HARTRIGG OAKS CHARITABLE TRUST

Charity number: 1090295
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Hartrigg Oaks is a continuing care retirement community in York. The Hartrigg Oaks Charitable Trust exists to provide financial support to those resident who are unable to meet the fees and to provide additional facilities and equipment for the benefit of residents

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £2,749
Total expenditure: £0

People

4 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
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Recreation
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • City Of York

Governance

Registration history:
  • 29 January 2002: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Christopher Simpson Trustee 23 March 2020
None on record
Tracey May Preece Trustee 30 January 2020
None on record
AILEEN MARGERY BLOOMER Trustee 03 January 2018
None on record
Hilary Moxon Trustee 15 January 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £347 £14 £224 £1.27k £2.75k
Total expenditure £15.64k £12.39k £81 £61 £0
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

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 December 2024 29 April 2025 On Time
Accounts and TAR 31 December 2024 Not Required
Annual return 31 December 2023 03 July 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 11 May 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 20 October 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 12 April 2021 On Time
Accounts and TAR 31 December 2020 Not Required
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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.

DECLARATION OF TRUST DATED 16 JULY 2001 AS AMENDED BY DEED OF VARIATION DATED 10 DECEMBER 2001.

Charitable objects

1) TO PROVIDE FINANCIAL SUPPORT TO ANY RESIDENT AT HARTRIGG OAKS, IN WHICH IS A CONTINUING CARE RETIREMENT SITUATED IN NEW EARSWICK, YORK, WHO IS HAVING DIFFICULTY IN MEETING THE FEES. 2) TO PROVIDE NEW OR IMPROVED COMMUNAL FACILITIES WHICH ARE FOR THE BENEFIT OF RESIDENTS AT HARTRIGG OAKS. 3) TO PROVIDE ANY SUPPORT OF A CHARITABLE NATURE FOR THE BENEFIT OF RESIDENTS AT HARTRIGG OAKS.

Area of benefit

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

NEW EARSWICK

Contact information

Address:
Hartrigg Oaks
Haxby Road
New Earswick
YORK
YO32 4DY
Phone:
01904 615951
Email:
tracey.preece@jrf.org.uk
Website:

No information available