MARKET HARBOROUGH AND THE BOWDENS CHARITY

Charity number: 1157787
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

FROM 1 JUNE 17, THE CHARITY MAKES, WITHIN A SPECIFIED AREA OF BENEFIT, CHARITABLE DONATIONS FOR THE GENERAL BENEFIT OF THE COMMUNITY AND DONATIONS TO INDIVIDUALS TO ASSIST WITH FURTHER EDUCATION, AND TO RELIEVE NEED, HARDSHIP & DISTRESS. IT ALSO PROVIDES ALLOTMENTS AND FUNDS FOR THE MAINTENANCE AND REPAIR OF THE OLD GRAMMAR SCHOOL AND THE FABRIC OF THE PARISH CHURCH OF GREAT BOWDEN.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £483,807
Total expenditure: £731,751

People

16 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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Leicestershire

Governance

Registration history:
  • 09 July 2014: CIO registration
  • 11 September 2017: Funds received from 1041958 MARKET HARBOROUGH AND THE BOWDENS CHARITY
  • 23 August 2019: Funds received from 501363 MARKET HARBOROUGH MUSICAL THEATRE
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
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
  • 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

16 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JOHN FEAVYOUR QPM Chair 25 November 2014
ADAM MUGRIDGE MEMORIAL FUND
Received: On time
HARBOROUGH COMMUNITY BUS
Received: On time
Mark Merryweather Trustee 26 November 2025
HARBOROUGH DISTRICT CHILDREN AND YOUNG PEOPLE'S CHARITY
Received: On time
Emma KLIMOWICZ Trustee 26 November 2025
None on record
Daniel ASHFORD Trustee 26 November 2025
None on record
Iain MILLER Trustee 26 November 2025
None on record
John Richardson Trustee 09 October 2024
None on record
Edmund Green Trustee 18 September 2023
None on record
Susan Berridge Trustee 31 August 2023
JUBILEE FOODBANK MARKET HARBOROUGH
Received: On time
Rohini Corfield Trustee 31 August 2023
None on record
Antony Walters Trustee 31 August 2023
MEDBOURNE PLAYGROUP
Received: On time
Chris Davies Trustee 25 February 2021
None on record
Dr Sarah Hill Trustee 30 May 2019
HARBOROUGH TWENTY 12 LIONS CLUB (CIO)
Received: On time
ARTS FRESCO LTD
Received: On time
KERRY MERRYWEATHER Trustee 30 May 2019
None on record
JENNIFER ANN BALME Trustee 22 February 2018
None on record
GEOFF BUXTON Trustee 01 January 2017
None on record
GORDON KELLIE Trustee 01 January 2017
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 £656.28k £679.68k £696.70k £546.52k £483.81k
Total expenditure £984.64k £862.33k £957.36k £656.16k £731.75k
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 £90 £4.37k £1.96k £425 N/A
Income - Other trading activities £0 £0 £0 £0 N/A
Income - Charitable activities £102.11k £118.00k £115.73k £99.04k N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £554.07k £557.31k £578.91k £446.95k N/A
Income - Other £13 £384.54k £108 £109 N/A
Income - Legacies £0 £0 £510 £0 N/A
Expenditure - Charitable activities £901.90k £763.35k £872.90k £627.21k N/A
Expenditure - Raising funds £82.74k £98.98k £84.46k £28.96k N/A
Expenditure - Governance £21.90k £27.36k £22.68k £24.04k N/A
Expenditure - Grants institution £518.05k £347.34k £462.06k £181.05k N/A
Expenditure - Investment management £79.40k £97.20k £84.27k £20.51k N/A
Expenditure - Other £0 £0 £0 £0 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 30 October 2025 On time
Accounts and TAR 31 December 2024 30 October 2025 On time
Annual return 31 December 2023 30 October 2024 On time
Accounts and TAR 31 December 2023 30 October 2024 On time
Annual return 31 December 2022 30 October 2023 On time
Accounts and TAR 31 December 2022 30 October 2023 On time
Annual return 31 December 2021 04 October 2022 On time
Accounts and TAR 31 December 2021 04 October 2022 On time
Annual return 31 December 2020 29 October 2021 On time
Accounts and TAR 31 December 2020 29 October 2021 On time
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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.

CIO - FOUNDATION REGISTERED 09 JUL 2014 AMENDED ON 21 JUN 2017 as amended on 30 Aug 2022 as amended on 01 Jun 2023

Charitable objects

(A) SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THE CHARITY TRUSTEES THINK FIT FOR WHICH PROVISION IS NOT MADE OUT OF RATES, TAXES OR OTHER PUBLIC FUNDS, AND (B) RELIEF IN NEED ? I.E. THE RELIEF EITHER GENERALLY OR INDIVIDUALLY OF RESIDENTS IN THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, BUT NOT DIRECTLY IN RELIEF OF RATES, TAXES OR OTHER PUBLIC FUNDS. IN EXCEPTIONAL CIRCUMSTANCES THE CHARITY TRUSTEES MAY GRANT RELIEF TO INDIVIDUALS OTHERWISE ELIGIBLE WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE AREA OF BENEFIT, AND (C) EDUCATION - THE PROVISION OF FINANCIAL HELP TO ENABLE SUITABLE APPLICANTS OVER THE AGE OF 16 AND RESIDENT IN THE AREA OF BENEFIT TO UNDERTAKE PROGRAMMES OF STUDY IN FURTHER OR HIGHER EDUCATION, OR TRAINING TOWARDS A VOCATIONAL QUALIFICATION, WHICH THEY WOULD OTHERWISE BE LESS ABLE TO AFFORD, AND (D) THE MAINTENANCE AND REPAIR OF THE FABRIC OF THE PARISH CHURCH OF THE ECCLESIASTICAL PARISH OF ST. PETER AND ST. PAUL, GREAT BOWDEN, PROVIDED THAT THE CHARITY TRUSTEES MUST NOT APPLY MORE THAN 20% OF THE CIO?S INCOME IN THIS WAY IN ANY THREE YEAR PERIOD. AND THE AREA OF BENEFIT REFERENCED IN SUB-CLAUSES (A), (B) AND (C) OF THIS CLAUSE SHALL BE THE URBAN AREA OF LEICESTERSHIRE CENTRED ON MARKET HARBOROUGH, GREAT BOWDEN AND LITTLE BOWDEN.

Contact information

Address:
10 Fairfield Road
Market Harborough
LE16 9QQ
Phone:
01858419128
Email:
secretary1@mhbcharity.co.uk
Website:

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