ST LUKE'S HEALTHCARE FOR THE CLERGY

Charity number: 1123195
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

St Luke's supports the mental health and wellbeing of the Anglican clergy. It offers one-to-one care and treatment with trained health professionals. It also offers wellbeing services to clergy via their dioceses and training colleges, such as resilience training workshops, establishing reflective practice groups and other activities to help clergy to flourish in their ministry.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£624,647

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Donations and legacies £568.68k
Charitable activities £27.41k
Other trading activities £0
Investments £24.93k
Other £3.63k

Total expenditure:
£500,584

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Raising funds £56.31k
Charitable activities £444.27k
Other £0

-£1,694 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 £56.31k
Charitable expenditure £444.27k
Retained for future use £124.06k

People

6 Employee(s)

8 Trustee(s)

2 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

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

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 14 March 2008: Standard registration
Organisation type:
Charitable company
Other names:
  • ST LUKE'S (Working name)
  • St Luke's for Clergy Wellbeing (Working name)
  • ST LUKES HOSPITAL (Working name)
  • ST LUKE'S HOSPITAL FOR THE CLERGY (Previous name)
Company number:
06511046 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Joanna Bardsley Trustee 18 March 2024
None on record
Dr Nicholas Roger Dunn Trustee 17 November 2023
None on record
The Rt Revd Timothy Martin Thornton Trustee 20 March 2023
THE ARCHBISHOP OF CANTERBURY'S ANGLICAN COMMUNION FUND
Received: On time
GRAEME POLLARD Trustee 17 August 2022
None on record
Rev Hilary Margaret Ison Trustee 18 February 2019
None on record
Venerable Richard Lee Simpson Trustee 18 February 2019
SHEPHERDS DENE
Received: On time
THE DURHAM LESOTHO DIOCESAN LINK
Received: On time
Rev STEPHEN LISTER FIELDING Trustee 19 September 2016
ALL SAINTS (ST PAUL'S WALDEN) PRESERVATION TRUST
Received: On time
Dr GARY THOMAS BELL Trustee 12 July 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £164.96k £195.94k £246.68k £286.95k £624.65k
Total expenditure £359.64k £388.87k £390.96k £402.27k £500.58k
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 £568.68k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £27.41k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £24.93k
Income - Other N/A N/A N/A N/A £3.63k
Income - Legacies N/A N/A N/A N/A £37.78k
Expenditure - Charitable activities N/A N/A N/A N/A £444.27k
Expenditure - Raising funds N/A N/A N/A N/A £56.31k
Expenditure - Governance N/A N/A N/A N/A £41.18k
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £5.33k
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 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets N/A N/A N/A N/A £1.53k
Long-term investments N/A N/A N/A N/A £791.72k
Other assets N/A N/A N/A N/A £100.74k
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 £32.58k

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 March 2025 09 December 2025 On time
Accounts and TAR 31 March 2025 09 December 2025 On time Download Open in new window
Annual return 31 March 2024 24 December 2024 On time
Accounts and TAR 31 March 2024 24 December 2024 On time Download Open in new window
Annual return 31 March 2023 04 January 2024 On time
Accounts and TAR 31 March 2023 04 January 2024 On time Download Open in new window
Annual return 31 March 2022 30 December 2022 On time
Accounts and TAR 31 March 2022 24 December 2022 On time Download Open in new window
Annual return 31 March 2021 15 December 2021 On time
Accounts and TAR 31 March 2021 15 December 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.

MEMORANDUM AND ARTICLES (INCORPORATED) 21 FEBRUARY 2008 AS AMENDED BY SPECIAL RESOLUTION DATED 30 OCTOBER 2009 AND NAME AMENDED BY CERTIFICATE OF INCORPORATION 10 NOVEMBER 2009

Charitable objects

TO PROVIDE OR TO PROVIDE ACCESS TO SUCH FACILITIES AS SHALL FROM TIME TO TIME BE APPROPRIATE TO MAINTAIN OR IMPROVE THE PHYSICAL OR MENTAL HEALTH OF SUCH OF THE FOLLOWING NAMELY: AT THIS POINT REFER TO OBJECTS ON GOVERNING DOCUMENT

Area of benefit

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

UNDEFINED IN PRACTICE LONDON BOROUGH OF CAMDEN

Contact information

Address:
Room 103
Church House
27 Great Smith Street
London
SW1P 3AZ
Phone:
02045467000
Email:
enquiries@stlukesforclergy.org.uk
Website:

www.stlukesforclergy.org.uk Open in new window