The Hartley Trust

Analysis

The Hartley Trust is a registered charity in England and Wales, based in Newbury. It was registered in August 1963, 63 years ago. Its declared purposes cover the prevention or relief of poverty and accommodation/housing, which this site groups under poverty relief. It says it makes grants to organisations, provides other finance and provides buildings/facilities/open space.

In the financial year ending December 2025, The Hartley Trust reported income of £2.6m and spending of £2.1m, leaving 21% of income unspent that year. Across the 5 years on record, from December 2021 to December 2025, income grew from £2.0m to £2.6m (+33%), an average of +7.5% a year. The sharpest change came in the year to December 2024, when income rose by 41%. Over the whole period it spent 91% of the income it received.

Among 15,276 England and Wales charities whose main cause is poverty relief and that reported income, The Hartley Trust sits at the 97th percentile: it is larger than about 97% of them. Against every charity in England and Wales with reported income it ranks in the 97th percentile. Charities of a similar size with the same main cause include Jca Charitable Foundation (£2.6m), Latin American Women's Aid Refuge (£2.6m) and Amos Trust (£2.6m).

In its latest detailed accounts, income came from investments 56%, trading 25% and charitable activities 19%. Charitable activities took 51% of spending and raising funds 25%. Grants to other organisations totalled £34k. Reserves of £56.7m would cover about 321 months of spending at that rate. It employed 10 people.