OLIVER HEATON TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 5 January 2016
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £88,913
Latest expenditure: £946,186
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 33C Oxford Road, Old Marston, OXFORD, OX3 0PQ

02 Activities

What the charity does

The Oliver Heaton Trust exists to to further such religious purposes in the THE PARISH OF SS PHILIP & JAMES WITH ST MARGARET IN THE CITY OF OXFORD as the Vicar and Churchwardens of the said parish shall in their absolute discretion think fit.The Trust provide funds for those purposes and administers the Oliver Heaton Bequest.

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: 29 October 2026
Date Accounts Received: 29 October 2026
Total Gross Income: £88,913
Total Gross Expenditure: £946,186

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: 21 October 2025
Date Accounts Received: 21 October 2025
Total Gross Income: £71,789
Total Gross Expenditure: £709,437

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: 8 January 2025
Date Accounts Received: 8 January 2025
Total Gross Income: £55,809
Total Gross Expenditure: £24,838

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: 18 November 2023
Date Accounts Received: 18 November 2023
Total Gross Income: £88,487
Total Gross Expenditure: £172,701

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
Date Accounts Received: 20 October 2022
Total Gross Income: £87,475
Total Gross Expenditure: £42,418

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: 29 October 2026
Total Gross Income: £88,913
Total Gross Expenditure: £946,186
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: 21 October 2025
Total Gross Income: £71,789
Total Gross Expenditure: £709,437
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: 8 January 2025
Total Gross Income: £55,809
Total Gross Expenditure: £24,838
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: 18 November 2023
Total Gross Income: £88,487
Total Gross Expenditure: £172,701
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: £87,475
Total Gross Expenditure: £42,418
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

06 Official extract

Charity Classification

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

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

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

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

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

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

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

07 Official extract

Charity Event History

Charity Name: OLIVER HEATON TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2016-01-05T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 19 JUL 2015
Charitable Objects: TO FURTHER SUCH RELIGIOUS PURPOSES IN THE PARISH OF SS PHILIP & ST JAMES WITH ST MARGARET IN THE CITY OF OXFORD AS THE VICAR AND CHURCHWARDENS OF THE SAID PARISH SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

09 Official extract

Charity Other Names

Charity Name Id: 566109
Charity Name Type: Working name
Charity Name: OHT

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures