BALMORAL LEARNING TRUST
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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
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
-
Material uncertainty over going concern
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.
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
-
6 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 1 time since incorporation
- BALMORAL LEARNING TRUST 2016-01-31 → present
- EAST HERRINGTON PRIMARY ACADEMY 2012-05-25 → 2016-01-31
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 | £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 | 113 | 109 | |
| 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 | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Net margin | 4.8% | 15.1% | |
| Gearing (liabilities / total assets) | 4.8% | 6.8% | |
| Current ratio | 4.66x | 2.59x |
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
- BALMORAL LEARNING TRUST · parent
- East Herrington Primary Academy
- Hetton Lyons Primary School
Significant events
- “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.”
- “Balmoral Learning Trust will actively pursue opportunities to integrate with another multi academy Trust.”
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 | |
| 2026-05-05 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-05-05 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-05-05 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-05-05 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-05-05 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-05-05 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-01-07 | AA | accounts | Accounts with accounts type full | |
| 2025-12-02 | CH01 | officers | Change person director company with change date | |
| 2025-11-03 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-11-03 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-10-20 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-15 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-09-15 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-06-12 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-06-09 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-15 | AA | accounts | Accounts with accounts type full | |
| 2024-06-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 16
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 3
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
+4.4%
£5,342,070 £5,577,547
-
Cash
-24.6%
£1,451,502 £1,094,922
-
Net assets
+9.2%
£8,680,720 £9,478,606
-
Employees
-3.5%
113 109
-
Wages
+0.6%
£3,169,082 £3,188,205
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