ALEX HOGG MEMORIAL TRUST LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 16 August 2005
Removed: Not supplied
Company number supplied: 05469620
Financial period: 1 April 2024 – 31 March 2025
Latest income: £846,664
Latest expenditure: £840,349
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 13 Museum Street, YORK, York, North Yorkshire, YO1 7DT

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

02 Activities

What the charity does

The principal funding for the year was from property rental income

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: 23 December 2025
Date Accounts Received: 23 December 2025
Total Gross Income: £846,664
Total Gross Expenditure: £840,349

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: £546,354
Total Gross Expenditure: £591,394

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: 29 January 2024
Date Accounts Received: 29 January 2024
Total Gross Income: £441,386
Total Gross Expenditure: £467,502

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: £378,556
Total Gross Expenditure: £396,603

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: 12 April 2022
Date Accounts Received: 12 April 2022
Total Gross Income: £320,266
Total Gross Expenditure: £355,308

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: 23 December 2025
Total Gross Income: £846,664
Total Gross Expenditure: £840,349
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: No
Count Volunteers: 0

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: £546,354
Total Gross Expenditure: £591,394
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: No
Count Volunteers: 0

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: 29 January 2024
Total Gross Income: £441,386
Total Gross Expenditure: £467,502
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: No
Count Volunteers: 0

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: £378,556
Total Gross Expenditure: £396,603
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £5,100
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

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: 12 April 2022
Total Gross Income: £320,266
Total Gross Expenditure: £355,308
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
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: 23 December 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 846664
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 846664
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £840,349
Expenditure Other: 0
Expenditure Total: 840349
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 4496
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £371,650
Assets Total Fixed: 505494
Assets Own Use: 505494
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £183,992
Assets Total Liabilities: £317,836
Assets Current Investment: 0
Assets Total Assets And Liabilities: £371,650
Creditors One Year Total Current: 317836
Creditors Falling Due After One Year: 0
Assets Cash: £37,485
Funds Endowment: 0
Funds Unrestricted: 371650
Funds Restricted: 0
Funds Total: 371650
Count Employees: 4
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: 10 January 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 546354
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 546354
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £591,394
Expenditure Other: 0
Expenditure Total: 591394
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 4367
Expenditure Support Costs: 0
Expenditure Depreciation: 2275
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £365,335
Assets Total Fixed: 495513
Assets Own Use: 495513
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £89,665
Assets Total Liabilities: £219,843
Assets Current Investment: 0
Assets Total Assets And Liabilities: £365,335
Creditors One Year Total Current: 219843
Creditors Falling Due After One Year: 0
Assets Cash: £10,955
Funds Endowment: 0
Funds Unrestricted: 365335
Funds Restricted: 0
Funds Total: 365335
Count Employees: 3
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Kingston Upon Hull City
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: East Riding Of Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Derbyshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: City Of York
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Derby City
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: North Yorkshire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

08 Official extract

Charity Event History

Charity Name: ALEX HOGG MEMORIAL TRUST LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2005-08-16T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 2 JUNE 2005 AS AMENDED BY SPECIAL RESOLUTION DATED 4 AUGUST 2005.
Charitable Objects: TO RELIEVE THE NEEDS OF ADULTS IN THE AREA OF NORTH YORKSHIRE AND THE CITY OF YORK BY:3.1) ASSISTING IN THE SUPPORT AND CARE OF ADULTS WITH LEARNING DIFFICULTIES;3.2) THE PROVISION OF PREMISES FOR USE AS A RESIDENTIAL CARE HOME;3.3) THE PROVISION OF ADDITIONAL FACILITIES AT THE CARE HOME TO IMPROVE THE QUALITY OF CARE AVAILABLE TO RESIDENTS OF THE CARE HOME;3(4) THE PROVISION OF FACILITIES AND ACTIVITIES OUTSIDE THE CARE HOME FOR USE BY THE RESIDENTSOF THE CARE HOME TO IMPROVE THE QUALITY OF LIFE OF THOSE RESIDENTS;3(5) THE PROVISION OF ADDITIONAL EQUIPMENT TO THE CARE HOME FOR THE USE OR BENEFIT OF THERESIDENTS;3(6) MAKING THESE FACILITIES AVAILABLE TO OTHER ADULTS WITH LEARNING DIFFICULTIES IN THE AREA OFNORTH YORKSHIRE AND THE CITY OF YORK WHO ARE NOT RESIDENTS OF THE CARE HOME IN CO-OPERATIONWITH OTHER PROVIDERS OF CARE AND SUPPORT TO SUCH PEOPLE, PROVIDED THAT:A. THE FACILITIES, ACTIVITIES AND EQUIPMENT ARE AVAILABLE FOR USE AND ARE NOT BEING USEDBY THE RESIDENTS OF THE CARE HOME; ANDB. A FEE MAY BE CHARGED FOR THE USE OF THESE FACILITIES, ACTIVITIES AND EQUIPMENT BYPEOPLE WHO ARE NOT RESIDENTS OF THE CARE HOME;3(7) PROVIDING OTHER ACTIVITIES ANCILLARY TO THE ABOVE FOR THE BENEFIT OF THE RESIDENTS OF THECARE HOME WHICH CANNOT BE PROVIDED BY OTHER MEANS.
Area Of Benefit: NORTH YORKSHIRE AND THE CITY OF YORK

10 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Paying staff

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management