CCEW Charity Commission profile

HF TRUST LIMITED

Registered charity 313069 · organisation 313069

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
8 September 1971
Removed
Not supplied
Company number supplied
00734984
Financial period
1 April 2024 – 31 March 2025
Latest income
£84,965,000
Latest expenditure
£89,241,000
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: H F Trust Ltd, 5-6 Brook Office Park, Emersons Green, BRISTOL, BS16 7FL

Website recorded by the regulator: www.hft.org.uk (displayed as text)

02 Activities

What the charity does

Provision of care services for adults with learning disabilities.Provision of advice and support to families and carers of people with learning disabilities

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
26 January 2026
Date Accounts Received
26 January 2026
Total Gross Income
£84,965,000
Total Gross Expenditure
£89,241,000
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
10 January 2025
Date Accounts Received
10 January 2025
Total Gross Income
£89,362,000
Total Gross Expenditure
£98,450,000
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
£81,187,000
Total Gross Expenditure
£96,908,000
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
31 January 2023
Date Accounts Received
31 January 2023
Total Gross Income
£89,735,000
Total Gross Expenditure
£88,879,000
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
8 December 2021
Date Accounts Received
8 December 2021
Total Gross Income
£84,985,000
Total Gross Expenditure
£86,002,000

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
26 January 2026
Total Gross Income
£84,965,000
Total Gross Expenditure
£89,241,000
Grant Making Is Main Activity
No
Count Govt Contracts
156
Count Govt Grants
£4
Income From Government Contracts
63954000
Income From Government Grants
£649,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
10
Count Salary Band 70001 80000
5
Count Salary Band 80001 90000
2
Count Salary Band 90001 100000
1
Count Salary Band 100001 110000
1
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
1
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
15
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
10 January 2025
Total Gross Income
£89,362,000
Total Gross Expenditure
£98,450,000
Grant Making Is Main Activity
No
Count Govt Contracts
156
Count Govt Grants
£4
Income From Government Contracts
82887000
Income From Government Grants
£685,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
8
Count Salary Band 70001 80000
7
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
2
Count Salary Band 110001 120000
1
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
1
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
33
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
£81,187,000
Total Gross Expenditure
£96,908,000
Grant Making Is Main Activity
No
Count Govt Contracts
125
Count Govt Grants
£4
Income From Government Contracts
75805000
Income From Government Grants
£679,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
6
Count Salary Band 70001 80000
4
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
1
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
1
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
30
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
31 January 2023
Total Gross Income
£89,735,000
Total Gross Expenditure
£88,879,000
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
209
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£15
Income From Government Contracts
63404867
Income From Government Grants
£411,325
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
9
Count Salary Band 70001 80000
4
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
4
Count Salary Band 150001 200000
1
Count Volunteers
19
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
8 December 2021
Total Gross Income
£84,985,000
Total Gross Expenditure
£86,002,000
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
108
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£544
Income From Government Contracts
65302217
Income From Government Grants
£2,495,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
7
Count Salary Band 70001 80000
1
Count Salary Band 90001 100000
2
Count Salary Band 130001 140000
1
Count Volunteers
11

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
26 January 2026
Income Donations And Legacies
1893000
Income Other Trading Activities
0
Income Charitable Activities
81325000
Income Investments
3000
Income Other
1744000
Income Total Income And Endowments
84965000
Income Legacies
1160000
Income Endowments
0
Expenditure Raising Funds
£999,000
Expenditure Charitable Expenditure
£84,420,000
Expenditure Other
3822000
Expenditure Total
89241000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
1104000
Expenditure Support Costs
8203000
Expenditure Depreciation
1116000
Gain Loss Investment
-5000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£44,451,000
Assets Total Fixed
49916000
Assets Own Use
49797000
Assets Long Term Investment
119000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,044,000
Assets Total Liabilities
£12,509,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£44,451,000
Creditors One Year Total Current
8989000
Creditors Falling Due After One Year
3520000
Assets Cash
£123,000
Funds Endowment
0
Funds Unrestricted
28495000
Funds Restricted
15956000
Funds Total
44451000
Count Employees
1900
Consolidated 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
10 January 2025
Income Donations And Legacies
1275000
Income Other Trading Activities
0
Income Charitable Activities
83130000
Income Investments
8000
Income Other
4949000
Income Total Income And Endowments
89362000
Income Legacies
462000
Income Endowments
0
Expenditure Raising Funds
£866,000
Expenditure Charitable Expenditure
£94,245,000
Expenditure Other
3339000
Expenditure Total
98450000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
11799000
Expenditure Depreciation
1128000
Gain Loss Investment
-78000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£48,732,000
Assets Total Fixed
52037000
Assets Own Use
51815000
Assets Long Term Investment
222000
Defined Benefit Pension Scheme
0
Assets Other Assets
£11,881,000
Assets Total Liabilities
£15,186,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£48,732,000
Creditors One Year Total Current
9656000
Creditors Falling Due After One Year
5530000
Assets Cash
£643,000
Funds Endowment
0
Funds Unrestricted
32506000
Funds Restricted
16226000
Funds Total
48732000
Count Employees
2377
Consolidated 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
1924000
Income Other Trading Activities
0
Income Charitable Activities
77347000
Income Investments
168000
Income Other
1748000
Income Total Income And Endowments
81187000
Income Legacies
1291000
Income Endowments
0
Expenditure Raising Funds
£1,318,000
Expenditure Charitable Expenditure
£90,505,000
Expenditure Other
5085000
Expenditure Total
96908000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
11353000
Expenditure Depreciation
1308000
Gain Loss Investment
-399000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£57,898,000
Assets Total Fixed
60814000
Assets Own Use
53835000
Assets Long Term Investment
6979000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,935,000
Assets Total Liabilities
£10,851,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£57,898,000
Creditors One Year Total Current
10494000
Creditors Falling Due After One Year
357000
Assets Cash
£1,930,000
Funds Endowment
0
Funds Unrestricted
40430000
Funds Restricted
17468000
Funds Total
57898000
Count Employees
2628
Consolidated 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
31 January 2023
Income Donations And Legacies
2281000
Income Other Trading Activities
64000
Income Charitable Activities
83257000
Income Investments
175000
Income Other
3958000
Income Total Income And Endowments
89735000
Income Legacies
1485000
Income Endowments
0
Expenditure Raising Funds
£1,165,000
Expenditure Charitable Expenditure
£83,816,000
Expenditure Other
3898000
Expenditure Total
88879000
Expenditure Investment Management
400000
Expenditure Grants Institution
0
Expenditure Governance
487000
Expenditure Support Costs
9857000
Expenditure Depreciation
906000
Gain Loss Investment
245000
Gain Loss Pension Fund
-405000
Gain Loss Revaluation Fixed Investment
-327000
Gain Loss Other
516000
Reserves
£74,018,000
Assets Total Fixed
65146000
Assets Own Use
57881000
Assets Long Term Investment
7265000
Defined Benefit Pension Scheme
0
Assets Other Assets
£16,331,000
Assets Total Liabilities
£7,459,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£74,018,000
Creditors One Year Total Current
7198000
Creditors Falling Due After One Year
261000
Assets Cash
£6,817,000
Funds Endowment
0
Funds Unrestricted
56625000
Funds Restricted
17393000
Funds Total
74018000
Count Employees
3018
Consolidated 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
8 December 2021
Income Donations And Legacies
1877000
Income Other Trading Activities
0
Income Charitable Activities
81673000
Income Investments
144000
Income Other
1291000
Income Total Income And Endowments
84985000
Income Legacies
559000
Income Endowments
0
Expenditure Raising Funds
£1,200,000
Expenditure Charitable Expenditure
£82,464,000
Expenditure Other
2338000
Expenditure Total
86002000
Expenditure Investment Management
37000
Expenditure Grants Institution
0
Expenditure Governance
212000
Expenditure Support Costs
989500
Expenditure Depreciation
21019000
Gain Loss Investment
943000
Gain Loss Pension Fund
-1109000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£9,649,000
Assets Total Fixed
65526000
Assets Own Use
58644000
Assets Long Term Investment
6882000
Defined Benefit Pension Scheme
-288000
Assets Other Assets
£17,114,000
Assets Total Liabilities
£9,030,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£73,322,000
Creditors One Year Total Current
8100000
Creditors Falling Due After One Year
930000
Assets Cash
£9,141,000
Funds Endowment
0
Funds Unrestricted
55387000
Funds Restricted
17935000
Funds Total
73322000
Count Employees
3153
Consolidated 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
104
Classification Type
What
Classification Description
Disability
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
HF TRUST LIMITED
Charity Event Order
7
Event Type
Asset transfer in
Date Of Event
2017-05-08T00:00:00
Reason
Amalgamated
Assoc Organisation Number
295847
Assoc Registered Charity Number
295847
Assoc Charity Name
THE DEVELOPMENT TRUST (FOR THE MENTALLY HANDICAPPED)
Charity Name
HF TRUST LIMITED
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2016-01-21T00:00:00
Assoc Organisation Number
5010225
Assoc Registered Charity Number
1136530
Assoc Charity Name
CARE FUND LIMITED
Charity Name
HF TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1971-09-08T00:00:00
Charity Name
HF TRUST LIMITED
Charity Event Order
9
Event Type
Asset transfer in
Date Of Event
2018-12-31T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
4040847
Assoc Registered Charity Number
1129928
Assoc Charity Name
THE EXTRASPECIAL TRUST
Charity Name
HF TRUST LIMITED
Charity Event Order
6
Event Type
Asset transfer in
Date Of Event
2016-03-16T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
208812
Assoc Registered Charity Number
208812
Assoc Charity Name
THE TAMARISK TRUST
Charity Name
HF TRUST LIMITED
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2016-01-21T00:00:00
Assoc Organisation Number
250058
Assoc Registered Charity Number
250058
Assoc Charity Name
COTTAGE AND RURAL ENTERPRISES LIMITED
Charity Name
HF TRUST LIMITED
Charity Event Order
5
Event Type
Asset transfer in
Date Of Event
2016-02-17T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
3964619
Assoc Registered Charity Number
1078846
Assoc Charity Name
THE WILSON TRUST
Charity Name
HF TRUST LIMITED
Charity Event Order
10
Event Type
Asset transfer in
Date Of Event
2018-12-31T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
296972
Assoc Registered Charity Number
296972
Assoc Charity Name
THE FOUNDATION TRUST FOR THE MENTALLY HANDICAPPED
Charity Name
HF TRUST LIMITED
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2015-02-13T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
263134
Assoc Registered Charity Number
263134
Assoc Charity Name
THE CARE (SHANGTON) FUND
Charity Name
HF TRUST LIMITED
Charity Event Order
8
Event Type
Asset transfer in
Date Of Event
2017-06-16T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
802963
Assoc Registered Charity Number
802963
Assoc Charity Name
THE KINGSLEYS TRUST
Charity Name
HF TRUST LIMITED
Charity Event Order
11
Event Type
Asset transfer in
Date Of Event
2023-01-11T00:00:00
Reason
Does not operate
Assoc Organisation Number
3949955
Assoc Registered Charity Number
1069299
Assoc Charity Name
MRS M RISHWORTH WILL TRUST

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10/9/62, AS AMENDED 28/4/1973,30/3/1974,5/4/1975,26/3/1977,31/3/1979, 27/3/1982, 22/3/1986, 31/3/1990, 23/3/1991, 28/3/1992, 26/09/1992, 20/9/1997, 20/9/2003, 25/9/2004, 17/9/2005, 26/09/2009.AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 OCT 2016AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19 OCT 2018AS REGISTERED AT COMPANIES HOUSE ON 20 DEC 2018 as amended on 16 Oct 2020 as amended on 11 Jul 2024
Charitable Objects
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
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
148389
Charity Name Type
Working name
Charity Name
HFT LTD
Charity Name Id
148405
Charity Name Type
Previous name
Charity Name
THE HOME FARM TRUST LIMITED
Charity Name Id
148357
Charity Name Type
Working name
Charity Name
H F T LTD
Charity Name Id
148374
Charity Name Type
Working name
Charity Name
HFT

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Complaints policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Paying staff
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Risk management
Policy Name
Complaints handling
Policy Name
Volunteer management
Policy Name
Investment