Charity Accounts Intelreading the accounts so you don’t have to

THE HOLEHIRD TRUST

Registered charity 235345 · accounts filings on the Charity Commission register · also known as HENRY LEIGH GROVES FOR THE BETTER DEVELOPMENT OF HEALTH, EDUCATIONAL AND SOCIAL WELFARE SERVICES (COMMONLY KNOWN AS THE HOLEHIRD TRUST)

Land and Property Estate. Grant Aiding to organisations within the former County of Westmorland.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Accommodation/housing · Amateur Sport · Grant history (this charity is a funder) · Get email alerts

Latest income
£231k
Latest spending
£337k
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased by £122,304 to £9,589,999 due to a net expenditure deficit for the year. The trustees consider the reserve level to be in line with their desired target and believe the trust has adequate resources to continue in operational existence. The charity relies primarily on rental income from its estate, which increased to £230,507, to fund its activities.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: in line with the desired level (held: £9.6m)
“Reserves at 31 March 2025 were £9.589m which is in line with the desired level.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Governance: The trust engaged Birketts LLP to review help in undertaking a governance review, matters are in hand.
“The Charity has engaged Birketts LLP to review help in undertaking a governance review, matters are in hand and the trustees look forward to sharing future updates.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saint & Co.. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2022)

Total income
£902k
Total spending
£383k
Reserves (reported)
£2.3m
Employees
0

Reported reserves equal ~71.4 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Other (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
31/03/2025£231k£337k
31/03/2024£204k£403k
31/03/2023£224k£391k
31/03/2022£902k£383k
31/03/2021£200k£217k

Common questions

Is THE HOLEHIRD TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves decreased by £122,304 to £9,589,999 due to a net expenditure deficit for the year. The trustees consider the reserve level to be in line with their desired target and believe the trust has adequate resources to continue in operational existence. The charity relies primarily on rental income from its estate, which increased to £230,507, to fund its activities. Its FY2025 accounts were audited by Saint & Co..

Who funds THE HOLEHIRD TRUST?

Funders whose own accounts filings name THE HOLEHIRD TRUST as a grant recipient include CUMBRIA COMMUNITY FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
CUMBRIA COMMUNITY FOUNDATIONFY2024£48kGrants assessed by Cumbria Community Foundation but decision making rests with Holehird Trust Trustees.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE WESTMORLAND COUNTY AGRICULTURAL SOCIETY LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE HOLEHIRD TRUST£231k—0above—no doubt
THE WESTMORLAND COUNTY AGRICULTURAL SOCIETY LIMITED FY2025£883k—0above—no doubt
THE IMMIGRANTS' AID TRUST FY2025£106k—0unclear—no doubt
THE ROUGHAM ESTATE TRUST FY2025£347k—0unclear—no doubt
THE FITZWILLIAM WENTWORTH AMENITY TRUST FY2025£2.1m—0below—no doubt
WEST HILL SCHOOL TRUST LIMITED FY2024£1.2m——unclear—noted

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