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£6,9309.81480
31/08/22£8,234£7,907£327£45£6,692£6,69210.214715
31/08/21£7,921£7,312£609£39£6,365£6,36510.414313
31/08/20£7,128£7,010£118£47£5,756£5,7569.913920
31/08/19£7,277£7,175£102£0£5,638£5,6389.41422
31/08/18£7,236£6,909£328£46£5,536£5,5369.61400
31/08/17£7,005£6,361£644£33£5,209£5,1219.71300
31/08/16£6,409£5,894£516£0£4,564£4,5649.31380
31/08/15£5,762£5,617£145£18£4,048£4,0488.61230
31/08/14£5,531£5,462£69£14£3,903£3,9038.61170
31/08/13£5,331£5,169£161£7£3,834£3,8348.91140
31/08/12*£5,005£4,809£196£7£3,700£3,7009.21110
31/08/11£4,867£4,602£265£7£3,504£1,3363.5820
31/08/10£4,587£4,458£128£7£3,239£1,0702.91110
31/08/09£4,365£4,176£189£7£3,110£3,1108.9800
31/08/08£3,948£3,966£-18£7£2,921£2,9218.8800
31/08/07£3,605£3,434£171£6£2,939£2,93910.3930
31/08/06£3,488£3,333£155n/an/an/an/an/an/a
31/08/05£3,343£3,053£290n/an/an/an/an/an/a
31/08/04£3,069£2,853£216n/an/an/an/an/an/a

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 WalesCompanies HouseFacebookInstagramX
UN SDGs
?
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 (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 42-64
  • ANDREW RICKARDS Appointed: 2023, Occupation: Strategic Investor
  • ANNABEL FRIEDLEIN Appointed: 2024, Occupation: Chartered Surveyor
  • 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
  • SIMON HEARD Appointed: 2024, 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

Charity Commission for England and Wales

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