CCEW Charity Commission profile

HEREFORDSHIRE AND WORCESTERSHIRE GROUP TRAINING ASSOCIATION LIMITED

Registered charity 512976 · organisation 512976

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
26 August 1982
Removed
Not supplied
Company number supplied
01475237
Financial period
1 August 2024 – 31 July 2025
Latest income
£4,618,174
Latest expenditure
£4,260,666
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: HEREFORDSHIRE GROUP, TRAINING ASSOCIATION, HOLMER ROAD, HEREFORD, HR4 9SX

Website recorded by the regulator: www.hwgta.org (displayed as text)

02 Activities

What the charity does

To promote and advance theoretical and practical education and training of persons engaged or intending to be engaged in industry and commerce.Subject to the above, to extend such provision or assistance to the training or education of school pupils and members of the public generally.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 May 2026
Date Annual Return Received
29 April 2026
Date Accounts Received
29 April 2026
Total Gross Income
£4,618,174
Total Gross Expenditure
£4,260,666
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 May 2025
Date Annual Return Received
17 May 2025
Date Accounts Received
17 May 2025
Total Gross Income
£4,033,981
Total Gross Expenditure
£3,888,132
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 May 2024
Date Annual Return Received
9 April 2024
Date Accounts Received
9 April 2024
Total Gross Income
£3,487,883
Total Gross Expenditure
£3,630,389
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 May 2023
Date Annual Return Received
25 May 2023
Date Accounts Received
25 May 2023
Total Gross Income
£3,278,805
Total Gross Expenditure
£3,295,646
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 May 2022
Date Annual Return Received
28 April 2022
Date Accounts Received
28 April 2022
Total Gross Income
£3,096,289
Total Gross Expenditure
£2,692,658

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 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
29 April 2026
Total Gross Income
£4,618,174
Total Gross Expenditure
£4,260,666
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
17 May 2025
Total Gross Income
£4,033,981
Total Gross Expenditure
£3,888,132
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
9 April 2024
Total Gross Income
£3,487,883
Total Gross Expenditure
£3,630,389
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
Yes
Count Salary Band 80001 90000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
25 May 2023
Total Gross Income
£3,278,805
Total Gross Expenditure
£3,295,646
Charity Raises Funds From Public
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
28 April 2022
Total Gross Income
£3,096,289
Total Gross Expenditure
£2,692,658
Charity Raises Funds From Public
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
Yes
Count Salary Band 80001 90000
1
Count Volunteers
0

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 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
29 April 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
4596050
Income Investments
21124
Income Other
1000
Income Total Income And Endowments
4618174
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£11,508
Expenditure Charitable Expenditure
£4,249,158
Expenditure Other
0
Expenditure Total
4260666
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
2453239
Expenditure Depreciation
93185
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1000
Gain Loss Other
0
Reserves
£531,924
Assets Total Fixed
4828859
Assets Own Use
4828859
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,573,082
Assets Total Liabilities
£2,178,176
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,223,765
Creditors One Year Total Current
357758
Creditors Falling Due After One Year
1820418
Assets Cash
£1,081,924
Funds Endowment
0
Funds Unrestricted
4223765
Funds Restricted
0
Funds Total
4223765
Count Employees
58
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
17 May 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
3971358
Income Investments
61373
Income Other
1250
Income Total Income And Endowments
4033981
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£12,591
Expenditure Charitable Expenditure
£3,875,541
Expenditure Other
0
Expenditure Total
3888132
Expenditure Investment Management
12591
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
2291370
Expenditure Depreciation
74045
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£851,495
Assets Total Fixed
4756610
Assets Own Use
3911610
Assets Long Term Investment
845000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,346,678
Assets Total Liabilities
£2,237,031
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,866,257
Creditors One Year Total Current
278661
Creditors Falling Due After One Year
1958370
Assets Cash
£851,495
Funds Endowment
0
Funds Unrestricted
3866257
Funds Restricted
0
Funds Total
3866257
Count Employees
58
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
9 April 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
3388444
Income Investments
99439
Income Other
0
Income Total Income And Endowments
3487883
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£8,877
Expenditure Charitable Expenditure
£3,621,512
Expenditure Other
0
Expenditure Total
3630389
Expenditure Investment Management
8877
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
2179527
Expenditure Depreciation
70091
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£810,738
Assets Total Fixed
4818776
Assets Own Use
3973776
Assets Long Term Investment
845000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,319,874
Assets Total Liabilities
£2,418,242
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,720,408
Creditors One Year Total Current
376058
Creditors Falling Due After One Year
2042184
Assets Cash
£810,738
Funds Endowment
0
Funds Unrestricted
3720408
Funds Restricted
0
Funds Total
3720408
Count Employees
58
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
25 May 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
3182804
Income Investments
91146
Income Other
4855
Income Total Income And Endowments
3278805
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£3,542
Expenditure Charitable Expenditure
£3,292,104
Expenditure Other
0
Expenditure Total
3295646
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1718712
Expenditure Depreciation
67568
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£936,520
Assets Total Fixed
4834452
Assets Own Use
3989452
Assets Long Term Investment
845000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,514,098
Assets Total Liabilities
£2,485,636
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,862,914
Creditors One Year Total Current
333190
Creditors Falling Due After One Year
2152446
Assets Cash
£936,520
Funds Endowment
0
Funds Unrestricted
3862914
Funds Restricted
0
Funds Total
3862914
Count Employees
49
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
28 April 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
2839019
Income Investments
257270
Income Other
0
Income Total Income And Endowments
3096289
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£2,984
Expenditure Charitable Expenditure
£2,689,674
Expenditure Other
0
Expenditure Total
2692658
Expenditure Investment Management
2984
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1580195
Expenditure Depreciation
78528
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,281,164
Assets Total Fixed
4853477
Assets Own Use
4008477
Assets Long Term Investment
845000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,713,440
Assets Total Liabilities
£2,687,162
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,879,755
Creditors One Year Total Current
417366
Creditors Falling Due After One Year
2269796
Assets Cash
£1,281,164
Funds Endowment
0
Funds Unrestricted
3879755
Funds Restricted
0
Funds Total
3879755
Count Employees
45
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Worcestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Herefordshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
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
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups

08 Official extract

Charity Event History

Charity Name
HEREFORDSHIRE AND WORCESTERSHIRE GROUP TRAINING ASSOCIATION LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1982-08-26T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 24 JAN 1980AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 30 NOV 2019 as amended on 29 Jan 2021
Charitable Objects
PROMOTE AND ADVANCE THE THEORETICAL AND PRACTICAL EDUCATION AND TRAINING OF PERSONS ENGAGED OR INTENDING TO BE ENGAGED IN INDUSTRY AND COMMERCE; AND SUBJECT TO THE FOREGOING OBJECT, TO EXTEND SUCH PROVISION OR ASSISTANCE TO THE TRAINING OR EDUCATION OF MEMBERS OF THE PUBLIC GENERALLY.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
147623
Charity Name Type
Previous name
Charity Name
HEREFORDSHIRE ENGINEERING GROUP TRAINING SCHEME LIMITED
Charity Name Id
147637
Charity Name Type
Previous name
Charity Name
HEREFORDSHIRE GROUP TRAINING ASSOCIATION LIMITED
Charity Name Id
147622
Charity Name Type
Previous name
Charity Name
HEREFORD ENGINEERING GROUP TRAINING SCHEME LIMITED
Charity Name Id
638766
Charity Name Type
Working name
Charity Name
Herefordshire and Worcestershire Group Training Association Limited
Charity Name Id
147627
Charity Name Type
Previous name
Charity Name
HEREFORDSHIRE GROUP TRAINING ASSOCIATION

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Ofsted (Office For Standards In Education)

12 Official extract

Charity Policy

Policy Name
Financial reserves policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Risk management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints handling
Policy Name
Conflicting interests
Policy Name
Internal risk management policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures