HELE'S EDUCATIONAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Other
Registered: 20 February 1970
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £83,364
Latest expenditure: £95,394
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: DEVON COUNTY COUNCIL, CHIEF EXECUTIVE'S DIRECTORATE, COUNTY HALL, TOPSHAM ROAD, EXETER, EX2 4QD

02 Activities

What the charity does

TO MAKE GRANTS TO MAINTAINED SCHOOLS WITHIN THE CITY OF EXETER FOR SPECIALISED EQUIPMENT AND IMPROVEMENT OF FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL AUTHORITY AND TO GIVE GRANTS FOR EDUCATIONAL PURPOSES TO INDIVIDUALS UNDER 25 WHO ATTEND HAVE ATTENDED A MAINTAINED SCHOOL IN EXETER OR EXETER COLLEGE.

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: 4 March 2026
Date Accounts Received: 4 March 2026
Total Gross Income: £83,364
Total Gross Expenditure: £95,394

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: 14 July 2025
Date Accounts Received: 14 July 2025
Total Gross Income: £78,312
Total Gross Expenditure: £90,843

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: 2 December 2024
Date Accounts Received: 2 December 2024
Total Gross Income: £79,826
Total Gross Expenditure: £56,074

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: 25 October 2023
Date Accounts Received: 25 October 2023
Total Gross Income: £73,290
Total Gross Expenditure: £41,084

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: 14 April 2022
Date Accounts Received: 14 April 2022
Total Gross Income: £68,057
Total Gross Expenditure: £34,877

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: 4 March 2026
Total Gross Income: £83,364
Total Gross Expenditure: £95,394
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 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 14 July 2025
Total Gross Income: £78,312
Total Gross Expenditure: £90,843
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 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 2 December 2024
Total Gross Income: £79,826
Total Gross Expenditure: £56,074
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 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 25 October 2023
Total Gross Income: £73,290
Total Gross Expenditure: £41,084
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 14 April 2022
Total Gross Income: £68,057
Total Gross Expenditure: £34,877
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: Devon
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

07 Official extract

Charity Event History

Charity Name: HELE'S EDUCATIONAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1970-02-20T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 5 FEBRUARY 1987 AS AMENDED BY A RESOLUTION OF 24 JULY 2009AS AMENDED BY SCHEME DATED 13 OCT 2021
Charitable Objects: (A) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR THE ELIGIBLE SCHOOLS OR COLLEGES SET OUT IN SUBCLAUSE (C) AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE ELIGIBLE SCHOOL OR COLLEGE.(B) IN OTHERWISE PROMOTING THE EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE ATTENDING OR HAVE ATTENDED ONE OF THE ELIGIBLE SCHOOLS OR COLLEGES SET OUT IN SUBCLAUSE (C)(C) THE ELIGIBLE SCHOOLS AND COLLEGES ARE THOSE CURRENTLY MAINTAINED BY THE LOCAL AUTHORITY, THOSE PREVIOUSLY MAINTAINED BY THE LOCAL AUTHORITY WHICH HAVE CONVERTED OR MAY CONVERT TO ACADEMY STATUS AND ANY NEW ADDITIONAL SCHOOLS, ACADEMIES OR COLLEGES SET UP IN THE CITY OF EXETER WHICH ARE PUBLICLY FUNDED AND ARE NOT FEE-PAYING INDEPENDENT SCHOOLS (AS DEFINED UNDER S463 OF THE EDUCATION ACT 1996).
Area Of Benefit: CITY OF EXETER

09 Official extract

Charity Other Names

Charity Name Id: 37015
Charity Name Type: Working name
Charity Name: 0418 HELE'S EDUCATIONAL TRUST

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Risk management