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Sir John And Lady Heathcoat Amory's Charitable Trust

Also known as: The Sir John and Lady Heathcoat Amory's Charitable Trust, The Sir John Heathcoat Amory Trust

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

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Activities & Mission

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

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.

Local Authority

Financial Information

Latest Income
£72,478
Latest Expenditure
£89,967

Financial Efficiency

Overall Efficiency 124.1%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 124.1%
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.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£72,478
£89,9670 / 0
2024
£72,951
£77,8450 / 0
2023
£67,367
£72,8130 / 0
2022
£62,384
£61,6630 / 0
2021
£57,007
£63,5190 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Sir John And Lady Heathcoat Amory's Charitable Trust

What does Sir John And Lady Heathcoat Amory's Charitable Trust do?

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

How much income did Sir John And Lady Heathcoat Amory's Charitable Trust report in 2025?

Sir John And Lady Heathcoat Amory's Charitable Trust reported total income of £72k and reported expenditure of £90k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Sir John And Lady Heathcoat Amory's Charitable Trust registered as a charity?

Sir John And Lady Heathcoat Amory's Charitable Trust was registered with the Charity Commission for England and Wales on 25 January 1962 as charity number 203970. It has been registered for 64 years.

Who runs Sir John And Lady Heathcoat Amory's Charitable Trust?

Sir John And Lady Heathcoat Amory's Charitable Trust is governed by a board of 3 trustees. The chair of trustees is SIR IAN HEATHCOAT AMORY. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Sir John And Lady Heathcoat Amory's Charitable Trust operate?

Sir John And Lady Heathcoat Amory's Charitable Trust operates across 2 areas: Devon and Somerset.

Is Sir John And Lady Heathcoat Amory's Charitable Trust a registered charity?

Yes — Sir John And Lady Heathcoat Amory's Charitable Trust is a registered charity in England and Wales, charity number 203970.

Details

Address
The Island
Lowman Green
TIVERTON
Devon
EX16 4LA
Registration Date
25 January 1962
Status
Registered

Registry Information

Organisation Number
203970
Charity Number
203970

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Other notable Charitable activities charities

Major UK charities in the same primary sector, drawn from the curated priority cohort.

Trustees

Sectors & Classifications

Also Known As

  • The Sir John and Lady Heathcoat Amory's Charitable Trust
  • The Sir John Heathcoat Amory Trust

Data & trust

Register data refreshed
14 May 2026
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