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home >> charity search >> the heathcoat trust
Finance Score: 0
Governance Score: 2
Support Score: 0
    • No conflicts policy: -1
    • Gender balanced board: +3
    • No supporters identified
    Overall GiG Score: 2 ?

    THE HEATHCOAT TRUST

    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
    Analysis by Giving is Great

    Positives:

    • This charity has an endowment fund which generates most of its income
    • The Board appears to be well diversified in terms of gender

    Regulatory & Governance issues to consider:

    • This charity does not have a Conflict of Interests policy
    Find similar charities within: miles

    Financial Data ?

    Income & Spending ?
    Sources of Income ?
    Y/E Income
    £k    		 Spending
    £k    		 Surplus/
    Deficit £k    		 Fundraising
    Cost £k    		 Total
    Funds £k    		 Unrestricted
    Funds £k    		 Mths
    Rsrvs    		 Staff Volun-
    teers
    05/04/23£954£875£78£0£27,425£5,41574.310
    05/04/22£879£806£72£0£29,271£5,55282.610
    05/04/21£683£775£-92£0£27,586£5,10078.910
    05/04/20£859£886£-27£0£23,177£4,30958.410
    05/04/19£839£993£-154£0£27,453£4,82558.310
    05/04/18£675£798£-123£79£26,066£4,86873.210
    05/04/17£751£792£-41£65£25,117£5,02976.210
    05/04/16£773£742£31£57£21,693£4,43671.710
    05/04/15£642£738£-97£11£21,581£4,55874.110
    05/04/14£563£811£-248£11£19,849£4,47766.210
    05/04/13£534£825£-291£10£19,349£4,38663.810
    05/04/12£583£830£-247£10£18,204£4,32662.510
    05/04/11£474£621£-146n/an/an/an/an/an/a
    05/04/10£684£633£52£10£19,301£4,56386.610
    05/04/09£798£657£141£9£16,429£3,47363.410
    05/04/08£774£638£136£12£20,088£4,12277.510
    05/04/07£636£641£-5£10£20,666£3,98374.510
    05/04/06£612£660£-48n/an/an/an/an/an/a
    05/04/05£565£633£-68n/an/an/an/an/an/a
    05/04/04£472£791£-319n/an/an/an/an/an/a
    Show more rows -->

    Download accounts
    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 0%
    Liabilities/Income: 1%
    Unrestricted Funds/Total Funds: 20%
    Reserves/Spending: 74.3 months
    Net Current Assets/Spending: 74 months
    Quick Ratio: 54.5
    Asset Split ?
    Balance Sheet History
    Established: 62 years

    heathcoattrust@heathcoat.co.uk

    01884244296

    Charity Commission for England and Wales
    UN SDGs
    ?
    Listed activities
    • Disability
    • Education/Training
    • The Advancement Of Health Or Saving Of Lives
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • Grant-making foundations
    How it operates
    • Makes grants to individuals
    • Makes grants to organisations
    Where it operates
    • Cornwall, Devon,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • Other Charities Or Voluntary Bodies
    • People With Disabilities

    Who supports them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (6)
    Gender Split

    • CAROL ANN ONLEY-GREGSON Appointed: 2023
    • JOHN STANLEY SMITH
    • JOHANNE CHERRY Appointed: 2024
    • MARK DRYSDALE
    • SUSAN WESTLAKE
    • TATIANA ROSE HEATHCOAT AMORY Appointed: 2023
    Legal constitution
    • Charity registered in England & Wales on 22/09/1962, number: 203367
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Policies in force
    • Internal charity financial controls policy and procedures
    • Internal risk management policy and procedures
    • Investing charity funds policy and procedures
    • Investment
    • Risk management
    Filing Record
    20 returns made; all on time
    Main office

    The Heathcoat Trust
    The Factory
    Westexe
    TIVERTON
    Devon
    EX16 5LL

    Objectives

    1. FINANCIAL RELIEF FOR SICKNESS, OLD AGE OR POVERTY IN AREAS DEFINED, PARTICULARLY FOR STAFF, WORKPEOPLE AND THEIR RELATIVES AND DEPENDANTS OF THE COMPANIES. (2) TRAINING AND EDUCATION OF CHILDREN IN AREA DEFINED, PARTICULARLY OF STAFF AND AS IN TRUST DEED WORKPEOPLE OF THE COMPANIES. (3) HOSPITAL ETC WHICH MAY BENEFIT STAFF, WORKPEOPLE OF THE COMPANIES AND THEIR DEPENDANTS AND RELATIVES. (FUR FURTHER DETAILS SEE CLAUSE 2 OF SCHEME).

    Defined Area of Benefit:

    NOT DEFINED

    Data Sources

    Charity Commission for England and Wales

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