THE HARGREAVES LANSDOWN CHARITABLE FOUNDATION

Registered charity 1167927 · accounts filings on the Charity Commission register · also known as THE HL FOUNDATION

We utilise the skills and time of our workforce and partners to make a positive, sustainable difference in the world around us.We focus on four pillars: The next generation, local communities, health & wellbeing, and improving lives. We select charities corresponding to these pillars which we support through a range of fundraising events. The charities are nominated and selected by employees.

Objects

THE OBJECTS OF THE CIO ARE TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

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

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £157,479, an increase from the previous year's £135,647. The trustees report that the charity has sufficient resources to meet its obligations for the next 12 months and beyond, with no material uncertainties related to going concern identified. The charity relies on donations, including significant contributions from a related party, Hargreaves Lansdown Limited, to fund its activities.

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.

• Campaigns and political activity policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investment
• Risk management
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — The Hargreaves Lansdown Charitable Trust (matched by registered charity number).

Trustees · trustee networks

• Anna Mary Loudenchair
• Adam Fairhead · trustee of 2 other charities
• Anna Birakos
• Craig Lee Blackmore
• Craig Peter Diamond
• Jonathan Charles Dear
• Martha Alice Girling
• Maura Brady
• Nick Osborne
• Rachel Louise Gill
• TIMOTHY MONELLE

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

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 CHARLIE.DALLAS.LANCASTER.FOUNDATION.

• CHARLIE.DALLAS.LANCASTER.FOUNDATION income £30k
• FOUR ESTATES LIMITED income £245k
• THE HURSTCOTE CHARITABLE FOUNDATION income £164k
• DH FOUNDATION income £41k
• PONTHAFREN income £405k
• THE A S CHARITABLE TRUST income £618k

Side by side with its peers

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