THE HELVELLYN FOUNDATION

Charity number: 1190948
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Helvellyn Foundation is an independent grant-making foundation that is funded by the Holmes family. It provides grants to organisations that contribute to its vision of a world where nature is thriving and everyone cares for it. It was founded in March 2020 by Bill Holmes and his two daughters Lauren and Becky.

Income and expenditure

Data for financial year ending 05 April 2024

Total income:
£1,062,500

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Donations and legacies £1.06m
Charitable activities £0
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£824,140

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Raising funds £0
Charitable activities £824.14k
Other £0

£0 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 £0
Charitable expenditure £824.14k
Retained for future use £238.36k

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 19 August 2020: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
William Stanley Holmes Trustee 19 August 2020
None on record
Rebecca Holmes Trustee 19 August 2020
None on record
Lauren Rosie Gupta Trustee 19 August 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £187.50k £437.50k £562.50k £1.06m
Total expenditure £141.99k £358.03k £560.15k £824.14k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies N/A N/A £562.50k £1.06m
Income - Other trading activities N/A N/A £0 £0
Income - Charitable activities N/A N/A £0 £0
Income - Endowments N/A N/A £0 £0
Income - Investment N/A N/A £0 £0
Income - Other N/A N/A £0 £0
Income - Legacies N/A N/A £0 £0
Expenditure - Charitable activities N/A N/A £560.15k £824.14k
Expenditure - Raising funds N/A N/A £0 £0
Expenditure - Governance N/A N/A £1.86k £6.06k
Expenditure - Grants institution N/A N/A £0 £0
Expenditure - Investment management N/A N/A £0 £0
Expenditure - Other N/A N/A £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 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Own use assets N/A N/A £0 £0
Long-term investments N/A N/A £0 £0
Other assets N/A N/A £132.79k £375.35k
Defined benefit pension scheme asset or liability N/A N/A £0 £0
Total liabilities N/A N/A £5.46k £9.66k

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 05 April 2024 05 February 2025 On Time
Accounts and TAR 05 April 2024 05 February 2025 On Time Download Open in new window
Annual return 05 April 2023 19 January 2024 On Time
Accounts and TAR 05 April 2023 19 January 2024 On Time Download Open in new window
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time Download Open in new window
Annual return 05 April 2021 04 February 2022 On Time
Accounts and TAR 05 April 2021 04 February 2022 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.

CIO - FOUNDATION Registered 19 Aug 2020

Charitable objects

THE OBJECTS OF THE CIO ARE TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME, IN PARTICULAR, BUT NOT LIMITED TO: 1. THE PREVENTION OR RELIEF OF POVERTY IN THE UNITED KINGDOM FOR THE PUBLIC BENEFIT BY ASSISTING IN SUCH WAY AS THE CHARITY TRUSTEES SEE FIT OTHER ORGANISATIONS WHOSE AIMS INCLUDE: A. PROVIDING GRANTS, ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES, OR OTHER ORGANISATIONS WORKING TO PREVENT OR RELIEVE POVERTY B. UNDERTAKING AND SUPPORTING RESEARCH INTO FACTORS THAT CONTRIBUTE TO POVERTY AND THE MOST APPROPRIATE WAYS TO MITIGATE THESE 2. THE ADVANCEMENT IN LIFE AND HELP FOR YOUNG PEOPLE IN THE UNITED KINGDOM FOR THE PUBLIC BENEFIT BY ASSISTING IN SUCH WAY AS THE CHARITY TRUSTEES SEE FIT OTHER ORGANISATIONS WHOSE AIMS INCLUDE PROVIDING SUPPORT AND ACTIVITIES WHICH DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS; 3. THE ADVANCEMENT OF ANIMAL WELFARE WORLDWIDE FOR THE PUBLIC BENEFIT BY ASSISTING IN SUCH WAY AS THE CHARITY TRUSTEES SEE FIT SUCH ORGANISATIONS WHOSE AIMS INCLUDE PROMOTING HUMANE BEHAVIOUR TOWARDS ANIMALS BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR ANIMALS WHICH ARE IN NEED OF CARE AND ATTENTION BY REASON OF SICKNESS, MALTREATMENT, POOR CIRCUMSTANCES OR ILL USAGE AND TO EDUCATE THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS; 4. THE ADVANCEMENT OF ENVIRONMENTAL PROTECTION OR IMPROVEMENT WORLDWIDE FOR THE PUBLIC BENEFIT BY ASSISTING IN SUCH WAY AS THE CHARITY TRUSTEES SEE FIT SUCH ORGANISATIONS WHOSE AIMS INCLUDE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT (INCLUDING BUT NOT LIMITED TO PROMOTING BIOLOGICAL DIVERSITY); AND 5. THE RELIEF OF FINANCIAL NEED AND SUFFERING AMONG VICTIMS OF NATURAL OR OTHER KINDS OF DISASTER WORLDWIDE FOR THE PUBLIC BENEFIT BY ASSISTING IN SUCH WAY AS THE CHARITY TRUSTEES SEE ORGANISATIONS WHOSE AIMS INCLUDE PROVIDING SUPPORT IN THE FORM OF MONEY (OR OTHER MEANS DEEMED SUITABLE) FOR PERSONS, BODIES, ORGANISATIONS AND/OR COUNTRIES AFFECTED

Contact information

Address:
THE HELVELLYN FOUNDATION
PO BOX 501
WILMSLOW
SK9 0JY
Phone:
01618182947
Email:
hello@thehelvellynfoundation.com
Website:

thehelvellynfoundation.com