HERONSBRIDGE SCHOOL CHARITABLE FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Overdue
Charity type: CIO
Registered: 28 August 2013
Removed: Not supplied
Financial period: 1 September 2023 – 31 August 2024
Latest income: £57,737
Latest expenditure: £38,626
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 49 Priory Avenue, BRIDGEND, Mid Glamorgan, CF31 3LP

Website recorded by the regulator: moodle.bridgend.gov.uk/heronsbridge (displayed as text)

02 Activities

What the charity does

The main aim of the activities is to make grants available to students of Heronsbridge School for educational equipment and social experiences circular activities that are not required to be provided by the local authority. Heronsbridge is a successful and happy school where everyone is valued and inspired to give of their best. Its values are encompassed in their mission statement.

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

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: 30 June 2025
Date Accounts Received: 30 June 2025
Total Gross Income: £57,737
Total Gross Expenditure: £38,626

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: 22 August 2024
Date Accounts Received: 22 August 2024
Total Gross Income: £10,595
Total Gross Expenditure: £3,988

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: 5 June 2024
Date Accounts Received: 5 June 2024
Total Gross Income: £25,404
Total Gross Expenditure: £669

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: 13 June 2023
Date Accounts Received: 13 June 2023
Total Gross Income: £14,376
Total Gross Expenditure: £5,096

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
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: 30 June 2025
Total Gross Income: £57,737
Total Gross Expenditure: £38,626
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £2,987
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: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 22 August 2024
Total Gross Income: £10,595
Total Gross Expenditure: £3,988
Grant Making Is Main Activity: No
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: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 5 June 2024
Total Gross Income: £25,404
Total Gross Expenditure: £669
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £3,895
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 13 June 2023
Total Gross Income: £14,376
Total Gross Expenditure: £5,096
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £5,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 September 2019
Fin Period End Date: 31 August 2020
Ar Due Date: 30 June 2021
Ar Received Date: 13 June 2021
Total Gross Income: £22,786
Total Gross Expenditure: £55,996
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £4,770
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 1

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Bridgend
Welsh Ind: Yes

06 Official extract

Charity Classification

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

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

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

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

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

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

07 Official extract

Charity Event History

Charity Name: HERONSBRIDGE SCHOOL CHARITABLE FUND
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2023-01-25T00:00:00
Reason: Does not operate
Assoc Organisation Number: 4021756
Assoc Registered Charity Number: 1114864
Assoc Charity Name: LLAW-Y-BONT

Charity Name: HERONSBRIDGE SCHOOL CHARITABLE FUND
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2013-08-28T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 28 Aug 2013
Charitable Objects: ADVANCE THE EDUCATION OF THE PUPILS AT HERONSBRIDGE SCHOOL BRIDGEND BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES AND RESOURCES (NOT REQUIRED BY LOCAL AUTHORITY) FOR EDUCATION AT THE SCHOOL

09 Official extract

Charity Other Names

Charity Name Id: 537435
Charity Name Type: Previous name
Charity Name: HERONSBRIDGE SCHOOL CHARITABLE FUND CONSTITUTION

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

11 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures