Finance Score: -6

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -7

THE HARLEY CHARITY

GENERAL CHARITABLE ACTIVITIES INCLUDING MAKING OF GRANTS TO CLERGYMEN'S WIDOWS AND TO POOR BLIND PERSONS. THE CONSERVATION, MAINTENANCE, UPKEEP, REPAIR AND IMPROVEMENT OF HEREFORD CATHEDRAL AND OTHER CHURCH OF ENGLAND CHURCHES IN DIOCESE OF HEREFORD. FINANCIAL ASSISTANCE TO OTHER CHARITIES, PARTICULARLY IN THE HEREFORDSHIRE AREA WHERE FUNDS ALLOW.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

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
05/04/23	*	£9	£25	£-17	n/a	n/a	n/a	n/a	n/a
05/04/22		£8	£12	£-4	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£7	£3	£4	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£38	£38	£0	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£8	£13	£-6	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£18	£10	£7	£0	£0	£0	n/a	0
05/04/17		£10	£5	£5	£0	£0	£0	n/a	0
05/04/16		£9	£16	£-7	£0	£0	£0	n/a	0
05/04/15		£7	£1	£6	£0	£0	£0	n/a	0
05/04/14	*	£8	£7	£0	£0	£0	£0	n/a	0
05/04/13		£6	£0	£6	£0	£0	£0	n/a	0
05/04/12		£8	£4	£4	£0	£0	£0	n/a	0
05/04/11		£6	£5	£1	£0	£0	£0	n/a	0
05/04/10		£7	£4	£3	£0	£0	£0	n/a	0
05/04/09		£7	£1	£6	£0	£0	£0	n/a	0
05/04/08		£6	£1	£5	£0	£0	£0	n/a	0
05/04/07	*	£6	£1	£5	£0	£0	£0	n/a	0
05/04/06		£5	£2	£4	£0	£0	£0	n/a	0
05/04/05		£4	£1	£3	£0	£0	£0	n/a	0
05/04/04		£5	£2	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 62 years

01547530280

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals

Where it operates

Herefordshire, Shropshire,

Who it helps

Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

SUSAN HARLEY

EDWARD MORTIMER HARLEY OBE (Chair), Other trusteeships: BURGHLEY HOUSE PRESERVATION TRUST LIMITED, THE FRIENDS OF THE HEREFORDSHIRE LIGHT INFANTRY MUSEUM, THE GOLDSMITHS' COMPANY CHARITY,

TIMOTHY MICHAEL EVANS TD DL Appointed: 2020, Other trusteeships: THE BERWICK ALMSHOUSE CHARITY, SHROPSHIRE YEOMANRY COMRADES ASSOCIATION, SHROPSHIRE REGIMENTAL MUSEUM TRUST,

THE RIGHT REVEREND RICHARD CHARLES JACKSON Appointed: 2020, Other trusteeships: WRIGHT'S CHARITY SCHOOL, INTERCONTINENTAL CHURCH SOCIETY, THE EVESON TRUST,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 207072

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; AR23: 22 days late, AR21: 2 days late, AR20: 32 days late, AR19: 130 days late, AR18: 102 days late, AR14: 71 days late, AR07: 15 days late,

Recent reorganisation events:

Asset transfer in from FREE SCHOOL (HON. EDWARD HARLEY) on 07/11/2022

Main office

E M Harley
The Harley Estate
Brampton Bryan
Bucknell
SY7 0DH

Objectives

A) THE RELIEF OF NEED AMONG CHURCH OF ENGLAND CLERGY AND THEIR WIDOWS AND WIDOWERS PRIMARILY BUT NOT EXCLUSIVELY IN THE DIOCESE OF HEREFORD B) THE RELIEF OF THOSE IN NEED BY REASON OF PHYSICAL INCAPACITY INCLUDING BLIND PERSONS PRIMARILY BUT NOT EXCLUSIVELY IN THE DIOCESE OF HEREFORD C) THE CONSERVATION, MAINTENANCE, UPKEEP, REPAIR AND IMPROVEMENT OF HEREFORD CATHEDRAL AND OTHER CHURCH OF ENGLAND CHURCHES IN THE DIOCESE OF HEREFORD D) WHERE FUNDS ARE AVAILABLE, TO SUPPORT BY WAY WAY OF FINANCIAL ASSISTANCE OTHER REGISTERED CHARITIES, MOST PARTICULARLY THOSE OPERATING IN THE HEREFORDSHIRE AREA.

Defined Area of Benefit:

1. NOT DEFINED 2. HEREFORD RADNOR BRECON

Data Sources