR ASSIST THEIR ENTRY INTO TRADE PROFESSION OR SERVICE3. IN OTHERWISE FURTHERING THE EDUCATION OF SUCH PERSONS

Area of benefit: NOT DEFINED. IN PRACTICE, NATIONAL

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

Causes: Education/training · Get email alerts

Registered contact address: Cotswold, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased to £8,653,558 at year-end, supported by investment returns and capital growth. The trustees note that reserves are sufficient to pay grants at current budgeted levels for over 20 years without financial market growth. However, investment returns continued to lag benchmarks and inflation, leading to necessary reductions in grant amounts for the year.

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

What the accounts disclose

Accounts audited by Hazlewoods LLP. Discloses 4 of 6 completeness components.

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.

• Complaints handling
• 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
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/01/2022 (received 07/03/2023, 97 days after the 30/11/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/01/2022)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, cost of raising funds: 0.5% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• DR OWEN DARBISHIRE
• Gregory Koju Bonsu
• RICHARD LEWIS DAVIES · trustee of 1 other charity
• Richard Farmar
• Thomas Hardy
• WILLIAM JAMES DYSON-LAURIE

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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 TEACHERS GROUP EDUCATIONAL TRUST.

• TEACHERS GROUP EDUCATIONAL TRUST income £179k
• FUND FOR ACTION THROUGH EDUCATION income £30k
• OLD WARWICKIAN TRUST income £69k
• EASTBROOK EDUCATION TRUST income £2.0m
• THE CANEWDON EDUCATIONAL FOUNDATION income £34k
• EASTERN COUNTIES EDUCATIONAL TRUST LIMITED income £70k

Side by side with its peers

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