BritDB

CCEW Charity Commission profile

MARKET HARBOROUGH AND THE BOWDENS CHARITY

Registered charity 1157787 · organisation 5044592

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
9 July 2014
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£420,947
Latest expenditure
£554,375
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: 10 Fairfield Road, Market Harborough, LE16 9QQ

Website recorded by the regulator: www.mhbcharity.co.uk (displayed as text)

02 Activities

What the charity does

FROM 1 JUNE 17, THE CHARITY MAKES, WITHIN A SPECIFIED AREA OF BENEFIT, CHARITABLE DONATIONS FOR THE GENERAL BENEFIT OF THE COMMUNITY AND DONATIONS TO INDIVIDUALS TO ASSIST WITH FURTHER EDUCATION, AND TO RELIEVE NEED, HARDSHIP & DISTRESS. IT ALSO PROVIDES ALLOTMENTS AND FUNDS FOR THE MAINTENANCE AND REPAIR OF THE OLD GRAMMAR SCHOOL AND THE FABRIC OF THE PARISH CHURCH OF GREAT BOWDEN.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
8 September 2026
Date Accounts Received
8 September 2026
Total Gross Income
£420,947
Total Gross Expenditure
£554,375
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
30 October 2025
Date Accounts Received
30 October 2025
Total Gross Income
£483,807
Total Gross Expenditure
£731,751
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
30 October 2024
Date Accounts Received
30 October 2024
Total Gross Income
£546,523
Total Gross Expenditure
£656,163
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
30 October 2023
Date Accounts Received
30 October 2023
Total Gross Income
£696,704
Total Gross Expenditure
£957,363
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
4 October 2022
Date Accounts Received
4 October 2022
Total Gross Income
£679,675
Total Gross Expenditure
£862,331

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
8 September 2026
Total Gross Income
£420,947
Total Gross Expenditure
£554,375
Grant Making Is Main Activity
Yes
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 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
30 October 2025
Total Gross Income
£483,807
Total Gross Expenditure
£731,751
Grant Making Is Main Activity
Yes
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 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
30 October 2024
Total Gross Income
£546,523
Total Gross Expenditure
£656,163
Grant Making Is Main Activity
Yes
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 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
30 October 2023
Total Gross Income
£696,704
Total Gross Expenditure
£957,363
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
4 October 2022
Total Gross Income
£679,675
Total Gross Expenditure
£862,331
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
30 October 2024
Income Donations And Legacies
425
Income Other Trading Activities
0
Income Charitable Activities
99039
Income Investments
446950
Income Other
109
Income Total Income And Endowments
546523
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£28,956
Expenditure Charitable Expenditure
£627,207
Expenditure Other
0
Expenditure Total
656163
Expenditure Investment Management
20510
Expenditure Grants Institution
181047
Expenditure Governance
24042
Expenditure Support Costs
83994
Expenditure Depreciation
47315
Gain Loss Investment
736423
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
233834
Gain Loss Other
0
Reserves
£1,194,734
Assets Total Fixed
21227797
Assets Own Use
1951818
Assets Long Term Investment
19275979
Defined Benefit Pension Scheme
0
Assets Other Assets
£431,767
Assets Total Liabilities
£52,903
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,606,661
Creditors One Year Total Current
52903
Creditors Falling Due After One Year
0
Assets Cash
£400,469
Funds Endowment
20401575
Funds Unrestricted
1194734
Funds Restricted
10352
Funds Total
21606661
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
30 October 2023
Income Donations And Legacies
1960
Income Other Trading Activities
0
Income Charitable Activities
115725
Income Investments
578911
Income Other
108
Income Total Income And Endowments
696704
Income Legacies
510
Income Endowments
0
Expenditure Raising Funds
£84,462
Expenditure Charitable Expenditure
£872,901
Expenditure Other
0
Expenditure Total
957363
Expenditure Investment Management
84272
Expenditure Grants Institution
462063
Expenditure Governance
22680
Expenditure Support Costs
74357
Expenditure Depreciation
50735
Gain Loss Investment
-1345697
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,176,815
Assets Total Fixed
20251622
Assets Own Use
1895388
Assets Long Term Investment
18356234
Defined Benefit Pension Scheme
0
Assets Other Assets
£588,616
Assets Total Liabilities
£94,194
Assets Current Investment
0
Assets Total Assets And Liabilities
£20,746,044
Creditors One Year Total Current
94194
Creditors Falling Due After One Year
0
Assets Cash
£550,909
Funds Endowment
19558877
Funds Unrestricted
1176815
Funds Restricted
10352
Funds Total
20746044
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
4 October 2022
Income Donations And Legacies
4365
Income Other Trading Activities
0
Income Charitable Activities
118000
Income Investments
557310
Income Other
384540
Income Total Income And Endowments
1064215
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£98,982
Expenditure Charitable Expenditure
£763,349
Expenditure Other
0
Expenditure Total
862331
Expenditure Investment Management
97202
Expenditure Grants Institution
347335
Expenditure Governance
27355
Expenditure Support Costs
88079
Expenditure Depreciation
50735
Gain Loss Investment
1808086
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,423,887
Assets Total Fixed
21704986
Assets Own Use
1950082
Assets Long Term Investment
19754904
Defined Benefit Pension Scheme
0
Assets Other Assets
£723,690
Assets Total Liabilities
£76,276
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,352,400
Creditors One Year Total Current
76276
Creditors Falling Due After One Year
0
Assets Cash
£682,682
Funds Endowment
20918161
Funds Unrestricted
1423887
Funds Restricted
10352
Funds Total
22352400
Count Employees
3
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Leicestershire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
116
Classification Type
What
Classification Description
Recreation

08 Official extract

Charity Event History

Charity Name
MARKET HARBOROUGH AND THE BOWDENS CHARITY
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2019-08-23T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
501363
Assoc Registered Charity Number
501363
Assoc Charity Name
MARKET HARBOROUGH MUSICAL THEATRE
Charity Name
MARKET HARBOROUGH AND THE BOWDENS CHARITY
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2017-09-11T00:00:00
Assoc Organisation Number
1041958
Assoc Registered Charity Number
1041958
Assoc Charity Name
MARKET HARBOROUGH AND THE BOWDENS CHARITY
Charity Name
MARKET HARBOROUGH AND THE BOWDENS CHARITY
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2014-07-09T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION REGISTERED 09 JUL 2014AMENDED ON 21 JUN 2017 as amended on 30 Aug 2022 as amended on 01 Jun 2023 as amended on 13 Jul 2026
Charitable Objects
(A) SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THE CHARITY TRUSTEES THINK FIT FOR WHICH PROVISION IS NOT MADE OUT OF RATES, TAXES OR OTHER PUBLIC FUNDS, AND (B) RELIEF IN NEED ? I.E. THE RELIEF EITHER GENERALLY OR INDIVIDUALLY OF RESIDENTS IN THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, BUT NOT DIRECTLY IN RELIEF OF RATES, TAXES OR OTHER PUBLIC FUNDS. IN EXCEPTIONAL CIRCUMSTANCES THE CHARITY TRUSTEES MAY GRANT RELIEF TO INDIVIDUALS OTHERWISE ELIGIBLE WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE AREA OF BENEFIT, AND (C) EDUCATION - THE PROVISION OF FINANCIAL HELP TO ENABLE SUITABLE APPLICANTS OVER THE AGE OF 16 AND RESIDENT IN THE AREA OF BENEFIT TO UNDERTAKE PROGRAMMES OF STUDY IN FURTHER OR HIGHER EDUCATION, OR TRAINING TOWARDS A VOCATIONAL QUALIFICATION, WHICH THEY WOULD OTHERWISE BE LESS ABLE TO AFFORD, AND (D) THE MAINTENANCE AND REPAIR OF THE FABRIC OF THE PARISH CHURCH OF THE ECCLESIASTICAL PARISH OF ST. PETER AND ST. PAUL, GREAT BOWDEN, PROVIDED THAT THE CHARITY TRUSTEES MUST NOT APPLY MORE THAN 0.5% (HALF OF ONE PERCENT) OF THE VALUE OF THE TOTAL ASSETS OF THE CIO AND ANY PERMANENT ENDOWMENT FUNDS THAT IT HOLDS WITHIN, IN ANY THREE YEAR PERIOD. AND THE AREA OF BENEFIT REFERENCED IN SUB-CLAUSES (A), (B) AND (C) OF THIS CLAUSE SHALL BE THE URBAN AREA OF LEICESTERSHIRE CENTRED ON MARKET HARBOROUGH, GREAT BOWDEN AND LITTLE BOWDEN.

10 Official extract

Charity Policy

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