THE HEATHCOAT TRUST

Registered charity 203367 · accounts filings on the Charity Commission register

for the relief of financial hardshipfor education and trainingfor building or making grants to health institutions andin certain circumstances for making contributions to any charity but mostly in Tiverton, Devon, its neighbourhood or in places where the firms John Heathcoat & Co Ltd and Lowman Manufacturing Co Ltd and their subsidiaries carry on business

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased to £5,542,219 from £5,658,704 in the prior year, driven by a net expenditure that included significant investment losses. The trustees consider the reserve fund sufficient for the time being, noting that its value fluctuates with market conditions due to unrealized gains and losses. The charity maintains a strong financial base through professionally managed investments and continues to distribute grants to fulfill its charitable objectives.

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

What the accounts disclose

Accounts audited by Westcotts (SW) LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~68.4 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 13.7% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• Andrew James Bell
• Carol Ann Onley-Gregson
• JOHN STANLEY SMITH
• Jack Daniel Rayner
• Mark David Andrew Drysdale
• Tatiana Rose Heathcoat Amory

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

Operates in: Cornwall · Devon

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 SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST.

• SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST income £187k
• H & T CLIENTS CHARITABLE TRUST income £919k
• THE DOUGHTY CHARITY TRUST income £534k
• ST ALDHELM'S CHAPEL TRUST income £165k
• KEMPTON GREAT ENGINES TRUST LIMITED income £154k
• SRI AUROBINDO TRUST LIMITED income £209k

Side by side with its peers

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