THE JANE HODGE FOUNDATION

Charity number: 216053
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We award grants to UK registered or exempt charities for the purpose of furthering objectives in the UK or overseas, but with particular emphasis in Wales, working in the areas of welfare, education, medicine and religion. Further information and guidance on how to apply for a grant can be found on our web site at HodgeFoundation.org.uk.

Income and expenditure

Data for financial year ending 30 September 2023

Total income:
£3,668,149

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £3.67m
Other £0

Total expenditure:
£1,863,574

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Raising funds £97.18k
Charitable activities £1.77m
Other £0

£2,182,861 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £97.18k
Charitable expenditure £1.77m
Retained for future use £1.80m

People

1 Employee(s)

5 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 29 January 1963: Standard registration
  • 29 February 2016: Funds received from 234848 THE SIR JULIAN HODGE CHARITABLE TRUST
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease 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
J Jonathan Hodge Chair 28 July 2010
None on record
Jennifer Natalie Hodge Trustee 11 December 2024
None on record
Rupert John Thomas Trustee 30 July 2024
None on record
Karen Louise Hodge Trustee 21 January 2014
None on record
IAN HUDSON DAVIES Trustee 18 April 1996
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £3.61m £723.43k £6.02m £3.38m £3.67m
Total expenditure £2.95m £439.70k £2.92m £6.10m £1.86m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.61m £723.43k £6.02m £3.38m £3.67m
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £2.82m £318.45k £2.75m £5.98m £1.77m
Expenditure - Raising funds £138.40k £121.25k £171.81k £121.83k £97.18k
Expenditure - Governance £5.58k £6.00k £5.11k £7.74k £11.70k
Expenditure - Grants institution £0 £312.45k £2.71m £5.96m £1.74m
Expenditure - Investment management £138.40k £121.25k £171.81k £121.83k £97.18k
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 31/10/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Own use assets £15.24k £7.88k £0 £0 £0
Long-term investments £41.58m £39.46m £46.96m £41.75m £49.51m
Other assets £3.31m £2.83m £6.74m £9.45m £4.02m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.38m £1.32m £1.64m £5.88m £4.22m

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 18 July 2024 On Time
Accounts and TAR 30 September 2023 18 July 2024 On Time Download Open in new window
Annual return 30 September 2022 10 July 2023 On Time
Accounts and TAR 30 September 2022 10 July 2023 On Time Download Open in new window
Annual return 30 September 2021 26 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 24 March 2021 On Time
Accounts and TAR 30 September 2020 24 March 2021 On Time Download Open in new window
Annual return 31 October 2019 28 July 2020 On Time
Accounts and TAR 31 October 2019 28 July 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.

TRUST DEED DATED 15TH OCTOBER 1962

Charitable objects

(I) THE ENCOURAGEMENT OF MEDICAL AND SURGICAL STUDIES AND RESEARCH AND IN PARTICULAR THE STUDY OF A RESEARCH IN CONNECTION WITH CAUSES DIAGNOSIS TREATMENT AND CURE OF CANCER POLIOMYELITIS AND TUBERCULOSIS AND DISEASES AFFECTING CHILDREN. (II) THE GENERAL ADVANCEMENT OF MEDICAL AND SURGICAL SCIENCE. (III) THE ADVANCEMENT OF EDUCATION. (IV) THE ADVANCEMENT OF RELIGION.

Area of benefit

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

NATIONAL AND OVERSEAS

Contact information

Address:
One Central Square
Cardiff
CF10 1FS
Phone:
02920787674
Email:
contact@hodgefoundation.org.uk
Website:

Www.HodgeFoundation.org.uk