Finance Score: -7

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: -5

HELIOS TRUST

Support the medical and therapeutic services not provided by the NHS, the use of anthroposophical medicines and therapeutic techniques.Establish and promote workshops, study groups and self-help groups at the Centre for sufferers of various physical and mental illnesses.Offer a full range of therapies to the North West Bristol Primary Care Group.Establish and maintain bursary funds.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/05/23?	*	£9	£169	£-160	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£77	£54	£23	n/a	n/a	n/a	n/a	n/a
31/03/21		£83	£116	£-33	n/a	n/a	n/a	n/a	n/a
31/03/20		£302	£166	£136	n/a	n/a	n/a	n/a	n/a
31/03/19		£186	£126	£60	n/a	n/a	n/a	n/a	n/a
31/03/18?		£136	£136	£0	£0	£0	£0	n/a	0
31/10/16		£95	£77	£18	£0	£0	£0	n/a	0
31/10/15		£88	£69	£19	£0	£0	£0	n/a	0
31/10/14		£96	£75	£21	£0	£0	£0	n/a	0
31/10/13		£96	£73	£22	£0	£0	£0	n/a	0
31/10/12		£94	£61	£34	£0	£0	£0	n/a	0
31/10/11		£91	£61	£30	£0	£0	£0	n/a	0
31/10/10		£92	£47	£46	£0	£0	£0	n/a	0
31/10/09		£84	£50	£34	£0	£0	£0	n/a	0
31/10/08		£97	£74	£23	£0	£0	£0	n/a	0
31/10/07		£90	£62	£28	£0	£0	£0	n/a	0
28/10/06		£84	£58	£26	£0	£0	£0	n/a	0
28/10/05		£94	£64	£30	£0	£0	£0	n/a	0
28/10/04	*	£75	£44	£31	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

www.heliosbristol.co.uk

info@heliostrust.co.uk

01173079909

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Other individual and family services

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Bristol City,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 51-76

HELEN KIPPAX Appointed: 2022, Occupation: Director

ROLAND PINNIGER Appointed: 2022, Occupation: Retired

VIVIEN GRIFFITHS Appointed: 2022, Occupation: Retired

AONGHUS GORDON Appointed: 2022, Occupation: Chief Executive, Other trusteeships: EURYTHMY UK LTD, WALDORF SCHOOL (BRISTOL) LIMITED, CATHERINE GRACE TRUST, THE WEST MIDLANDS EURYTHMY ASSOCIATION LIMITED, THE HIRAM TRUST, RUSKIN MILL TRUST LIMITED,

GENE FEDER PROFESSOR Appointed: 2017, Occupation: Professor, Other trusteeships: THE BRITISH SHALOM-SALAAM TRUST, FOUNDATION FOR FAMILY MEDICINE IN PALESTINE,

TARA GRATTON Appointed: 2022, Occupation: Director, Other trusteeship: CLERVAUX GARDEN SCHOOL,

IAN CLEMENTS Appointed: 2022, Occupation: Trustee, Other trusteeships: THE RESPONSIVE EARTH TRUST, THE WEST MIDLANDS EURYTHMY ASSOCIATION LIMITED, THE HIRAM TRUST, THE LIVING EARTH LAND TRUST, CLERVAUX TRUST LTD, RUSKIN MILL CENTRE FOR RESEARCH,

Legal constitution

Charitable company registered in England & Wales on 19/11/1996, number: 1059302
Registered at Companies House on 28/10/1996, number: 03270088

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR23: 43 days late, AR22: 58 days late, AR04: 30 days late,

Main office

Ruskin Mill
Millbottom
Nailsworth
STROUD
Gloucestershire
GL6 0LA

Objectives

PREVENTING AND RELIEVING SICKNESS AND OF PROMOTING HEALTH WITHIN THE COMMUNITY THROUGH THE DEVELOPMENT AND APPROACH TO MEDICINE AND USING THE PRINCIPLES OF ANTHROPOSOPHICAL MEDICINE AND IN FURTHERANCE OF THE OBJECTS TO FOSTER, PARTICIPATE IN AND PROMOTE OTHER ACTIVITIES LISTED AS OBJECTS IN SO FAR AS THE SAME ARE CHARITABLE PROVIDED THAT THE CHARITY SHALL AIM AT PROVIDING ALL SUCH MEDICAL SERVICES ON A BASIS OF NEED REGARDLESS OF FINANCIAL IMPOVERISHMENT, SEX OR RACE.

Defined Area of Benefit:

NOT DEFINED

Data Sources