01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 4 June 1999
- Removed
- Not supplied
- Company number supplied
- 03769775
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £18,373,000
- Latest expenditure
- £17,972,000
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Chailey Heritage Foundation, Haywards Heath Road, North Chailey, LEWES, East Sussex, BN8 4EF
Website recorded by the regulator: www.chf.org.uk (displayed as text)
02 Activities
What the charity does
Chailey Heritage Foundation, based in Sussex, provides education and care services for children and young people with complex disabilities and health needs. The Charity has a special school, residential and community services for both children and young adults, as well as a range of day services for young adults.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 June 2026
- Date Annual Return Received
- 22 May 2026
- Date Accounts Received
- 22 May 2026
- Total Gross Income
- £18,373,000
- Total Gross Expenditure
- £17,972,000
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 June 2025
- Date Annual Return Received
- 2 June 2025
- Date Accounts Received
- 2 June 2025
- Total Gross Income
- £17,961,000
- Total Gross Expenditure
- £17,095,000
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 June 2024
- Date Annual Return Received
- 2 May 2024
- Date Accounts Received
- 2 May 2024
- Total Gross Income
- £15,613,000
- Total Gross Expenditure
- £15,393,000
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 June 2023
- Date Annual Return Received
- 12 May 2023
- Date Accounts Received
- 12 May 2023
- Total Gross Income
- £14,238,000
- Total Gross Expenditure
- £14,244,000
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 June 2022
- Date Annual Return Received
- 9 June 2022
- Date Accounts Received
- 9 June 2022
- Total Gross Income
- £13,104,000
- Total Gross Expenditure
- £13,735,000
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 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 22 May 2026
- Total Gross Income
- £18,373,000
- Total Gross Expenditure
- £17,972,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 25
- Count Govt Grants
- £9
- Income From Government Contracts
- 15141985
- Income From Government Grants
- £1,067,325
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- Yes
- Count Salary Band 60001 70000
- 5
- Count Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 3
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 71
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 2 June 2025
- Total Gross Income
- £17,961,000
- Total Gross Expenditure
- £17,095,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 21
- Count Govt Grants
- £7
- Income From Government Contracts
- 14612663
- Income From Government Grants
- £1,146,989
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- Yes
- Count Salary Band 60001 70000
- 4
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 2
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 45
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 2 May 2024
- Total Gross Income
- £15,613,000
- Total Gross Expenditure
- £15,393,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 20
- Count Govt Grants
- £10
- Income From Government Contracts
- 13414588
- Income From Government Grants
- £995,175
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- Yes
- Count Salary Band 60001 70000
- 5
- Count Salary Band 70001 80000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 35
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Due Date
- 30 June 2023
- Ar Received Date
- 12 May 2023
- Total Gross Income
- £14,238,000
- Total Gross Expenditure
- £14,244,000
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 19
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £10
- Income From Government Contracts
- 13002000
- Income From Government Grants
- £1,130,769
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 4
- Count Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 41
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Due Date
- 30 June 2022
- Ar Received Date
- 9 June 2022
- Total Gross Income
- £13,104,000
- Total Gross Expenditure
- £13,735,000
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 12
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £7
- Income From Government Contracts
- 6995310
- Income From Government Grants
- £1,209,474
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 67
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 22 May 2026
- Income Donations And Legacies
- 1761000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 16376000
- Income Investments
- 144000
- Income Other
- 92000
- Income Total Income And Endowments
- 18373000
- Income Legacies
- 756000
- Income Endowments
- 0
- Expenditure Raising Funds
- £202,000
- Expenditure Charitable Expenditure
- £17,770,000
- Expenditure Other
- 0
- Expenditure Total
- 17972000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 33000
- Expenditure Support Costs
- 4387000
- Expenditure Depreciation
- 857000
- Gain Loss Investment
- 79000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,500,000
- Assets Total Fixed
- 17302000
- Assets Own Use
- 12697000
- Assets Long Term Investment
- 4605000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £7,016,000
- Assets Total Liabilities
- £4,880,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £19,438,000
- Creditors One Year Total Current
- 4880000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,941,000
- Funds Endowment
- 0
- Funds Unrestricted
- 19013000
- Funds Restricted
- 425000
- Funds Total
- 19438000
- Count Employees
- 442
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 2 June 2025
- Income Donations And Legacies
- 1721000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 16025000
- Income Investments
- 173000
- Income Other
- 42000
- Income Total Income And Endowments
- 17961000
- Income Legacies
- 653000
- Income Endowments
- 0
- Expenditure Raising Funds
- £212,000
- Expenditure Charitable Expenditure
- £16,883,000
- Expenditure Other
- 0
- Expenditure Total
- 17095000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 28000
- Expenditure Support Costs
- 3855000
- Expenditure Depreciation
- 1064000
- Gain Loss Investment
- 318000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,071,000
- Assets Total Fixed
- 17180000
- Assets Own Use
- 12753000
- Assets Long Term Investment
- 4427000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,893,000
- Assets Total Liabilities
- £3,115,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £18,958,000
- Creditors One Year Total Current
- 3115000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,777,000
- Funds Endowment
- 0
- Funds Unrestricted
- 18446000
- Funds Restricted
- 512000
- Funds Total
- 18958000
- Count Employees
- 417
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 2 May 2024
- Income Donations And Legacies
- 862000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 14649000
- Income Investments
- 97000
- Income Other
- 5000
- Income Total Income And Endowments
- 15613000
- Income Legacies
- 9000
- Income Endowments
- 0
- Expenditure Raising Funds
- £242,000
- Expenditure Charitable Expenditure
- £15,151,000
- Expenditure Other
- 0
- Expenditure Total
- 15393000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 22000
- Expenditure Support Costs
- 3277000
- Expenditure Depreciation
- 927000
- Gain Loss Investment
- -112000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,314,000
- Assets Total Fixed
- 17414000
- Assets Own Use
- 13439000
- Assets Long Term Investment
- 3975000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,201,000
- Assets Total Liabilities
- £3,841,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,774,000
- Creditors One Year Total Current
- 3841000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,044,000
- Funds Endowment
- 0
- Funds Unrestricted
- 17472000
- Funds Restricted
- 302000
- Funds Total
- 17774000
- Count Employees
- 383
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Due Date
- 30 June 2023
- Ar Received Date
- 12 May 2023
- Income Donations And Legacies
- 993000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 13142000
- Income Investments
- 100000
- Income Other
- 3000
- Income Total Income And Endowments
- 14238000
- Income Legacies
- 138000
- Income Endowments
- 0
- Expenditure Raising Funds
- £205,000
- Expenditure Charitable Expenditure
- £14,039,000
- Expenditure Other
- 0
- Expenditure Total
- 14244000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 21000
- Expenditure Support Costs
- 2956000
- Expenditure Depreciation
- 875000
- Gain Loss Investment
- -348000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,200,000
- Assets Total Fixed
- 18177000
- Assets Own Use
- 14135000
- Assets Long Term Investment
- 4042000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,764,000
- Assets Total Liabilities
- £4,275,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,666,000
- Creditors One Year Total Current
- 4000000
- Creditors Falling Due After One Year
- 275000
- Assets Cash
- £489,000
- Funds Endowment
- 0
- Funds Unrestricted
- 17513000
- Funds Restricted
- 153000
- Funds Total
- 17666000
- Count Employees
- 410
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Due Date
- 30 June 2022
- Ar Received Date
- 9 June 2022
- Income Donations And Legacies
- 825000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 12190000
- Income Investments
- 87000
- Income Other
- 2000
- Income Total Income And Endowments
- 13104000
- Income Legacies
- 124000
- Income Endowments
- 0
- Expenditure Raising Funds
- £172,000
- Expenditure Charitable Expenditure
- £13,563,000
- Expenditure Other
- 0
- Expenditure Total
- 13735000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 20000
- Expenditure Support Costs
- 2555000
- Expenditure Depreciation
- 792000
- Gain Loss Investment
- 706000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,400,000
- Assets Total Fixed
- 18418000
- Assets Own Use
- 14086000
- Assets Long Term Investment
- 4332000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,060,000
- Assets Total Liabilities
- £3,458,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £18,020,000
- Creditors One Year Total Current
- 3058000
- Creditors Falling Due After One Year
- 400000
- Assets Cash
- £435,000
- Funds Endowment
- 0
- Funds Unrestricted
- 14643000
- Funds Restricted
- 3377000
- Funds Total
- 18020000
- Count Employees
- 458
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
08 Official extract
Charity Event History
- Charity Name
- CHAILEY HERITAGE FOUNDATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1999-06-04T00:00:00
- Charity Name
- CHAILEY HERITAGE FOUNDATION
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2022-08-23T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 271235
- Assoc Registered Charity Number
- 271235
- Assoc Charity Name
- MARK ARMITAGE CHARITABLE TRUST
- Charity Name
- CHAILEY HERITAGE FOUNDATION
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2026-04-16T00:00:00
- Assoc Organisation Number
- 220501
- Assoc Registered Charity Number
- 220501
- Assoc Charity Name
- FRIENDS OF CHAILEY HERITAGE
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/04/2011AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 03/09/2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 NOV 2016AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 11 AUG 2017 as amended on 06 Feb 2020 as amended on 17 Aug 2026
- Charitable Objects
- The objects of the Charity (the "Objects") are, for the public benefit, the education and care of people who have physical disabilities and other complex health needs, particularly but not exclusively children and young persons (the "Beneficiaries") including (without limitation) the conduct and maintenance of a special school (the "School") within the meaning of the Education Acts; the provision of day services to Beneficiaries; the provision of a transition service for Beneficiaries; and the provision of support to the families and carers of Beneficiaries.
- Area Of Benefit
- IN OR NEAR CHAILEY, EAST SUSSEX.
10 Official extract
Charity Other Names
- Charity Name Id
- 489523
- Charity Name Type
- Previous name
- Charity Name
- CHAILEY HERITAGE SCHOOL
11 Official extract
Charity Other Regulators
- Regulator Order
- 2
- Regulator Name
- Ofsted (Office For Standards In Education)
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investment
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Complaints handling
- Policy Name
- Social media policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Volunteer management
- Policy Name
- Risk management
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investing charity funds policy and procedures