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Next accounts due

2027-05-31 (in 1y)

Last filed for 2025-08-31

Confirmation statement due

2026-06-15 (in 1mo)

Last made up 2025-06-01

Watchouts

3 items

Cash

£1M

-24.6% vs 2024

Net assets

£9M

+9.2% vs 2024

Employees

109

-3.5% vs 2024

Profit before tax

Period ending 2025-08-31

Watchouts

Facts from the Companies House register and the latest accounts — not a rating

Name history

Renamed 1 time since incorporation

  1. BALMORAL LEARNING TRUST 2016-01-31 → present
  2. EAST HERRINGTON PRIMARY ACADEMY 2012-05-25 → 2016-01-31

Accounts

2-year trend · latest reflected 2025-08-31

Metric Trend 2024-08-312025-08-31
Turnover £5,342,070£5,577,547
Operating profit
Profit before tax
Net profit £256,639£840,886
Cash £1,451,502£1,094,922
Total assets less current liabilities £8,680,720£9,478,606
Net assets £8,680,720£9,478,606
Equity £8,680,720£9,478,606
Average employees 113109
Wages £3,169,082£3,188,205

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 2024-08-312025-08-31
Net margin 4.8%15.1%
Gearing (liabilities / total assets) 4.8%6.8%
Current ratio 4.66x2.59x

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
Consolidated group
Auditor
Azets Audit Services
Audit opinion
Unqualified (clean)
Going concern
Material uncertainty disclosed

“The trust is in discussions with a view to joining another academy trust on 1 September 2026, at which point that assets, liabilities and all activities will be transferred. As this transfer will be within one year of the approval of these financial statements, the board of trustees are of the opinion that academy trust is not a going concern, and so these financial statements have not been prepared on a going concern basis.”

Group structure

  1. BALMORAL LEARNING TRUST · parent
    1. East Herrington Primary Academy · Sunderland
    2. Hetton Lyons Primary School · Sunderland

Significant events

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

7 active · 27 resigned

Name Role Appointed Born Nationality
CHASE, Faye Secretary 2025-09-01
BELL, Susan Elizabeth, Mrs. Director 2019-09-01 Nov 1963 British
BROWN, Deborah Anne Director 2016-12-13 Oct 1958 British
HAMBLETON, Terry Director 2017-06-13 Mar 1954 British
ROBE, John Mason Director 2015-11-17 Feb 1948 English
SANDERSFIELD, Paul David Director 2021-07-01 Mar 1971 British
SNOWDON, Simon David Director 2025-03-13 Dec 1979 British
Show 27 resigned officers
Name Role Appointed Resigned
ALDER, Wendy Secretary 2013-04-01 2020-07-08
CHAPMAN, Sarah Elizabeth Secretary 2020-07-08 2025-08-31
MCCULLY, Allison Secretary 2025-09-01 2025-09-01
BENNETT, Andrew Director 2012-07-01 2017-05-23
BOLAM, David, Dr Director 2012-11-16 2017-05-23
CHAPMAN, Peter Director 2012-05-25 2025-10-03
CHEERS, Paul Director 2020-03-26 2023-04-01
COULSON, Lilian Shireen Director 2012-07-01 2013-03-12
CURRY, Kevin Lee Director 2012-07-01 2017-05-23
DUNNETT, Timothy Peter, Dr Director 2012-07-01 2013-12-11
ELVES, Christopher Director 2014-06-24 2017-05-23
EVES, John Malcolm Director 2012-05-25 2016-03-15
HARPER, Hayley Jane Director 2012-05-25 2013-12-11
HENRY, Neil Director 2017-02-27 2018-01-30
HODGSON, Alison Director 2012-07-01 2020-10-07
ICETON, John Neil Director 2012-07-01 2017-05-23
KEITHLEY, Philip Director 2012-07-01 2013-03-12
MATTHEWS, Christine Director 2012-07-01 2013-02-13
MILLER, Sharon Director 2012-07-01 2017-05-23
NEWTON, Keith Thomas Director 2012-07-01 2017-05-23
OFFER, Joanne Elizabeth Director 2013-06-11 2017-05-23
POULTON, Juli Isabel Director 2012-05-25 2019-09-01
RYLANCE, David Alexander Director 2012-07-01 2015-06-23
SANDERSON, Karl Steven Director 2012-07-01 2013-12-11
TALBOT, Vicky Director 2016-12-13 2018-11-28
TODD, Damien Director 2017-02-06 2019-10-23
WRIGHT, Alan Director 2012-07-01 2017-05-23

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Mr Paul Cheers Individual right-to-appoint-and-remove-directors-as-trust 2023-06-19 Ceased 2026-05-05
Mr George Lee Francis Individual Appoints directors 2019-07-09 Ceased 2026-05-05
Mrs Hollie Catherine Jobes Individual significant-influence-or-control-as-trust 2017-02-27 Ceased 2026-05-05
Mrs Edith Ann Wood Individual significant-influence-or-control-as-trust 2016-11-01 Ceased 2019-03-26
Mr Peter Chapman Individual significant-influence-or-control-as-trust 2016-04-06 Ceased 2026-05-05
Mr Peter William Maclellan Individual significant-influence-or-control-as-trust 2016-04-06 Ceased 2026-05-05
Mrs Juli Isabel Poulton Individual significant-influence-or-control-as-trust 2016-04-06 Ceased 2026-05-05

Filing timeline

Last 20 of 105 total filings

Date Type Category Description
2026-05-05 PSC08 persons-with-significant-control Notification of a person with significant control statement PDF
2026-05-05 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2026-05-05 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2026-05-05 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2026-05-05 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2026-05-05 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2026-05-05 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2026-01-07 AA accounts Accounts with accounts type full
2025-12-02 CH01 officers Change person director company with change date PDF
2025-11-03 AP03 officers Appoint person secretary company with name date PDF
2025-11-03 TM02 officers Termination secretary company with name termination date PDF
2025-10-20 TM01 officers Termination director company with name termination date PDF
2025-09-15 AP03 officers Appoint person secretary company with name date PDF
2025-09-15 TM02 officers Termination secretary company with name termination date PDF
2025-06-12 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-06-09 AP01 officers Appoint person director company with name date PDF
2025-01-15 AA accounts Accounts with accounts type full
2024-06-04 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-01-07 AA accounts Accounts with accounts type full
2023-06-19 PSC01 persons-with-significant-control Notification of a person with significant control PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
16

last 12 months

Capital events
0

last 24 months

Officers appointed
1

last 12 months

Officers resigned
3

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

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

Official Companies House page