HERON EDUCATIONAL FOUNDATION

Registered charity 1187969 · accounts filings on the Charity Commission register · also known as HERON TRUST

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.

Objects

THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT TO PROVIDE ASSISTANCE FOR THE HIGHER EDUCATION BY MEANS OF EXHIBITIONS, OR FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO PREPARE FOR OR TO ENTER A PROFESSION, TRADE OR CALLING, OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BOYS AND GIRLS RESIDENT IN PARISH OF HUMBLETON

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

Causes: Education/training · Amateur Sport · Recreation · website · Get email alerts

Registered contact address: East Riding of Yorkshire, Yorkshire and The Humber, England (from the postcode on the register)

Latest income
£46k
Latest spending
£34k
Registered
2020
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds total unrestricted funds of £1,046,028, an increase from the previous year's £1,033,924. The trustees report a net income of £12,104 for the year, driven by rental income from investment properties and bank interest, while expenditure on charitable activities and administration totaled £33,609. The charity maintains a bank loan of £165,408 and holds cash reserves of £69,687, with the trustees noting they have no formal reserves policy but intend to keep at least £25,000 in accounts.

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

What the accounts disclose

Largest income source: Investment Property Rent (95% of income)
“Investment Property Rent 43,276” — page 14
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no less than £25,000 in our accounts with a minimum of £5000 available immediately (reserves figure: £1.0m)
“We have no formal Reserves Policy. We always intend to have no less than £25,000 in our accounts with a minimum of £5000 available immediately in case of urgent requirements (eg repairs).” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

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.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2024

  • Government income: £46,173 — grants £46,173 (1); 50% of the £91,986 total gross income on the same return
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2023

  • Government income: £149,948 — grants £149,948 (2); 89% of the £168,003 total gross income on the same return
  • Grant-making is its main activity

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

Register events

Trustees · trustee networks

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

Operates in: East Riding Of Yorkshire

Income and spending

Financial year endIncomeSpending
31/03/2025£46k£34k
31/03/2024£92k£39k
31/03/2023£168k£27k
31/03/2022£193k£62k
31/03/2021£50k£44k

Common questions

Is HERON EDUCATIONAL FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds total unrestricted funds of £1,046,028, an increase from the previous year's £1,033,924. The trustees report a net income of £12,104 for the year, driven by rental income from investment properties and bank interest, while expenditure on charitable activities and administration totaled £33,609. The charity maintains a bank loan of £165,408 and holds cash reserves of £69,687, with the trustees noting they have no formal reserves policy but intend to keep at least £25,000 in accounts. Its FY2025 accounts were independently examined.

Who funds HERON EDUCATIONAL FOUNDATION?

Funders whose own accounts filings name HERON EDUCATIONAL FOUNDATION as a grant recipient include THE BARRATT FAMILY CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE BARRATT FAMILY CHARITABLE TRUSTFY2023£2k
THE BARRATT FAMILY CHARITABLE TRUSTFY2024£1k
THE BARRATT FAMILY CHARITABLE TRUSTFY2025amount not stated

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 BMTA TRUST1£50k
OVINGDEAN HALL FOUNDATION1£30k
CLA CHARITABLE TRUST1£3k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
HERON EDUCATIONAL FOUNDATION£46k—0above—no doubt
THE HERON EDUCATIONAL TRUST FY2025£1.6m—0unclear—no doubt
ELEANOR HAMILTON EDUCATIONAL TRUST FY2026£265k—0unclear—no doubt
THE HEARN FOUNDATION FY2025£4.4m—0above—no doubt
THE CANEWDON EDUCATIONAL FOUNDATION FY2025£34k—0unclear—no doubt
ELIZABETH ALLEN TRUST FY2025£34k—0unclear—no doubt

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