HARVEYS AND JUBILEE HOMES

Registered charity 1123124 · accounts filings on the Charity Commission register

The charity is an almshouse. It operates a Grade II* listed building known as Harveys containing 8 one bedroomed flats. It also operates 2 one bedroomed bungalows. The former building results from the legacy of Richard Harvey the bungalows replaced four bedsits built to commemorate the diamond jubliee of Queen Victoria.

Objects

1) IS THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS WHOA) ARE IN NEED, HARDSHIP OR DISTRESS; ANDB) ARE RESIDENT IN THE AREA OF BENEFIT (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE TRUSTEES); ANDC) ARE, IN THE CASE OF THE PROPERTY KNOWN AS 5 AND 6 JUBILEE CLOSE (THE PROPERTY NUMBERED 1 IN PART 1 OF THE SCHEDULE TO THIS SCHEME), NOT LESS THAN 60 YEARS OF AGE OR WHO ARE INFIRM, WITH A PREFERENCE FOR PERSONS NOT LESS THAN 65 YEARS OF AGE AND ARE OTHERWISE QUALIFIED.2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.3) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECT OF THE CHARITY.

Area of benefit: NOT DEFINED. IN PRACTICE, SOMERSET

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

Causes: Accommodation/housing · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity maintains free reserves within a target range of £10,000 to £15,000. The trustees report no serious incidents and confirm that financial and investment policies were reviewed and adopted for the year. The charity's operations are managed by a clerk, with trustees holding quarterly meetings to monitor income and expenditure.

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 4 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
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• DICK ARNOLDchair · trustee of 1 other charity
• DR GLANVILL
• LYNDA DIANE LE TAYLOR
• MICHAEL EDWARD FROOM
• Philippa Glastonvill
• Rev Nicolas Jerrett

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

Operates in: Somerset

Income and spending

Common questions