01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 5 January 1995
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £20,214,827
- Latest expenditure
- £19,880,871
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: HOLLYBANK TRUST, FAR COMMON ROAD, MIRFIELD, WF14 0DQ
Website recorded by the regulator: www.hollybanktrust.com (displayed as text)
02 Activities
What the charity does
The provision of education, therapy, medical support and residential care for children and adults with profound and complex physical disabilities in a specialist school ,children's home and adult homes.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 24 December 2025
- Date Accounts Received
- 24 December 2025
- Total Gross Income
- £20,214,827
- Total Gross Expenditure
- £19,880,871
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 22 November 2024
- Date Accounts Received
- 22 November 2024
- Total Gross Income
- £19,002,869
- Total Gross Expenditure
- £18,527,153
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 31 January 2024
- Date Accounts Received
- 31 January 2024
- Total Gross Income
- £16,738,755
- Total Gross Expenditure
- £17,186,294
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 30 January 2023
- Date Accounts Received
- 30 January 2023
- Total Gross Income
- £15,922,232
- Total Gross Expenditure
- £15,811,712
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 26 January 2022
- Date Accounts Received
- 26 January 2022
- Total Gross Income
- £15,132,849
- Total Gross Expenditure
- £14,616,787
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 24 December 2025
- Total Gross Income
- £20,214,827
- Total Gross Expenditure
- £19,880,871
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 42
- Count Govt Grants
- £7
- Income From Government Contracts
- 19792406
- Income From Government Grants
- £96,145
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 90001 100000
- 2
- Count Salary Band 110001 120000
- 1
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 5
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 22 November 2024
- Total Gross Income
- £19,002,869
- Total Gross Expenditure
- £18,527,153
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 41
- Count Govt Grants
- £6
- Income From Government Contracts
- 16207423
- Income From Government Grants
- £51,188
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 0
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 110001 120000
- 0
- Count Salary Band 120001 130000
- 1
- Count Salary Band 130001 140000
- 0
- Count Salary Band 140001 150000
- 0
- Count Salary Band 150001 200000
- 0
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 25
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Total Gross Income
- £16,738,755
- Total Gross Expenditure
- £17,186,294
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 41
- Count Govt Grants
- £3
- Income From Government Contracts
- 16556061
- Income From Government Grants
- £27,512
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 2
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 35
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 30 January 2023
- Total Gross Income
- £15,922,232
- Total Gross Expenditure
- £15,811,712
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £8
- Income From Government Grants
- £54,207
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 3
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 50
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 26 January 2022
- Total Gross Income
- £15,132,849
- Total Gross Expenditure
- £14,616,787
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £138
- Income From Government Grants
- £582,351
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 3
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 24 December 2025
- Income Donations And Legacies
- 34771
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 19923719
- Income Investments
- 24645
- Income Other
- 231692
- Income Total Income And Endowments
- 20214827
- Income Legacies
- 0
- Income Endowments
- 1314
- Expenditure Raising Funds
- £19,333
- Expenditure Charitable Expenditure
- £19,861,538
- Expenditure Other
- 0
- Expenditure Total
- 19880871
- Expenditure Investment Management
- 1314
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 22368
- Expenditure Support Costs
- 3220340
- Expenditure Depreciation
- 735624
- Gain Loss Investment
- -2251
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,164,611
- Assets Total Fixed
- 32853484
- Assets Own Use
- 29186226
- Assets Long Term Investment
- 3667258
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,517,101
- Assets Total Liabilities
- £6,047,848
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £31,322,737
- Creditors One Year Total Current
- 3283678
- Creditors Falling Due After One Year
- 2764170
- Assets Cash
- £1,475,344
- Funds Endowment
- 46066
- Funds Unrestricted
- 30794119
- Funds Restricted
- 482552
- Funds Total
- 31322737
- Count Employees
- 617
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 22 November 2024
- Income Donations And Legacies
- 218373
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 18541372
- Income Investments
- 61916
- Income Other
- 181208
- Income Total Income And Endowments
- 19002869
- Income Legacies
- 0
- Income Endowments
- 1288
- Expenditure Raising Funds
- £15,278
- Expenditure Charitable Expenditure
- £18,511,875
- Expenditure Other
- 0
- Expenditure Total
- 18527153
- Expenditure Investment Management
- 1288
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 30001
- Expenditure Support Costs
- 3076063
- Expenditure Depreciation
- 710082
- Gain Loss Investment
- 4011
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 7525919
- Gain Loss Other
- 0
- Reserves
- £1,530,177
- Assets Total Fixed
- 29460855
- Assets Own Use
- 29412538
- Assets Long Term Investment
- 48317
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,241,900
- Assets Total Liabilities
- £2,711,723
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £30,991,032
- Creditors One Year Total Current
- 2711723
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,170,085
- Funds Endowment
- 48317
- Funds Unrestricted
- 30435045
- Funds Restricted
- 507670
- Funds Total
- 30991032
- Count Employees
- 603
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Income Donations And Legacies
- 54629
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 16556061
- Income Investments
- 22014
- Income Other
- 106051
- Income Total Income And Endowments
- 16738755
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £9,134
- Expenditure Charitable Expenditure
- £17,177,160
- Expenditure Other
- 0
- Expenditure Total
- 17186294
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 32587
- Expenditure Support Costs
- 2908487
- Expenditure Depreciation
- 658176
- Gain Loss Investment
- -1743
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,350,583
- Assets Total Fixed
- 21944969
- Assets Own Use
- 21900663
- Assets Long Term Investment
- 44306
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,747,558
- Assets Total Liabilities
- £2,707,141
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £22,985,386
- Creditors One Year Total Current
- 2552027
- Creditors Falling Due After One Year
- 155114
- Assets Cash
- £1,959,898
- Funds Endowment
- 44306
- Funds Unrestricted
- 22324660
- Funds Restricted
- 616420
- Funds Total
- 22985386
- Count Employees
- 436
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 30 January 2023
- Income Donations And Legacies
- 45361
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 15496037
- Income Investments
- 25412
- Income Other
- 357117
- Income Total Income And Endowments
- 15923927
- Income Legacies
- 0
- Income Endowments
- 1695
- Expenditure Raising Funds
- £8,752
- Expenditure Charitable Expenditure
- £15,802,960
- Expenditure Other
- 0
- Expenditure Total
- 15811712
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 18961
- Expenditure Support Costs
- 2677890
- Expenditure Depreciation
- 636192
- Gain Loss Investment
- 3659
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,184,898
- Assets Total Fixed
- 21714988
- Assets Own Use
- 21668939
- Assets Long Term Investment
- 46049
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,370,021
- Assets Total Liabilities
- £2,650,341
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,434,668
- Creditors One Year Total Current
- 2340175
- Creditors Falling Due After One Year
- 310166
- Assets Cash
- £2,698,652
- Funds Endowment
- 46049
- Funds Unrestricted
- 22757799
- Funds Restricted
- 630820
- Funds Total
- 23434668
- Count Employees
- 508
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 26 January 2022
- Income Donations And Legacies
- 71301
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 14502176
- Income Investments
- 24073
- Income Other
- 536537
- Income Total Income And Endowments
- 15134087
- Income Legacies
- 5000
- Income Endowments
- 1238
- Expenditure Raising Funds
- £8,800
- Expenditure Charitable Expenditure
- £14,607,987
- Expenditure Other
- 0
- Expenditure Total
- 14616787
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 25253
- Expenditure Support Costs
- 3051042
- Expenditure Depreciation
- 602921
- Gain Loss Investment
- 7259
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,887,536
- Assets Total Fixed
- 22113104
- Assets Own Use
- 22070714
- Assets Long Term Investment
- 42390
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,587,459
- Assets Total Liabilities
- £3,381,769
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,318,794
- Creditors One Year Total Current
- 2900392
- Creditors Falling Due After One Year
- 481377
- Assets Cash
- £3,160,310
- Funds Endowment
- 42390
- Funds Unrestricted
- 22631136
- Funds Restricted
- 645268
- Funds Total
- 23318794
- Count Employees
- 453
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
08 Official extract
Charity Event History
- Charity Name
- HOLLYBANK TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1995-01-05T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- DECLARATION OF TRUST DATED 29 DEC 1994AS AMENDED BY DEED DATED 18 NOV 2002AS AMENDED BY DEED DATED 24 NOV 2004AS AMENDED BY DEED DATED 20 JUL 2017
- Charitable Objects
- THE BENEFIT OF CHILDREN AND ADULTS WITH DISABILITIES AND WITH SPECIAL CARE AND OR EDUCATIONAL NEEDS BY FOLLOWING(1) THE RELIEF OF THOSE IN NEED BY THE PROVISION OF RESIDENTIAL AND/OR DAYTIME ACCOMMODATION AND RELATED FACILITIES, AND (2) THE ADVANCEMENT OF EDUCATION BY THE PROVISION OF A SPECIAL SCHOOL AND/OR OTHER EDUCATIONAL AND PERSONAL DEVELOPMENT FACILITIES AT HOLLY BANK, MIRFIELD AND/OR OTHER SUITABLE PREMISES
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 189633
- Charity Name Type
- Working name
- Charity Name
- HOLLYBANK TRUST
- Charity Name Id
- 189611
- Charity Name Type
- Working name
- Charity Name
- HOLLYBANK SCHOOL
- Charity Name Id
- 189640
- Charity Name Type
- Previous name
- Charity Name
- THE HOLLY BANK TRUST
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
- Regulator Order
- 2
- Regulator Name
- Ofsted (Office For Standards In Education)
12 Official extract
Charity Policy
- Policy Name
- Conflicting interests
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Risk management
- Policy Name
- Social media policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints handling