HENLEY EDUCATIONAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 5 April 1963
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £184,058
Latest expenditure: £170,758
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 1A Coldharbour Close, HENLEY-ON-THAMES, Oxfordshire, RG9 1QF

Website recorded by the regulator: www.henleyeducationaltrust.com (displayed as text)

02 Activities

What the charity does

The provision of grants to fund educational purposes within Henley on Thames and the parishes of Bix, Rotherfield Greys and Remenham. The Charity does not actively fund raise but makes educational grants to individuals, schools and organisations through careful stewardship of its existing resources.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 26 January 2026
Date Accounts Received: 26 January 2026
Total Gross Income: £184,058
Total Gross Expenditure: £170,758

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 29 January 2025
Date Accounts Received: 29 January 2025
Total Gross Income: £157,221
Total Gross Expenditure: £154,486

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £146,046
Total Gross Expenditure: £151,732

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 27 January 2023
Date Accounts Received: 27 January 2023
Total Gross Income: £137,532
Total Gross Expenditure: £160,094

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 18 January 2022
Date Accounts Received: 18 January 2022
Total Gross Income: £129,464
Total Gross Expenditure: £140,021

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 26 January 2026
Total Gross Income: £184,058
Total Gross Expenditure: £170,758
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 29 January 2025
Total Gross Income: £157,221
Total Gross Expenditure: £154,486
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Total Gross Income: £146,046
Total Gross Expenditure: £151,732
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 27 January 2023
Total Gross Income: £137,532
Total Gross Expenditure: £160,094
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 18 January 2022
Total Gross Income: £129,464
Total Gross Expenditure: £140,021
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: Oxfordshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Wokingham
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

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

07 Official extract

Charity Event History

Charity Name: HENLEY EDUCATIONAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-04-05T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 20/02/1981AS AMENDED BY SCHEME DATED 23/06/1983AS AFFECTED BY RESOLUTION MADE UNDER S74 OF THE CHARITIES ACT 1993 28/03/2011
Charitable Objects: 1) NOT MORE THAN ONE THIRD OF THE YEARLY INCOME OF THE CHARITY SHALL BE APPLIED AT ALL OR ANY OF THE COUNTY OR VOLUNTARY SCHOOLS OR COLLEGES SERVING THE TOWN OF HENLEY-ON-THAMES AND THE PARISHES OF BIX AND ROTHERFIELD GREYS, IN THE COUNTY OF OXFORDSHIRE AND THE COUNTY OF REMENHAM, IN THE ROYAL COUNTY OF BERKSHIRE INCLUDING KING JAMES'S COLLEGE OF HENLEY AND THE SOUTH OXFORDSHIRE TECHNICAL COLLEGE IN ONE OR BOTH OF THE FOLLOWING WAYS:A) IN THE PROVISION OF RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND.B) IN THE PROVISION OF SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY LOCAL EDUCATION AUTHORITY.2)NOT MORE THAN ONE THIRD OF THE YEARLY INCOME SHALL BE APPLIED IN ASSISTING CHILDREN AND PERSONS UNDER THE AGE OF 25 YEARS WHO ARE IN NEED OF FINANCAIL ASSISTANCE, WHO ARE RESIDENT IN THE AREA ABOVE.3)THE TRUSTEES SHALL APPLY THE RESIDUE OF THE YEARLY INCOME IN PROMOTING THE EDUCATION OF CHILDREN AND YOUNG PERSONS IN THESE AREAS IN SUCH WAYS AS THEY THINK FIT.
Area Of Benefit: SEE OBJECT

09 Official extract

Charity Other Names

Charity Name Id: 95461
Charity Name Type: Previous name
Charity Name: HENLEY EDUCATIONAL CHARITY

10 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures