JOSEPH HARDY CHARITABLE TRUST

Charity number: 1180324
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance the education of the public by providing a Heritage Centre in Henley-in-Arden in order to display the historical records of the town To protect and preserve for the benefit of the public such documents, records, archives and artefacts as are of local historical interest

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £4,122
Total expenditure: £15,776

People

5 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 12 July 1995: Standard registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gail Marie Shuttleworth Trustee 13 December 2023
None on record
SUSAN MARIE Warner Trustee 06 April 2022
None on record
norman kench Trustee 10 February 2020
None on record
DAVID LODDER Trustee 10 February 2020
LODDERS CHARITABLE FOUNDATION
Received: On time
JONATHAN C L DOVEY Trustee 10 February 2020
HENLEY IN ARDEN GUILD HALL TRUST
Received: On time
THE HOWARD AND JOYCE FIELD CHARITABLE MEMORIAL TRUST
Charity reporting is overdue by 99 days

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £5.07k £42.10k £20.36k £9.46k £4.12k
Total expenditure £7.24k £6.26k £19.27k £11.41k £15.78k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £42.04k £16.00k £3.93k N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 13 October 2024 On Time
Accounts and TAR 31 March 2024 13 October 2024 On Time Download Open in new window
Annual return 31 March 2023 02 October 2024 245 days late
Accounts and TAR 31 March 2023 02 October 2024 245 days late Download Open in new window
Annual return 31 March 2022 14 March 2023 42 days late
Accounts and TAR 31 March 2022 14 March 2023 42 days late Download Open in new window
Annual return 31 March 2021 22 October 2021 On Time
Accounts and TAR 31 March 2021 22 October 2021 On Time Download Open in new window
Annual return 31 March 2020 30 May 2021 119 days late
Accounts and TAR 31 March 2020 30 May 2021 119 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 16 Oct 2018

Charitable objects

ANY CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE TOWN OF HENLEY-IN-ARDEN AS THE TRUSTEES SHALL THINK FIT BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING SHALL INCLUDE THE FOLLOWING SO FAR AND SO FAR ONLY AS THE SAME ARE LEGALLY CHARITABLE: (1) TO ADVANCE THE EDUCATION OF THE PUBLIC OF HENLEY-IN-ARDEN BY THE PROVISION OF A HERITAGE CENTRE (2) TO CARRY OUT SUCH OTHER LEGALLY CHARITABLE PURPOSES FOR THE ADVANCEMENT OF EDUCATION

Linked charities

Linked charities
Linked charity 1180324-1 JOSEPH HARDY CHARITABLE TRUST
Governing document
TRUST DEED DATED 18 MAY 1995
Charitable objects
ANY CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE TOWN OF HENLEY-IN-ARDEN AS THE TRUSTEES SHALL THINK FIT BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING SHALL INCLUDE THE FOLLOWING SO FAR AND SO FAR ONLY AS THE SAME ARE LEGALLY CHARITABLE: (1) TO ADVANCE THE EDUCATION OF THE PUBLIC OF HENLEY-IN-ARDEN BY THE PROVISION OF A HERITAGE CENTRE (2) TO CARRY OUT SUCH OTHER LEGALLY CHARITABLE PURPOSES FOR THE ADVANCEMENT OF EDUCATION
Area of benefit
HENLEY-IN-ARDEN
Registration history
  • 12 July 1995 : Standard registration

Contact information

Address:
Henley in Arden Heritage Centre
Joseph Hardy House
150 High Street
Henley-in-Arden
B95 5BS
Phone:
01564 795919
Email:
admin@heritagehenley.org.uk
Website:

www.heritagehenley.org.uk Open in new window