the hartley trust

The charity supports elderly people. The Hartley Trust is a registered charity whose purpose is the prevention or relief of poverty. It delivers its work by making grants to organisations. The charity is based in Newbury and operates in West Berkshire and Oxfordshire.

This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

Management of Almshouses

Fundraising

See where The Hartley Trust is active and find local fundraising opportunities.

Local Authority

West Berkshire Oxfordshire

Financial Information

Latest Income

£2,709,329

Latest Expenditure

£2,093,748

Financial Efficiency

Program Ratio 42.6%

% of income going directly to charitable activities

Overall Efficiency 55.1%

% of expenditure going to programs (vs overhead)

Administrative Ratio 23.0%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0

Charitable Activities £468,121

Other Trading £663,745

Investments £1,571,197

Other Income £6,266

Expenditure Categories

Charitable Expenditure £1,153,174

Raising Funds £448,363

Governance £33,819

Grants to Institutions £0

Other Expenditure £492,211

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£2,709,329	£2,093,748	£1,153,174	£55,676,048	£55,676,048	9 / 0
2023	£1,926,578	£2,315,660	£1,082,347	£52,567,064	£52,567,064	9 / 0
2022	£1,849,113	£1,877,543	£1,093,862	£48,197,420	£48,197,420	10 / 0
2021	£1,980,099	£1,707,431	£1,089,519	£47,542,989	£47,542,989	10 / 0
2020	£1,613,178	£1,271,057	£967,434	£40,421,941	£40,421,941	8 / 0