O'HEA CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 30 April 1979
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £50,477
Latest expenditure: £56,965
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Sweetings, Brickendon Lane, Brickendon, SG13 8NU

02 Activities

What the charity does

Charitable grants to organisations and projects which generally are known to trustees.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 5 February 2026
Date Accounts Received: 5 February 2026
Total Gross Income: £50,477
Total Gross Expenditure: £56,965

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 28 January 2025
Date Accounts Received: 28 January 2025
Total Gross Income: £52,286
Total Gross Expenditure: £46,712

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 1 March 2024
Date Accounts Received: 1 March 2024
Total Gross Income: £51,462
Total Gross Expenditure: £48,716

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 5 February 2023
Date Accounts Received: 5 February 2023
Total Gross Income: £44,614
Total Gross Expenditure: £47,559

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 3 February 2022
Date Accounts Received: 3 February 2022
Total Gross Income: £31,561
Total Gross Expenditure: £38,623

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 5 February 2026
Total Gross Income: £50,477
Total Gross Expenditure: £56,965
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: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 28 January 2025
Total Gross Income: £52,286
Total Gross Expenditure: £46,712
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: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 1 March 2024
Total Gross Income: £51,462
Total Gross Expenditure: £48,716
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: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 5 February 2023
Total Gross Income: £44,614
Total Gross Expenditure: £47,559
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 3 February 2022
Total Gross Income: £31,561
Total Gross Expenditure: £38,623
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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: Country
Geographic Area Description: Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name: O'HEA CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1979-04-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED OF SETTLEMENT DATED 24TH OCTOBER 1978
Charitable Objects: TO APPLY THE INCOME OF THE TRUST FUND AND WITH POWER TO APPLY ANY PART OF THE CAPITAL THEREOF TOWARDS SUCH CHARITABLE OBJECTS OR TO SUCH CHARITIES AND IN SUCH PROPORTIONS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures