01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 24 August 2018
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £603,822
- Latest expenditure
- £504,627
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: Ashbridge, Crabtree Green, Collingham, WETHERBY, West Yorkshire, LS22 5AB
02 Activities
What the charity does
The charity (i) provides and maintains the charity's almshouse developments at Lovell Park Road, Leeds and Raglan Road, Leeds and (ii) provides grants to organisations and to projects in Leeds which alleviate financial hardship, particularly in relation to housing and social isolation.
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
- 17 September 2026
- Date Accounts Received
- 17 September 2026
- Total Gross Income
- £603,822
- Total Gross Expenditure
- £504,627
- 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
- 31 October 2025
- Date Accounts Received
- 31 October 2025
- Total Gross Income
- £600,620
- Total Gross Expenditure
- £632,890
- 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
- 28 August 2024
- Date Accounts Received
- 28 August 2024
- Total Gross Income
- £556,069
- Total Gross Expenditure
- £441,804
- 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
- 12 September 2023
- Date Accounts Received
- 12 September 2023
- Total Gross Income
- £515,292
- Total Gross Expenditure
- £735,923
- 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
- 29 July 2022
- Date Accounts Received
- 29 July 2022
- Total Gross Income
- £479,127
- Total Gross Expenditure
- £508,631
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
- 17 September 2026
- Total Gross Income
- £603,822
- Total Gross Expenditure
- £504,627
- 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 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 31 October 2025
- Total Gross Income
- £600,620
- Total Gross Expenditure
- £632,890
- 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 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 28 August 2024
- Total Gross Income
- £556,069
- Total Gross Expenditure
- £441,804
- 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 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 12 September 2023
- Total Gross Income
- £515,292
- Total Gross Expenditure
- £735,923
- 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
- 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
- 29 July 2022
- Total Gross Income
- £479,127
- Total Gross Expenditure
- £508,631
- 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
- 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
- 17 September 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 426191
- Income Investments
- 177631
- Income Other
- 0
- Income Total Income And Endowments
- 603822
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £25,242
- Expenditure Charitable Expenditure
- £479,385
- Expenditure Other
- 0
- Expenditure Total
- 504627
- Expenditure Investment Management
- 25242
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 27839
- Expenditure Support Costs
- 99357
- Expenditure Depreciation
- 61724
- Gain Loss Investment
- 523555
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £7,530,985
- Assets Total Fixed
- 6328735
- Assets Own Use
- 5777944
- Assets Long Term Investment
- 550791
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,639,855
- Assets Total Liabilities
- £153,872
- Assets Current Investment
- 959707
- Assets Total Assets And Liabilities
- £7,814,718
- Creditors One Year Total Current
- 153872
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £306,788
- Funds Endowment
- 0
- Funds Unrestricted
- 7530985
- Funds Restricted
- 283733
- Funds Total
- 7814718
- Count Employees
- 1
- Consolidated Accounts
- Yes
- 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
- 31 October 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 394501
- Income Investments
- 206119
- Income Other
- 0
- Income Total Income And Endowments
- 600620
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £29,453
- Expenditure Charitable Expenditure
- £603,437
- Expenditure Other
- 0
- Expenditure Total
- 632890
- Expenditure Investment Management
- 29453
- Expenditure Grants Institution
- 52326
- Expenditure Governance
- 40548
- Expenditure Support Costs
- 89758
- Expenditure Depreciation
- 61967
- Gain Loss Investment
- 264017
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,642,104
- Assets Total Fixed
- 5834457
- Assets Own Use
- 838712
- Assets Long Term Investment
- 4995745
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,555,662
- Assets Total Liabilities
- £198,151
- Assets Current Investment
- 920201
- Assets Total Assets And Liabilities
- £7,191,968
- Creditors One Year Total Current
- 198151
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £356,208
- Funds Endowment
- 0
- Funds Unrestricted
- 6891043
- Funds Restricted
- 300925
- Funds Total
- 7191968
- Count Employees
- 1
- Consolidated Accounts
- Yes
- 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
- 28 August 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 362331
- Income Investments
- 193738
- Income Other
- 0
- Income Total Income And Endowments
- 556069
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £27,629
- Expenditure Charitable Expenditure
- £414,175
- Expenditure Other
- 0
- Expenditure Total
- 441804
- Expenditure Investment Management
- 27629
- Expenditure Grants Institution
- 46636
- Expenditure Governance
- 32206
- Expenditure Support Costs
- 40393
- Expenditure Depreciation
- 61152
- Gain Loss Investment
- 117538
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,642,104
- Assets Total Fixed
- 5634502
- Assets Own Use
- 542927
- Assets Long Term Investment
- 5091575
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,521,486
- Assets Total Liabilities
- £195,767
- Assets Current Investment
- 1099226
- Assets Total Assets And Liabilities
- £6,960,221
- Creditors One Year Total Current
- 195767
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £343,940
- Funds Endowment
- 318117
- Funds Unrestricted
- 6642104
- Funds Restricted
- 0
- Funds Total
- 6960221
- Count Employees
- 1
- Consolidated 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
- 12 September 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 344438
- Income Investments
- 170854
- Income Other
- 0
- Income Total Income And Endowments
- 515292
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £31,777
- Expenditure Charitable Expenditure
- £704,146
- Expenditure Other
- 0
- Expenditure Total
- 735923
- Expenditure Investment Management
- 31777
- Expenditure Grants Institution
- 39457
- Expenditure Governance
- 26551
- Expenditure Support Costs
- 28784
- Expenditure Depreciation
- 60303
- Gain Loss Investment
- -585046
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,393,109
- Assets Total Fixed
- 5581330
- Assets Own Use
- 598851
- Assets Long Term Investment
- 4982479
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,588,513
- Assets Total Liabilities
- £441,425
- Assets Current Investment
- 799226
- Assets Total Assets And Liabilities
- £6,728,418
- Creditors One Year Total Current
- 441425
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £750,806
- Funds Endowment
- 335309
- Funds Unrestricted
- 6393109
- Funds Restricted
- 0
- Funds Total
- 6728418
- Count Employees
- 1
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Leeds City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Yorkshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- HARRISON AND POTTER TRUST
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2018-08-24T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 24 Aug 2018
- Charitable Objects
- THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT:1.1 THE PROVISION AND MAINTENANCE OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSES FOR POOR PERSONS RESIDENT IN THE CITY OF LEEDS. UP TO TEN POOR PERSONS MAY BE APPOINTED AS RESIDENT WHO ARE WIDOWS AND WHO ARE RESIDENT WITHIN THE RADIUS OF TWENTY MILES FROM THE CIVIC HALL IN THE CITY OF LEEDS, THE TOWN HALL IN THE CITY OF WAKEFIELD OR THE GUILDHALL IN THE CITY OF YORK AT THE TIME OF THE APPOINTMENT;1.2 THE RELIEF OF THE RESIDENTS OF THE ALMSHOUSES WHO ARE IN CHARITABLE NEED BY REASON OF THEIR AGE, HEALTH, DISABILITY, OR SOCIAL OR ECONOMIC CIRCUMSTANCES; AND/OR1.3 THE RELIEF OF PERSONS RESIDENT IN THE CITY OF LEEDS WHO ARE IN CHARITABLE NEED, HARDSHIP, OR DISTRESS BY REASON OF THEIR AGE, HEALTH, DISABILITY, OR SOCIAL OR ECONOMIC CIRCUMSTANCES.
10 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Homes England
11 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Conflicting interests
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures