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.

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

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 (held: £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.

Register events

Received assets from another charity (09/03/2021) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Matthew Havlerchair
Christopher Edward John Brazier CBE
Francis Alastair Caley
Freyja Peta Aggie Dudley
MARION RILEY
Patricia Anne Farrar

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

Operates in: East Riding Of Yorkshire

Income and spending

Financial year end	Income	Spending
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.

Funder	Year	Amount
THE BARRATT FAMILY CHARITABLE TRUST	FY2023	£2k
THE BARRATT FAMILY CHARITABLE TRUST	FY2024	£1k
THE BARRATT FAMILY CHARITABLE TRUST	FY2025	£0