ALEX HOGG MEMORIAL TRUST LIMITED

Registered charity 1110901 · accounts filings on the Charity Commission register

The principal funding for the year was from property rental income

Objects

TO RELIEVE THE NEEDS OF ADULTS IN THE AREA OF NORTH YORKSHIRE AND THE CITY OF YORK BY:3.1) ASSISTING IN THE SUPPORT AND CARE OF ADULTS WITH LEARNING DIFFICULTIES;3.2) THE PROVISION OF PREMISES FOR USE AS A RESIDENTIAL CARE HOME;3.3) THE PROVISION OF ADDITIONAL FACILITIES AT THE CARE HOME TO IMPROVE THE QUALITY OF CARE AVAILABLE TO RESIDENTS OF THE CARE HOME;3(4) THE PROVISION OF FACILITIES AND ACTIVITIES OUTSIDE THE CARE HOME FOR USE BY THE RESIDENTSOF THE CARE HOME TO IMPROVE THE QUALITY OF LIFE OF THOSE RESIDENTS;3(5) THE PROVISION OF ADDITIONAL EQUIPMENT TO THE CARE HOME FOR THE USE OR BENEFIT OF THERESIDENTS;3(6) MAKING THESE FACILITIES AVAILABLE TO OTHER ADULTS WITH LEARNING DIFFICULTIES IN THE AREA OFNORTH YORKSHIRE AND THE CITY OF YORK WHO ARE NOT RESIDENTS OF THE CARE HOME IN CO-OPERATIONWITH OTHER PROVIDERS OF CARE AND SUPPORT TO SUCH PEOPLE, PROVIDED THAT:A. THE FACILITIES, ACTIVITIES AND EQUIPMENT ARE AVAILABLE FOR USE AND ARE NOT BEING USEDBY THE RESIDENTS OF THE CARE HOME; ANDB. A FEE MAY BE CHARGED FOR THE USE OF THESE FACILITIES, ACTIVITIES AND EQUIPMENT BYPEOPLE WHO ARE NOT RESIDENTS OF THE CARE HOME;3(7) PROVIDING OTHER ACTIVITIES ANCILLARY TO THE ABOVE FOR THE BENEFIT OF THE RESIDENTS OF THECARE HOME WHICH CANNOT BE PROVIDED BY OTHER MEANS.

Area of benefit: NORTH YORKSHIRE AND THE CITY OF YORK

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

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Accommodation/housing · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £371,650, which the trustees consider sufficient to maintain the charity's activities and property for a number of years. The charity reported a small surplus of £6,315 for the year, having maintained its reserves policy target of three to six months' expenditure. The trustees acknowledge the major risk of withdrawal of social services funding but believe current reserves provide adequate cover.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

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
• 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
• Trustee expenses policy and procedures

Corporate structure

• Registered company of the charity Companies House 05469620

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.

• FRANKLIN, Robyn — director, appointed 07/03/2018not on trustee list

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £140k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Reported reserves equal ~5.3 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (100% 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 (4.9%) (benchmarks).

Trustees · trustee networks

• Neil Franklin

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

Operates in: City Of York · Derby City · Derbyshire · East Riding Of Yorkshire · Kingston Upon Hull City · North Yorkshire

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 THE FRIENDS OF ALEXANDER INSTITUTIONS TRUST.

• THE FRIENDS OF ALEXANDER INSTITUTIONS TRUST income £1.1m
• TAFF BARGOED DEVELOPMENT TRUST LIMITED income £152k
• H M SASSOON CHARITABLE TRUST income £124k
• SELLATA LIMITED income £158k
• BOURNEMOUTH HEBREW CONGREGATION income £396k
• As-Siraj Trust income £807k

Side by side with its peers

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