HENDERSON TRUST

Charity Number: 1117051
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Regeneration and renewal of the West Earlham, North Earlham, Larkman and Marlpit areas of Norwich by working in partnerships with residents and service providers to the public to reduce levels of disadvantage in the area with specific regard to crime, health, unemployment and housing

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£662,031

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Donations and legacies £83.22k
Charitable activities £0
Other trading activities £0
Investments £578.81k
Other £0

Total expenditure:
£658,617

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Raising funds £0
Charitable activities £658.62k
Other £0

-£182,421 investments gains (losses)

Total income includes £40,199 from 9 government grant(s)

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 £0
Charitable expenditure £658.62k
Retained for future use £3.41k

People

10 Employee(s)

8 Trustee(s)

6 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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Norfolk

Governance

Registration history:
  • 29 November 2006: Standard registration
Organisation type:
Charitable company
Other names:
  • NELM DEVELOPMENT TRUST LIMITED (Previous name)
  • NELM DEVELOPMENT TRUST LIMITED (Previous name)
  • NELM DEVELOPMENT TRUST LIMITED CHARITY NAME (Previous name)
Company number:
04103670 Open in new window
Gift aid:
Not 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
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Margaret Winifred Wheeler Trustee 12 June 2025
None on record
Paul Hutson Trustee 20 October 2022
None on record
Jennifer Vitkovitch Trustee 13 October 2020
None on record
Laura McCartney-Gray Trustee 21 September 2020
None on record
Samuel James Earl Trustee 20 March 2018
None on record
CATRIN Eyers Trustee 28 August 2013
None on record
NORMA VALERIE HARMER Trustee
None on record
LYNDA JOY WILKINSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £550.89k £608.13k £588.35k £584.11k £662.03k
Total expenditure £606.12k £574.28k £625.63k £664.26k £658.62k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £20.39k £4.68k £40.20k
Income - Donations and legacies £60.63k £177.43k £100.38k £56.33k £83.22k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £490.26k £430.71k £487.97k £526.74k £578.81k
Income - Other £0 £0 £0 £1.04k £0
Income - Legacies £0 £0 £100.38k £0 £0
Expenditure - Charitable activities £606.12k £574.28k £625.63k £664.26k £658.62k
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £0 £11.77k £60.75k £55.94k
Expenditure - Grants institution £0 £17.80k £16.60k £16.70k £13.71k
Expenditure - Investment management £0 £0 £0 £0 £0
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £4.04m £3.19m £3.18m £3.18m £2.85m
Long-term investments £1.94m £2.41m £2.41m £2.41m £2.23m
Other assets £237.09k £273.61k £267.23k £184.83k £199.54k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £131.62k £129.83k £152.41k £146.91k £142.37k

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 13 December 2024 On Time
Accounts and TAR 31 March 2024 13 December 2024 On Time Download Open in new window
Annual return 31 March 2023 03 November 2023 On Time
Accounts and TAR 31 March 2023 03 November 2023 On Time Download Open in new window
Annual return 31 March 2022 06 December 2022 On Time
Accounts and TAR 31 March 2022 06 December 2022 On Time Download Open in new window
Annual return 31 March 2021 21 December 2021 On Time
Accounts and TAR 31 March 2021 21 December 2021 On Time Download Open in new window
Annual return 31 March 2020 14 December 2020 On Time
Accounts and TAR 31 March 2020 14 December 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 07/11/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/03/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/03/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/11/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/04/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/11/2009 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 17/08/2010 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 15/05/2012

Charitable objects

THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN REGENERATION IN AREAS OF SOCIAL END ECONOMIC DEPRIVATION (AND IN PARTICULAR THE AREA OF BENEFIT) BY ALL OR ANY OF THE FOLLOWING MEANS:- 3.1.1) TO ADVANCE EDUCATION; 3.1.2) TO PROVIDE OR ASSIST IN PROVIDING AND IMPROVING TRAINING AND ASSOCIATED SERVICES AND FACILITIES. 3.1.3) TO RELIEVE UNEMPLOYMENT IN ANY WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTING PEOPLE TO FIND EMPLOYMENT, PROVIDING EMPLOYMENT OPPORTUNITIES, OR PROVIDING WORK EXPERIENCE; 3.1.4) TO PROVIDE OR ASSIST IN PROVIDING FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES IN PARTICULAR THROUGH HELP:- 3.1.4.1) IN SETTING UP THEIR OWN BUSINESS; AND 3.1.4.2 TO EXISTING BUSINESSES; 3.1.5) TO PROVIDE OR ASSIST IN PROVIDING FACILITIES, SERVICES OR ASSISTANCE TO PEOPLE IN THE COMMUNITY WHO ARE AGED, WHO HAVE MENTAL OR PHYSICAL DISABILITIES OR WHO ARE SICK OR WHO ARE OTHERWISE IN NEED; 3.1.6) TO PROMOTE GOOD HEALTH AND THE RELIEF OF SICKNESS; 3.1.7) TO PROVIDE HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN TH PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING; 3.1.8) TO PROVIDE OR IMPROVE OR TO ASSIST IN PROVIDING OR IMPROVING COMMUNITY, SOCIAL, RECREATIONAL AND LEISURE TIME FACILITIES IN PARTICULAR FOR THOSE WHO NEED THOSE FACILITIES BECAUSE OF THEIR YOUTH, AGE, INFIRMITY, DISABILITY, OR SOCIAL OR ECONOMIC CIRCUMSTANCES WITH THE OBJECT OF IMPROVING ACCESS TO OPPORTUNITIES AND IMPROVING QUALITY OF LIFE; 3.1.9) TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT AND ACCESS TO OPEN SPACE; 3.1.10) TO IMPROVE OR ASSIST IN IMPROVING INFRASTRUCTURE AND TRANSPORTATION FACILITIES; 3.1.11) TO PROVIDE OR ASSIST IN PROVIDING RESIDENTS WITH A SAFE AND GOOD QUALITY ENVIRONMENT IN THE COMMUNITY INCLUDING THROUGH:- .1) THE PROMOTION OF THE PREVENTION AND/OR REDUCTION OF CRIME, ANTI-SOCIAL BEHAVIOUR AND NUISANCE; .2) THE PROTECTION OF PEOPLE AND PROPERTY; AND .3) THE SUPPORT OF VICTIMS AND WITNESSES OF CRIME AND THEIR FAMILIES; 3.1.12) TO PROMOTE GOOD COMMUNITY RELATIONS; AND 3.1.13 SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.

Area of benefit

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

THE NORTH EARLHAM, LARKMAN AND MARLPIT AREAS IN THE CITY OF NORWICH

Contact information

Address:
HENDERSON TRUST
HENDERSON BUSINESS CENTRE
51 IVY ROAD
NORWICH
NR5 8BF
Phone:
01603251700
Email:
nick.craig@henderson-norwich.org
Website:

www.henderson-norwich.org Open in new window