THE HARVEY-JULIUS FAMILY TRUST

Charity number: 1113763
Charity reporting is up to date (12 days late)

Charity overview

Activities - how the charity spends its money

FINANCIAL DONATIONS WILL BE MADE TO SELECTED CHARITIES BY TRUSTEES

Income and expenditure

Data for financial year ending 23 July 2024

Total income: £21,198
Total expenditure: £29,342

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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout London

Governance

Registration history:
  • 12 April 2006: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ROSS ALEXANDER HARVEY Trustee
None on record
MEGAN ELIZABETH ANNE JOHNSON Trustee
None on record
DAME DEANNE SHIRLEY JULIUS DCMG, CBE Trustee
None on record
IAN ALEXANDER HARVEY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 23/07/2020 23/07/2021 23/07/2022 23/07/2023 23/07/2024
Total gross income £20.44k £68.94k £30.78k £45.71k £21.20k
Total expenditure £30.49k £98.62k £19.20k £27.79k £29.34k
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 23 July 2024 04 June 2025 12 days late
Accounts and TAR 23 July 2024 Not required
Annual return 23 July 2023 22 May 2024 On time
Accounts and TAR 23 July 2023 22 May 2024 On time Download Open in new window
Annual return 23 July 2022 05 June 2023 13 days late
Accounts and TAR 23 July 2022 05 June 2023 13 days late Download Open in new window
Annual return 23 July 2021 16 May 2022 On time
Accounts and TAR 23 July 2021 16 May 2022 On time Download Open in new window
Annual return 23 July 2020 21 April 2021 On time
Accounts and TAR 23 July 2020 Not required
Submit annual return Open in new window

Contact information

Address:
KILLIK & CO
CROWN HOUSE
CROWN STREET
IPSWICH
IP1 3HS
Phone:
0203770500
Website:

No information available