Finance Score: 4

Governance Score: 6

Support Score: 4

Good reserves management: +3
Reasonable growth: +1

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

Grant maker support: +4

Overall GiG Score: 14

HEELEY TRUST

Heeley Trust is a community-led anchor organisation, working hard to improve the environment, opportunities and prospects of our neighbourhood. We work together with residents, groups, schools and agencies to strengthen community cohesion through youth, training, community and environmental projects. We are developing social enterprises and a growing asset base to sustain this work.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Established: 26 years

www.heeleytrust.org

info@heeleytrust.org

01142500613

Charity Commission for England and Wales

Tweets

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	Volun- teers
31/03/23	*	£1,309	£1,282	£27	£0	£2,600	£645	6	30	50
31/03/22	*	£1,277	£1,188	£89	£0	£2,572	£620	6.3	28	50
31/03/21		£1,276	£1,190	£86	£0	£2,484	£559	5.6	28	85
31/03/20		£1,242	£986	£256	£0	£2,398	£501	6.1	28	80
31/03/19	*	£928	£864	£63	£0	£2,142	£459	6.4	25	65
31/03/18		£867	£823	£44	£0	£2,078	£427	6.2	28	0
31/03/17	*	£837	£813	£25	£0	£2,035	£349	5.2	29	0
31/03/16	*	£926	£904	£22	£0	£2,010	£315	4.2	32	0
31/03/15		£868	£788	£81	£7	£1,988	£287	4.4	30	0
31/03/14	*	£1,298	£950	£348	£8	£1,907	£253	3.2	19	0
31/03/13	*	£1,817	£691	£1,125	£6	£1,559	£275	4.8	20	0
31/03/12	*	£576	£569	£7	£5	£434	£267	5.6	23	0
31/03/11		£590	£613	£-23	£6	£427	£241	4.7	18	0
31/03/10		£503	£347	£156	£6	£450	£135	4.7	12	0
31/03/09		£297	£318	£-22	£0	£0	£0	n/a	0	0
31/03/08		£315	£288	£27	£0	£0	£0	n/a	0	0
31/03/07	*	£300	£283	£16	£0	£0	£0	n/a	0	0
31/03/06	*	£451	£525	£-74	£0	£0	£0	n/a	0	0
31/03/05	*	£460	£498	£-38	£0	£0	£0	n/a	0	0
31/03/04	*	£777	£741	£36	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 64%
Unrestricted Funds/Total Funds: 25%
Reserves/Spending: 6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Barnsley, Rotherham, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

30 employees
50 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Op Foundation - ReCycle Bikes
£10,000	02/12/2021	Grant to support the group through the financial challenges brought about by the Covid-19 pandemic and lockdowns.
Power to Change - C-19 Response - Heeley Development Trust
£30,000	20/08/2020	Grant to C-19 Response - Heeley Development Trust
Co-Op Foundation - ReCycle Bikes
£40,000	08/05/2018	Heeley Trust manages a park and runs several social enterprises around it to pay for park maintenance
Power to Change - Heeley Development Trust
£10,000	01/01/2017 2	Funding to increase the opportunities to reduce poverty and equality through community business, accelerating the growth of community business and demonstrating the conditions required for community ....more Funding to increase the opportunities to reduce poverty and equality through community business, accelerating the growth of community business and demonstrating the conditions required for community business to florurish in a place
Power to Change - Heeley Development Trust
£276,000	19/09/2016 11	Grant to Heeley Development Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-80

ANTHONY JAMES ASKINS Appointed: 2009, Occupation: Landscape Architect

ARLINE VALERIE KERSEY Appointed: 1996, Occupation: Retired Headteacher

ANTHONY JAMES ASHTON Appointed: 2016, Occupation: It Consultant

DR JACK CZAUDERNA Appointed: 2021, Occupation: Retired General Practitioner

DR KRISTINA IRWIN, Occupation: General Practitioner

DR SIMONE ABRAM, Occupation: Academic, Other trusteeship: RADCLIFFE-BROWN MEMORIAL TRUST FUND FOR SOCIAL ANTHROPOLOGICAL RESEARCH,

ED CHARD Appointed: 2014, Occupation: Outdoor Educator

PAUL GRASSICK Appointed: 2002, Occupation: Finance Manager

RHIANNON ELOISE THOMAS (Chair) Appointed: 2016, Occupation: N/A

SARAH BLANDY Appointed: 2013, Occupation: University Professor, Other trusteeship: SHEFFIELD WILDLIFE TRUST,

Legal constitution

Charitable company registered in England & Wales on 20/01/1998, number: 1067567
Registered at Companies House on 06/12/1996, number: 03288676

Gift Aid

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 8 days late, AR22: 3 days late, AR19: 3 days late, AR17: 2 days late, AR16: 2 days late, AR14: 1 days late, AR13: 6 days late, AR12: 2 days late, AR07: 148 days late, AR06: 1 days late, AR05: 1 days late, AR04: 50 days late,

Main office

ASH TREE YARD
62-68 THIRLWELL ROAD
HEELEY
SHEFFIELD
S8 9TF

Objectives

FOR THE PUBLIC BENEFIT WITHIN THE AREA OF HEELEY AND LOWFIELD IN SHEFFIELD: 1) TO CREATE AND MANAGE HEELEY MILLENNIUM PARK AND TO PROVIDE FACILITIES FOR THE PUBLIC RECREATION OR OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE 2) TO PROMOTE THE ADVANCEMENT OF EDUCATION AND LEARNING, INCLUDING TRAINING IN SKILLS RELEVANT TO SECURING EMPLOYMENT 3) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE PUBLIC OR SECTIONS OF THE PUBLIC ( INCLUDING INDIVIDUAL COMMUNITIES DEFINED BY THE GEOGRAPHICAL AREAS IN WHICH THEY LIVE OR WORK OR THEIR ETHNIC ORIGINS) AS THE CHARITY SHALL THINK FITT

Defined Area of Benefit:

AREA OF HEELEY AND LOWFIELD IN SHEFFIELD

Data Sources