THE HARRY & MARY FOUNDATION

Charity number: 1148707
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Promotion of the education of persons under the age of 25, the relief of sickness and the promotion of good health, and the relief of poverty within West Yorkshire and the City of Bradford

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,108,015

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Donations and legacies £829.31k
Charitable activities £0
Other trading activities £0
Investments £278.71k
Other £0

Total expenditure:
£722,004

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Raising funds £102.92k
Charitable activities £619.08k
Other £0

£412,112 investments gains (losses)

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 £102.92k
Charitable expenditure £619.08k
Retained for future use £386.01k

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Bradford City

Governance

Registration history:
  • 24 August 2012: Standard registration
  • 14 April 2022: Funds received from 1085594 THE EDGE PROJECT
Organisation type:
Charitable company
Other names:

No other names

Company number:
07442649 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Investment
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Robert Bastow Trustee 30 October 2012
None on record
John Andrew Watson Clough Trustee 30 October 2012
None on record
ROBERT FENWICK WALKER Trustee 24 August 2012
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 £352.21k £2.93m £2.54m £527.98k £1.11m
Total expenditure £78.10k £347.74k £686.37k £857.28k £722.00k
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
Income - Donations and legacies N/A £2.47m £1.94m £17.41k £829.31k
Income - Other trading activities N/A £417.28k £364.59k £349.09k £0
Income - Charitable activities N/A £0 £0 £0 £0
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £38.35k £145.50k £161.48k £278.71k
Income - Other N/A £0 £90.42k £0 £0
Income - Legacies N/A £2.47m £1.94m £17.41k £57.00k
Expenditure - Charitable activities N/A £218.55k £521.22k £621.68k £619.08k
Expenditure - Raising funds N/A £129.19k £165.15k £235.60k £102.92k
Expenditure - Governance N/A £9.80k £19.19k £20.45k £28.08k
Expenditure - Grants institution N/A £208.75k £502.03k £601.23k £591.00k
Expenditure - Investment management N/A £0 £165.15k £35.48k £21.21k
Expenditure - Other N/A £0 £0 £0 £0

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 N/A £0 £5.68m £4.87m £0
Long-term investments N/A £9.13m £6.06m £7.23m £12.61m
Other assets N/A £1.57m £1.63m £583.95k £103.91k
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £537.16k £494.79k £486.21k £405.15k

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 02 December 2024 On Time
Accounts and TAR 31 March 2024 02 December 2024 On Time Download Open in new window
Annual return 31 March 2023 04 December 2023 On Time
Accounts and TAR 31 March 2023 05 January 2024 On Time Download Open in new window
Annual return 31 March 2022 30 November 2022 On Time
Accounts and TAR 31 March 2022 30 November 2022 On Time Download Open in new window
Annual return 31 March 2021 03 November 2021 On Time
Accounts and TAR 31 March 2021 03 November 2021 On Time Download Open in new window
Annual return 31 March 2020 20 November 2020 On Time
Accounts and TAR 31 March 2020 20 November 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 INCORPORATED 17/11/2010

Charitable objects

4.1 FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE UNDER THE AGE OF 25 YEARS IN THE CITY OF BRADFORD IN SUCH WAYS AS THE DIRECTORS THINK FIT, INCLUDING BY 4.1.1 AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER OR FURTHER EDUCATION, 4.1.2 PROVIDING THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS) TO UNDERTAKE TRAVEL IN THE FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT 4.2 THE RELIEF OF SICKNESS AND THE PROMOTION OF THE PRESERVATION OF GOOD HEALTH AMONG PEOPLE RESIDING PERMANENTLY OR TEMPORARILY IN THE COUNTY OF WEST YORKSHIRE, INCLUDING BY 4.2.1 PROVIDING FUNDING FOR EQUIPMENT, 4.2.2 PROVIDING FUNDING FOR RESEARCH PROJECTS UNDERTAKEN BY CLINICIANS IN HOSPITALS LOCATED IN THE COUNTY OF WEST YORKSHIRE, 4.2.3 PROVIDING FUNDING FOR RESEARCH INTO GENERAL MEDICINE, 4.2.4 FUNDING THE EDUCATION AND TRAINING OF STUDENTS OR GRADUATES IN MEDICINE AND OTHER MEMBERS OF THE MEDICAL PROFESSION WORKING IN THE COUNTY OF WEST YORKSHIRE, AND 4.2.5 FUNDING THE HEALTH EDUCATION OF THE GENERAL PUBLIC RESIDING THERE 4.3 THE PREVENTION OF OR RELIEF FROM POVERTY IN THE COUNTY OF WEST YORKSHIRE BY PROVIDING 4.3.1 GRANTS, 4.3.2 ITEMS, AND 4.3.3 OTHER SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES, OR OTHER ORGANISATIONS WORKING TO PREVENT OR RELIEVE POVERTY 4.4 TO ASSIST IN SUCH WAYS AS THE DIRECTORS THINK FIT ANY CHARITY OPERATING IN THE CITY OF BRADFORD WHOSE AIMS INCLUDE ADVANCING THE EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS BY DEVELOPING THEIR MENTAL, PHYSICAL AND MORAL CAPABILITIES THROUGH LEISURE TIME ACTIVITIES 4.5 TO ASSIST IN SUCH WAYS AS THE DIRECTORS THINK FIT ANY CHARITY OPERATING IN THE COUNTY OF WEST YORKSHIRE WHOSE AIMS INCLUDE ADVANCING THE RELIEF OF SICKNESS AND THE PROMOTION OF THE PRESERVATION OF GOOD HEALTH AMONG PEOPLE

Contact information

Address:
11 Keighley Road
Cross Hills
Keighley
BD20 7DA
Phone:
01535630298
Email:
No information available
Website:

No information available