HELP FOR HEROES

Charity number: 1120920
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We work closely with the Armed Forces, other Service Charities and organisations to provide direct,practical support for our wounded, injured and sick via Help for Heroes Recovery Centres across the UK, grants to individuals, grants to other organisations and the Help for Heroes fellowships (the Band of Brothers and Band of Sisters).

Income and expenditure

Data for financial year ending 30 September 2023

Total income:
£20,395,991

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Donations and legacies £17.64m
Charitable activities £0
Other trading activities £1.55m
Investments £1.13m
Other £75.00k

Total expenditure:
£18,539,856

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Raising funds £8.44m
Charitable activities £10.10m
Other £0

£2,172,815 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £8.44m
Charitable expenditure £10.10m
Retained for future use £1.86m

People

263 Employee(s)

9 Trustee(s)

8 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 7
£70k to £80k 4
£80k to £90k 1
£90k to £100k 2
£100k to £110k 1
£120k to £130k 1

Fundraising

No information available

Trading

This charity has one or more trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Accommodation/housing
  • Other Charitable Purposes
Who the charity helps:
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 20 September 2007: Standard registration
  • 12 May 2021: Funds received from 228545 ROYAL ANTEDILUVIAN ORDER OF BUFFALOES GRAND COUNCI...
  • 11 January 2022: Funds received from 1172418 MARKET HARBOROUGH COTTAGE HOSPITAL PORTICO GREAT W...
  • 24 January 2024: Funds received from 268645 MRS S L CHAMBERS' CHARITABLE TRUST
  • 30 July 2024: Funds received from 516725 ROTARY CLUB OF SOUTH HOLLAND TRUST FUND
Organisation type:
Charitable company
Other names:

No other names

Company number:
06363256 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events 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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sir Nigel Patrick Gray Boardman Chair 01 August 2020
None on record
Tracy Lewis Trustee 01 October 2024
None on record
Dr Martin Roger Baggaley Trustee 01 September 2024
None on record
Christopher John Westwood Trustee 01 September 2024
None on record
Dame Alison Marie Rose Trustee 01 September 2024
None on record
Emma Birchall Trustee 30 September 2022
None on record
Nicola Townsend Fear Trustee 01 April 2022
None on record
Shirley Christine Cramer Trustee 10 March 2022
We Are With You
Received: On time
Clive Howard Warner Trustee 23 July 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £26.85m £24.42m £18.54m £18.93m £20.40m
Total expenditure £32.48m £30.80m £36.35m £18.90m £18.54m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £907.17k £2.38m £672.99k N/A N/A
Income - Donations and legacies £22.26m £21.56m £15.72m £16.02m £17.64m
Income - Other trading activities £3.06m £2.11m £2.49m £2.58m £1.55m
Income - Charitable activities £693.96k £106.38k £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £627.51k £491.91k £328.59k £275.52k £1.13m
Income - Other £215.00k £150.00k £0 £50.00k £75.00k
Income - Legacies £9.04m £6.69m £9.50m £10.45m £12.49m
Expenditure - Charitable activities £22.07m £22.42m £29.56m £11.67m £10.10m
Expenditure - Raising funds £10.41m £8.39m £6.78m £7.23m £8.44m
Expenditure - Governance £321.30k £201.71k £370.36k £299.21k £179.21k
Expenditure - Grants institution £56.49k £2.32m £0 £6.54k £11.98k
Expenditure - Investment management £313.59k £314.08k £235.51k £278.68k £273.01k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Own use assets £40.28m £36.36m £15.10m £12.76m £12.75m
Long-term investments £25.83m £27.94m £41.27m £42.73m £45.42m
Other assets £24.51m £26.79m £15.95m £14.49m £15.10m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £4.15m £8.97m £4.24m £3.37m £2.63m

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 30 September 2023 28 June 2024 On Time
Accounts and TAR 30 September 2023 28 June 2024 On Time Download Open in new window
Annual return 30 September 2022 30 June 2023 On Time
Accounts and TAR 30 September 2022 30 June 2023 On Time Download Open in new window
Annual return 30 September 2021 27 July 2022 On Time
Accounts and TAR 30 September 2021 27 July 2022 On Time Download Open in new window
Annual return 30 September 2020 21 July 2021 On Time
Accounts and TAR 30 September 2020 21 July 2021 On Time Download Open in new window
Annual return 30 September 2019 31 March 2020 On Time
Accounts and TAR 30 September 2019 31 March 2020 On Time 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.

MEMORANDUM AND ARTICLES INCORPORATED 06/09/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/03/2011 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 26/09/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/05/2014 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 MAR 2016

Charitable objects

2.1) TO ASSIST PERSONS WHO ARE CURRENTLY SERVING OR WHO HAVE SERVED IN THE ARMED FORCES, AND THEIR DEPENDENTS, BY ADVANCING ANY LAWFUL CHARITABLE PURPOSE AT THE DISCRETION OF THE TRUSTEES AND IN PARTICULAR BUT NOT EXCLUSIVELY 2.1.1) TO PROMOTE AND PROTECT THE HEALTH OF THOSE THAT HAVE BEEN WOUNDED OR INJURED WHILST SERVING IN THE ARMED FORCES THROUGH THE PROVISION OF FACILITIES, EQUIPMENT OR SERVICES FOR THEIR REHABILITATION; AND 2.1.2) TO MAKE GRANTS TO OTHER CHARITIES WHO ASSIST MEMBERS OF THE ARMED FORCES AND THEIR DEPENDANTS 2.2) TO PROMOTE AND PROTECT THE HEALTH OF THOSE THAT HAVE BEEN WOUNDED OR INJURED WHILST PROVIDING SERVICES TO, OR IN CONJUNCTION WITH, AND IN EITHER CASE UNDER THE DIRECTION OF THE COMMANDER OF, THE ARMED FORCES, IN AN AREA OF CONFLICT OR WAR AND TO PROVIDE BENEFITS TO THE DEPENDENTS OF SUCH PERSONS WHO ARE IN NEED.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:
Help For Heroes
Unit 14
Parkers Close
Downton Business Centre
SALISBURY
SP5 3RB
Phone:
0300 3039888
Email:
fundraise@helpforheroes.org.uk
Website:

www.helpforheroes.org.uk Open in new window