Finance Score: 1

Governance Score: 6

Support Score: 4

Poor Liquidity: -1
Strong growth: +2

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

Overall weighted support: +4

Overall GiG Score: 11

HEARTWOOD HOUSE

Advancing the education of students aged 9 to 18 being students who are the victim of bullying or by reason of other emotional trauma or illness are unable to attend mainstream school by providing tuition and appropriate support for them in a safe learning environment until they are ready to return to mainstream education and employment.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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 dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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		£2,163	£1,903	£261	£0	£1,222	£0	n/a	33	0
31/08/22		£1,647	£1,354	£293	£0	£961	£4	0	27	0
31/08/21		£988	£895	£94	£0	£669	£2	0	20	0
31/08/20		£728	£633	£95	£0	£421	£421	8	17	0
31/08/19		£599	£511	£88	£0	£327	£303	7.1	13	0
31/08/18	*	£530	£437	£93	£0	£239	£228	6.3	13	0
31/08/17		£487	£408	£79	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16		£316	£282	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£305	£271	£34	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£240	£247	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£235	£246	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£263	£273	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£260	£280	£-20	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£302	£290	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09?		£248	£229	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£36	£3	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£11	£0	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£1	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 61%
Liabilities/Income: 87%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Balance Sheet History

Established: 19 years

www.heartwoodhouse.org.uk

admin@heartwoodhouse.org.uk

0208 8646433

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other education support

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Brent, Buckinghamshire, Camden, Ealing, Harrow, Hertfordshire, Hillingdon, Islington,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
John Lyon's Charity - Uplift grant to Red Balloon - NW London
£2,550	05/12/2022	Cost-of-Living Uplift
DCMS - Coronavirus Community Support Fund
£9,600	13/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
John Lyon's Charity - Main grant to Red Balloon - NW London
£76,500	18/06/2020 36	Horse Riding and Stable Management
Sport England - Horseriding
£8,640	26/02/2018 18	Funding under Sport England's Small Grants funding programme for a Revenue project titled Horseriding. This project is a Equestrian project, with a focus on beneficiaries with a disability.
DCMS - ALB-Horseriding
£8,640	26/02/2018	[Placeholder]
City Bridge Trust - Grant to Red Balloon Learner Centre NW London
£95,000	24/11/2016 36	£95,000 over three years (£30,000; £32,000; £33,000) towards the salaries, on costs and supervision costs of a Music Therapist post and an Art Therapist post. The contribution to the combined roles equating to 1 FTE.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-76

ANNA JESSIE LENTON Appointed: 2020, Occupation: Schoolteacher

GERALDINE AMY NORRIS (Chair) Appointed: 2015, Occupation: Director Of Operations

JAMES IAIN STOREY Appointed: 2021, Occupation: Charity Worker

KEVIN BARR Appointed: 2023, Occupation: Health, Safety, Environment And Quality Officer

RICHARD HOWARD EVANS Appointed: 2010, Occupation: Retired Solicitor

SIMON JONES Appointed: 2021, Occupation: Accountant

THOMAS WEBSTER Appointed: 2020, Occupation: Nhs Manager

Legal constitution

Charitable company registered in England & Wales on 09/06/2005, number: 1109947
Registered at Companies House on 08/03/2005, number: 05385733

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR18: 37 days late, AR07: 36 days late,

Main office

13 Kenton Road
HARROW
Middlesex
HA1 2BW

Objectives

TO ADVANCE THE EDUCATION OF STUDENTS AGED 9 TO 18 BEING STUDENTS WHO ARE VICTIMS OF BULLYING OR BY REASON OF OTHER EMOTIONAL TRAUMA OR ILLNESS ARE UNABLE TO ATTEND MAINSTREAM SCHOOL BY PROVIDING TUITION AND APPROPRIATE SUPPORT FOR THEM IN A SAFE LEARNING ENVIRONMENT UNTIL THEY ARE READY TO RETURN TO MAINSTREAM EDUCATION AND EMPLOYMENT.

Defined Area of Benefit:

NORTH WEST LONDON

Data Sources

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