THE HINTZE FAMILY CHARITABLE FOUNDATION

Charity number: 1101842
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance education; to support museums, libraries and art galleries; to support the Christian faith and institutions; to relieve sickness and protect and preserve public health, and to further such other charitable purposes as the trustees determine.

Income and expenditure

Data for financial year ending 31 December 2022

Total income:
£1,122,171

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Donations and legacies £1.10m
Charitable activities £0
Other trading activities £0
Investments £22.17k
Other £0

Total expenditure:
£910,876

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Raising funds £0
Charitable activities £894.87k
Other £16.01k

£472,655 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Income generation and governance £16.01k
Charitable expenditure £894.87k
Retained for future use £211.30k

People

1 Employee(s)

3 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

This charity does not raise funds from the public

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Religious Activities
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • Austria
  • Ireland
  • Italy
  • Scotland
  • South Africa
  • United States

Governance

Registration history:
  • 30 January 2004: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Risk management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR MICHAEL PEAT Chair 13 March 2014
THE SAID FOUNDATION
Received: On time
Duncan Anthony Hilder Baxter Trustee 13 January 2015
THE HIGHLAND CHARITABLE TRUST
Overdue by 83 days
Lord MICHAEL HINTZE KCSG Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Total gross income £9.31k £3.39m £2.87m £1.49m £1.12m
Total expenditure £1.62m £4.05m £885.90k £2.78m £910.88k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A £3.38m £2.85m £1.46m £1.10m
Income - Other trading activities N/A £0 £0 £0 £0
Income - Charitable activities N/A £0 £0 £0 £0
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £12.33k £21.92k £25.37k £22.17k
Income - Other N/A £0 £0 £0 £0
Income - Legacies N/A £0 £0 £0 £0
Expenditure - Charitable activities N/A £4.05m £885.17k £2.78m £894.87k
Expenditure - Raising funds N/A £0 £0 £0 £0
Expenditure - Governance N/A £92.54k £118.60k £31.23k £91.43k
Expenditure - Grants institution N/A £3.96m £766.58k £2.75m £752.13k
Expenditure - Investment management N/A £0 £0 £0 £0
Expenditure - Other N/A £679 £723 £3.15k £16.01k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Own use assets N/A £0 £0 £0 £0
Long-term investments N/A £6.02m £4.85m £3.53m £3.09m
Other assets N/A £2.63m £837.00k £1.53m £1.20m
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £8.29m £4.67m £4.83m £3.38m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2022 25 October 2023 On time
Accounts and TAR 31 December 2022 25 October 2023 On time Download Open in new window
Annual return 31 December 2021 27 October 2022 On time
Accounts and TAR 31 December 2021 27 October 2022 On time Download Open in new window
Annual return 31 December 2020 09 September 2021 On time
Accounts and TAR 31 December 2020 09 September 2021 On time Download Open in new window
Annual return 31 December 2019 05 October 2020 On time
Accounts and TAR 31 December 2019 05 October 2020 On time Download Open in new window
Annual return 31 December 2018 28 October 2019 On time
Accounts and TAR 31 December 2018 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 23 DECEMBER 2003. TRUST DEED DATED 23/12/2003 AS AMENDED ON 09/04/2015 AS AMENDED BY RESOLUTION DATED 23/09/2015

Charitable objects

(I) TO ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF CHRISTIAN CHURCHES IN ENGLAND AND WALES AND IN PARTICULAR IN THE DIOCESE OF SOUTHWARK (II) TO ADVANCE RELIGION AND FOR THE BENEFIT OF THE GENERAL PUBLIC TO PROVIDE FINANCIAL ASSISTANCE FOR THE REPAIR AND MAINTENANCE OF CHRISTIAN CHURCHES ENGLAND AND WALES AND IN PARTICULAR IN THE DIOCESE OF SOUTHWARK (III) TO RELIEVE SICKNESS AND PROTECT AND PRESERVE PUBLIC HEALTH THROUGH FUNDING SPECIFIC PROJECTS TO BENEFIT THE SICK AND TERMINALLY ILL (IV) TO ADVANCE EDUCATION BY PROVIDING AND ASSISTING IN THE PROVISION OF RESOURCES AND EQUIPMENT FOR SCHOOLS COLLEGES AND UNIVERSITIES AND IN PARTICULAR TO ENABLE THE ACQUISITION AND RETENTION OF ANTIQUARIAN BOOKS TO BE USED AS A LEARNING RESOURCE (V) FOR THE PUBLIC BENEFIT TO PROVIDE FINANCIAL SUPPORT IN FURTHERANCE OF THE CHARITABLE PURPOSES OF INSTITUTIONS SUCH AS MUSEUMS, LIBRARIES AND ART GALLERIES AND IN PARTICULAR TO PROMOTE ACCESS FOR THE GENERAL PUBLIC TO WORKS OF ARTISTIC, SCIENTIFIC OR NATIONAL, HISTORIC, ARCHITECTURAL OR CULTURAL IMPORTANCE (VI) TO FURTHER SUCH OTHER PURPOSES WHICH ARE CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES THINK FIT PROVIDED THAT IN SO DOING THE CHARITY SHALL NOT RELIEVE ANY LOCAL AUTHORITY OR OTHER BODY FROM ITS STATUTORY OF OBLIGATIONS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

TO ADVANCE THE WORK OF CHRISTIAN CHRUCHES IN ENGLAND AND WALES, PARTICULARLY IN THE DIOCESE OF SOUTHWARK, AND WORK WORLDWIDE.

Contact information

Address:
50 PALL MALL
LONDON
SW1Y 5JH
Phone:
02045705600
Email:
enquiries@hfcf.org.uk
Website:

No information available