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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

Causes: Education/training · Get email alerts

Latest income
£281k
Latest spending
£408k
Registered
2006
Accounts read
FY2025

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

Reserves policy: sufficient to pay grants at the existing budgeted levels for which HET is committed, for over 20 years without any financial market growth (held: £8.7m)
“The charity’s invested assets are its sole reserves. The trustees note that these are sufficient to pay grants at the existing budgeted levels for which HET is committed, for over 20 years without any financial market growth.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.

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

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

Total income
£9.9m
Total spending
£328k
Cost of raising funds
£47k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 7.0 months; benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/01/2025£281k£408k
31/01/2024£210k£479k
31/01/2023£246k£467k
31/01/2022£9.9m£328k
31/01/2021£5k£8k

Common questions

Is HORLOCK EDUCATIONAL TRUST financially healthy?

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. Its FY2025 accounts were audited by Hazlewoods LLP.

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.

FunderSimilar charities fundedAmount to them
THE HAPPY BABY COMMUNITY1£28k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ROWLAND EDUCATIONAL FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
HORLOCK EDUCATIONAL TRUST£281k—0above—no doubt
THE ROWLAND EDUCATIONAL FOUNDATION FY2024£378k—0above—no doubt
WILLIAM PALMER COLLEGE EDUCATIONAL TRUST FY2025£260k—0unclear—no doubt
THE SUTASOMA TRUST FY2025£134k—0unclear—no doubt
KEVICC Awards Foundation Trust FY2025£140k—0unclear—no doubt
AL RISALAH EDUCATION TRUST FY2024£1.5m—0above—no doubt

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