HARVEYS AND JUBILEE HOMES — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 7 March 2008
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £59,659
Latest expenditure: £53,048
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 38 Monmouth Court, CHARD, TA20 1HQ

02 Activities

What the charity does

The charity is an almshouse. It operates a Grade II* listed building known as Harveys containing 8 one bedroomed flats. It also operates 2 one bedroomed bungalows. The former building results from the legacy of Richard Harvey the bungalows replaced four bedsits built to commemorate the diamond jubliee of Queen Victoria.

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: 25 October 2025
Date Accounts Received: 7 December 2025
Total Gross Income: £59,659
Total Gross Expenditure: £53,048

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: 6 August 2024
Date Accounts Received: 6 August 2024
Total Gross Income: £54,464
Total Gross Expenditure: £64,814

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: 13 December 2023
Date Accounts Received: 13 December 2023
Total Gross Income: £49,944
Total Gross Expenditure: £37,178

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: 7 June 2022
Date Accounts Received: 21 June 2022
Total Gross Income: £50,250
Total Gross Expenditure: £78,774

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 September 2021
Date Accounts Received: 2 November 2021
Total Gross Income: £49,997
Total Gross Expenditure: £27,384

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: 25 October 2025
Total Gross Income: £59,659
Total Gross Expenditure: £53,048
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: 6 August 2024
Total Gross Income: £54,464
Total Gross Expenditure: £64,814
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: 13 December 2023
Total Gross Income: £49,944
Total Gross Expenditure: £37,178
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: 7 June 2022
Total Gross Income: £50,250
Total Gross Expenditure: £78,774
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

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 September 2021
Total Gross Income: £49,997
Total Gross Expenditure: £27,384
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 Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

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

07 Official extract

Charity Event History

Charity Name: HARVEYS AND JUBILEE HOMES
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2008-03-07T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: Scheme dated 22 January 2008 as amended on 5 June 2013
Charitable Objects: 1) IS THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS WHOA) ARE IN NEED, HARDSHIP OR DISTRESS; ANDB) ARE RESIDENT IN THE AREA OF BENEFIT (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE TRUSTEES); ANDC) ARE, IN THE CASE OF THE PROPERTY KNOWN AS 5 AND 6 JUBILEE CLOSE (THE PROPERTY NUMBERED 1 IN PART 1 OF THE SCHEDULE TO THIS SCHEME), NOT LESS THAN 60 YEARS OF AGE OR WHO ARE INFIRM, WITH A PREFERENCE FOR PERSONS NOT LESS THAN 65 YEARS OF AGE AND ARE OTHERWISE QUALIFIED.2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.3) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECT OF THE CHARITY.
Area Of Benefit: NOT DEFINED. IN PRACTICE, SOMERSET

09 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Paying staff