THE HOLEHIRD TRUST

Charity number: 235345
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Land and Property Estate. Grant Aiding to organisations within the former County of Westmorland.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £230,507
Total expenditure: £336,656

People

5 Trustee(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

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
  • Accommodation/housing
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 22 July 1964: Standard registration
Organisation type:
Other
Other names:
  • THE HOLEHIRD TRUST (Working name)
  • HENRY LEIGH GROVES FOR THE BETTER DEVELOPMENT OF HEALTH, EDUCATIONAL AND SOCIAL WELFARE SERVICES (COMMONLY KNOWN AS THE HOLEHIRD TRUST) (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Complaints policy and procedures
  • Internal charity financial controls policy and procedures
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
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
Pamela Gail Duke Trustee 10 June 2025
None on record
William Martin James Clark Trustee 11 June 2024
None on record
Rev Philp Roy Dew Trustee 11 June 2024
None on record
Philip James Dixon Trustee 11 June 2024
None on record
Graham Simpkins Trustee 11 June 2024
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £200.31k £901.87k £224.04k £204.22k £230.51k
Total expenditure £216.94k £382.52k £391.26k £402.57k £336.66k
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 N/A £0 N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £0 N/A N/A N/A
Income - Other N/A £901.87k N/A N/A N/A
Income - Legacies N/A £0 N/A N/A N/A
Expenditure - Charitable activities N/A £382.52k N/A N/A N/A
Expenditure - Raising funds N/A £0 N/A N/A N/A
Expenditure - Governance N/A £0 N/A N/A N/A
Expenditure - Grants institution N/A £51.77k N/A N/A N/A
Expenditure - Investment management N/A £0 N/A N/A N/A
Expenditure - Other N/A £0 N/A N/A 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 2025 28 January 2026 On time
Accounts and TAR 31 March 2025 28 January 2026 On time
Annual return 31 March 2024 11 June 2025 131 days late
Accounts and TAR 31 March 2024 11 June 2025 131 days late
Annual return 31 March 2023 31 May 2024 121 days late
Accounts and TAR 31 March 2023 31 May 2024 121 days late
Annual return 31 March 2022 16 May 2023 105 days late
Accounts and TAR 31 March 2022 16 May 2023 105 days late
Annual return 31 March 2021 15 September 2022 227 days late
Accounts and TAR 31 March 2021 15 September 2022 227 days late
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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.

SCHEME DATED 30 MARCH 2004

Charitable objects

1)1) TO PROVIDE HOUSING FOR BENEFICIARIES WHO A) ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS; OR B) ARE IN NEED OF HOUSING BY VIRTUE OF THEIR AGE, DISABILITY, INFIRMITY OR CHRONIC SICKNESS 2) TO RELIEVE BENEFICIARIES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS; 3) TO RELIEVE BENEFICIARIES WHO ARE SICK, CONVALESCENT, DISABLED OR INFIRM BY RELIEVING THEIR SUFFERING OR ASSISTING THEIR RECOVERY; 4) TO ADVANCE THE EDUCATION OF BENEFICIARIES AS THE TRUSTEE THINKS FIT 5) TO RELIEVE CHILDREN OR YOUNG PEOPLE IN NEED BEING LOOKED AFTER BY LOCAL AUTHORITIES IN THE AREA OF BENEFIT BY THE PROVISION AND ASSISTANCE TO FOSTER CARERS AND THE CHILDREN AND YOUNG PEOPLE THEMSELVES; 2) THE TRUSTEE MAY FURTHER THE OBJECTS OF THE CHARITY BY MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE THE RELEVANT GOODS, SERVICES OR FACILITIES TO BENEFICIARIES. 3) THE TRUSTEE MAY GIVE PREFERENCE TO BENEFICIARIES WHO ARE AGED, INFIRM OR CHRONICALLY SICK.

Area of benefit

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

THE FORMER COUNTY OF WESTMORLAND AS CONSTITUTED ON 27 JULY 1945

Contact information

Address:
79 Ely Road
Little Downham
ELY
Cambridgeshire
Cambridgeshire
CB6 2SN
Phone:
07851153016
Email:
clerk@holehirdtrust.com
Website:

No information available