ISLEWORTH & HOUNSLOW CHARITY LIMITED

Charity number: 1112467
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Affordable Accommodation / Social Housing and grant giving

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£976,504

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Donations and legacies £0
Charitable activities £950.09k
Other trading activities £0
Investments £24.68k
Other £1.74k

Total expenditure:
£767,435

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Raising funds £0
Charitable activities £767.44k
Other £0

£593,404 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 £0
Charitable expenditure £767.44k
Retained for future use £209.07k

People

3 Employee(s)

12 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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 Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Hounslow

Governance

Registration history:
  • 26 November 1962: Standard registration
Organisation type:
Charitable company
Other names:
  • I & HC 2005 (Previous name)
Company number:
05577965 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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
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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev David COKAYNE Trustee 28 September 2023
None on record
Helena Davidson Trustee 22 March 2023
None on record
RONALD JOHN BARTHOLOMEW Trustee 22 March 2023
ACTIVEBASE CHARITABLE INCORPORATED ORGANISATION
Received: On time
THE FRIENDS OF ISLEWORTH PUBLIC HALL
Received: On time
CHRISTOPHER LUCY Trustee 22 March 2023
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS WITH ST MARY MAGDALENE, CHISWICK
Received: On time
THE FRIENDS OF ST NICHOLAS'S CHURCH, CHISWICK
Received: On time
ANGELA CARROLL Trustee 22 March 2023
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PAULS, CAMBERLEY
Received: 132 days late
PETER GEORGE DODKINS Trustee 22 March 2023
None on record
CLLR ANTONIOS LOUKI Trustee 22 March 2023
None on record
-- LINDA ANNE GREEN Trustee 22 March 2023
None on record
DAVID WOODS Trustee 22 March 2023
None on record
SHIRLEY SYLVESTER Trustee 22 March 2023
None on record
John Tippins Trustee 22 March 2023
None on record
PAUL TURNER Trustee 22 March 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £688.37k £722.92k £722.68k £751.92k £976.50k
Total expenditure £699.49k £576.09k £532.86k £615.21k £767.44k
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 £0 £120 £7.58k £18.07k £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £665.89k £710.72k £701.40k £718.72k £950.09k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £22.49k £12.09k £13.70k £15.13k £24.68k
Income - Other £0 £0 £0 £0 £1.74k
Income - Legacies £0 £0 £0 £18.07k £0
Expenditure - Charitable activities £699.49k £576.09k £532.86k £615.21k £767.44k
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £29.05k £29.55k £30.78k £28.36k £43.59k
Expenditure - Grants institution £0 £0 £0 £0 £0
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £7.20m £7.05m £6.98m £6.85m £6.97m
Long-term investments £6.77m £7.10m £8.14m £7.84m £8.73m
Other assets £286.27k £330.61k £521.49k £760.05k £1.11m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.79m £2.55m £2.49m £2.45m £2.56m

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 December 2023 20 October 2024 On Time
Accounts and TAR 31 December 2023 20 October 2024 On Time
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 30 October 2023 On Time
Annual return 31 December 2021 09 October 2022 On Time
Accounts and TAR 31 December 2021 09 October 2022 On Time
Annual return 31 December 2020 10 August 2021 On Time
Accounts and TAR 31 December 2020 10 August 2021 On Time
Annual return 31 December 2019 09 November 2020 9 days late
Accounts and TAR 31 December 2019 09 November 2020 9 days late
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 OF ASSOCIATION INCORPORATED 29 SEPTEMBER 2005 AS AMENDED BY SPECIAL RESOLUTION DATED 5 APRIL 2006 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 24/02/2015 as amended on 24 May 2018

Charitable objects

4. THE PURPOSES OF THE CHARITY ('THE OBJECTS') ARE RESTRICTED SPECIFICALLY TO THE FOLLOWING: 4.1 TO RELIEVE THE NEED OF PERSONS IN NECESSITOUS CIRCUMSTANCES BY THE PROVISION OF ACCOMMODATION, IN PARTICULAR BUT NOT LIMITED TO: 4.1.1 IN RELATION TO ALMSHOUSES TRANSFERRED FROM OR HELD ON TRUST FOR THE ISLEWORTH AND HOUNSLOW CHARITY, ACCOMMODATION FOR PERSONS OF GOOD CHARACTER WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSIONERS) HAVE BEEN RESIDENT IN THE LONDON BOROUGH OF HOUNSLOW FOR NOT LESS THAN TWO YEARS NEXT PRECEEDING THE TIME OF APPOINTMENT WITH A PREFERENCE FOR SUCH PERSONS WHO HAVE SO RESIDED IN THE AREA OF THE ANCIENT PARISH OF ISLEWORTH AND: 4.1.1.1 IN SELECTING NEW RESIDENTS FOR INGRAM'S ALMSHOUSES, PREFERENCE SHALL BE GIVEN TO SINGLE WOMEN AND SINGLE MEN, WHETHER SPINSTERS OR BACHELORS, WIDOWS OR WIDOWERS, SEPARATED OR DIVORCED; 4.1.1.2 IN SELECTING NEW RESIDENTS FOR TOLSON HOUSE PREFERENCE FOR 13 OF THE UNITS SHALL BE GIVEN TO SINGLE WOMEN AND SINGLE MEN, WHETHER SPINSTERS OR BACHELORS, WIDOWS OR WIDOWERS, SEPARATED OR DIVORCED OF NOT LESS THAN 55 YEARS OF AGE AND FOR 7 OF THE UNITS PREFERENCE SHALL BE GIVEN TO MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS OF NOT LESS THAN 55 YEARS OF AGE WHERE THEY CAN HAVE SOME OF THEIR BELONGINGS AND HUSBAND AND WIFE SHALL NOT BE SEPARATED; FOR TWO WHEELCHAIR ACCESSIBLE 2-BED FLATS PREFERENCE WILL BE GIVEN TO MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS OR SINGLE PEOPLE IN WHEELCHAIRS OF NOT LESS THAN 50 YEARS OF AGE; FOR THE REMAINING TWO 2-BED FLATS, PREFERENCE WILL BE GIVEN TO MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS OF NOT LESS THAN 55 YEARS OF AGE OR TO A SINGLE PERSON OF NOT LESS THAN 55 YEARS OF AGE WHOSE SON OR DAUGHTER LIVES IN AS THEIR CARER, AS LONG AS THE CARER IS NOT LESS THAN 40 YEARS OF AGE; 4.1.1.3 IN SELECTING NEW RESIDENTS FOR BUTLER'S ALMSHOUSES PREFERENCE SHALL BE GIVEN TO MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS OF NOT LESS THAN 60 YEARS OF AGE; 4.1.1.4 IN SELECTING NEW RESIDENTS FOR SERMON'S ALMSHOUSES PREFERENCE SHALL BE GIVEN TO WOMEN OF NOT LESS THAN 50 YEARS OF AGE FOR ALMSHOUSES 1-6, TO MEN AND WOMEN AND MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS OF NOT LESS THAN 50 YEARS OF AGE FOR ALMSHOUSES 7 AND 8 AND TO SINGLE MEN AND WOMEN, WHETHER SPINSTERS OR BACHELORS, WIDOWS OR WIDOWERS, SEPARATED OR DIVORCED OF NOT LESS THAN 50 YEARS OF AGE FOR ALMSHOUSE 9; 4.1.1.5 IN SELECTING NEW RESIDENTS FOR THE 26 ALMSHOUSES AT RAYBELL COURT PREFERENCE SHALL BE GIVEN AS FOLLOWS: (A) TO WOMEN OF NOT LESS THAN 50 YEARS OF AGE FOR FIVE SUCH ALMSHOUSES; (B) TO MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS OF NOT LESS THAN 50 YEARS OF AGE FOR TWO SUCH ALMSHOUSES; (C) TO MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS OF NOT LESS THAN 60 YEARS OF AGE FOR TWO SUCH ALMSHOUSES; AND (D) TO SINGLE MEN AND WOMEN, WHETHER SPINSTERS OR BACHELORS, WIDOWS OR WIDOWERS, SEPARATED OR DIVORCED OF NOT LESS THAN 50 YEARS OF AGE FOR 1ST FLOOR ALMSHOUSES AND NOT LESS THAN 55 YEARS OF AGE FOR GROUND FLOOR ALMSHOUSES; 4.1.1.6 IN SELECTING NEW RESIDENTS FOR PRIORY COURT, PREFERENCE SHALL BE GIVEN TO MARRIED COUPLES OR THOSE IN CIVIL PARTNERSHIPS AND SINGLE WOMEN AND SINGLE MEN, WHETHER SPINSTER OR BACHELORS, WIDOWS OR WIDOWERS, SEPARATED OR DIVORCED OF NOT LESS THAN 55 YEARS OF AGE; AND 4.1.2 IN THE CASE OF ANY OTHER PROPERTY THAT THE CHARITY MAY OWN FROM TIME TO TIME, ACCOMMODATION FOR THOSE IN NEED, HARDSHIP OR DISTRESS BY REASON OF AGE, POVERTY, DISABILITY OR ANY OTHER REASON; 4.2 THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OWNED OR HELD ON TRUST BY THE CHARITY OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT FROM TIME TO TIME; AND 4.3 THE RELIEF IN NEED, HARDSHIP OR DISTRESS EITHER GENERALLY OR INDIVIDUALLY OF PERSONS RESIDENT IN THE LONDON BOROUGH OF HOUNSLOW

Area of benefit

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

IN THE PARISH OF ISLEWORTH AND SURROUNDING AREAS IN THE LONDON BOROUGH OF HOUNSLOW.

Linked charities

Linked charities
Linked charity 1112467-9 ANNA MARIA REYNOLDS
Governing document
SCHEME OF THE CHARITY COMMISSIONERS DATED 29 APRIL 1960 AS AMENDED BY SCHEMES DATED 1 NOVEMBER 1971, 14 JANUARY 1975, AND 11 DECEMBER 2001, ORDER DATED 26 JANUARY 2005.
Charitable objects
1) PROVISION OF ALMSHOUSES FOR THE BENEFIT OR POOR PERSONS OF GOOD CHARACTER RESIDENT IN THE LONDON BOROUGH OF HOUNSLOW, WITH PREFERENCE GIVEN TO THOSE RESIDENT IN THE ANCIENT PARISH OF CHISWICK. 2) INCOME FOR THE BENEFIT OF THE ALMSPEOPLE.
Area of benefit
LONDON BOROUGH OF HOUNSLOW.
Registration history
  • 26 November 1962 : Standard registration

Contact information

Address:
The Office
Tolson House
Parthenia Drive
Isleworth
TW7 6GT
Phone:
02085699200
Email:
info@iahcharity.org.uk
Website:

www.iahcharity.org.uk Open in new window