HEARTWOOD LEARNING TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-03-24 (in 10mo)
Last made up 2026-03-10
Watchouts
None on the register
Cash
£14M
+53.3% vs 2024
Net assets
£87M
+2.2% vs 2024
Employees
1,034
-0.2% vs 2024
Profit before tax
—
Period ending 2025-08-31
Name history
Renamed 3 times since incorporation — the current trading name was adopted 2025-04-23
- HEARTWOOD LEARNING TRUST 2025-04-23 → present
- HOPE SENTAMU LEARNING TRUST 2021-11-15 → 2025-04-23
- HOPE LEARNING TRUST, YORK 2015-04-08 → 2021-11-15
- MCE ACADEMY TRUST 2011-03-10 → 2015-04-08
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 | £55,419,000 | £58,935,000 | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | -£1,097,000 | £2,359,000 | |
| Cash | £8,871,000 | £13,599,000 | |
| Total assets less current liabilities | £84,688,000 | £86,555,000 | |
| Net assets | £84,688,000 | £86,555,000 | |
| Equity | £84,688,000 | £86,555,000 | |
| Average employees | 1,036 | 1,034 | |
| Wages | £32,504,000 | £32,830,000 |
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 |
|---|---|---|---|
| Net margin | -2.0% | 4.0% | |
| Current ratio | 2.80x | 3.53x |
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 Charities SORP
- Auditor
- BHP LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Trustees make this assessment in respect of a period of at least one year from the date of authorisation for issue of the financial statements and have concluded that the Academy Trust has adequate resources to continue in operational existence for the foreseeable future and there are no material uncertainties about the Academy Trust's ability to continue as a going concern, thus they continue to adopt the going concern basis of accounting in preparing the financial statements.”
Significant events
- “During the course of academic year 2024-2025 the Academy Trust changed its name by resolution of the members and on23 April 2025 became known as the Heartwood Learning Trust (HLT).”
- “The Trust Board supported the significant investment into school improvement, behaviour management, information technology and estates which has helped us to develop the strong building blocks to progress with the continued improvement, in line with our strategic plan.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
10 active · 48 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ROMANIAK-MUNRO, Wendy Ann | Secretary | 2024-12-01 | — | — |
| CHANDLER, Andrew Philip | Director | 2025-09-23 | Mar 1957 | British |
| HUGHES, Nicola Mary Williams | Director | 2025-09-23 | Sep 1980 | British |
| LEWIS, Marjorie Jane | Director | 2021-09-01 | Sep 1967 | British |
| LOOKER, Patrick Robert | Director | 2024-01-24 | Mar 1969 | British |
| MATHEWS, Katherine Deborah | Director | 2025-09-23 | Jun 1982 | British |
| MCKEOGH, Joseph Christopher | Director | 2024-05-30 | Dec 1994 | British |
| OSBORNE, Karen Angela | Director | 2017-07-17 | Dec 1958 | British |
| SIMPKIN, Andrew | Director | 2013-09-01 | May 1968 | British |
| WALKER, Stephen Patrick | Director | 2025-07-25 | Mar 1962 | British |
Show 48 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BRYAN-SMITH, Simon | Secretary | 2012-01-31 | 2024-12-01 |
| PRIMA SECRETARY LIMITED | Corporate Secretary | 2011-03-10 | 2012-01-24 |
| ADAMS, John Philip, Dr | Director | 2011-03-10 | 2013-09-02 |
| ANELAY, Charles Thomas | Director | 2012-09-26 | 2013-06-26 |
| BENNETT, Mark Lyddon | Director | 2015-04-01 | 2018-03-05 |
| BOWERS, Amanda | Director | 2015-04-01 | 2016-05-26 |
| BUCKTON, Allyson Clare | Director | 2016-10-11 | 2016-10-12 |
| BULLOCK, Sarah Ruth, The Venerable | Director | 2013-10-04 | 2016-04-10 |
| COATES, Christopher, Rev Canon | Director | 2012-09-26 | 2015-03-31 |
| COOLEY, Denise | Director | 2019-10-08 | 2020-07-01 |
| CROSBY, Brian | Director | 2011-03-10 | 2018-09-25 |
| DOYLE BRETT, Jacqueline, Rev | Director | 2017-01-31 | 2019-07-17 |
| DUFFIELD, Peter David | Director | 2021-09-01 | 2022-12-31 |
| DUXBURY, Susan | Director | 2011-03-10 | 2015-03-31 |
| FERGUSON, Michael | Director | 2015-04-01 | 2019-03-31 |
| GOWLAND, Philippa | Director | 2018-07-04 | 2024-06-07 |
| HAND, Michael Anthony, Rev | Director | 2012-09-26 | 2017-06-30 |
| HANHAM, Thomas John | Director | 2014-11-14 | 2015-03-31 |
| HARVEY, Steven Charles, Reverend Canon | Director | 2024-01-24 | 2024-09-15 |
| HODSON, Linda Patricia | Director | 2012-09-26 | 2013-12-31 |
| HOSIER, David | Director | 2011-03-10 | 2015-03-31 |
| HUMPLEBY, Katherine Mary | Director | 2014-01-01 | 2018-04-16 |
| JONES, Edith Margaret | Director | 2012-09-26 | 2015-03-31 |
| JUDSON, David John Michael | Director | 2013-01-24 | 2020-12-09 |
| KESTERTON, John Gerard | Director | 2019-10-08 | 2020-10-31 |
| LONG, Fiona Mary Scott | Director | 2012-09-26 | 2015-03-31 |
| MCGONIGLE, Julie, Dr | Director | 2018-05-17 | 2021-08-31 |
| MEIJER, Emily | Director | 2013-11-13 | 2015-03-31 |
| MOGER, Peter John, Revd Canon | Director | 2012-09-26 | 2016-04-10 |
| MOORCROFT, Andrew Thomas | Director | 2012-09-26 | 2015-04-01 |
| MYERS, Charles Anthony | Director | 2016-10-05 | 2023-12-31 |
| NAISH, Stephen David | Director | 2012-09-26 | 2015-04-01 |
| O'HARA, Estelle | Director | 2015-04-01 | 2016-04-19 |
| OWEN, Frederick Thomas | Director | 2021-09-01 | 2023-08-31 |
| QUARTERMAINE, Simon Frazer | Director | 2011-03-10 | 2012-02-09 |
| RATHERAM, Michael Scott | Director | 2023-02-21 | 2024-06-07 |
| RICHARDS, Dennis | Director | 2016-10-05 | 2017-10-25 |
| ROBINSON, Wendy Anne | Director | 2012-09-26 | 2014-07-30 |
| SEYMOUR, Olivia | Director | 2018-07-04 | 2021-08-31 |
| SINCLAIR, Katherine Ann | Director | 2017-07-17 | 2018-12-13 |
| SMITH, Alison | Director | 2021-09-01 | 2022-12-31 |
| SNOWDEN, Rachel Louise | Director | 2011-03-10 | 2015-04-01 |
| SOMERVILLE, Ruth Barbara | Director | 2011-03-10 | 2014-06-25 |
| THOMSON, Ian David | Director | 2017-05-24 | 2022-08-31 |
| WALLACE, Karly | Director | 2012-03-05 | 2013-11-13 |
| WALLACE, Martin William, The Right Rev | Director | 2012-09-26 | 2013-06-26 |
| WOODALL, Helen Elizabeth | Director | 2013-12-01 | 2015-04-01 |
| WRIGHT, Janis Leah | Director | 2012-09-26 | 2015-04-01 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| The Dean And Chapter Of York | Legal person | Voting 25–50% | 2021-08-31 | Active |
| The Archbishop Of York | Legal person | Voting 25–50% | 2021-08-31 | Active |
| The Diocese Of York Educational Trust | Corporate entity | Voting 25–50% | 2021-08-31 | Active |
Filing timeline
Last 20 of 163 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-04-23 CERTNM Certificate change of name company
- 2025-04-23 NE01 Change of name exemption
- 2025-04-23 CONNOT Change of name notice
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-10 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-02-18 | AA | accounts | Accounts with accounts type full | |
| 2025-10-29 | AP01 | officers | Appoint person director company with name date | |
| 2025-10-29 | AP01 | officers | Appoint person director company with name date | |
| 2025-10-29 | AP01 | officers | Appoint person director company with name date | |
| 2025-10-29 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-23 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-04-23 | NE01 | change-of-name | Change of name exemption | |
| 2025-04-23 | CONNOT | change-of-name | Change of name notice | |
| 2025-03-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-03-10 | AA | accounts | Accounts with accounts type full | |
| 2025-02-20 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-02-20 | AP03 | officers | Appoint person secretary company with name date | |
| 2024-10-11 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-10-11 | PSC03 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-10-11 | PSC03 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-10-10 | PSC09 | persons-with-significant-control | Withdrawal of a person with significant control statement | |
| 2024-09-19 | TM01 | officers | Termination director company with name termination date | |
| 2024-06-10 | TM01 | officers | Termination director company with name termination date | |
| 2024-06-10 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 6
- Capital events
- 0
- Officers appointed
- 4
- Officers resigned
- 0
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
+6.3%
£55,419,000 £58,935,000
-
Cash
+53.3%
£8,871,000 £13,599,000
-
Net assets
+2.2%
£84,688,000 £86,555,000
-
Employees
-0.2%
1,036 1,034
-
Wages
+1%
£32,504,000 £32,830,000
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