Finance Score: -1
Governance Score: -1
Support Score: 0
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Accounts filed more than 5 days late: -3 times
  • Strong growth: +2
  • Multiple Deficits: -2
  • Only 4 Trustees: -1
  • No supporters identified
Overall GiG Score: -2 ?

THE HARAMEAD TRUST

Grant making to other registered charities.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • There are only 4 trustees

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23*£1,349£1,528£-179£0£1,948£1,93915.200
31/03/22*£1,310£1,523£-212£0£2,081£2,07216.300
31/03/21*£657£1,123£-466£0£2,281£2,27224.300
31/03/20£2,158£418£1,739£0£2,753£2,74478.700
31/03/19£61£646£-585n/an/an/an/an/an/a
31/03/18£1£859£-858n/an/an/an/an/an/a
31/03/17£1,882£1,091£790£0£2,438£2,42926.700
31/03/16£2,627£2,022£605£0£1,564£1,5649.300
31/03/15£1,500£690£811£1£915£91515.900
31/03/14£752£786£-34£1£104£1041.600
31/03/13£627£596£31£1£138£1382.800
31/03/12£628£771£-144£1£107£1071.700
31/03/11£1,286£1,272£14£1£251£2512.400
31/03/10£645£871£-226£1£237£2373.300
31/03/09£682£1,324£-642£1£464£4644.200
31/03/08£1,340£1,227£113£1£1,105£1,10510.800
31/03/07£1,951£1,109£842£1£992£99210.700
31/03/06£659£666£-7n/an/an/an/an/an/a
31/03/05£1,041£1,157£-115n/an/an/an/an/an/a
31/03/04£659£593£66n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 174.8
Asset Split ?
Balance Sheet History
Established: 29 years

harameadtrust@aol.com

01664840908

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Overseas Aid/Famine Relief
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to organisations
Where it operates
  • Leicestershire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)
Gender Split

  • DR MARY BRIDGET HANLON Appointed: 2016
  • ROBERT HENRY SMITH
  • VICTORIA LOUISE DUDDLES Appointed: 2014
  • WINIFRED MARY LINNETT
Legal constitution
  • Charity registered in England & Wales on 21/06/1995, number: 1047416
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
Filing Record
20 returns made; AR23: 196 days late, AR22: 43 days late, AR21: 44 days late,
Main office

PARK HOUSE
PARK HILL
GADDESBY
LEICS
LE7 4WH

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

UNITED KINGDOM OR ELSEWHERE

Data Sources

Charity Commission for England and Wales

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