THE EDWARD JAMES FOUNDATION LIMITED

Charity Number: 1126084
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Foundation delivers education through West Dean College and, as a secondary activity, maintains and preserves the West Dean Estate.

Income and expenditure

Data for financial year ending 30 September 2023

Total income:
£14,423,100

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Donations and legacies £220.69k
Charitable activities £9.61m
Other trading activities £1.70m
Investments £2.71m
Other £183.41k

Total expenditure:
£17,569,333

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Raising funds £4.24m
Charitable activities £13.33m
Other £0

£295,760 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 £4.24m
Charitable expenditure £13.33m

People

275 Employee(s)

10 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 6
£70k to £80k 2
£80k to £90k 1
£100k to £110k 1
£120k to £130k 1
£150k to £200k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 28 June 2010: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
06689362 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events 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
  • 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 owns and/or leases 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PROFESSOR PAUL O'PREY PHD Chair 25 June 2015
None on record
Ray Jon Shostak CBE Trustee 01 April 2024
None on record
Kevin Graham Edgeley Trustee 07 December 2023
None on record
Yen-Yen Teh Trustee 07 December 2023
None on record
Naomi Davenport Trustee 09 December 2022
None on record
Dr Ghazwa Alwani-Starr Trustee 09 December 2022
None on record
MICHAEL JOHN MCCART Trustee 15 June 2018
None on record
MARTIN WILLIAM ASHLEY Trustee 03 November 2017
STATIONERS' HALL CHARITY
Received: On time
Francis Plowden Trustee 16 December 2014
None on record
Caroline Winifred Griffith Trustee 25 April 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £10.97m £7.82m £8.01m £13.27m £14.42m
Total expenditure £11.36m £10.50m £10.26m £16.21m £17.57m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £404.06k £198.07k N/A N/A
Income - Donations and legacies £425.69k £780.86k £526.62k £194.54k £220.69k
Income - Other trading activities £1.86m £1.01m £1.12m £1.28m £1.70m
Income - Charitable activities £5.16m £2.42m £3.60m £9.14m £9.61m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.52m £3.38m £2.75m £2.66m £2.71m
Income - Other £0 £228.17k £20.00k £0 £183.41k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £7.33m £6.88m £7.52m £12.73m £13.33m
Expenditure - Raising funds £4.03m £3.62m £2.74m £3.49m £4.24m
Expenditure - Governance £81.53k £69.00k £78.20k £168.80k £208.24k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £1.61m £1.43m £1.22m £1.75m £2.10m
Expenditure - Other £0 £0 £0 £0 £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 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Own use assets £28.82m £31.15m £31.76m £34.80m £34.95m
Long-term investments £54.13m £110.14m £121.89m £119.26m £117.16m
Other assets £6.34m £12.50m £12.31m £8.75m £5.27m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £6.90m £12.79m £16.01m £15.78m £13.27m

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 30 September 2023 17 June 2024 On Time
Accounts and TAR 30 September 2023 17 June 2024 On Time Download Open in new window
Annual return 30 September 2022 01 June 2023 On Time
Accounts and TAR 30 September 2022 01 June 2023 On Time Download Open in new window
Annual return 30 September 2021 21 July 2022 On Time
Accounts and TAR 30 September 2021 21 July 2022 On Time Download Open in new window
Annual return 30 September 2020 20 July 2021 On Time
Accounts and TAR 30 September 2020 20 July 2021 On Time Download Open in new window
Annual return 30 September 2019 27 July 2020 On Time
Accounts and TAR 30 September 2019 27 July 2020 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 04/09/2008 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 28/11/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11 DEC 2018 as amended on 19 Dec 2018

Charitable objects

TO ADVANCE SUCH CHARITABLE EDUCATION PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT IN PARTICULAR (BUT WITHOUT LIMITATION): (A) THE DELIVERY OF EDUCATION THROUGH WEST DEAN COLLEGE; (B) PROVIDED THAT THE ACTIVITY AT (A) ABOVE HAS (IN THE OPINION OF THE TRUSTEES) BEEN FULFILLED THEN IN THE TRUSTEES DISCRETION, AS A SECONDARY ACTIVITY, PRESERVING (IN WHOLE OR IN PART) THE WEST DEAM ESTATE TO THE EXTENT THAT THE SAID ESTATE CONSISTS OF LAND, BUILDINGS AND PHYSICAL OR NATURAL ENVIRONMENT, WHICH IS OF HISTORICAL, ARCHITECTURAL, ENVIRONMENTAL OR SCIENTIFIC IMPORTANCE.

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL

Linked charities

Linked charities
Linked charity 1126084-1 THE EDWARD JAMES FOUNDATION
Governing document
TRUST DEED DATED 23 NOVEMBER 1964; AS AMENDED BY AN ORDER OF THE CHARITY COMMISSIONERS DATED 20 AUGUST 2004.
Charitable objects
FOR SUCH GENERAL CHARITABLE EDUCATIONAL PURPOSES AS THE TRUSTEES SHALL DEEM APPROPRIATE
Area of benefit
WEST DEAN
Registration history
  • 28 June 2010 : Standard registration

Contact information

Address:
West Dean College
West Dean
Chichester
Chichester
West Sussex
PO18 0QZ
Phone:
01243818257
Email:
diane.goodman@westdean.ac.uk
Website:

www.westdean.org.uk Open in new window