HERON EDUCATIONAL FOUNDATION
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
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.
What the accounts disclose
“Investment Property Rent 43,276” — page 14
“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
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
From the charity’s annual return (Part A, self-declared)
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
Register events
- Received assets from another charity (09/03/2021)
Trustees
- Matthew Havlerchair
- Christopher Edward John Brazier CBE
- Francis Alastair Caley
- Freyja Peta Aggie Dudley
- Laura Marie Richardson
- MARION RILEY
- Patricia Anne Farrar
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
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BARRATT FAMILY CHARITABLE TRUST | FY2023 | £2k | |
| THE BARRATT FAMILY CHARITABLE TRUST | FY2024 | £1k | |
| THE BARRATT FAMILY CHARITABLE TRUST | FY2025 | amount not stated |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BMTA TRUST | 1 | £50k |
| OVINGDEAN HALL FOUNDATION | 1 | £30k |
| CLA CHARITABLE TRUST | 1 | £3k |
Charities like this
- THE HERON EDUCATIONAL TRUST
- ELEANOR HAMILTON EDUCATIONAL TRUST
- THE HEARN FOUNDATION
- THE CANEWDON EDUCATIONAL FOUNDATION
- ELIZABETH ALLEN TRUST
- The Carr Fenton Foundation
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| HERON EDUCATIONAL FOUNDATION | £46k | — | 0 | above | — | no doubt |
| THE HERON EDUCATIONAL TRUST | £1.6m | — | 0 | unclear | — | no doubt |
| ELEANOR HAMILTON EDUCATIONAL TRUST | £265k | — | 0 | unclear | — | no doubt |
| THE HEARN FOUNDATION | £4.4m | — | 0 | above | — | no doubt |
| THE CANEWDON EDUCATIONAL FOUNDATION | £34k | — | 0 | unclear | — | no doubt |
| ELIZABETH ALLEN TRUST | £34k | — | 0 | unclear | — | no doubt |