HF TRUST LIMITED
Provision of care services for adults with learning disabilities.Provision of advice and support to families and carers of people with learning disabilities
Objects
1. TO ENABLE AND SUPPORT PEOPLE WITH LEARNING DISABILITIES TO EXPERIENCE FULFILLING LIVES IN WAYS WHICH MAXIMISE THEIR INVOLVEMENT IN THE COMMUNITY AND PARTICIPATION AS CITIZENS, AND TO EXERCISE CHOICE.2. TO OFFER ADVICE TO AND SUPPORT FOR THOSE WHO CARE FOR PEOPLE WITH LEARNING DISABILITIES
- Cottage And Rural Enterprises Limited; Care Fund Limited — merger registered 21/01/2016
- Apsley Care Limited — merger registered 23/04/2008
- Apsley Services Limited — merger registered 23/04/2008
- APSLEY TRUST LIMITED (charity 311741) — merger registered 23/04/2008
- RESTORMEL MENTALLY HANDICAPPED LIMITED (charity 900274) — merger registered 23/04/2008
Financial health, per its FY2025 accounts
The accounts state that the charity reported a £4.3m deficit for the year ended 31 March 2025, a reduction from the previous year's £9.2m deficit, driven by a turnaround programme that reduced agency costs and central overheads. Per the trustees' report, unrestricted reserves are in a deficit position of £10.5m, falling below the stated policy target of three months' payroll (£16.2m), although designated property assets of £39.0m provide additional liquidity. The trustees and auditors have identified a material uncertainty regarding the charity's ability to secure a £10m long-term loan before existing facilities are exhausted, casting significant doubt on its ability to continue as a going concern.
What the accounts disclose
“Charitable activities (£81.3m) 95.7%” — page 29
“Fundraising income v expenditure 2:1” — page 30
“The general reserve policy states that there should be sufficient reserves to cover 3 months payroll which amounts to £16.2m.” — page 31
“the Trustees consider there is material uncertainty in relation to the ability to secure the required funding in line with the timetable required before existing funding facilities are exhausted in the next 12 months, which may cast significant doubt on the Charity’s ability to continue as a going concern.” — page 33
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 15
- Government income: £64,603,000 — contracts £63,954,000 (156), grants £649,000 (4); 76% of the £84,965,000 total gross income on the same return
- Employees paid over £60,000: 21 (£60,001–£70,000: 10; £70,001–£80,000: 5; £80,001–£90,000: 2; £90,001–£100,000: 1; £100,001–£110,000: 1; £140,001–£150,000: 1; £150,001–£200,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 33
- Government income: £83,572,000 — contracts £82,887,000 (156), grants £685,000 (4); 94% of the £89,362,000 total gross income on the same return
- Employees paid over £60,000: 22 (£60,001–£70,000: 8; £70,001–£80,000: 7; £80,001–£90,000: 1; £90,001–£100,000: 2; £100,001–£110,000: 2; £110,001–£120,000: 1; £140,001–£150,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 30
- Government income: £76,484,000 — contracts £75,805,000 (125), grants £679,000 (4); 94% of the £81,187,000 total gross income on the same return
- Employees paid over £60,000: 14 (£60,001–£70,000: 6; £70,001–£80,000: 4; £90,001–£100,000: 2; £100,001–£110,000: 1; £150,001–£200,000: 1)
- Has a trading subsidiary
Corporate structure
- Registered company of the charity Companies House 00734984
Company officers (Companies House)
- WOOD, Stephanie on trustee list
- JONES, Katie Ellen on trustee list
- KNIGHT, Mark John Stewart on trustee list
- WOOD, Paul Benson on trustee list
- FLEMING, Julian Bruce, Dr on trustee list
- BENNETT, Lee Jamie Paul on trustee list
- BRIGHTMAN, Jane Emma on trustee list
- BRYANT, Gillian Margaret on trustee list
- MOHAMED, Abdi Omar on trustee list
- YOUNGSON, Mairi Mclean, Dr not on trustee list
- WHETTON, Robert Adrian on trustee list
- MANNING, Andrew on trustee list
- LAREDO, Jonathan Marx on trustee list
- MORGAN, Paul James on trustee list
Public-sector contracts awarded
| Buyer | Contract | Awarded | Value |
|---|---|---|---|
| CITY OF BRADFORD METROPOLITAN DISTRICT COUNCIL | Provider List for Supported Living Services in the Bradford District | 20/03/2023 | £180.0m |
| CITY OF BRADFORD METROPOLITAN DISTRICT COUNCIL | Daytime Activities Provider List | 09/02/2021 | £50.0m |
| CITY OF BRADFORD METROPOLITAN DISTRICT COUNCIL | Daytime Activities Provider List | 09/02/2021 | £50.0m |
| CITY OF BRADFORD METROPOLITAN DISTRICT COUNCIL | Daytime Activities Provider List | 09/02/2021 | £50.0m |
UK research funding (UKRI Gateway to Research)
- FitBees
- Dandelion – a user-centred investigation into the repairability, returnability and reusability of Hestia sensors, a social care AI technology solution where room sensors support safety and fitness.
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Care Quality Commission ratings
- HF Trust - Lympne Place (High Trees and The Beeches): Requires improvement
- HF Trust Chestnuts: Requires improvement
- Wrekin Cottage - Telford (West Midlands): Requires improvement
- HF Trust - 38 South Road: Good
- HF Trust - 117 a & b Hitchin Road: Good
- HF Trust - 330 Westward Road: Good
- HF Trust - Trelowen: Good
- HF Trust - 1 & 2 Clementi Court Houses: Good
- HF Trust - 1 Foxlydiate Mews: Good
- HF Trust - Chy Keres: Good
Register events
- Received assets from another charity (11/01/2023)
- Received assets from another charity (31/12/2018)
- Received assets from another charity (31/12/2018)
- Received assets from another charity (16/06/2017)
- Received assets from another charity (08/05/2017)
- Received assets from another charity (16/03/2016)
Trustees
- Abdi Mohamed
- Andrew Manning
- Dr Mairi McLean
- Gillian Bryant
- Jane Brightman
- Jonathan Laredo
- Julian Fleming
- Katie Jones
- Lee Bennett
- Mark Knight
- PAUL JAMES MORGAN
- Paul Wood
- Robert Whetton
- Stephanie Wood
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £85.0m | £89.2m |
| 31/03/2024 | £89.4m | £98.5m |
| 31/03/2023 | £81.2m | £96.9m |
| 31/03/2022 | £89.7m | £88.9m |
| 31/03/2021 | £85.0m | £86.0m |
Common questions
Is HF TRUST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a £4.3m deficit for the year ended 31 March 2025, a reduction from the previous year's £9.2m deficit, driven by a turnaround programme that reduced agency costs and central overheads. Per the trustees' report, unrestricted reserves are in a deficit position of £10.5m, falling below the stated policy target of three months' payroll (£16.2m), although designated property assets of £39.0m provide additional liquidity. The trustees and auditors have identified a material uncertainty regarding the charity's ability to secure a £10m long-term loan before existing facilities are exhausted, casting significant doubt on its ability to continue as a going concern. Its FY2025 accounts were audited by RSM UK Audit LLP.
Who funds HF TRUST LIMITED?
Funders whose own accounts filings name HF TRUST LIMITED as a grant recipient include THE GERALD MICKLEM CHARITABLE TRUST, THE PATRICK & HELENA FROST FOUNDATION, Army Benevolent Fund, DUCHY HEALTH CHARITY LIMITED, THE HELEN ROLL CHARITY.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 06/01/2025 | £19k | On Your Doorstep Shropshire |
| UK government | 26/02/2024 | £27k | Dandelion a user-centred investigation into the repairability, returnability and reusability of Hestia sensors, a social care AI technology solution where room sensors support safety and fitness. |
| Sport England | 25/01/2023 | £2k | Yoga for adults with learning disabilities and autism |
| UK government | 26/01/2022 | £213k | FitBees |
| UK government | 27/08/2020 | £3k | VSCE CMC Fund |
| The National Lottery Community Fund | 28/02/2019 | £51k | Luv2meetU |
| The National Lottery Community Fund | 27/01/2017 | £326k | Luv2MeetU (L2MU) |
| The National Lottery Community Fund | 13/10/2016 | £4k | Hum Tum's Celebration |
| The National Lottery Community Fund | 04/05/2016 | £1k | 'Voices to be Heard' |
| The National Lottery Heritage Fund | 05/08/2015 | £7k | "Celebrating and remembering the lives of people with learning disabilities in South Gloucestershire" |
| The National Lottery Community Fund | 07/01/2015 | £3k | Fire Safety Training – a DVD for people with learning disabilities |
| The National Lottery Community Fund | 11/02/2013 | £304k | Luv2MeetU |
| The National Lottery Community Fund | 09/12/2010 | £5k | Community dance project for adults with learning disabilities in South Warw |
| The National Lottery Community Fund | 18/12/2009 | £5k | 'Celebrating Cooking and Culture' Project Based in Kingston-upon-Thames |
| The National Lottery Community Fund | 11/08/2009 | £185k | Luv2meetU |
| The National Lottery Community Fund | 13/08/2008 | £359k | Supported Employment Development Project (South West) |
| The National Lottery Community Fund | 17/03/2006 | £5k | Multi sensory arts project |
| The National Lottery Community Fund | 20/02/2006 | £425k | HFTs Regional PCP Development Project |
| The National Lottery Community Fund | 02/12/2004 | £5k | Rivendell Music Group |
| Leeds City Council | — | £3.2m | |
| Leeds City Council | — | £3.0m |
Funders of similar charities
Charities like this
- BEAMSTAFFS
- THE INTEGRATION TRUST LIMITED
- FHS TRUST LIMITED
- FAMILY CARE TRUST
- STROUD & DISTRICT HOMES FOUNDATION LIMITED
- DISABILITY FOCUS
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| HF TRUST LIMITED | £85.0m | — | — | unclear | 50.0% | material uncertainty |
| BEAMSTAFFS | £211k | — | 0 | unclear | — | no doubt |
| THE INTEGRATION TRUST LIMITED | £395k | — | 0 | above | — | no doubt |
| FHS TRUST LIMITED | £1.9m | £60,001 - £70,000 | 1 | below | — | noted |
| FAMILY CARE TRUST | £4.1m | — | 0 | unclear | — | no doubt |
| STROUD & DISTRICT HOMES FOUNDATION LIMITED | £2.6m | — | 0 | unclear | — | no doubt |