Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 3

HENLEY EDUCATIONAL TRUST

The provision of grants to fund educational purposes within Henley on Thames and the parishes of Bix, Rotherfield Greys and Remenham. The Charity does not actively fund raise but makes educational grants to individuals, schools and organisations through careful stewardship of its existing resources.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£146	£152	£-6	n/a	n/a	n/a	n/a	n/a
31/03/22		£138	£160	£-23	n/a	n/a	n/a	n/a	n/a
31/03/21		£129	£140	£-11	n/a	n/a	n/a	n/a	n/a
31/03/20		£158	£157	£1	n/a	n/a	n/a	n/a	n/a
31/03/19		£143	£145	£-2	n/a	n/a	n/a	n/a	n/a
31/03/18		£151	£143	£8	£0	£0	£0	n/a	0
31/03/17		£145	£143	£2	£0	£0	£0	n/a	0
31/03/16		£149	£144	£5	£0	£0	£0	n/a	0
31/03/15		£138	£137	£2	£0	£0	£0	n/a	0
31/03/14		£142	£129	£14	£0	£0	£0	n/a	0
31/03/13		£147	£137	£10	£0	£0	£0	n/a	0
31/03/12		£145	£111	£34	£0	£0	£0	n/a	0
31/03/11		£112	£99	£13	£0	£0	£0	n/a	0
31/03/10		£104	£101	£3	£0	£0	£0	n/a	0
31/03/09		£156	£108	£48	£0	£0	£0	n/a	0
31/03/08		£108	£88	£21	£0	£0	£0	n/a	0
31/03/07	*	£120	£88	£32	£0	£0	£0	n/a	0
31/03/06	*	£113	£88	£25	£0	£0	£0	n/a	0
31/03/05	*	£112	£119	£-6	£0	£0	£0	n/a	0
31/03/04	*	£117	£84	£32	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

www.henleyeducationaltrust.com

clerk@henleyeducationaltrust.com

01491 524994

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other education services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Oxfordshire, Wokingham,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

AMANDA HEATH (Chair) Appointed: 2012

CARLY WATKINS Appointed: 2022

DEBBIE WERMANN Appointed: 2020

ISOBEL MARY MORROW Appointed: 2015

JOHN PRINT Appointed: 2023

MICHELLE THOMAS Appointed: 2023

REV JEREMY CHARLES TAYLOR Appointed: 2018

SUSAN BISHOP Appointed: 2020

TRISTAN ARNISON Appointed: 2018

ELIZABETH HODGKIN Appointed: 2012, Other trusteeships: HENLEY-ON-THAMES DAY CENTRE MANAGEMENT COMMITTEE, THE THAMESFIELD YOUTH ASSOCIATION, THE EYOT CENTRE,

KELLIE LOUISE HINTON Appointed: 2023, Other trusteeships: HENLEY-ON-THAMES DAY CENTRE MANAGEMENT COMMITTEE, HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, RIVER AND ROWING MUSEUM FOUNDATION,

Legal constitution

Charity registered in England & Wales on 05/04/1963, number: 309237

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR07: 9 days late, AR06: 57 days late, AR05: 1 days late, AR04: 1 days late,

Main office

1A Coldharbour Close
HENLEY-ON-THAMES
Oxfordshire
RG9 1QF

Objectives

1) NOT MORE THAN ONE THIRD OF THE YEARLY INCOME OF THE CHARITY SHALL BE APPLIED AT ALL OR ANY OF THE COUNTY OR VOLUNTARY SCHOOLS OR COLLEGES SERVING THE TOWN OF HENLEY-ON-THAMES AND THE PARISHES OF BIX AND ROTHERFIELD GREYS, IN THE COUNTY OF OXFORDSHIRE AND THE COUNTY OF REMENHAM, IN THE ROYAL COUNTY OF BERKSHIRE INCLUDING KING JAMES'S COLLEGE OF HENLEY AND THE SOUTH OXFORDSHIRE TECHNICAL COLLEGE IN ONE OR BOTH OF THE FOLLOWING WAYS:A) IN THE PROVISION OF RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND.B) IN THE PROVISION OF SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY LOCAL EDUCATION AUTHORITY.2)NOT MORE THAN ONE THIRD OF THE YEARLY INCOME SHALL BE APPLIED IN ASSISTING CHILDREN AND PERSONS UNDER THE AGE OF 25 YEARS WHO ARE IN NEED OF FINANCAIL ASSISTANCE, WHO ARE RESIDENT IN THE AREA ABOVE.3)THE TRUSTEES SHALL APPLY THE RESIDUE OF THE YEARLY INCOME IN PROMOTING THE EDUCATION OF CHILDREN AND YOUNG PERSONS IN THESE AREAS IN SUCH WAYS AS THEY THINK FIT.

Defined Area of Benefit:

SEE OBJECT

Data Sources