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Heritage Education Trust

In depth appraisal of educational facilities and activities at heritage sites. Assessment and consultancy, followed by a report with site specific recommendations. High standards recognised by Sandford Award.

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Activities & Mission

In depth appraisal of educational facilities and activities at heritage sites. Assessment and consultancy, followed by a report with site specific recommendations. High standards recognised by Sandford Award.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£44,731
Latest Expenditure
£31,188

Financial Efficiency

Overall Efficiency 69.7%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 69.7%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£44,731
£31,1880 / 19
2024
£33,328
£32,0400 / 31
2023
£15,047
£3,1200 / 44
2022
£49,737
£16,5490 / 31
2021
£31,804
£32,7000 / 35

Staff column shows: Employees / Volunteers

Frequently asked questions about Heritage Education Trust

What does Heritage Education Trust do?

In depth appraisal of educational facilities and activities at heritage sites. Assessment and consultancy, followed by a report with site specific recommendations. High standards recognised by Sandford Award.

How much income did Heritage Education Trust report in 2025?

Heritage Education Trust reported total income of £45k and reported expenditure of £31k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Heritage Education Trust registered as a charity?

Heritage Education Trust was registered with the Charity Commission for England and Wales on 28 July 1987 as charity number 297311. It has been registered for 39 years.

Who runs Heritage Education Trust?

Heritage Education Trust is governed by a board of 12 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Heritage Education Trust operate?

Heritage Education Trust operates across 4 areas: Ireland, Northern Ireland, Scotland and England And Wales.

Is Heritage Education Trust a registered charity?

Yes — Heritage Education Trust is a registered charity in England and Wales, charity number 297311.

Details

Address
Lincoln Bishop University
Longdales Road
LINCOLN
LN1 3DY
Registration Date
28 July 1987
Status
Registered

Registry Information

Organisation Number
297311
Charity Number
297311

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Trustees

Alison Lightbown
Amanda Jayne Phillipson
Andrew Hedges Jackson
Christopher Bromley Green
DR Michael Maddison
Dr TRACY BORMAN
Jane Stone
Lucy Hockley
Also governs 1 other charity
Lynne Minett
Peter Robert Williams
Also governs 2 other charities
Robin Jocelyn Clutterbuck
Sarah Elizabeth Roller

Data & trust

Register data refreshed
14 May 2026
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