Finance Score: 7
Governance Score: 6
Support Score: 8
  • Liabilities <10%: +3
  • Good reserves management: +3
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +8
Overall GiG Score: 21 ?

HF TRUST LIMITED 

Provision of care services for adults with learning disabilities.Provision of advice and support to families and carers of people with learning disabilities
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Reserves management has been consistently within official guidelines
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
Established: 53 years
(61 years as a company)

www.hft.org.uk

hftgovernance@hft.org.uk

01179061700

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
31/03/22£89,735£88,879£856£765£74,018£56,6257.63,01819
31/03/21£84,985£86,002£-1,017£1,163£73,322£55,3877.73,15311
31/03/20£86,657£88,606£-1,949£1,274£73,451£55,1397.53,527140
31/03/19£83,102£82,905£197£1,171£76,699£58,3098.43,527364
31/03/18£85,018£78,707£6,311£1,145£76,109£58,4828.93,447319
31/03/17£78,257£80,598£-2,341£1,440£70,089£52,6347.83,2070
31/03/16£75,064£73,625£1,439£1,790£72,100£55,40392,7580
31/03/15£73,556£74,910£-1,354£3,225£71,043£54,2898.72,6340
31/03/14£98,817£70,894£27,923£2,811£72,334£55,4859.42,4300
31/03/13£48,369£48,260£109£1,233£44,624£31,6467.91,6880
31/03/12£42,600£41,187£1,413£2,672£44,434£31,2209.11,3990
31/03/11£41,251£39,081£2,170£2,883£43,121£29,9209.21,3370
31/03/10£40,784£38,167£2,617£2,705£40,895£27,6498.71,2900
31/03/09£39,934£38,148£1,786£2,879£38,453£25,6798.11,2330
31/03/08£38,307£37,566£741£2,486£37,102£24,5617.81,2300
31/03/07£39,090£35,658£3,432£2,644£36,804£24,5098.21,1860
31/03/06£36,778£33,929£2,849£0£0£0n/a00
31/03/05£32,070£30,412£1,658£0£0£0n/a00
31/03/04£31,107£28,286£2,821£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 1.4%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 9%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 7.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9
Asset Split ?
Listed activities
  • Accommodation/Housing
  • Disability
  • General Charitable Purposes
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • People With Disabilities
Who works here?
  • 3,018 employees
  • 19 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Wolfson Foundation£125,000
DCMS£72,488
Department for Business, Energy and Industrial Strategy£61,533
Cheshire Community Foundation£8,416
Specific Donations
Amount When
Months
To be used for
Department for Business, Energy and Industrial Strategy - FitBees
£61,533 01/04/2022
Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10025358
Wates Family Enterprise Trust - HfT - Supported Employment 2021
£2,000 06/01/2021
Towards year 2 & 3 employment costs for the National Programme Coordinator
Wolfson Foundation - Grant to HF Trust Limited
£125,000 09/12/2020
WF Covid-19 Support Fund
DCMS - Coronavirus Community Support Fund
£69,264 15/09/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Cheshire Community Foundation - Our Interaction House Hubs
£5,000 27/08/2020
Over the past few months the individuals we support in supported living have faced huge changes to their daily routines and their support networks. Many of them have been supported to engage with ....more
DCMS - VSCE CMC Fund
£3,224 27/08/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
Cheshire Community Foundation - Community Connections
£3,416 23/04/2020
50% of individuals with learning disabilities feel isolated, the current covid-19 pandemic is compounding the isolation many feel. Many individuals are not able to communicate with their friends/ ....more
Department for Education - Apprenticeships Participation 18+
£4,500 01/04/2020
To fund the provision of apprenticeship training.
Wates Family Enterprise Trust - HFT
£5,000 28/02/2019
Funding to create a National Development lead role as part of Hft's Supported Employment programme.
National Lottery Community Fund - Luv2meetU
£51,386 28/02/2019
36
The funding will enable the group to roll out the project in Bristol, based on successful sister projects in several northern cities. The project provides activities each month such as day trips, ....more
Wolfson Foundation - Grant to HF Trust Limited
£50,000 16/06/2017
Supported living flats in Gloucestershire
National Lottery Community Fund - Luv2MeetU (L2MU)
£326,141 27/01/2017
36
Luv2MeetU is a friendship and dating membership agency for people with learning disabilities over the age of 18. The project will give people with learning disabilities more confidence and give them ....more
National Lottery Community Fund - Luv2MeetU
£303,882 11/02/2013
36
This is a continuation and expansion of an existing project by HF Trust Limited (HFT) to increase the social networks and wellbeing of people with learning difficulties (LD) across West Yorkshire by ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed

Age Range of Trustees: 46-71
Legal constitution
  • Charitable company registered in England & Wales on 08/09/1971, number: 313069
  • Registered at Companies House on 10/09/1962, number: 00734984
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Care Quality Commission
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

H F Trust Ltd
5-6 Brook Office Park
Emersons Green
BRISTOL
BS16 7FL

Objectives

1. TO ENABLE AND SUPPORT PEOPLE WITH LEARNING DISABILITIES TO EXPERIENCE FULFILLING LIVES IN WAYS WHICH MAXIMISE THEIR INVOLVEMENT IN THE COMMUNITY AND PARTICIPATION AS CITIZENS, AND TO EXERCISE CHOICE.2. TO OFFER ADVICE TO AND SUPPORT FOR THOSE WHO CARE FOR PEOPLE WITH LEARNING DISABILITIES

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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