Holkham Charitable Foundation

Charity number: 278928
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General Charitable Donations

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £65,458
Total expenditure: £60,910

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Norfolk

Governance

Registration history:
  • 29 January 1979: Standard registration
Organisation type:
Trust
Other names:
  • EARL OF LEICESTER - CHARITABLE FUND (Working name)
  • VISCOUNT COKE'S CHARITABLE FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints 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
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
Peter Mitchell Trustee 22 June 2021
None on record
The Earl of Leicester Trustee 25 March 2019
None on record
Countess of Leicester Polly Maria Coke Countess of Leicester Trustee 25 March 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £52.60k £80.13k £50.71k £45.67k £65.46k
Total expenditure £64.46k £68.69k £63.01k £44.82k £60.91k
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

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 05 April 2024 15 January 2025 On Time
Accounts and TAR 05 April 2024 15 January 2025 On Time Download Open in new window
Annual return 05 April 2023 15 January 2025 345 days late
Accounts and TAR 05 April 2023 15 January 2025 345 days late Download Open in new window
Annual return 05 April 2022 22 March 2023 45 days late
Accounts and TAR 05 April 2022 22 March 2023 45 days late Download Open in new window
Annual return 05 April 2021 05 February 2022 On Time
Accounts and TAR 05 April 2021 05 February 2022 On Time Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 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.

TRUST DEED DATED 7TH NOVEMBER 1979 as amended on 25 Mar 2019 as amended on 25 Mar 2019 as amended on 22 Jul 2019

Charitable objects

The Trustees shall pay or apply the income of the Trust Fund for the public benefit to or for such purposes which are exclusively charitable according to the laws of England and Wales as the Trustees may in their absolute discretion think fit, including by but not limited to: 4.1 making grants which further the Trust Fund's charitable objects to charities, individuals who are in charitable need, and non-profit organisations, provided that any grants to non-charities must be restricted to use for purposes falling within the Trust Fund's charitable objects; 4.2 relieving poverty whether by reason of age, infirmity or otherwise amongst the employees and former employees of any of the late Fifth Earl of Leicester, the Holkham Estates Co, Coke Estates Limited, the Benefactor or the Benefactor's wife, widow, or any issue of his, or by trustees on behalf of any of them, or amongst Parishioners of the Parishes of Holkham, Wells-next-the-Sea, Wighton, Warham, Quarles, Egmere, Waterden, South Creake, Burnham Market, Burnham Overy, Burnham Thorpe, Burnham Norton and Castle Acre in Norfolk. Any payment made to a charity may be for the general charitable purposes of the charity, or for a narrower purpose.

Area of benefit

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

SEE OBJECTS

Contact information

Address:
COKE ESTATES LTD
HOLKHAM ESTATE OFFICE
WELLS-NEXT-THE-SEA
NR23 1AB
Phone:
01328 710227
Email:
l.tyce@holkham.co.uk
Website:

No information available