THE BERNARD HERRIDGE CHARITY

Registered charity 265054 · accounts filings on the Charity Commission register

The objective of the Charity is to provide support to meet the needs of older poeple in Somerset and Dorset.

Objects

THE RELIEF AND BENEFIT OF SUCH PEOPLE WHO IN THE OPINION OF THE MANAGING COMMITTEE ARE NEEDY OR IN REDUCED CIRCUMSTANCES.

Area of benefit: NOT DEFINED (BUT PREFERENCE TO DORSET AND SOMERSET)

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

Causes: Accommodation/housing · website · Get email alerts

Latest income
£40k
Latest spending
£44k
Registered
1973
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased from £620,000 to £616,000 during the year, resulting in a net expenditure of £4,000. The charity holds £154,000 in cash and cash equivalents, which the trustees consider adequate to meet ongoing expenditure and property maintenance costs for at least twelve months. All funds are unrestricted and held to support the charity's objectives of providing housing support to older people.

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

What the accounts disclose

Related-party transaction: Management fee paid to Corporate Trustee
“During the year, Hastoe Housing Association Limited charged £26,000 (2024: £41,000) for management services provided as the Corporate Trustee to The Bernard Herridge Charity.” — page 14
“The Bernard Herridge Charity owed Hastoe Housing Association £3,000).” — page 14
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Amount owed to related party
“During the year, Hastoe Housing Association Limited charged £26,000 (2024: £41,000) for management services provided as the Corporate Trustee to The Bernard Herridge Charity.” — page 14
“The Bernard Herridge Charity owed Hastoe Housing Association £3,000).” — page 14
Per its FY2025 accounts as filed with the Charity Commission.

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.

Trustees · trustee networks

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

Operates in: Dorset · Somerset

Income and spending

Financial year endIncomeSpending
31/03/2025£40k£44k
31/03/2024£37k£58k
31/03/2023£32k£59k
31/03/2022£31k£60k
31/03/2021£29k£56k

Common questions

Is THE BERNARD HERRIDGE CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £620,000 to £616,000 during the year, resulting in a net expenditure of £4,000. The charity holds £154,000 in cash and cash equivalents, which the trustees consider adequate to meet ongoing expenditure and property maintenance costs for at least twelve months. All funds are unrestricted and held to support the charity's objectives of providing housing support to older people. Its FY2025 accounts were independently examined.