WILLIAM GEOFFREY HARVEY'S DISCRETIONARY SETTLEMENT NO 2

Charity number: 800473
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing funding to animal focused charities to promote the well being and prevention of cruelty to animals and the preservation of wild animals and bird life.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £376,779
Total expenditure: £145,580

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:
  • Animals
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:
  • 29 November 1988: Standard registration
Organisation type:
Trust
Other names:
  • THE HARVEY SETTLEMENT (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GARY JAMES HULL Chair
None on record
Brian Cooper Trustee 18 November 2021
None on record
SHEILA ANNE HULL Trustee 07 April 2009
None on record
NICOLA JOYCE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £168.23k £101.40k £97.24k £164.35k £376.78k
Total expenditure £145.64k £82.43k £92.35k £76.52k £145.58k
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 05 April 2024 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 04 February 2024 On Time
Accounts and TAR 05 April 2023 04 February 2024 On Time Download Open in new window
Annual return 05 April 2022 05 February 2023 On Time
Accounts and TAR 05 April 2022 05 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
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 2021 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
21 SPRINGFIELD ROAD
SALE
M33 7XG
Phone:
01619691467
Website:

No information available