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.

Causes: Accommodation/housing · Get email alerts

Latest income
£60k
Latest spending
£53k
Registered
2008
Accounts read
FY2025

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

Largest income source: none
The Trustees were presented with a financial report at every meeting showing income and expenditure to date.
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: range of £10,000 to £15,000 (held: £15k)
The Trustees confirmed their Financial and Investment policies and agreed that current free reserves should remain in the range of £10,000 to £15,000 — page 2
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Somerset

Income and spending

Financial year endIncomeSpending
31/03/2025£60k£53k
31/03/2024£54k£65k
31/03/2023£50k£37k
31/03/2022£50k£79k
31/03/2021£50k£27k

Common questions

Is HARVEYS AND JUBILEE HOMES financially healthy?

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. Its FY2025 accounts were independently examined.