HARTSWOOD TRUST

Registered charity 1186582 · accounts filings on the Charity Commission register

General Charitable purposes(Hartswood Trust does not accept unsolicited applications)

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

Latest income

£343k

Latest spending

£259k

Registered

2019

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds total funds of £5,524,793, comprising an expendable endowment of £5,425,666 and unrestricted general funds of £99,127. The trustees report that the charity has adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified regarding going concern. The reserves policy is currently being formed based on planned future activities, with a commitment to retain sufficient reserves to cover the following year's expenses.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: currently being formed based on the planned charitable activities in future periods. The Trustees will always retain sufficient reserves to cover any expenses for the following year. (held: £99k)

“The reserves policy of the Charity is currently being formed based on the planned charitable activities in future periods. The Trustees will always retain sufficient reserves to cover any expenses for the following year.” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: 14. Related party transactions

“During the year, an expendable endowment donation of £Nil (2023: £600,000) was donated to the Charity by K Sutaria, a Trustee of the Charity. Goods and services with a total cost of £1,858 (2023: £1,320) were also paid on behalf of the Charity by K Sutaria. The value of these goods and services has been fully reimbursed during the year.” — page 20

Per its FY2024 accounts as filed with the Charity Commission.

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

Structured financials (annual return, FY ending 31/03/2023)

Total income

£680k

Total spending

£281k

Cost of raising funds

£41k

Reserves (reported)

£21k

Employees

Reported reserves equal ~0.9 months of spending — in the bottom quarter for charities its size (median 7.1 months; benchmarks).

Per its annual return, cost of raising funds: 6.1% of total income — above the median for charities its size (2.9%) (benchmarks).

Register events

Transferred assets to another charity (17/08/2026) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Operates in: India · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/03/2025	£343k	£259k
31/03/2024	£116k	£203k
31/03/2023	£680k	£281k
31/03/2022	£46k	£174k
31/03/2021	£40k	£48k

Common questions

Is HARTSWOOD TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds total funds of £5,524,793, comprising an expendable endowment of £5,425,666 and unrestricted general funds of £99,127. The trustees report that the charity has adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified regarding going concern. The reserves policy is currently being formed based on planned future activities, with a commitment to retain sufficient reserves to cover the following year's expenses. Its FY2024 accounts were independently examined.

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.

Funder	Similar charities funded	Amount to them
BEIS MENACHEM CHABAD LUBAVITCH	1	£183k
YESHIVAS LUBAVITCH MANCHESTER	1	£20k
THE ALBERT GUBAY CHARITABLE FOUNDATION	1	£12k
DUCHY OF LANCASTER BENEVOLENT FUND	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HSWJ TRUST.

THE HSWJ TRUST income £112k
YAD VEACHISOMOCH L'CHAIM income £834k
THE TOMLINSON FAMILY CHARITABLE TRUST income £284k
THE CORDON CHARITABLE TRUST income £320k
THE WOODWARD CHARITABLE TRUST income £245k
JOAN AINSLIE CHARITABLE TRUST income £278k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
HARTSWOOD TRUST	£343k	—	unclear	—	no doubt
THE HSWJ TRUST FY2025	£112k	—	unclear	—	no doubt
YAD VEACHISOMOCH L'CHAIM FY2025	£834k	—	unclear	—	no doubt
THE TOMLINSON FAMILY CHARITABLE TRUST FY2025	£284k	—	below	—	no doubt
THE CORDON CHARITABLE TRUST FY2025	£320k	—	below	—	no doubt
THE WOODWARD CHARITABLE TRUST FY2025	£245k	—	unclear	—	no doubt

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