Finance Score: 2

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Deficit latest year: -2
Good reserves: +1
Fundraising costs low: +3

No supporters identified

Overall GiG Score: 2

HARRISON AND POTTER TRUST

The charity (i) provides and maintains the charity's almshouse developments at Lovell Park Road, Leeds and Raglan Road, Leeds and (ii) provides grants to organisations and to projects in Leeds which alleviate financial hardship, particularly in relation to housing and social isolation.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending since inception
Fundraising costs are low relative to funds raised

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,393,109 available, equivalent to 104 months of spending and so may not be able to utilise additional funding
Income was significantly lower than spending in the latest year but the charity has substantial reserves available

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
31/12/22	£515	£736	£-221	£0	£6,728	£6,393	104.2	1
31/12/21	£479	£509	£-30	n/a	n/a	n/a	n/a	n/a
31/12/20	£532	£468	£63	£0	£7,013	£6,643	170.2	1
31/12/19	£6,673	£0	£6,673	£0	£6,673	£6,673	INF	1

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Financial Ratios

Fundraising Costs/Relevant Income: 9.2%
Fundraising Costs/Total Spending: 4.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 86%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 104.2 months
Net Current Assets/Spending: 19 months
Quick Ratio: 1.7

Asset Split ?

Established: 6 years

01132446100

Charity Commission for England and Wales

Listed activities

Disability
Other Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Leeds City,

Who it helps

Elderly/Old People

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

DR IAN ANTHONY BLOMFIELD Appointed: 2020

GILLIAN MARY CARTWRIGHT Appointed: 2020

IAN WILLIAM SHAW Appointed: 2020

MARK JAMES WILSON Appointed: 2020

MARTIN ANDREW PAYNE Appointed: 2020

MICHAEL CHRISTOPHER ANDREWS (Chair) Appointed: 2020

SUSAN MARGARET HIGGS Appointed: 2020

JOHN CAMPBELL Appointed: 2020, Other trusteeship: THE THACKRAY MEDICAL RESEARCH TRUST,

NIGEL APPLEYARD WAINMAN Appointed: 2020, Other trusteeships: North Yorkshire Sports Trust, LEEDS BENEVOLENT SOCIETY FOR SINGLE LADIES,

Legal constitution

Charity registered in England & Wales on 24/08/2018, number: 1179665

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

4 returns made; all on time

Main office

WRIGLEYS SOLICITORS LLP
3rd FLOOR
3 WELLINGTON PLACE
LEEDS
LS1 4AP

Objectives

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT:1.1 THE PROVISION AND MAINTENANCE OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSES FOR POOR PERSONS RESIDENT IN THE CITY OF LEEDS. UP TO TEN POOR PERSONS MAY BE APPOINTED AS RESIDENT WHO ARE WIDOWS AND WHO ARE RESIDENT WITHIN THE RADIUS OF TWENTY MILES FROM THE CIVIC HALL IN THE CITY OF LEEDS, THE TOWN HALL IN THE CITY OF WAKEFIELD OR THE GUILDHALL IN THE CITY OF YORK AT THE TIME OF THE APPOINTMENT;1.2 THE RELIEF OF THE RESIDENTS OF THE ALMSHOUSES WHO ARE IN CHARITABLE NEED BY REASON OF THEIR AGE, HEALTH, DISABILITY, OR SOCIAL OR ECONOMIC CIRCUMSTANCES; AND/OR1.3 THE RELIEF OF PERSONS RESIDENT IN THE CITY OF LEEDS WHO ARE IN CHARITABLE NEED, HARDSHIP, OR DISTRESS BY REASON OF THEIR AGE, HEALTH, DISABILITY, OR SOCIAL OR ECONOMIC CIRCUMSTANCES.

Data Sources