HANNAH LEVY HOUSE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 18 September 2020
Removed: Not supplied
Financial period: 1 June 2024 – 31 May 2025
Latest income: £21,977
Latest expenditure: £32,047
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: c/o Solomons Solicitors, 1-3 Alum Chine Road, BOURNEMOUTH, BH4 8DT

02 Activities

What the charity does

Grant giving

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 June 2024
Fin Period End Date: 31 May 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 March 2026
Date Annual Return Received: 17 March 2026
Date Accounts Received: 17 March 2026
Total Gross Income: £21,977
Total Gross Expenditure: £32,047

Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 March 2025
Date Annual Return Received: 14 April 2025
Date Accounts Received: 14 April 2025
Total Gross Income: £60,568
Total Gross Expenditure: £30,660

Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 March 2024
Date Annual Return Received: 21 March 2025
Date Accounts Received: 21 March 2025
Total Gross Income: £500,000
Total Gross Expenditure: £720

Fin Period Start Date: 1 June 2021
Fin Period End Date: 31 May 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 March 2023
Date Annual Return Received: 23 March 2023
Date Accounts Received: 23 March 2023
Total Gross Income: £0
Total Gross Expenditure: £0

Fin Period Start Date: 18 September 2020
Fin Period End Date: 31 May 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 March 2022
Date Annual Return Received: 4 May 2022
Date Accounts Received: 4 May 2022
Total Gross Income: £0
Total Gross Expenditure: £0

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 June 2024
Fin Period End Date: 31 May 2025
Ar Due Date: 31 March 2026
Ar Received Date: 17 March 2026
Total Gross Income: £21,977
Total Gross Expenditure: £32,047
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Due Date: 31 March 2025
Ar Received Date: 14 April 2025
Total Gross Income: £60,568
Total Gross Expenditure: £30,660
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Due Date: 31 March 2024
Ar Received Date: 21 March 2025
Total Gross Income: £500,000
Total Gross Expenditure: £720
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: Yes
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 June 2021
Fin Period End Date: 31 May 2022
Ar Due Date: 31 March 2023
Ar Received Date: 23 March 2023
Total Gross Income: £0
Total Gross Expenditure: £0
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 18 September 2020
Fin Period End Date: 31 May 2021
Ar Due Date: 31 March 2022
Ar Received Date: 4 May 2022
Total Gross Income: £0
Total Gross Expenditure: £0
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: Poole
Welsh Ind: No

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

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

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

06 Official extract

Charity Classification

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

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

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

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

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

07 Official extract

Charity Event History

Charity Name: HANNAH LEVY HOUSE TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2020-09-18T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 18 Sep 2020
Charitable Objects: TO RELIEVE JEWISH AND OTHER ELDERLY PEOPLE RESIDENT IN BOURNEMOUTH AND THE SURROUNDING AREAS WHO ARE IN NEED, BY PROVIDING A RESIDENTIAL CARE HOME AND SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS. TO RELIEVE FINANCIAL HARDSHIP, SICKNESS AND POOR HEALTH AMONGST JEWISH ELDERLY PEOPLE IN BOURNEMOUTH AND THE SURROUNDING AREAS. ADVANCING ANY OTHER PURPOSE WHICH MAY BE CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.

09 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Investment

Policy Name: Social media policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures