HEATH MOUNT SCHOOL TRUST LTD
Promote and provide for the advancement of education and in connection therewith to conduct, carry on, acquire and develop in the United Kingdom any boarding or day school or schools for the education of either sex or both sexes.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £568,580 for the year ended 31 August 2025, with total unrestricted reserves of £7,931,975. The trustees maintain a reserves policy targeting four to twelve weeks' expenditure for general funds, which stood at £1,328,039, exceeding the minimum policy threshold. The auditor confirmed that the use of the going concern basis was appropriate with no material uncertainties identified.
What the accounts disclose
“The Governors’ policy is that General funds should ideally represent between four- and twelve-weeks’ expenditure (£0.6m – £1.8m)” — page 14
Leadership, per the charity’s website
- Mr Gillam — Headmaster
- Mrs Hodson — Chair of Governors
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Richard Martin Fiddeschair
- Andrew Rickards
- Annabel Friedlein
- Christopher Richard Adrian Scrope
- EDWARD CAMPBELL GRAY
- HELEN RAYFIELD
- Ian Hodges-Jackson
- Karen Ann Sallybanks
- Lisa Michelle Pillay
- Simon Heard
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £10.1m | £9.5m |
| 31/08/2024 | £9.5m | £9.1m |
| 31/08/2023 | £8.7m | £8.5m |
| 31/08/2022 | £8.2m | £7.9m |
| 31/08/2021 | £7.9m | £7.3m |
Common questions
Is HEATH MOUNT SCHOOL TRUST LTD financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £568,580 for the year ended 31 August 2025, with total unrestricted reserves of £7,931,975. The trustees maintain a reserves policy targeting four to twelve weeks' expenditure for general funds, which stood at £1,328,039, exceeding the minimum policy threshold. The auditor confirmed that the use of the going concern basis was appropriate with no material uncertainties identified. Its FY2025 accounts were audited by HaysMac LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE REECE FOUNDATION | 1 | £90k |
| THE ROTHLEY TRUST | 1 | £5k |
Charities like this
- TALBOT HEATH SCHOOL TRUST LIMITED
- RICHMOND HOUSE SCHOOL
- MERCHANT TAYLORS' EDUCATIONAL TRUST
- PANGBOURNE COLLEGE LIMITED
- THE NORTHUMBRIAN EDUCATIONAL TRUST LTD
- ST CHRISTOPHER'S SCHOOL (HAMPSTEAD) LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| HEATH MOUNT SCHOOL TRUST LTD | £10.1m | — | — | unclear | — | no doubt |
| TALBOT HEATH SCHOOL TRUST LIMITED | £8.1m | £100,001 - £110,000 | — | below | — | no doubt |
| RICHMOND HOUSE SCHOOL | £2.7m | — | — | unclear | — | no doubt |
| MERCHANT TAYLORS' EDUCATIONAL TRUST | £336k | — | 0 | below | — | no doubt |
| PANGBOURNE COLLEGE LIMITED | £12.6m | £160,001 - £170,000 | — | unclear | — | no doubt |
| THE NORTHUMBRIAN EDUCATIONAL TRUST LTD | £2.9m | — | — | below | — | not going concern |