HEART ACADEMIES TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2026-08-05 (in 3mo)
Last made up 2025-07-22
Watchouts
Cash
£3M
-4.3% vs 2024
Net assets
£53M
+22.8% vs 2024
Employees
460
+7.5% vs 2024
Profit before tax
£10M
+481.6% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
2 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 1 time since incorporation
- HEART ACADEMIES TRUST 2017-04-08 → present
- THE BEDFORD ACADEMY 2009-07-22 → 2017-04-08
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · latest reflected 2025-08-31
| Metric | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Turnover | £20,701,000 | £22,504,000 | |
| Operating profit | £1,758,000 | £10,224,000 | |
| Profit before tax | £1,758,000 | £10,224,000 | |
| Net profit | £1,758,000 | £10,224,000 | |
| Cash | £3,437,000 | £3,290,000 | |
| Total assets less current liabilities | £44,037,000 | £53,783,000 | |
| Net assets | £43,397,000 | £53,274,000 | |
| Equity | £43,397,000 | £53,274,000 | |
| Average employees | 428 | 460 | |
| Wages | £11,721,000 | £13,097,000 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Operating margin | 8.5% | 45.4% | |
| Net margin | 8.5% | 45.4% | |
| Return on capital employed | 4.0% | 19.0% | |
| Current ratio | 3.10x | 2.27x | |
| Interest cover | 40.88x | 116.18x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Affinia (Orpington)
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the Trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Academy Trust's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 43 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ATTER, David | Director | 2024-05-20 | Nov 1978 | British |
| BAYLISS, Jennie | Director | 2026-01-05 | Jul 1978 | British |
| CLARK, Susan | Director | 2009-12-15 | Sep 1961 | British |
| FORDHAM, John | Director | 2024-09-04 | Jul 1962 | British |
| GRAHAM-LAW, Eleanor | Director | 2023-09-11 | Jul 1987 | British |
| HOARE, David Alexander | Director | 2019-01-09 | Jan 1950 | British |
| SPENCER, Linbert Soloman | Director | 2017-06-01 | Mar 1948 | British |
| WEBSTER, Joanne | Director | 2017-12-14 | Jan 1971 | British |
Show 43 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| MILBURN, Peter Charles Richard | Secretary | 2009-07-22 | 2010-07-20 |
| BAILY, Charles | Director | 2011-12-13 | 2017-06-01 |
| BINLEY, Kevin Neil | Director | 2019-02-06 | 2021-12-02 |
| BOYS, James Ernest | Director | 2013-10-08 | 2016-04-25 |
| BROWNRIDGE, David Kenneth | Director | 2009-07-22 | 2013-12-17 |
| COCOZZA, Gail Lesley | Director | 2009-12-15 | 2013-09-30 |
| DAVIS, Sarah Louise | Director | 2021-03-24 | 2024-07-08 |
| FORBES, Simon | Director | 2016-07-07 | 2017-06-01 |
| GREEN, Victoria Jane | Director | 2017-11-01 | 2018-09-28 |
| GUYNN, Rebecca | Director | 2011-01-26 | 2013-07-11 |
| HIGHAMS, Christine Ellen | Director | 2010-04-06 | 2010-04-06 |
| HIGHAMS, Christine | Director | 2009-12-15 | 2017-06-01 |
| HOCKEY, Linda Christine | Director | 2009-12-15 | 2012-07-12 |
| HODGSON, David Stuart | Director | 2009-12-15 | 2011-11-13 |
| HUDSON-GLYNN, Kate Joanne, Dr | Director | 2017-06-01 | 2018-09-13 |
| JARRETT, Rebecca | Director | 2019-02-06 | 2021-05-27 |
| JONES, Patricia | Director | 2014-06-26 | 2014-11-13 |
| KEELER, Natalie Louise | Director | 2009-12-15 | 2015-11-30 |
| KUNDI, Harvinda | Director | 2011-05-25 | 2013-06-13 |
| LEE, Alan, Dr | Director | 2021-04-09 | 2024-06-04 |
| LOUSADA, Susan | Director | 2021-05-27 | 2022-06-27 |
| LOWE, Emma | Director | 2012-10-28 | 2016-11-04 |
| MACDONALD, Lorraine | Director | 2021-12-02 | 2023-01-06 |
| MATHER, Harriett Jane | Director | 2017-06-01 | 2019-05-17 |
| MAYSON, Stephen Wallace, Dr | Director | 2009-07-22 | 2010-08-31 |
| MCLELLAN, Steven Leslie | Director | 2017-06-01 | 2019-04-04 |
| MCLELLAN, Steven Leslie | Director | 2017-06-01 | 2017-06-01 |
| MELVILL, Alistair | Director | 2015-11-30 | 2017-06-01 |
| MILBURN, Peter Charles Richard | Director | 2009-07-22 | 2009-07-22 |
| NASIR, Saima Ambreen | Director | 2010-06-24 | 2012-07-12 |
| NUTTALL, Harkanwal | Director | 2022-01-10 | 2025-12-01 |
| ORR, Emma | Director | 2014-07-01 | 2017-06-01 |
| PALMER, Mary | Director | 2012-07-12 | 2016-03-07 |
| PARTON, Diana | Director | 2017-06-01 | 2018-09-13 |
| PATEL, Hanif Mohamed Said | Director | 2013-12-10 | 2019-01-02 |
| PRYCE, Ian Michael | Director | 2014-06-26 | 2014-11-13 |
| ROOKE, Christopher | Director | 2019-10-17 | 2021-06-30 |
| ROSTRON, Denise Yvonne | Director | 2018-06-28 | 2020-07-23 |
| SMITH, Claire Isobel | Director | 2009-12-15 | 2017-04-01 |
| SPARKES, Regena | Director | 2013-10-08 | 2014-02-13 |
| WEEDEN, Mervyn | Director | 2009-07-22 | 2019-04-04 |
| WILDMAN, Anthony Frederick | Director | 2010-06-24 | 2017-06-01 |
| WILSON, David | Director | 2017-06-01 | 2019-04-04 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr David Alexander Hoare | Individual | Voting 25–50% | 2018-12-31 | Ceased 2025-12-04 |
| Mr Richard Cockroft Wilkinson | Individual | Voting 25–50% | 2018-12-31 | Ceased 2025-12-04 |
| The Harpur Trust | Corporate entity | Shares 75–100% | 2018-12-31 | Active |
Filing timeline
Last 20 of 142 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-09 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2026-03-23 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-03-23 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-01-13 | AA | accounts | Accounts with accounts type full | |
| 2026-01-06 | AP01 | officers | Appoint person director company with name date | |
| 2025-12-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-07-22 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-01-13 | AA | accounts | Accounts with accounts type full | |
| 2024-09-09 | AP01 | officers | Appoint person director company with name date | |
| 2024-08-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-07-08 | TM01 | officers | Termination director company with name termination date | |
| 2024-06-04 | TM01 | officers | Termination director company with name termination date | |
| 2024-05-20 | AP01 | officers | Appoint person director company with name date | |
| 2024-01-16 | AA | accounts | Accounts with accounts type full | |
| 2023-09-11 | AP01 | officers | Appoint person director company with name date | |
| 2023-07-29 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-02-10 | AA | accounts | Accounts with accounts type full | |
| 2023-01-16 | TM01 | officers | Termination director company with name termination date | |
| 2022-07-22 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-06-27 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 7
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-08-31 vs 2024-08-31
-
Turnover
+8.7%
£20,701,000 £22,504,000
-
Cash
-4.3%
£3,437,000 £3,290,000
-
Net assets
+22.8%
£43,397,000 £53,274,000
-
Employees
+7.5%
428 460
-
Operating profit
+481.6%
£1,758,000 £10,224,000
-
Profit before tax
+481.6%
£1,758,000 £10,224,000
-
Wages
+11.7%
£11,721,000 £13,097,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers