SIR JOHN AND LADY HEATHCOAT AMORY'S CHARITABLE TRUST

Registered charity 203970 · accounts filings on the Charity Commission register · also known as THE SIR JOHN AND LADY HEATHCOAT AMORY'S CHARITABLE TRUST, THE SIR JOHN HEATHCOAT AMORY TRUST

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

Objects

ANY CHARITABLE PURPOSES (AT THE TRUSTEES DEISCRETION).

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the trust maintained sufficient reserves to meet grant commitments and preserve its grant-giving potential. Investment income of £72,478 was generated, resulting in a net cash increase for the year. The total assets held at market value amounted to £2,790,865, with unrestricted reserves effectively represented by the net asset position.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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.

• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• SIR IAN HEATHCOAT AMORYchair · trustee of 4 other charities
• LADY AMORY · trustee of 1 other charity
• MR WF HEATHCOAT AMORY · trustee of 2 other charities

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

Operates in: Devon · Somerset

Income and spending

Common questions