01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 29 March 1965
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £18,675
- Latest expenditure
- £27,003
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: RATHBONE INVESTMENT MANAGEMENT, PORT OF LIVERPOOL BUILDING, PIER HEAD, LIVERPOOL, L3 1NW
02 Activities
What the charity does
The Trustees receive suggestions each year from the diocesan authorities of Liverpool and Chester of clergy who are in need of a holiday and are not able to afford a suitable one.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 30 October 2026
- Total Gross Income
- £18,675
- Total Gross Expenditure
- £27,003
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 31 October 2025
- Total Gross Income
- £20,327
- Total Gross Expenditure
- £27,255
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 29 October 2024
- Total Gross Income
- £22,144
- Total Gross Expenditure
- £24,684
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 30 October 2023
- Total Gross Income
- £23,588
- Total Gross Expenditure
- £41,878
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 20 October 2022
- Total Gross Income
- £21,301
- Total Gross Expenditure
- £36,474
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 30 October 2026
- Total Gross Income
- £18,675
- Total Gross Expenditure
- £27,003
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 31 October 2025
- Total Gross Income
- £20,327
- Total Gross Expenditure
- £27,255
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 29 October 2024
- Total Gross Income
- £22,144
- Total Gross Expenditure
- £24,684
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 30 October 2023
- Total Gross Income
- £23,588
- Total Gross Expenditure
- £41,878
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 20 October 2022
- Total Gross Income
- £21,301
- Total Gross Expenditure
- £36,474
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Knowsley
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Liverpool City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sefton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cheshire East
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lancashire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wirral
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- St Helens
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cheshire West & Chester
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
07 Official extract
Charity Event History
- Charity Name
- HEATHER BROW CLERGY REST HOME
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1965-03-29T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 30 JUNE 1897 LOST - (SEE STATUTORY DECLARATION 9 FEBRUARY 1949) AND SCHEME OF THE 3 MAY 1971.
- Charitable Objects
- FOR MAINTENANCE OF HOUSE AT WEST KIRBY AND TO PROVIDE HOLIDAYS THERE AND ELSEWHERE FOR MINISTERS OF THE CHURCH OF ENGLAND WORKING IN THE DIOCESES OF LIVERPOOL AND CHESTER.
- Area Of Benefit
- DIOCESES OF LIVERPOOL AND CHESTER.
09 Official extract
Charity Other Names
- Charity Name Id
- 184132
- Charity Name Type
- Working name
- Charity Name
- HEATHER BROW TRUST
10 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures