HOLBORN ESTATE CHARITY (KNOWN AS ST CLEMENT DANES HOLBORN ESTATE CHARITY)

Charity overview
Activities - how the charity spends its money
Provision of sheltered retirement housing, mandatory and discretionary grants to St. Clement Danes School and grants to organisations in Westminster for the relief of need.
Income and expenditure
Data for financial year ending 31 December 2023
Total income:
£1,205,253
Donations and legacies | £0 | |
Charitable activities | £602.91k | |
Other trading activities | £0 | |
Investments | £602.34k | |
Other | £0 |
Total expenditure:
£1,627,715
Raising funds | £101.97k | |
Charitable activities | £1.53m | |
Other | £0 |
£488,219 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
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.
Raising funds and other expenditure | £101.97k | |
Charitable expenditure | £1.53m |
Raising funds and other expenditure | £101.97k | |
Charitable expenditure | £1.53m | |
Retained for future use | £65.76k |
People

11 Employee(s)
1 Trustee(s)
Employees with total benefits over £60,000
Number of employees | |
---|---|
£60k to £70k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Accommodation/housing
- Children/young People
- Elderly/old People
- Other Charities Or Voluntary Bodies
- Makes Grants To Organisations
- Provides Buildings/facilities/open Space
- Throughout London
Governance
- 22 February 1963: Standard registration
- 22 September 2015: Funds received from 312757-2 A E COLWELL PRIZE FUND
- 09 February 2016: Funds received from 312757-1 ROSCOE MEDAL FOUNDATION
- 09 February 2016: Funds received from 312757-3 R E AMELOT ECONOMICS PRIZE FUND
- 09 February 2016: Funds received from 312757-5 JIM DODDS MEMORIAL PRIZE FUND
- 09 February 2016: Funds received from 312757-6 RICHARD ROSCOE MEMORIAL PRIZE FUND
- 09 February 2016: Funds received from 312757-7 SIR MARSHALL HAYS PRIZE FUND
- 09 February 2016: Funds received from 312757-8 J A NICHOLSON PRIZE FUND
- 09 February 2016: Funds received from 312757-11 AYLETT PRIZE FUND
- 09 February 2016: Funds received from 312757 ST CLEMENT DANES SCHOOL CHARITABLE FOUNDATION
No other names
- 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
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
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
1 Trustee(s)
Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
---|---|---|---|---|---|---|---|---|
ST CLEMENT DANES HOLBORN ESTATE TRUSTEE LTD | Trustee | 22 October 2024 |
|
|
Financial history
Financial period end date
Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
---|---|---|---|---|---|---|---|
|
Total gross income | £1.23m | £990.87k | £962.47k | £1.08m | £1.21m | |
|
Total expenditure | £1.18m | £1.37m | £1.38m | £1.47m | £1.63m | |
|
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 | £0 | £1.00k | £0 | £0 | |
|
Income - Other trading activities | £0 | £0 | £0 | £0 | £0 | |
|
Income - Charitable activities | £547.61k | £533.96k | £500.22k | £536.11k | £602.91k | |
|
Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
|
Income - Investment | £678.72k | £456.91k | £461.25k | £544.93k | £602.34k | |
|
Income - Other | £0 | £0 | £0 | £0 | £0 | |
|
Income - Legacies | £0 | £0 | £0 | £0 | £0 | |
|
Expenditure - Charitable activities | £1.07m | £1.27m | £1.27m | £1.37m | £1.53m | |
|
Expenditure - Raising funds | £102.18k | £97.19k | £115.35k | £104.46k | £101.97k | |
|
Expenditure - Governance | £22.67k | £25.97k | £22.78k | £18.06k | £27.25k | |
|
Expenditure - Grants institution | £289.80k | £289.80k | £234.80k | £260.00k | £68.19k | |
|
Expenditure - Investment management | £102.18k | £97.19k | £115.35k | £104.46k | £101.97k | |
|
Expenditure - Other | £0 | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
Asset / Liability | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
---|---|---|---|---|---|---|---|
|
Own use assets | £7.00m | £6.90m | £6.73m | £6.56m | £6.43m | |
|
Long-term investments | £22.20m | £22.65m | £25.10m | £21.39m | £21.78m | |
|
Other assets | £707.27k | £650.68k | £936.29k | £783.87k | £508.66k | |
|
Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
|
Total liabilities | £90.10k | £218.90k | £269.36k | £226.68k | £154.52k |
Accounts and annual returns
Title | Reporting year | Date received | Received | Download |
---|---|---|---|---|
Annual return | 31 December 2023 | 12 November 2024 | 12 days late | |
Accounts and TAR | 31 December 2023 | 12 November 2024 | 12 days late | Download Open in new window |
Annual return | 31 December 2022 | 31 October 2023 | On Time | |
Accounts and TAR | 31 December 2022 | 31 October 2023 | On Time | Download Open in new window |
Annual return | 31 December 2021 | 31 October 2022 | On Time | |
Accounts and TAR | 31 December 2021 | 31 October 2022 | On Time | Download Open in new window |
Annual return | 31 December 2020 | 29 October 2021 | On Time | |
Accounts and TAR | 31 December 2020 | 29 October 2021 | On Time | Download Open in new window |
Annual return | 31 December 2019 | 23 October 2020 | On Time | |
Accounts and TAR | 31 December 2019 | 23 October 2020 | On Time | Download Open in new window |
Governing document
It is not the full text of the charity's governing document.
SCHEME DATED 02 SEP 1991 AS AMENDED BY SCHEME DATED 27 JUL 1998 AS AMENDED BY SCHEME DATED 29 AUG 2006 AS AMENDED BY RESOLUTION DATED 11 JUN 2014 AS AMENDED BY SCHEME DATED 22 OCT 2024 as amended on 19 Dec 2024
Charitable objects
(1) TO PAY THE TRUSTEES OF THE ST CLEMENT DANES SCHOOL AT CHORLEYWOOD, HERTFORDSHIRE, A YEARLY SUM OF ú60,000 TO BE APPLIED BY THE TRUSTEES FOR THE PURPOSES OF THE CHARITY. (2) TO MAINTAIN THE ALMSHOUSE AND TO PROVIDE FOR THE BENEFIT OF THE RESIDENTS. (3) TO MAKE PAYMENTS TO THE SAID TRUSTEES OF ST CLEMENT DANES SCHOOL. (4) THE GENERAL RELIEF OF PERSONS RESIDENT IN THE CITY OF WESTMINSTER AND FORMER RESIDENTS OF THE ALMSHOUSES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS.
Area of benefit
NOT DEFINED
Contact information
- Address:
-
SB 315
China Works
Black Prince Road
London
SE1 7SJ
- Phone:
- 07553 568583
- Email:
- hec@3chars.org.uk
- Website:
-
No information available
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