SUTTON'S HOSPITAL IN CHARTERHOUSE

Charity Number: 207773
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity provides accommodation and care for defined categories of men and women (the Brothers) in its historic buildings in Charterhouse Square in the City of London. It also provides financial support to Charterhouse School and has the power to operate a museum.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£5,176,000

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Donations and legacies £142.00k
Charitable activities £1.31m
Other trading activities £727.00k
Investments £3.00m
Other £0

Total expenditure:
£5,585,000

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Raising funds £1.32m
Charitable activities £4.26m
Other £0

£1,485,000 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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Raising funds and other expenditure £1.32m
Charitable expenditure £4.26m

People

75 Employee(s)

14 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 3
£80k to £90k 1
£90k to £100k 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:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Surrey
  • Throughout London

Governance

Registration history:
  • 26 November 1962: Standard registration
  • 16 April 1996: Removed
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
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

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emmett Steed-Mundin MSc CMgr Trustee 16 November 2023
None on record
Anna Prior MA Trustee 02 March 2023
None on record
PAUL WILKINSON MSc BSc Trustee 02 March 2023
None on record
Caroline Rolfe Trustee 17 March 2022
ST ALBANS OLD PEOPLE'S TRUST
Received: On time
Flora Lyon Trustee 17 March 2022
THORNTON-SMITH AND PLEVINS TRUST
Received: 298 days late
THE KENSINGTON TRUST LIMITED
Received: On time
William Naunton Trustee 17 March 2022
None on record
Sufina Ahmad Trustee 18 July 2019
ASSOCIATION OF CHARITABLE FOUNDATIONS
Received: On time
Caroline Abrahams Trustee 18 July 2019
None on record
Kate McLeod Trustee 18 July 2019
None on record
Bernadette Cunningham Trustee 16 July 2019
None on record
Dr MICHAEL HARDING Trustee 21 March 2019
NATIONAL HEART AND LUNG FOUNDATION
Received: On time
NATIONAL HEART AND LUNG FOUNDATION
Recently registered
DAVID FARNSWORTH Trustee 21 November 2017
None on record
Rebecca Munns Trustee 12 July 2017
None on record
Wilf Weeks Trustee 13 July 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 25/03/2020 25/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £5.79m £4.47m £4.92m £4.82m £5.18m
Total expenditure £5.03m £5.05m £5.58m £5.41m £5.59m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £270.00k N/A N/A N/A N/A
Income - Donations and legacies £829.41k £322.00k £165.00k £149.00k £142.00k
Income - Other trading activities £642.00k £203.00k £609.00k £691.00k £727.00k
Income - Charitable activities £1.11m £0 £0 £1.22m £1.31m
Income - Endowments £0 £322.00k £165.00k £0 £0
Income - Investment £2.89m £2.58m £2.87m £2.76m £3.00m
Income - Other £322.83k £1.36m £1.27m £0 £0
Income - Legacies £408.00k £0 £0 £48.00k £2.21k
Expenditure - Charitable activities £3.67m £3.91m £4.36m £4.04m £4.26m
Expenditure - Raising funds £1.36m £1.14m £1.21m £1.37m £1.32m
Expenditure - Governance £312.15k £0 £295.00k £181.00k £0
Expenditure - Grants institution £476.83k £448.00k £524.00k £0 £0
Expenditure - Investment management £761.60k £504.00k £630.00k £632.00k £558.00k
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 25/03/2020 25/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £7.69m £7.70m £7.89m £7.70m £7.70m
Long-term investments £101.81m £107.01m £108.07m £110.93m £112.42m
Other assets £3.64m £3.23m £2.57m £2.02m £1.68m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.51m £1.57m £1.78m £1.69m £1.76m

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 2024 23 January 2025 On Time
Accounts and TAR 31 March 2024 29 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 30 January 2024 On Time Download Open in new window
Annual return 31 March 2022 16 November 2022 On Time
Accounts and TAR 31 March 2022 16 November 2022 On Time Download Open in new window
Annual return 25 March 2021 24 August 2021 On Time
Accounts and TAR 25 March 2021 24 August 2021 On Time Download Open in new window
Annual return 25 March 2020 21 January 2021 On Time
Accounts and TAR 25 March 2020 21 January 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.

SCHEME DATED 08 DEC 2009 AS AMENDED BY RESOLUTION DATED 18 JUL 2012 AS AMENDED BY RESOLUTION DATED 19 MAR 2014 AS AMENDED BY RESOLUTION DATED 26 NOV 2014 AS AMENDED BY RESOLUTION DATED 07 MAY 2015 AS AMENDED BY SCHEME DATED 06 APR 2017 as amended on 17 Mar 2022 as amended on 16 Nov 2023

Charitable objects

OBJECTS OF THE CHARITY (1) IN THIS CLAUSE, “BENEFICIARIES” MEANS SINGLE PERSONS (WHO CAN BE WIDOWS, WIDOWERS OR UNMARRIED) OF GOOD CHARACTER WHO ARE IN NEED OF ASSISTANCE AND WHO, UNLESS THE GOVERNORS OTHERWISE DECIDE IN ANY INDIVIDUAL CASE: (A) ARE NOT LESS THAN 60 YEARS OF AGE; AND (B) ARE, OR HAVE BEEN, OFFICERS IN ANY OF THE ARMED FORCES OF THE CROWN, CLERGY, MERCHANTS OR PERSONS ENGAGED IN PUBLIC SERVICE OR IN TRADING, PROFESSIONAL, AGRICULTURAL OR SIMILAR OCCUPATIONS. (2) THE OBJECTS OF THE CHARITY ARE: (A) THE RELIEF OF BENEFICIARIES BY THE PROVISION OF ACCOMMODATION AND CARE OR IN SUCH OTHER WAYS AS THE GOVERNORS THINK FIT; AND (B) THE ADVANCEMENT OF EDUCATION BY THE PROVISION OF FINANCIAL SUPPORT TO THE SCHOOL (BUT ONLY IN ACCORDANCE WITH THE ‘USE OF INCOME’ CLAUSE 29(1)(C) OF THE PRINCIPAL SCHEME). (3) THE BENEFICIARIES WHO ARE APPOINTED TO ACCOMMODATION IN THE HOSPITAL MAY BE KNOWN AS “BROTHERS” AND/OR SUCH OTHER NAME OR NAMES AS THE GOVERNORS MAY FROM TIME TO TIME DETERMINE (AND IN THIS SCHEME ARE REFERRED TO AS “RESIDENT/S”).

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 207773-1 DANIEL WRAY
Governing document
SCHEME DATED 15 SEPTEMBER 1931
Charitable objects
CLEAR YEARLY INCOME TO BE APPLIED FOR THE LIBRARY OF THE POOR BROTHERS OF SUTTON'S HOSPITAL IN CHARTERHOUSE. ANY PART OF INCOME NOT REQUIRED FOR THESE PURPOSES TO BE USED IN ANY WAY AS GOVERNORS THINK FIT FOR BENEFIT OF POOR BROTHERS.
Area of benefit
NOT DEFINED
Registration history
  • 26 November 1962 : Standard registration
  • 16 April 1996 : Removed

Contact information

Address:
SUTTON'S HOSPITAL IN CHARTERHOUSE
CHARTERHOUSE SQUARE
LONDON
EC1M 6AN
Phone:
02072539503
Email:
chris.adcock@thecharterhouse.org
Website:

www.thecharterhouse.org Open in new window