Finance Score: -12

Governance Score: -1

Support Score: 0

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

No conflicts policy: -1

No supporters identified

Overall GiG Score: -13

HELE'S EDUCATIONAL TRUST

TO MAKE GRANTS TO MAINTAINED SCHOOLS WITHIN THE CITY OF EXETER FOR SPECIALISED EQUIPMENT AND IMPROVEMENT OF FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL AUTHORITY AND TO GIVE GRANTS FOR EDUCATIONAL PURPOSES TO INDIVIDUALS UNDER 25 WHO ATTEND HAVE ATTENDED A MAINTAINED SCHOOL IN EXETER OR EXETER COLLEGE.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 5 occasions over the last 5 years
On several occasions in recent years income has been less than spending

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
31/03/22	*	£73	£41	£32	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£68	£35	£33	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£78	£114	£-37	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£96	£123	£-27	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£76	£103	£-27	£0	£0	£0	n/a	0
31/03/17	*	£80	£88	£-8	£0	£0	£0	n/a	0
31/03/16	*	£74	£64	£10	£0	£0	£0	n/a	0
31/03/15	*	£73	£41	£33	£0	£0	£0	n/a	0
31/03/14		£72	£51	£22	£0	£0	£0	n/a	0
31/03/13	*	£69	£45	£23	£0	£0	£0	n/a	0
31/03/12	*	£45	£23	£22	£0	£0	£0	n/a	0
31/03/11	*	£16	£17	£-1	£0	£0	£0	n/a	0
31/03/10		£38	£25	£14	£0	£0	£0	n/a	0
31/03/09		£48	£36	£13	£0	£0	£0	n/a	0
31/03/08		£49	£26	£22	£0	£0	£0	n/a	0
31/03/07		£46	£75	£-29	£0	£0	£0	n/a	0
31/03/06	*	£43	£37	£6	£0	£0	£0	n/a	0
31/03/05	*	£43	£64	£-21	£0	£0	£0	n/a	0
31/03/04	*	£43	£31	£12	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 54 years

helestrust@outlook.com

01392 383000

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Devon,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

CLLR SU AVES (Chair) Appointed: 2017

CLLR CAROL WHITTON Appointed: 2017

DANIEL BARNES Appointed: 2021

MR ROB HANNAFORD

PERCY PROWSE

TRACY ADAMS Appointed: 2021, Other trusteeships: NORTHBROOK COMMUNITY TRUST, NORTHBROOK COMMUNITY TRUST,

CLLR ANDREW ROBERT LEADBETTER, Other trusteeships: ROYAL ALBERT MEMORIAL MUSEUM DEVELOPMENT APPEAL, TOPSHAM COMMUNITY ASSOCIATION LIMITED,

MARINA ASVACHIN Appointed: 2017, Other trusteeship: WONFORD COMMUNITY AND LEARNING CENTRE LIMITED,

YVONNE ATKINSON Appointed: 2017, Other trusteeship: EXETER FOOD ACTION,

Legal constitution

Charity registered in England & Wales on 20/02/1970, number: 810254

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR22: 267 days late, AR21: 73 days late, AR20: 185 days late, AR19: 271 days late, AR18: 351 days late, AR17: 85 days late, AR16: 212 days late, AR15: 52 days late, AR13: 26 days late, AR12: 27 days late, AR11: 191 days late, AR06: 21 days late, AR05: 22 days late, AR04: 39 days late,

Main office

DEVON COUNTY COUNCIL
CHIEF EXECUTIVE'S DIRECTORATE
COUNTY HALL
TOPSHAM ROAD
EXETER
EX2 4QD

Objectives

(A) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR THE ELIGIBLE SCHOOLS OR COLLEGES SET OUT IN SUBCLAUSE (C) AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE ELIGIBLE SCHOOL OR COLLEGE.(B) IN OTHERWISE PROMOTING THE EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE ATTENDING OR HAVE ATTENDED ONE OF THE ELIGIBLE SCHOOLS OR COLLEGES SET OUT IN SUBCLAUSE (C)(C) THE ELIGIBLE SCHOOLS AND COLLEGES ARE THOSE CURRENTLY MAINTAINED BY THE LOCAL AUTHORITY, THOSE PREVIOUSLY MAINTAINED BY THE LOCAL AUTHORITY WHICH HAVE CONVERTED OR MAY CONVERT TO ACADEMY STATUS AND ANY NEW ADDITIONAL SCHOOLS, ACADEMIES OR COLLEGES SET UP IN THE CITY OF EXETER WHICH ARE PUBLICLY FUNDED AND ARE NOT FEE-PAYING INDEPENDENT SCHOOLS (AS DEFINED UNDER S463 OF THE EDUCATION ACT 1996).

Defined Area of Benefit:

CITY OF EXETER

Data Sources