HF TRUST LIMITED

Charity number: 313069
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of care services for adults with learning disabilities. Provision of advice and support to families and carers of people with learning disabilities

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£89,362,000

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Donations and legacies £1.27m
Charitable activities £83.13m
Other trading activities £0
Investments £8.00k
Other £4.95m

Total expenditure:
£98,450,000

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Raising funds £866.00k
Charitable activities £94.25m
Other £3.34m

-£78,000 investments gains (losses)

Total income includes £82,887,000 from 156 government contract(s) and £685,000 from 4 government grant(s)

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 £4.21m
Charitable expenditure £94.25m

People

2377 Employee(s)

9 Trustee(s)

33 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 8
£70k to £80k 7
£80k to £90k 1
£90k to £100k 2
£100k to £110k 2
£110k to £120k 1
£140k to £150k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Disability
  • Accommodation/housing
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • 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

Governance

Registration history:
  • 08 September 1971: Standard registration
  • 13 February 2015: Funds received from 263134 THE CARE (SHANGTON) FUND
  • 21 January 2016: Funds received from 250058 COTTAGE AND RURAL ENTERPRISES LIMITED
  • 21 January 2016: Funds received from 1136530 CARE FUND LIMITED
  • 17 February 2016: Funds received from 1078846 THE WILSON TRUST
  • 16 March 2016: Funds received from 208812 THE TAMARISK TRUST
  • 08 May 2017: Funds received from 295847 THE DEVELOPMENT TRUST (FOR THE MENTALLY HANDICAPPE...
  • 16 June 2017: Funds received from 802963 THE KINGSLEYS TRUST
  • 31 December 2018: Funds received from 1129928 THE EXTRASPECIAL TRUST
  • 31 December 2018: Funds received from 296972 THE FOUNDATION TRUST FOR THE MENTALLY HANDICAPPED
  • 11 January 2023: Funds received from 1069299 MRS M RISHWORTH WILL TRUST
Organisation type:
Charitable company
Other names:
  • H F T LTD (Working name)
  • HFT (Working name)
  • HFT LTD (Working name)
  • THE HOME FARM TRUST LIMITED (Previous name)
Company number:
00734984 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
Desmond Spencer Trustee 01 February 2024
None on record
Jonathan Laredo Trustee 01 February 2024
None on record
Michael Butler Trustee 09 January 2024
None on record
Annemarie Strong Trustee 26 January 2023
FRIENDS OF SOMERDALE EDUCATE TOGETHER
Received: On time
Timothy Guy Tamblyn Trustee 27 May 2021
None on record
Irfana Malik Trustee 19 September 2019
None on record
Dr John Devapriam Trustee 20 June 2019
None on record
PAUL JAMES MORGAN Trustee 19 October 2018
THE PATHFINDER FELLOWSHIP
Received: On time
Amanda Jane Bunce Trustee 01 February 2018
None on record

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 £86.66m £84.99m £89.74m £81.19m £89.36m
Total expenditure £88.61m £86.00m £88.88m £96.91m £98.45m
Income from government contracts £66.79m £65.30m £63.40m £75.81m £82.89m
Income from government grants N/A £2.50m £411.33k £679.00k £685.00k
Income - Donations and legacies £2.99m £1.88m £2.28m £1.92m £1.27m
Income - Other trading activities £69.00k £0 £64.00k £0 £0
Income - Charitable activities £83.41m £81.67m £83.26m £77.35m £83.13m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £190.00k £144.00k £175.00k £168.00k £8.00k
Income - Other £0 £1.29m £3.96m £1.75m £4.95m
Income - Legacies £1.85m £559.00k £1.49m £1.29m £462.00k
Expenditure - Charitable activities £85.80m £82.46m £83.82m £90.51m £94.25m
Expenditure - Raising funds £1.27m £1.20m £1.17m £1.32m £866.00k
Expenditure - Governance £254.00k £212.00k £487.00k £0 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £37.00k £400.00k £0 £0
Expenditure - Other £1.54m £2.34m £3.90m £5.09m £3.34m

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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £62.39m £58.64m £57.88m £53.84m £51.82m
Long-term investments £5.83m £6.88m £7.27m £6.98m £222.00k
Other assets £12.82m £17.11m £16.33m £7.94m £11.88m
Defined benefit pension scheme asset or liability -£231.00k -£288.00k £0 £0 £0
Total liabilities £7.37m £9.03m £7.46m £10.85m £15.19m

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 10 January 2025 On Time
Accounts and TAR 31 March 2024 10 January 2025 On Time Download Open in new window
Annual return 31 March 2023
Accounts and TAR 31 March 2023
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 08 December 2021 On Time
Accounts and TAR 31 March 2021 08 December 2021 On Time Download Open in new window
Annual return 31 March 2020 17 December 2020 On Time
Accounts and TAR 31 March 2020 17 December 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 OF ASSOCIATION INCORPORATED 10/9/62, AS AMENDED 28/4/1973,30/3/1974,5/4/1975,26/3/1977,31/3/1979, 27/3/1982, 22/3/1986, 31/3/1990, 23/3/1991, 28/3/1992, 26/09/1992, 20/9/1997, 20/9/2003, 25/9/2004, 17/9/2005, 26/09/2009. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 OCT 2016 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19 OCT 2018 AS REGISTERED AT COMPANIES HOUSE ON 20 DEC 2018 as amended on 16 Oct 2020 as amended on 11 Jul 2024

Charitable objects

1. TO ENABLE AND SUPPORT PEOPLE WITH LEARNING DISABILITIES TO EXPERIENCE FULFILLING LIVES IN WAYS WHICH MAXIMISE THEIR INVOLVEMENT IN THE COMMUNITY AND PARTICIPATION AS CITIZENS, AND TO EXERCISE CHOICE. 2. TO OFFER ADVICE TO AND SUPPORT FOR THOSE WHO CARE FOR PEOPLE WITH LEARNING DISABILITIES

Area of benefit

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

NOT DEFINED

Contact information

Address:
H F Trust Ltd
5-6 Brook Office Park
Emersons Green
BRISTOL
BS16 7FL
Phone:
01179061700
Email:
hftgovernance@hft.org.uk
Website:

www.hft.org.uk Open in new window