Finance Score: 3

Governance Score: 5

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Accounts filed more than 5 days late: -2 times
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 11

THE HARPUR TRUST

This is a grant making charity, you can view its grants here

A local foundation that uses the legacy of Sir William Harpur, the founder in 1566, to benefit the inhabitants of the Borough of Bedford through the promotion of education; the relief of poverty, sickness and distress; and the provision of recreational facilities with a social welfare purpose.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 17 trustees whereas the Charities Commission recommends a maximum of 12

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 2 occasions over the last 5 years and the current period appears to have been extended

Established: 26 years

www.harpurtrust.org.uk

info@harpurtrust.org.uk

01234369500

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	Volun- teers
30/06/22	*	£60,686	£60,068	£618	£33	£209,402	£86,918	17.4	1,120	30
30/06/21		£55,138	£54,895	£243	£50	£216,168	£84,976	18.6	1,121	30
30/06/20	*	£53,866	£55,148	£-1,282	£45	£183,546	£79,847	17.4	1,165	30
30/06/19		£56,235	£54,343	£1,892	£0	£185,241	£81,467	18	1,129	35
30/06/18		£54,363	£52,041	£2,322	£0	£174,994	£78,040	18	1,115	35
30/06/17		£52,794	£50,673	£2,121	£10	£170,877	£74,760	17.7	1,092	0
30/06/16		£53,185	£50,512	£2,673	£11	£159,263	£72,095	17.1	1,120	0
30/06/15		£51,822	£48,545	£3,277	£523	£148,523	£68,321	16.9	818	0
30/06/14		£55,270	£47,313	£7,957	£428	£130,044	£52,326	13.3	816	0
30/06/13		£49,568	£47,498	£2,070	£465	£119,648	£47,328	12	839	0
30/06/12		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/11		£0	£39	£-39	£0	£0	£0	n/a	0	0
30/06/10		£2,944	£2,781	£163	£6	£39	£39	0.2	110	0
30/06/09		£2,799	£2,664	£135	£6	£-124	£-124	-0.6	105	0
30/06/08		£2,421	£2,256	£165	£6	£-259	£-259	-1.4	114	0
30/06/07		£1,958	£1,901	£57	£6	£-424	£-424	-2.7	98	0
30/06/06		£1,639	£1,747	£-108	£0	£0	£0	n/a	0	0
30/06/05		£1,730	£1,773	£-43	£0	£0	£0	n/a	0	0
30/06/04		£1,650	£1,703	£-52	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.2%
Fundraising Costs/Total Spending: 1.2%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 7%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 42%
Reserves/Spending: 17.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Education/Training
Recreation
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Bedford,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

1,120 employees
30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Based on 16/17 persons

Age Range of Trustees: 47-75

ANDREA CLARE SPICE Appointed: 2023, Occupation: Councillor

DR ANNE EGAN Appointed: 2013, Occupation: Consultant Radiologist

DR JENNIFER SARASWATHI SAUBOORAH TILL Appointed: 2013

HUGH MURRAY STEWART (Chair) Appointed: 2012, Occupation: Retired, Other trusteeship: ROSMARINUS CHARITABLE TRUST,

HARRIETT MATHER Appointed: 2015, Occupation: Solicitor

JOHN FORDHAM Appointed: 2020, Occupation: Retired Solicitor

LINBERT SPENCER Appointed: 2014, Occupation: Company Director

MARK TAYLOR Appointed: 2016, Occupation: Chief Executive

NEIL HARRIS Appointed: 2021, Occupation: Associate Partner

PROFESSOR STEPHEN MAYSON Appointed: 2012, Occupation: Professor

RHIAN CASTELL Appointed: 2014, Occupation: None

RICHARD GEORGE RATCLIFFE Appointed: 2015, Occupation: University Professor

RICHARD WILSON MR Appointed: 2022

ROBERT RIGBY Appointed: 2024, Occupation: Councillor, Other trusteeship: MUNICIPAL CHARITIES,

SARAH WHEELER Appointed: 2019, Occupation: Support Development Manager

WILLIAM ANDREW JUSTIN PHILLIMORE Appointed: 2012, Occupation: Accountant

WILLIAM JOHN HOLLAND-KAYE Appointed: 2023, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 15/12/1997, number: 1066861
Registered at Companies House on 27/11/1997, number: 03475202

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR22: 38 days late, AR20: 28 days late,

Main office

The Harpur Trust
Princeton Court
The Pilgrim Centre
Brickhill Drive
BEDFORD
MK41 7PZ

Objectives

1. THE PROMOTION OF EDUCATION 2. THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE SICK OR IN NEED, HARDSHIP OR DISTRESS; AND 3 THE PROVISION OF FACILITIES IN THE AREA OF BENEFIT FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION FOR INHABITANTS IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS FOR LIFE; PROVIDED THAT IN CARRYING OUT THE OBJECT AT ARTICLE 4.3 ABOVE, THE CHARITY MUST GIVE PREFERENCE TO THOSE INHABITANTS WHO ARE YOUNG OR IN NEED, HARDSHIP OR DISTRESS.

Defined Area of Benefit:

TOWN OF BEDFORD AND THE NEIGHBOURHOOD.

Data Sources