Finance Score: -4

Governance Score: -3

Support Score: 6

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteers +3
Grant maker support: +3

Overall GiG Score: -1

THE HEATHFIELD PARTNERSHIP TRUST LIMITED

Assist with local transport for young and oldMaintain and improve Heathfield.net websiteImprovements in local information boardsAssisted in organising Christmas Fun Day for childrenFund-Raising for potential local swimming poolSupported local Farmer's MarketLiaise with local police action teamAssisted young persons into work / trainingAssist young perso

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 21 years

www.heathfield.net

coordinator@heathfield.net

01435862277

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£16	£14	£1	n/a	n/a	n/a	n/a	n/a	6
31/03/22		£16	£14	£1	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£73	£68	£5	n/a	n/a	n/a	n/a	n/a	12
31/03/20		£135	£119	£16	n/a	n/a	n/a	n/a	n/a	12
31/03/19		£185	£78	£107	n/a	n/a	n/a	n/a	n/a	10
31/03/18		£170	£63	£107	£0	£0	£0	n/a	0	0
31/03/17		£20	£20	£0	£0	£0	£0	n/a	0	0
31/03/16		£25	£38	£-12	£0	£0	£0	n/a	0	0
31/03/15		£31	£27	£4	£0	£0	£0	n/a	0	0
31/03/14		£53	£23	£30	£0	£0	£0	n/a	0	0
31/03/13		£20	£38	£-17	£0	£0	£0	n/a	0	0
31/03/12		£33	£55	£-22	£0	£0	£0	n/a	0	0
31/03/11		£65	£40	£25	£0	£0	£0	n/a	0	0
31/03/10		£40	£35	£5	£0	£0	£0	n/a	0	0
31/03/09		£33	£19	£14	£0	£0	£0	n/a	0	0
31/03/08		£28	£29	£-1	£0	£0	£0	n/a	0	0
31/03/07		£29	£36	£-7	£0	£0	£0	n/a	0	0
31/03/06		£50	£27	£23	£0	£0	£0	n/a	0	0
31/03/05		£18	£18	£0	£0	£0	£0	n/a	0	0
31/03/04		£64	£35	£29	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

East Sussex,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
6 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Wealden Works
£6,210	22/10/2022	We wish to be able to continue offering our local young people accredited training so they are able to gain extra qualifications which will enhance their futures.
The Blagrave Trust - Restart Youth
£5,705	03/02/2021	To take forward specific pieces of work coming from young people in response to their needs changing due to Covid- a live chat open more hours (instead of traditional phone support); group based ....more To take forward specific pieces of work coming from young people in response to their needs changing due to Covid- a live chat open more hours (instead of traditional phone support); group based sessions for participants; and becoming an accredited centre
Co-Operative Group - Grant to Wealden Works
£10,436	15/11/2019	We want to maintain the Wealden Works project, a free employability programme for local young people not in work, training or education.
Sussex Community Foundation - Grant to Heathfield Partnership Trust Ltd
£5,000	15/03/2019 11	Funding was provided towards staff costs for Wealden Works.
The Blagrave Trust - Employment project
£30,000	20/03/2018	Unemployed 16-25 year olds
Sussex Community Foundation - Grant to Heathfield Partnership Trust Ltd
£5,000	16/03/2018 11	The Heathfield Partnership Trust Started in 1995 and is a regeneration charity that works for the people of Heathfield and surrounding villages in order to improve their area and keep it vibrant. ....more The Heathfield Partnership Trust Started in 1995 and is a regeneration charity that works for the people of Heathfield and surrounding villages in order to improve their area and keep it vibrant. Funding was provided towards the running costs of their Wealden Works project; getting 16-24 year olds back into education, work or training.
Co-Operative Group - Grant to The Heathfield Partnership Trust Ltd
£6,711	29/11/2017	Paying expenses such as staff costs, travel, IT and stationery, will help us get 16-24 yr olds into jobs, trained or back into education.
Henry Smith Charity - Grant to Heathfield Partnership Trust Ltd
£9,500	13/06/2012	towards one year's running costs of an employability project for disadvantaged young people in East Sussex

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 56-76

CHRISTOPHER CHARLES MACKLIN Appointed: 2009, Occupation: Business Manager

MR TIM HOUGH, Occupation: School Business Manager

PAULA CHRISTINE GEEAR Appointed: 2016, Occupation: None

PETER BAILEY Appointed: 2016, Occupation: Lawyer

RICHARD ALAN KARN Appointed: 2014, Occupation: Company Director

ROBERT BOWDLER Appointed: 2021

SALLY ANN FROST Appointed: 2021, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 14/05/2003, number: 1097521
Registered at Companies House on 09/01/2002, number: 04350359

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

20 returns made; AR23: 51 days late,

Main office

Bailey & Co
39A High Street
HEATHFIELD
TN21 8HU

Objectives

THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN AND RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AND IN PARTICULAR IN THE TOWN OF HEATHFIELD AND THE SURROUNDING AREA WITHIN THE PARISH OF HEATHFIELD AND WALDRON, EAST SUSSEX BY ALL OR ANY OF THE FOLLOWING MEANS:1) THE RELIEF OF POVERTY;2) THE RELIEF OF UNEMPLOYMENT;3) THE ADVANCEMENT OF EDUCATION, TRAINING OR RE-TRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE;4) THE PROVISION OF HOUSING FOR THOSE WHO ARE CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITY OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING;5) THE PROVISION, MAINTENANCE OR IMPROVEMENT OF PUBLIC AMENITIES6) THE PRESERVATION OF BUILDINGS OR SITES OF HISTORICAL OR ARCHITECTURAL IMPORTANCE7) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT8) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE9) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME10) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES

Defined Area of Benefit:

HEATHFIELD AND WALDRON, EAST SUSSEX

Data Sources