CCEW Charity Commission profile

HARBORNE AND SMETHWICK CHARITABLE TRUST

Registered charity 1177527 · organisation 5110661

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 March 2018
Removed
Not supplied
Company number supplied
11217433
Financial period
1 July 2024 – 30 June 2025
Latest income
£1,970,340
Latest expenditure
£2,013,973
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: HARBORNE PARISH LANDS CHARITY, 109 COURT OAK ROAD, BIRMINGHAM, B17 9AA

Website recorded by the regulator: http://www.hplc.org.uk/ (displayed as text)

02 Activities

What the charity does

1. The provision of safe and secure sheltered accommodation for people aged 60 years and over in Smethwick and Harborne who wish to continue to live independently;2. The provision of financial support to persons in conditions of hardship or need in Smethwick and Harborne.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 July 2024
Fin Period End Date
30 June 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 April 2026
Date Annual Return Received
14 April 2026
Date Accounts Received
14 April 2026
Total Gross Income
£1,970,340
Total Gross Expenditure
£2,013,973
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 April 2025
Date Annual Return Received
22 April 2025
Date Accounts Received
22 April 2025
Total Gross Income
£1,872,928
Total Gross Expenditure
£2,160,287
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 April 2024
Date Annual Return Received
19 April 2024
Date Accounts Received
19 April 2024
Total Gross Income
£1,663,970
Total Gross Expenditure
£1,831,189
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 April 2023
Date Annual Return Received
20 April 2023
Date Accounts Received
20 April 2023
Total Gross Income
£1,568,349
Total Gross Expenditure
£1,510,655
Fin Period Start Date
1 July 2020
Fin Period End Date
30 June 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 April 2022
Date Annual Return Received
22 April 2022
Date Accounts Received
22 April 2022
Total Gross Income
£1,453,078
Total Gross Expenditure
£1,278,718

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 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
14 April 2026
Total Gross Income
£1,970,340
Total Gross Expenditure
£2,013,973
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
22 April 2025
Total Gross Income
£1,872,928
Total Gross Expenditure
£2,160,287
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Due Date
30 April 2024
Ar Received Date
19 April 2024
Total Gross Income
£1,663,970
Total Gross Expenditure
£1,831,189
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Due Date
30 April 2023
Ar Received Date
20 April 2023
Total Gross Income
£1,568,349
Total Gross Expenditure
£1,510,655
Charity Raises Funds From Public
No
Grant Making Is Main Activity
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 July 2020
Fin Period End Date
30 June 2021
Ar Due Date
30 April 2022
Ar Received Date
22 April 2022
Total Gross Income
£1,453,078
Total Gross Expenditure
£1,278,718
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
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
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 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
14 April 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
1167561
Income Investments
802705
Income Other
74
Income Total Income And Endowments
1970340
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£203,315
Expenditure Charitable Expenditure
£1,810,658
Expenditure Other
0
Expenditure Total
2013973
Expenditure Investment Management
203315
Expenditure Grants Institution
222850
Expenditure Governance
82953
Expenditure Support Costs
142389
Expenditure Depreciation
183789
Gain Loss Investment
171112
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,020,935
Assets Total Fixed
22131129
Assets Own Use
4314216
Assets Long Term Investment
17816913
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,247,651
Assets Total Liabilities
£489,568
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,889,212
Creditors One Year Total Current
426793
Creditors Falling Due After One Year
62775
Assets Cash
£954,501
Funds Endowment
15588038
Funds Unrestricted
7301174
Funds Restricted
0
Funds Total
22889212
Count Employees
13
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
22 April 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
1088551
Income Investments
783848
Income Other
529
Income Total Income And Endowments
1872928
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£271,435
Expenditure Charitable Expenditure
£1,888,852
Expenditure Other
0
Expenditure Total
2160287
Expenditure Investment Management
271435
Expenditure Grants Institution
286603
Expenditure Governance
78606
Expenditure Support Costs
137351
Expenditure Depreciation
148844
Gain Loss Investment
551186
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,723,935
Assets Total Fixed
21318972
Assets Own Use
15389588
Assets Long Term Investment
5929384
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,920,911
Assets Total Liabilities
£478,150
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,761,733
Creditors One Year Total Current
414354
Creditors Falling Due After One Year
63796
Assets Cash
£1,723,934
Funds Endowment
15838075
Funds Unrestricted
6923658
Funds Restricted
0
Funds Total
22761733
Count Employees
11
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Due Date
30 April 2024
Ar Received Date
19 April 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
956530
Income Investments
707079
Income Other
361
Income Total Income And Endowments
1663970
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£375,358
Expenditure Charitable Expenditure
£1,455,831
Expenditure Other
0
Expenditure Total
1831189
Expenditure Investment Management
375358
Expenditure Grants Institution
230259
Expenditure Governance
68355
Expenditure Support Costs
122229
Expenditure Depreciation
135750
Gain Loss Investment
858162
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,145,864
Assets Total Fixed
20620163
Assets Own Use
4308505
Assets Long Term Investment
16311658
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,312,019
Assets Total Liabilities
£434,276
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,497,906
Creditors One Year Total Current
369557
Creditors Falling Due After One Year
64719
Assets Cash
£2,145,853
Funds Endowment
15992700
Funds Unrestricted
6505206
Funds Restricted
0
Funds Total
22497906
Count Employees
11
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Due Date
30 April 2023
Ar Received Date
20 April 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
901029
Income Investments
667318
Income Other
2
Income Total Income And Endowments
1568349
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£237,188
Expenditure Charitable Expenditure
£1,273,467
Expenditure Other
0
Expenditure Total
1510655
Expenditure Investment Management
237188
Expenditure Grants Institution
163715
Expenditure Governance
57463
Expenditure Support Costs
106009
Expenditure Depreciation
140232
Gain Loss Investment
-434950
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
57694
Reserves
£2,190,960
Assets Total Fixed
19828050
Assets Own Use
4343731
Assets Long Term Investment
15484319
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,314,335
Assets Total Liabilities
£335,422
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,806,963
Creditors One Year Total Current
269868
Creditors Falling Due After One Year
65554
Assets Cash
£2,190,960
Funds Endowment
15564185
Funds Unrestricted
6242778
Funds Restricted
0
Funds Total
21806963
Count Employees
12
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 July 2020
Fin Period End Date
30 June 2021
Ar Due Date
30 April 2022
Ar Received Date
22 April 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
870605
Income Investments
580023
Income Other
2450
Income Total Income And Endowments
1453078
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£198,674
Expenditure Charitable Expenditure
£1,080,044
Expenditure Other
0
Expenditure Total
1278718
Expenditure Investment Management
198674
Expenditure Grants Institution
96000
Expenditure Governance
47617
Expenditure Support Costs
90144
Expenditure Depreciation
144881
Gain Loss Investment
742916
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,880,256
Assets Total Fixed
20402312
Assets Own Use
4450710
Assets Long Term Investment
15951602
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,099,327
Assets Total Liabilities
£317,420
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,184,219
Creditors One Year Total Current
251110
Creditors Falling Due After One Year
66310
Assets Cash
£1,880,256
Funds Endowment
16077394
Funds Unrestricted
6106825
Funds Restricted
0
Funds Total
22184219
Count Employees
12
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Sandwell
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Birmingham City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes

08 Official extract

Charity Event History

Charity Name
HARBORNE AND SMETHWICK CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2018-03-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 21 FEB 2018
Charitable Objects
FOR THE PUBLIC BENEFIT THE PREVENTION OR RELIEF OF POVERTY AND THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS IN THE AREA OF BENEFIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY:(A) PROVIDING OR MANAGING HOUSING OR ACCOMODATION APPROPRIATE TO THE NEEDS OF PERSONS IN NECESSITOUS CIRCUMSTANCES WHO ARE INHABITANTS OF THE AREA OF BENEFIT;(B) PROVIDING SUPPORT TO PERSONS RESIDENT IN THE ARE OF BENEFIT WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED HARDSHIP OR DISTRESS OF SUCH PERSONS.IN EXCEPTIONAL CIRCUMSTANCES THE TRUSTEES MAY GRANT RELIEF TO PERSONS OTHERWISE ELIGIBLE THEREFOR WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE AREA OF BENEFIT BUT IN THE OPINION OF THE TRUSTEES OUGHT NEVERTHELESS FOR SUFFICIENT REASON TO BE TREATED AS IF RESIDENT THEREIN, OR WHO ARE LOCATED FOR THE TIME BEING WITHIN THAT AREA. 2. SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF RESIDENTS AND FORMER RESIDENTS OF THE PROPERTIES PROVIDED OR MANAGED BY THE CHARITY AS THE TRUSTEES FROM TIME TO TIME DECIDE.
Area Of Benefit
THE ANCIENT PARISH OF HARBORNE, WHICH SHALL INCLUDE THE ECCLESIASTICAL PARISHES OF ST BONIFACE, QUINTON ROAD WEST, BIRMINGHAM, ST FAITH AND ST LAURENCE, HARBORNE, ST JOHN, HARBORNE, ST PETER, HARBORNE, ST ALBANS, SMETHWICK, ST CHAD, SMETHWICK, ST MARY, SMETHWICK, ST MATTHEW, SMETHWICK, ST MICHAEL AND ALL ANGELS, SMETHWICK, ST STEPHEN’S, SMETHWICK AND ST PAUL, WEST SMETHWICK AND SUCH OTHER ECCLESIASTICAL PARISHES AS THE TRUSTEES DECIDE FROM TIME TO TIME.

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Homes England

11 Official extract

Charity Policy

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