THE PETER AND TERESA HARRIS CHARITABLE TRUST
The trust's objects are namely charitable purposes for the public benefit as are exclusively charitable according to theLaws of England and Wales as the Trustees may from time to time determine. The policies adopted in furtherance ofthese objects are to make grants.
Objects
SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the Trust reported a net deficit of £143,463 for the year ended 5 April 2025, driven by a loss on investments of £97,225 and charitable expenditure exceeding investment income. Despite this deficit, total unrestricted and endowment funds remain substantial at £2,744,557, and the Trustees consider current reserves adequate to sustain ongoing grant-making activities.
What the accounts disclose
“The Trust does not fundraise and its income is comprised wholly of income arising on the Trust's investment portfolio” — page 4
“During the year grants were made to charities totalling £32,580 (2024: £20,000) where the two charities share common trustees.” — page 14
Policies the charity declares
- Complaints handling
- 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
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 05/04/2023 (received 13/02/2024, 8 days after the 05/02/2024 due date); year ending 05/04/2022 (received 06/02/2023, 1 day after the 05/02/2023 due date); year ending 05/04/2021 (received 28/02/2022, 23 days after the 05/02/2022 due date).
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £83k | £129k |
| 05/04/2024 | £79k | £123k |
| 05/04/2023 | £67k | £71k |
| 05/04/2022 | £57k | £114k |
| 05/04/2021 | £41k | £138k |
Common questions
Is THE PETER AND TERESA HARRIS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust reported a net deficit of £143,463 for the year ended 5 April 2025, driven by a loss on investments of £97,225 and charitable expenditure exceeding investment income. Despite this deficit, total unrestricted and endowment funds remain substantial at £2,744,557, and the Trustees consider current reserves adequate to sustain ongoing grant-making activities. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PHILLIPS AND RUBENS CHARITABLE TRUST | 1 | £300k |
Charities like this
- THE DANIEL AND GAYNOR HARRIS CHARITABLE TRUST
- HARRIS CHARITABLE TRUST
- THE HARRIS FAMILY CHARITABLE TRUST
- THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST
- THE CHAMPNISS CHARITABLE TRUST
- THE PETER JOHN FOORD CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PETER AND TERESA HARRIS CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| THE DANIEL AND GAYNOR HARRIS CHARITABLE TRUST | £17k | — | 0 | unclear | — | no doubt |
| HARRIS CHARITABLE TRUST | £37k | — | 0 | unclear | — | no doubt |
| THE HARRIS FAMILY CHARITABLE TRUST | £71k | — | 0 | unclear | — | no doubt |
| THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST | £48k | — | 0 | unclear | — | no doubt |
| THE CHAMPNISS CHARITABLE TRUST | £149k | — | 0 | above | — | no doubt |