the heathcoat trust
Activities & Mission
for the relief of financial hardshipfor education and trainingfor building or making grants to health institutions andin certain circumstances for making contributions to any charity but mostly in Tiverton, Devon, its neighbourhood or in places where the firms John Heathcoat & Co Ltd and Lowman Manufacturing Co Ltd and their subsidiaries carry on business
Fundraising
See where The Heathcoat Trust is active and find local fundraising opportunities.
Financial Information
Latest Income
£930,891
Latest Expenditure
£871,308
Financial Efficiency
Program Ratio 81.2%
% of income going directly to charitable activities
Overall Efficiency 86.8%
% of expenditure going to programs (vs overhead)
Administrative Ratio 15.0%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £930,891
Other Income £0
Expenditure Categories
Charitable Expenditure £755,910
Raising Funds £115,398
Governance £15,675
Grants to Institutions £47,738
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £930,891 | £871,308 | £755,910 | £28,429,002 | £5,658,704 | 1 / 0 |
| 2023 | £953,651 | £875,182 | £764,717 | £27,425,408 | £0 | 1 / 0 |
| 2022 | £878,700 | £806,257 | £651,234 | £29,270,894 | £0 | 1 / 0 |
| 2021 | £683,481 | £775,335 | £658,169 | £27,586,269 | £0 | 1 / 0 |
| 2020 | £859,273 | £886,094 | £760,093 | £23,177,124 | £0 | 1 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
The Heathcoat Trust
The Factory
Westexe
TIVERTON
Devon
EX16 5LL
The Factory
Westexe
TIVERTON
Devon
EX16 5LL
Registration Date
22 September 1962
Status
Registered
Registry Information
Organisation Number
203367
Charity Number
203367
Trustees
MARK DRYSDALE
JOHN STANLEY SMITH
Tatiana Rose Heathcoat Amory
Carol Ann Onley-Gregson
Andrew James Bell
Jack Daniel Rayner