MARTHA TRUST HEREFORD LIMITED

Registered charity 1053448 · accounts filings on the Charity Commission register

Martha Trust has two care homes for people with profound and complex disabilities. Each home has 14 bedrooms offering lifelong care. It is our philosophy that all residents should enjoy every day of their lives. We offer various activities including:- aromatherapy, hydrotherapy, music, physiotherapy, occupational and speech and language therapy.

Objects

THE RELIEF OF MENTALLY AND PHYSICALLY HANDICAPPED PERSONS BY THE PROVISION OF FACILITIES FOR THEIR CARE AND WELFARE

Area of benefit: IN PRACTICE, IN AND AROUND HEREFORDSHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Disability · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £70,186 for the year ended 31 March 2025, resulting in total net assets of £8,820,972. The trustees maintain unrestricted free reserves of £2,950,731, supported by significant designated reserves for future repairs and upgrades. The auditors confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Thorne Widgery Accountancy Ltd. Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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

Corporate structure

• Registered company of the charity Companies House 03164820

Leadership, per the charity’s website

• Lisa Purslow — Trust Director (source)
• Richard Smith — Chairman (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• SHARP SMITH, Lucinda Marie Millicent — director, appointed 07/01/2013not on trustee list
• SOMERS, Simon William — director, appointed 20/04/2005not on trustee list
• STEWART, Alastair Charles — director, appointed 18/02/1999on trustee list
• SMITH, Susan Frances — director, appointed 21/02/1996not on trustee list
• SHARP-SMITH, Sarah Josephine — director, appointed 21/02/1996on trustee list

Official officers record.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: Martha Trust Hereford Limited — Registered, 2 registered locations, 2 regulated activities, last inspected 04/05/2023.charity number confirmed by CQC CQC record

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~6.7 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• Martha House: Good (08/06/2023) · CQC record
• Sophie House: Good (02/02/2019) · CQC record

Trustees · trustee networks

• MR R E L SMITHchair · trustee of 3 other charities
• ALASTAIR CHARLES STEWART
• LUCINDA MARIE MILLICENT SHARP SMITH
• MR W SOMERS
• SARAH JOSEPHINE SHARP-SMITH · trustee of 1 other charity
• SUSAN FRANCES SMITH BA HONS · trustee of 3 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Herefordshire

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MARTHA TRUST.

• MARTHA TRUST income £8.3m
• FAMILY CARE TRUST income £4.2m
• BETHANY CARE TRUST income £1.5m
• THE ROYAL MASONIC BENEVOLENT INSTITUTION CARE COMPANY income £64.6m
• AMICA CARE TRUST income £15.9m
• CROFT CARE TRUST income £2.6m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.