HEARTSMART FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 14 June 2017
Removed: Not supplied
Financial period: 1 December 2024 – 30 November 2025
Latest income: £3,694
Latest expenditure: £2,889
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Gowy Bank Farm, Cotton Lane, Cotton Edmunds, CHESTER, CH3 7PZ

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

02 Activities

What the charity does

- Designing, producing and printing a book for 7year olds that provides them with support and gives them skills for developing self-awareness. We have been able to freely distribute this to many children in need of encouragement around various schools.- Creating some story based films that help young people grow in resilience. We are in the process of completing these for wide circulation around

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 December 2024
Fin Period End Date: 30 November 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 September 2026
Date Annual Return Received: 14 March 2026
Date Accounts Received: 14 March 2026
Total Gross Income: £3,694
Total Gross Expenditure: £2,889

Fin Period Start Date: 1 December 2023
Fin Period End Date: 30 November 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 September 2025
Date Annual Return Received: 9 January 2025
Date Accounts Received: 9 January 2025
Total Gross Income: £8,235
Total Gross Expenditure: £8,942

Fin Period Start Date: 1 December 2022
Fin Period End Date: 30 November 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 September 2024
Date Annual Return Received: 12 March 2024
Date Accounts Received: 12 March 2024
Total Gross Income: £18,403
Total Gross Expenditure: £18,368

Fin Period Start Date: 1 December 2021
Fin Period End Date: 30 November 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 September 2023
Date Annual Return Received: 17 February 2023
Date Accounts Received: 17 February 2023
Total Gross Income: £6,975
Total Gross Expenditure: £6,617

Fin Period Start Date: 1 December 2020
Fin Period End Date: 30 November 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 September 2022
Date Annual Return Received: 8 March 2022
Date Accounts Received: 8 March 2022
Total Gross Income: £1,371
Total Gross Expenditure: £12,818

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 December 2024
Fin Period End Date: 30 November 2025
Ar Due Date: 30 September 2026
Ar Received Date: 14 March 2026
Total Gross Income: £3,694
Total Gross Expenditure: £2,889
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 December 2023
Fin Period End Date: 30 November 2024
Ar Due Date: 30 September 2025
Ar Received Date: 9 January 2025
Total Gross Income: £8,235
Total Gross Expenditure: £8,942
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
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 December 2022
Fin Period End Date: 30 November 2023
Ar Due Date: 30 September 2024
Ar Received Date: 12 March 2024
Total Gross Income: £18,403
Total Gross Expenditure: £18,368
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: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 December 2021
Fin Period End Date: 30 November 2022
Ar Due Date: 30 September 2023
Ar Received Date: 17 February 2023
Total Gross Income: £6,975
Total Gross Expenditure: £6,617
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 December 2020
Fin Period End Date: 30 November 2021
Ar Due Date: 30 September 2022
Ar Received Date: 8 March 2022
Total Gross Income: £1,371
Total Gross Expenditure: £12,818
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 3

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

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

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

07 Official extract

Charity Event History

Charity Name: HEARTSMART FOUNDATION
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-06-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 14 Jun 2017
Charitable Objects: TO ADVANCE IN LIFE AND HELP YOUNG PEOPLE THROUGH PROVIDING SUPPORT AND ACTIVITIES WHICHDEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY ASMATURE AND RESPONSIBLE INDIVIDUALS, AS AN EXPRESSION OF THE CHRISTIAN FAITH.

09 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Paying staff

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures