Finance Score: 3

Governance Score: 9

Support Score: 3

Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 15

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.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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
31/08/23		£8,750	£8,512	£238	£66	£6,930	£6,930	9.8	148	0
31/08/22		£8,234	£7,907	£327	£45	£6,692	£6,692	10.2	147	15
31/08/21		£7,921	£7,312	£609	£39	£6,365	£6,365	10.4	143	13
31/08/20		£7,128	£7,010	£118	£47	£5,756	£5,756	9.9	139	20
31/08/19		£7,277	£7,175	£102	£0	£5,638	£5,638	9.4	142	2
31/08/18		£7,236	£6,909	£328	£46	£5,536	£5,536	9.6	140	0
31/08/17		£7,005	£6,361	£644	£33	£5,209	£5,121	9.7	130	0
31/08/16		£6,409	£5,894	£516	£0	£4,564	£4,564	9.3	138	0
31/08/15		£5,762	£5,617	£145	£18	£4,048	£4,048	8.6	123	0
31/08/14		£5,531	£5,462	£69	£14	£3,903	£3,903	8.6	117	0
31/08/13		£5,331	£5,169	£161	£7	£3,834	£3,834	8.9	114	0
31/08/12	*	£5,005	£4,809	£196	£7	£3,700	£3,700	9.2	111	0
31/08/11		£4,867	£4,602	£265	£7	£3,504	£1,336	3.5	82	0
31/08/10		£4,587	£4,458	£128	£7	£3,239	£1,070	2.9	111	0
31/08/09		£4,365	£4,176	£189	£7	£3,110	£3,110	8.9	80	0
31/08/08		£3,948	£3,966	£-18	£7	£2,921	£2,921	8.8	80	0
31/08/07		£3,605	£3,434	£171	£6	£2,939	£2,939	10.3	93	0
31/08/06		£3,488	£3,333	£155	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£3,343	£3,053	£290	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£3,069	£2,853	£216	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 29%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 54 years

www.heathmount.org

owenso@heathmount.org

01920830230

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes grants to individuals
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cambridgeshire, Essex, Hertfordshire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-64

ANDREW RICKARDS Appointed: 2023, Occupation: Strategic Investor

CHRISTOPHER RICHARD ADRIAN SCROPE Appointed: 2022, Occupation: Business Executive

EDWARD CAMPBELL GRAY, Occupation: Oil Trader

HELEN RAYFIELD Appointed: 2016, Occupation: Insurance

IAN HODGES-JACKSON Appointed: 2022, Occupation: Director

JULIETTE HODSON (Chair) Appointed: 2013, Occupation: Housewife

JAMES STEEL Appointed: 2013, Occupation: Company Director

KAREN ANN SALLYBANKS Appointed: 2016, Occupation: Director

RICHARD MARTIN FIDDES Appointed: 2023, Occupation: Building Consultancy

SARAH ROSE CAPEWELL Appointed: 2019, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 18/08/1970, number: 311069
Registered at Companies House on 03/07/1970, number: 00983758

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 22 days late,

Main office

HEATH MOUNT SCHOOL
WOODHALL PARK
WATTON AT STONE
HERTFORD
SG14 3NG

Objectives

TO 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 CHILDREN OF EITHER SEX OR BOTH SEXES AND AS ANCILLARY THERETO TO ACQUIRE CARRY ON AND DEVELOP THE UNDERTAKING OF HEATH MOUNT A PREPARATORY SCHOOL FOR BOYS AND TO ACQUIRE ANY PREMISES FOR THE PURPOSE OF CARRYING ON SUCH UNDERTAKING.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources

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