HERITAGE EDUCATION TRUST

Registered charity 297311 · accounts filings on the Charity Commission register

In depth appraisal of educational facilities and activities at heritage sites. Assessment and consultancy, followed by a report with site specific recommendations. High standards recognised by Sandford Award.

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts

Latest income

£27k

Latest spending

£34k

Registered

1987

Accounts read

FY2026

Financial health, per its FY2026 accounts

The accounts state that the charity reported a net expenditure of £6,461 for the year, resulting in total reserves decreasing from £83,814 to £77,353. The trustees note that fee income alone is insufficient to meet future financial requirements, particularly as a key sponsorship agreement with Historic Royal Palaces ends in March 2026. To address this, the charity has commissioned a fundraising strategy to secure diversified income streams.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Sandford Award (55% of income)

“Sandford Award 33,856”

Per its FY2026 accounts as filed with the Charity Commission.

Reserves policy: to mitigate the potential impact of any shortfall in running costs; and to promote the uptake of the Sandford Award (held: £68k)

“The reserves currently held by HET are to mitigate the potential impact of any shortfall in running costs; and to promote the uptake of the Sandford Award.”

Per its FY2026 accounts as filed with the Charity Commission.

Going concern: noted by the trustees or auditor

“Recognising that fee income alone will not be sufficient to meet future financial requirements, the Trust has also focused on developing new income streams. The partnership agreement with Historic Royal Palaces (HRP) is due to end on 31 March 2026 and, in preparation for this transition, HET commissioned Good Fundraising to develop a Corporate Fundraising Strategy for the period 2026–2029.” — page 4

Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Year-over-year changes

Going concern: no going-concern doubt (FY2025) → going-concern doubt noted (FY2026).

Comparing this charity’s FY2025 and FY2026 accounts as analysed by this site.

Corporate structure

Registered company of the charity Companies House 02080758

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

PHILLIPSON, Amanda Jayne — director, appointed 11/12/2025on trustee list
HOCKLEY, Lucy — director, appointed 14/09/2023on trustee list
STONE, Jane — director, appointed 14/09/2023on trustee list
ROLLER, Sarah Elizabeth — director, appointed 14/09/2023on trustee list
JACKSON, Andrew Hedges — director, appointed 19/01/2023on trustee list
GREEN, Christopher Bromley — director, appointed 13/10/2022on trustee list
CLUTTERBUCK, Robin Jocelyn — director, appointed 13/10/2022on trustee list
LIGHTBOWN, Alison — director, appointed 21/10/2020on trustee list
MADDISON, Michael Eric Watts — director, appointed 04/12/2018on trustee list
BORMAN, Tracy Joanne, Professor — director, appointed 01/11/2018on trustee list

Official officers record.

Public profiles (found on the charity’s own website): instagram

Trustees · trustee networks

Alison Lightbown
Amanda Jayne Phillipson
Andrew Hedges Jackson
Christopher Bromley Green
DR Michael Maddison
Dr TRACY BORMAN
Jane Stone
Lucy Hockley · trustee of 1 other charity
Lynne Minett
Peter Robert Williams · trustee of 2 other charities
Robin Jocelyn Clutterbuck
Sarah Elizabeth Roller

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

Operates in: Ireland · Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/03/2026	£27k	£34k
31/03/2025	£45k	£31k
31/03/2024	£33k	£32k
31/03/2023	£15k	£3k
31/03/2022	£50k	£17k

Common questions

Is HERITAGE EDUCATION TRUST financially healthy?

Per its FY2026 accounts: The accounts state that the charity reported a net expenditure of £6,461 for the year, resulting in total reserves decreasing from £83,814 to £77,353. The trustees note that fee income alone is insufficient to meet future financial requirements, particularly as a key sponsorship agreement with Historic Royal Palaces ends in March 2026. To address this, the charity has commissioned a fundraising strategy to secure diversified income streams. Its FY2026 accounts were independently examined.

Who funds HERITAGE EDUCATION TRUST?

Funders whose own accounts filings name HERITAGE EDUCATION TRUST as a grant recipient include THE ANTHONY AND ELIZABETH MELLOWS CHARITABLE SETTLEMENT.

Known funders

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

Funder	Year	Amount	Purpose (as stated by the funder)
THE ANTHONY AND ELIZABETH MELLOWS CHARITABLE SETTLEMENT	FY2025	£3k	Cultural Heritage

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Heritage Fund	17/08/2020	£32k	"COVID19 Heritage Education Trust"
The National Lottery Heritage Fund	17/03/2003	£201k	"Heritage Education Regional Outreach (HERO)"