Finance Score: 0

Governance Score: 3

Support Score: 0

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE HADLEY TRUST

The Trust's objectives are primarily, but not exclusively, to assist in creating opportunities for people who are disadvantaged to improve their situation, either by financial assistance, involvement in project and support work or research into the causes of, and means to alleviate, hardship.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender

Established: 27 years

carol@hadleytrust.org

02084474577

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£6,131	£4,224	£1,907	£0	£296,584	£0	n/a	3
31/03/22		£4,628	£4,642	£-14	£0	£348,631	£0	n/a	3
31/03/21		£1,749	£4,201	£-2,452	£0	£287,221	£0	n/a	2
31/03/20		£3,411	£4,286	£-876	£0	£210,175	£0	n/a	2
31/03/19		£3,080	£4,153	£-1,073	£0	£186,002	£0	n/a	2
31/03/18		£2,667	£3,989	£-1,321	£0	£180,900	£0	n/a	2
31/03/17		£2,722	£3,803	£-1,081	£0	£149,996	£0	n/a	2
31/03/16		£2,200	£3,733	£-1,533	£0	£147,657	£0	n/a	2
31/03/15		£2,177	£3,528	£-1,351	£119	£134,977	£0	n/a	2
31/03/14		£4,851	£3,278	£1,573	£112	£121,934	£0	n/a	2
31/03/13		£2,766	£2,766	£0	£117	£107,318	£0	n/a	1
31/03/12		£2,532	£2,532	£0	£133	£90,604	£0	n/a	1
31/03/11		£2,564	£2,564	£0	£110	£85,271	£0	n/a	1
31/03/10		£2,334	£2,334	£0	£75	£75,643	£0	n/a	1
31/03/09		£2,462	£2,462	£0	£71	£62,249	£0	n/a	1
31/03/08		£2,649	£2,649	£0	£67	£69,414	£0	n/a	1
31/03/07		£2,098	£2,559	£-461	£60	£69,202	£0	n/a	1
31/03/06		£2,500	£2,500	£0	£0	£0	£0	n/a	0
31/03/05		£1,881	£2,086	£-205	£0	£0	£0	n/a	0
31/03/04	*	£1,928	£1,655	£273	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 1 months
Quick Ratio: 21

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

JULIET CHRISTINE LYON CBE Appointed: 2019

KATHERINE ELIZABETH PRIDEAUX Appointed: 2011, Other trusteeship: THE HADLEY PROJECTS FUND,

LADY JANET HULME, Other trusteeships: BARNET OLD PEOPLE'S WELFARE COMMITTEE, HADLEY MEMORIAL HALL, JESUS HOSPITAL IN CHIPPING BARNET, THE HADLEY PROJECTS FUND,

SOPHIE ANN SWIFT Appointed: 2011

SIR PHILIP WILLIAM HULME (Chair), Other trusteeship: THE HADLEY PROJECTS FUND,

THOMAS WILLIAM HULME Appointed: 2011

Legal constitution

Charity registered in England & Wales on 13/10/1997, number: 1064823

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR04: 40 days late,

Main office

GLADSMUIR
HADLEY COMMON
BARNET
EN5 5QE

Objectives

FOR OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES

Defined Area of Benefit:

NOT DEFINED

Data Sources