THE CLASSICAL ASSOCIATION

Charity number: 313371
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote the development and maintain the well-being of Classical Studies.

Income and expenditure

Data for financial year ending 31 December 2024

Total income:
£532,510

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Donations and legacies £12.82k
Charitable activities £413.34k
Other trading activities £0
Investments £102.08k
Other £4.26k

Total expenditure:
£676,288

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Raising funds £2.25k
Charitable activities £674.04k
Other £0

£60,832 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £2.25k
Charitable expenditure £674.04k

People

5 Employee(s)

12 Trustee(s)

100 Volunteer(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

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 13 February 1964: Standard registration
  • 08 October 2012: Removed (Ceased to exist)
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Charlotte Louise Parkyn Trustee 25 July 2025
None on record
Professor Sharon Margaret Marshall Trustee 25 July 2025
None on record
Sebastian Kokelaar Trustee 09 November 2024
None on record
Kim Michael Taylor Trustee 13 July 2024
None on record
Dr John Russell Holton Trustee 13 July 2024
None on record
Sarah Jane Bell Trustee 23 March 2024
None on record
Sana Tanvir Van Dal Trustee 23 March 2024
None on record
Henry Benjamin Cullen Trustee 23 March 2024
None on record
Prof. Judith Margaret Mossman Trustee 23 March 2024
JACT SUMMER SCHOOLS TRUST
Received: On time
Dr Ian Keng Liang Goh Trustee 10 April 2022
None on record
James Spencer Anderson Trustee 07 April 2021
GIRTON COLLEGE
Received: On time
PHILIP HOOKER Trustee 11 April 1999
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £495.98k £463.60k £466.45k £491.03k £532.51k
Total expenditure £341.32k £488.33k £515.58k £542.42k £676.29k
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 N/A N/A N/A £12.82k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £413.34k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £102.08k
Income - Other N/A N/A N/A N/A £4.26k
Income - Legacies N/A N/A N/A N/A £11.52k
Expenditure - Charitable activities N/A N/A N/A N/A £674.04k
Expenditure - Raising funds N/A N/A N/A N/A £2.25k
Expenditure - Governance N/A N/A N/A N/A £11.90k
Expenditure - Grants institution N/A N/A N/A N/A £73.39k
Expenditure - Investment management N/A N/A N/A N/A £2.25k
Expenditure - Other N/A N/A N/A N/A £0

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 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Own use assets N/A N/A N/A N/A £1.06k
Long-term investments N/A N/A N/A N/A £2.15m
Other assets N/A N/A N/A N/A £317.96k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £101.03k

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 2024 23 October 2025 On time
Accounts and TAR 31 December 2024 23 October 2025 On time Download Open in new window
Annual return 31 December 2023 26 June 2024 On time
Accounts and TAR 31 December 2023 26 June 2024 On time Download Open in new window
Annual return 31 December 2022 25 July 2023 On time
Accounts and TAR 31 December 2022 25 July 2023 On time Download Open in new window
Annual return 31 December 2021 27 September 2022 On time
Accounts and TAR 31 December 2021 27 September 2022 On time Download Open in new window
Annual return 31 December 2020 27 May 2021 On time
Accounts and TAR 31 December 2020 27 May 2021 On time 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.

RULES ADOPTED 28 MAY 1904 AS AMENDED 1906, 1908, 1910, 1912, 1914, 1917, 1932, 1935, 1938, 1946, 1956, 1959,1974,1992 , 1993 AND 19 JUNE 1997 BY RESOLUTION PASSED UNDER SECTION 74 OF THE CHARITIES ACT 1993 AND 13 APRIL 1997. as amended on 23 Mar 2024 as amended on 01 Aug 1925

Charitable objects

TO PROMOTE THE DEVELOPMENT AND MAINTAIN THE WELL-BEING OF CLASSICAL STUDIES.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 313371-1 CLASSICAL ASSOCIATION JUBILEE FUND
Governing document
LETTER DATED OCTOBER 1963
Charitable objects
FOR THE PURPOSES OF THE CLASSICAL ASSOCIATION.
Area of benefit
NOT DEFINED
Registration history
  • 13 February 1964 : Standard registration
  • 08 October 2012 : Removed

Contact information

Address:
34 iMex Centre
575-599 Maxted Road
Hemel Hempstead
Hertfordshire
HP2 7DX
Phone:
07926 632598
Email:
office@classicalassociation.org
Website:

www.classicalassociation.org Open in new window