MARTIN HOUSE

Charity Number: 517919
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing holistic care and support to children and young people with life limiting illnesses and to their families in Yorkshire and the Humber.

Income and expenditure

Data for financial year ending 30 April 2024

Total income:
£13,757,000

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £8.06m
Charitable activities £1.91m
Other trading activities £3.42m
Investments £332.00k
Other £46.00k

Total expenditure:
£10,815,981

Text alternative for this canvas graphic is in the data table below.
Raising funds £3.63m
Charitable activities £6.47m
Other £718.10k

£493,194 investments gains (losses)

Total income includes £1,904,580 from 3 government grant(s)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £4.35m
Charitable expenditure £6.47m
Retained for future use £2.94m

People

211 Employee(s)

10 Trustee(s)

260 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 2
£80k to £90k 2
£100k to £110k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Services
Where the charity operates:
  • Bradford City
  • Calderdale
  • City Of Wakefield
  • City Of York
  • East Riding Of Yorkshire
  • Kirklees
  • Leeds City
  • North East Lincolnshire
  • North Yorkshire

Governance

Registration history:
  • 28 April 1987: Standard registration
  • 07 May 2021: Funds received from 1137737 LAILA MILLY FOUNDATION
  • 27 February 2025: Funds received from 278886 THE AUDREY AND ARNOLD REUBEN CHARITABLE SETTLEMENT
Organisation type:
Charitable company
Other names:

No other names

Company number:
02016332 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Lewis Trustee 10 October 2024
None on record
Dr Yasmin Zohra Ayesha Khan Trustee 10 October 2024
None on record
Dr Shiela Clare Puri Trustee 13 October 2022
None on record
Professor Jayne Price Trustee 13 October 2022
None on record
Gordon Singer Trustee 11 January 2018
None on record
Tim Straughan Trustee 06 April 2017
None on record
JENNIFER SLEE Trustee 12 February 2013
UNIVERSITY OF THE THIRD AGE - YORK
Received: On time
TIMOTHY JAMES HALSTEAD Trustee 06 February 2013
None on record
MICHAEL JOSEPH PAUL MILLINGTON Trustee 01 February 2013
None on record
ALAN STEPHEN PLEWS Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 30/04/2020 30/04/2021 30/04/2022 30/04/2023 30/04/2024
Total gross income £8.83m £7.93m £8.15m £10.26m £13.76m
Total expenditure £8.17m £7.86m £9.09m £9.92m £10.82m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £505.48k £1.27m £1.86m £1.87m £1.90m
Income - Donations and legacies £4.33m £3.60m £3.33m £4.83m £8.06m
Income - Other trading activities £2.15m £1.31m £2.52m £3.09m £3.42m
Income - Charitable activities £1.67m £0 £1.86m £1.90m £1.91m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £498.56k £408.31k £372.34k £403.28k £332.00k
Income - Other £185.56k £2.61m £76.87k £40.33k £46.00k
Income - Legacies £2.38m £1.79m £1.24m £1.16m £1.11m
Expenditure - Charitable activities £5.90m £5.59m £5.78m £6.28m £6.47m
Expenditure - Raising funds £2.28m £2.27m £3.31m £3.64m £3.63m
Expenditure - Governance £9.43k £18.15k £17.87k £21.78k £47.83k
Expenditure - Grants institution £158.13k £159.82k £111.84k £0 £0
Expenditure - Investment management £59.47k £61.54k £70.40k £52.27k £30.05k
Expenditure - Other £0 £0 £0 £0 £718.10k

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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 30/04/2020 30/04/2021 30/04/2022 30/04/2023 30/04/2024
Own use assets £3.93m £3.87m £4.18m £4.58m £6.80m
Long-term investments £15.74m £19.17m £18.51m £16.89m £17.38m
Other assets £3.50m £3.54m £2.12m £3.02m £4.29m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.63m £1.58m £1.39m £1.39m £1.93m

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 30 April 2024 20 December 2024 On Time
Accounts and TAR 30 April 2024 20 December 2024 On Time Download Open in new window
Annual return 30 April 2023 23 November 2023 On Time
Accounts and TAR 30 April 2023 23 November 2023 On Time Download Open in new window
Annual return 30 April 2022 13 December 2022 On Time
Accounts and TAR 30 April 2022 13 December 2022 On Time Download Open in new window
Annual return 30 April 2021 16 December 2021 On Time
Accounts and TAR 30 April 2021 16 December 2021 On Time Download Open in new window
Annual return 30 April 2020 10 February 2021 On Time
Accounts and TAR 30 April 2020 10 February 2021 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 OF ASSOCIATION INCORPORATED 1 MAY 1986 AS AMENDED BY SPECIAL RESOLUTIONS DATED 25 JULY 1994, 27 NOVEMBER 2003 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 22 DECEMBER 2009. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 JUL 2016 AS REGISTERED AT COMPANIES HOUSE ON 03 AUG 2016

Charitable objects

THE OBJECTS ARE SPECIFICALLY RESTRICTED TO PROMOTING, FOR THE PUBLIC BENEFIT, THE RELIEF OF THOSE IN NEED BY REASON OF ILL HEALTH BY SUCH CHARITABLE MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR IN THE NORTH OF ENGLAND AND ADJACENT AREAS IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, WHETHER GEOGRAPHICAL OR OTHERWISE) BY: A) PROVIDING PALLIATIVE CARE, ADVICE, SUPPORT AND INFORMATION TO YOUNG PEOPLE WITH LIFE LIMITING OR LIFE THREATENING CONDITIONS AND PROVIDING ADVICE, SUPPORT AND INFORMATION TO THE FAMILIES, FRIENDS AND CARERS (INCLUDING HEALTH AND SOCIAL CARE PROFESSIONALS) OF SUCH YOUNG PEOPLE; B) PROVIDING, ENCOURAGING AND ASSISTING IN THE PROVISION AND EXPRESSION OF RELIGIOUS, SPIRITUAL, SOCIAL, EMOTIONAL, PSYCHOLOGICAL, HOLISTIC OR OTHER HELP AND GUIDANCE IN THE CONTEXT OF THE DELIVERY OF PALLIATIVE CARE; C) PROMOTING AND ADVANCING THE PROVISION OF PALLIATIVE CARE, IN SUCH WAYS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT, INCLUDING THROUGH EDUCATION, RAISING AWARENESS, RESEARCH AND TRAINING; AND D) PROMOTING AND ADVANCING BEST PRACTICE IN THE PROVISION OF CARE FOR YOUNG PEOPLE WITH LIFE LIMITING OR LIFE THREATENING CONDITIONS.

Area of benefit

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

NORTH OF ENGLAND AND ADJACENT AREAS

Contact information

Address:
MARTIN HOUSE
GROVE ROAD
CLIFFORD
WETHERBY
LS23 6TX
Phone:
01937845045
Email:
resources@martinhouse.org.uk
Website:

www.martinhouse.org.uk Open in new window