HARVEYS AND JUBILEE HOMES

Charity number: 1123124
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity is an almshouse. It operates a Grade II* listed building known as Harveys containing 8 one bedroomed flats. It also operates 2 one bedroomed bungalows. The former building results from the legacy of Richard Harvey the bungalows replaced four bedsits built to commemorate the diamond jubliee of Queen Victoria.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £54,464
Total expenditure: £64,814

People

6 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 07 March 2008: 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:
  • 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
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DICK ARNOLD Chair
SOUTH PETHERTON AND CREWKERNE METHODIST CIRCUIT
Received: On time
Garry Frederick Shortland Trustee 07 June 2023
None on record
Rev Georgina Ann Vye Trustee 10 December 2014
THE BEATRICE HANKEY FOUNDATION LIMITED
Received: On time
SOMERSET GUILD OF WEAVERS, SPINNERS AND DYERS
Received: On time
DR GLANVILL Trustee 14 April 2012
None on record
LYNDA DIANE LE TAYLOR Trustee
None on record
MICHAEL EDWARD FROOM Trustee
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 £46.93k £50.00k £50.25k £49.94k £54.46k
Total expenditure £32.68k £27.38k £78.77k £37.18k £64.81k
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 March 2024 06 August 2024 On Time
Accounts and TAR 31 March 2024 06 August 2024 On Time Download Open in new window
Annual return 31 March 2023 13 December 2023 On Time
Accounts and TAR 31 March 2023 13 December 2023 On Time Download Open in new window
Annual return 31 March 2022 07 June 2022 On Time
Accounts and TAR 31 March 2022 21 June 2022 On Time Download Open in new window
Annual return 31 March 2021 26 September 2021 On Time
Accounts and TAR 31 March 2021 02 November 2021 On Time Download Open in new window
Annual return 31 March 2020 04 May 2020 On Time
Accounts and TAR 31 March 2020 28 October 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.

Scheme dated 22 January 2008 as amended on 5 June 2013

Charitable objects

1) IS THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS WHO A) ARE IN NEED, HARDSHIP OR DISTRESS; AND B) ARE RESIDENT IN THE AREA OF BENEFIT (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE TRUSTEES); AND C) ARE, IN THE CASE OF THE PROPERTY KNOWN AS 5 AND 6 JUBILEE CLOSE (THE PROPERTY NUMBERED 1 IN PART 1 OF THE SCHEDULE TO THIS SCHEME), NOT LESS THAN 60 YEARS OF AGE OR WHO ARE INFIRM, WITH A PREFERENCE FOR PERSONS NOT LESS THAN 65 YEARS OF AGE AND ARE OTHERWISE QUALIFIED. 2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE. 3) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECT OF THE CHARITY.

Area of benefit

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

NOT DEFINED. IN PRACTICE, SOMERSET

Contact information

Address:
38 Monmouth Court
CHARD
TA20 1HQ
Phone:
0146065144
Email:
a.prior@btinternet.com
Website:

No information available