DUKE UK TRUST LIMITED

Charity number: 1122594
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Advance Education; Support academic research and provision of Healthcare

Income and expenditure

Data for financial year ending 31 July 2023

Total income: £288,880
Total expenditure: £315,878

People

3 Trustee(s)

Employees with total benefits over £60,000

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

Fundraising

No information available

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
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England
  • United States

Governance

Registration history:
  • 04 February 2008: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
06300858 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
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
Annette Bothwell Trustee 31 May 2023
None on record
Michael Carl Sholtz Trustee 03 September 2021
None on record
STEPHEN D BAYER Trustee 17 May 2012
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £434.70k £1.59m £593.62k £517.55k £288.88k
Total expenditure £446.07k £1.44m £758.67k £495.21k £315.88k
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 £1.58m £586.09k £506.97k N/A
Income - Other trading activities N/A £0 £0 £0 N/A
Income - Charitable activities N/A £0 £0 £0 N/A
Income - Endowments N/A £0 £0 £0 N/A
Income - Investment N/A £0 £0 £0 N/A
Income - Other N/A £11.74k £7.53k £10.59k N/A
Income - Legacies N/A £0 £0 £0 N/A
Expenditure - Charitable activities N/A £1.43m £752.37k £492.91k N/A
Expenditure - Raising funds N/A £0 £0 £0 N/A
Expenditure - Governance N/A £2.88k £1.32k £0 N/A
Expenditure - Grants institution N/A £1.43m £751.05k £492.91k N/A
Expenditure - Investment management N/A £0 £0 £0 N/A
Expenditure - Other N/A £8.18k £6.30k £2.30k N/A

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 July 2023 30 May 2024 On Time
Accounts and TAR 31 July 2023 31 May 2024 On Time Download Open in new window
Annual return 31 July 2022 30 May 2023 On Time
Accounts and TAR 31 July 2022 30 May 2023 On Time Download Open in new window
Annual return 31 July 2021 30 May 2022 On Time
Accounts and TAR 31 July 2021 30 May 2022 On Time Download Open in new window
Annual return 31 July 2020 27 May 2021 On Time
Accounts and TAR 31 July 2020 27 May 2021 On Time Download Open in new window
Annual return 31 July 2019 03 June 2020 3 days late
Accounts and TAR 31 July 2019 03 June 2020 3 days late Download Open in new window
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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 3 JULY 2007

Charitable objects

TO ADVANCE EDUCATION OF THE PUBLIC, AND SUPPORT ACADEMIC RESEARCH AND THE PROVISION OF HEALTHCARE, IN PARTICULAR BY AWARDING GRANTS TO DUKE UNIVERSITY IN DURHAM, NORTH CAROLINA, USA, TO SUPPORT THE EDUCATION, ACADEMIC RESEARCH AND HEALTHCARE EFFORTS UNDERTAKEN BY THAT NON-PROFIT CHARITABLE INSTITUTION.

Area of benefit

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

DUKE UNIVERSITY IN DURHAM, NORTH CAROLINA, USA

Contact information

Address:
19 NORCOTT ROAD
LONDON
N16 7EJ
Phone:
02075022813
Email:
ukcharitabletrust@dev.duke.edu
Website:

No information available