CCEW Charity Commission profile

HELOA

Registered charity 1182953 · organisation 5138507

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
12 April 2019
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£329,817
Latest expenditure
£304,303
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: Edge Hill University, St. Helens Road, Ormskirk, L39 4QP

Website recorded by the regulator: http://www.heloa.ac.uk (displayed as text)

02 Activities

What the charity does

HELOA's main purpose is to support prospective students to access higher education, thereby advancing education in all subjects offered at degree level. HELOA provides training and development opportunities to its higher education institution members and, through its events and newsletter, acts as a network for sharing best practice.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
30 January 2026
Date Accounts Received
30 January 2026
Total Gross Income
£329,817
Total Gross Expenditure
£304,303
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
27 January 2025
Date Accounts Received
27 January 2025
Total Gross Income
£334,239
Total Gross Expenditure
£324,562
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
30 January 2024
Date Accounts Received
30 January 2024
Total Gross Income
£287,160
Total Gross Expenditure
£303,073
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
30 January 2023
Date Accounts Received
30 January 2023
Total Gross Income
£226,085
Total Gross Expenditure
£209,784
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
27 January 2022
Date Accounts Received
27 January 2022
Total Gross Income
£102,210
Total Gross Expenditure
£74,857

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
30 January 2026
Total Gross Income
£329,817
Total Gross Expenditure
£304,303
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
32
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
27 January 2025
Total Gross Income
£334,239
Total Gross Expenditure
£324,562
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
15
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
30 January 2024
Total Gross Income
£287,160
Total Gross Expenditure
£303,073
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
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
30 January 2023
Total Gross Income
£226,085
Total Gross Expenditure
£209,784
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
No
Count Volunteers
60
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
27 January 2022
Total Gross Income
£102,210
Total Gross Expenditure
£74,857
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
No
Count Volunteers
60

05 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Northern Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
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
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training
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
206
Classification Type
Who
Classification Description
Other Defined Groups

07 Official extract

Charity Event History

Charity Name
HELOA
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2019-04-12T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
CIO - ASSOCIATION Registered 12 Apr 2019
Charitable Objects
THE OBJECT OF THE CIO IS FOR THE PUBLIC BENEFIT TO ADVANCE THE EDUCATION OF PEOPLE WITHIN THE UNITED KINGDOM IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING (WITHOUT LIMITING THE GENERALITY OF THE FOREGOING) BY:PROMOTING ENTRY TO HIGHER EDUCATION;SUPPORTING HIGHER EDUCATION PROVIDERS IN THE PROVISION OF INFORMATION AND ADVICE SERVICES TO STUDENTS (BOTH CURRENT AND POTENTIAL) AND THEIR FAMILIES;PROVIDING TRAINING AND KNOWLEDGE SHARING OPPORTUNITIES FOR HIGHER EDUCATION PROVIDERS.

09 Official extract

Charity Policy

Policy Name
Volunteer management
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Bullying and harassment policy and procedures