THE HANNAH LEVY HOME

Charity number: 237191
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

to provide grants for elderly Jewish people in the Wessex region

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £0
Total expenditure: £44,270

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Elderly/old People
  • People Of A Particular Ethnic Or Racial Origin
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Bournemouth
  • Dorset
  • Hampshire

Governance

Registration history:
  • 05 November 1964: Standard registration
Organisation type:
Other
Other names:
  • HANNAH LEVY HOUSE TRUST (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Complaints handling
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Councillor Lawrence Williams Trustee 18 September 2018
HANNAH LEVY HOUSE TRUST
Received: 14 days late
LISE HELEN Rossano Trustee 01 December 2016
None on record
SUSAN FELD Trustee
HANNAH LEVY HOUSE TRUST
Received: 14 days late

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £1.08m £679.78k £187.77k £53.12k £0
Total expenditure £1.45m £1.04m £32.56k £540.60k £44.27k
Income from government contracts £99.84k N/A N/A N/A N/A
Income from government grants £2.49k £20.69k N/A N/A N/A
Income - Donations and legacies £136.68k £151.61k N/A N/A N/A
Income - Other trading activities £0 £0 N/A N/A N/A
Income - Charitable activities £913.96k £507.20k N/A N/A N/A
Income - Endowments £0 £0 N/A N/A N/A
Income - Investment £4.33k £0 N/A N/A N/A
Income - Other £20.49k £20.96k N/A N/A N/A
Income - Legacies £45.47k £130.47k N/A N/A N/A
Expenditure - Charitable activities £1.45m £1.04m N/A N/A N/A
Expenditure - Raising funds £1.81k £0 N/A N/A N/A
Expenditure - Governance £0 £0 N/A N/A N/A
Expenditure - Grants institution £0 £0 N/A N/A N/A
Expenditure - Investment management £1.81k £0 N/A N/A N/A
Expenditure - Other £0 £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 May 2024 06 June 2025 67 days late
Accounts and TAR 31 May 2024 Not Required
Annual return 31 May 2023 21 March 2025 355 days late
Accounts and TAR 31 May 2023 21 March 2025 355 days late Download Open in new window
Annual return 31 May 2022 17 January 2024 292 days late
Accounts and TAR 31 May 2022 07 November 2023 221 days late Download Open in new window
Annual return 31 May 2021 21 December 2023 630 days late
Accounts and TAR 31 May 2021 07 November 2023 586 days late Download Open in new window
Annual return 31 May 2020 24 January 2021 On Time
Accounts and TAR 31 May 2020

(These accounts
have been qualified)

24 January 2021 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.

WILL PROVED ON 11 DEC 1952 AS AMENDED ON 11 DEC 1952 AS AMENDED ON 17 JUL 1953 AS AMENDED ON 12 SEP 1953 AS AMENDED ON 18 FEB 1954 AS AMENDED BY SCHEME DATED 21 SEP 2022

Charitable objects

THE OBJECT OF THE CHARITY IS TO RELIEVE FINANCIAL HARDSHIP, SICKNESS AND POOR HEALTH AMONGST JEWISH ELDERLY PEOPLE IN BOURNEMOUTH AND THE SURROUNDING AREAS.

Area of benefit

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

BOURNEMOUTH AND THE SURROUNDING AREAS

Contact information

Address:
SOLOMONS SOLICITORS
1-3 ALUM CHINE ROAD
BOURNEMOUTH
BH4 8DT
Phone:
01202765361
Email:
hlhtrust@btconnect.com
Website:

No information available