THE UNION JACK CLUB

Charity number: 208731
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Residential Services & Club For HM Forces & EX Service Members and Families

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£12,571,848

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Donations and legacies £1.43m
Charitable activities £9.00m
Other trading activities £1.80m
Investments £233.25k
Other £106.61k

Total expenditure:
£10,404,503

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Raising funds £1.25m
Charitable activities £9.15m
Other £0

£487,838 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 £1.25m
Charitable expenditure £9.15m
Retained for future use £2.17m

People

162 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£70k to £80k 2
£80k to £90k 1
£130k to £140k 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:
  • Accommodation/housing
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 14 December 1962: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00080683 Open in new window
Gift aid:
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
  • 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
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Vice Admiral Sir David George Steel KBE DL Chair 14 March 2017
None on record
Richard Smith Trustee 10 December 2024
None on record
Ben Wylie Trustee 10 December 2024
None on record
Catherine Coton CBE MA Trustee 04 June 2024
None on record
Rear Admiral Steven Dainton Trustee 11 December 2023
None on record
Christopher Charles Tite Trustee 10 October 2023
THE MORDAUNT FOUNDATION
Received: On time
James Stopford CBE Trustee 16 December 2020
None on record
JAMES EDWARD LINTER OBE Trustee 10 December 2015
None on record
PETER E DAVIDSON Trustee
None on record
RACHEL GARSIDE Trustee
None on record
DAVID EDWARD PETER ALBERT Trustee
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 £9.09m £4.49m £5.82m £10.27m £12.57m
Total expenditure £8.57m £6.17m £6.10m £8.79m £10.40m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £1.06m £546.04k £131.00k N/A
Income - Donations and legacies £7.27k £273.20k £189.69k £749.38k £1.43m
Income - Other trading activities £1.49m £440.10k £760.26k £1.52m £1.80m
Income - Charitable activities £7.39m £2.60m £4.23m £7.85m £9.00m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £125.54k £85.72k £128.26k £118.15k £233.25k
Income - Other £85.06k £1.09m £514.38k £37.50k £106.61k
Income - Legacies £0 £138.74k £9.60k £498.31k £1.33m
Expenditure - Charitable activities £7.44m £5.79m £5.51m £7.72m £9.15m
Expenditure - Raising funds £1.02m £333.73k £584.07k £1.07m £1.25m
Expenditure - Governance £0 £0 £63.73k £137.77k £142.66k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £35.28k £37.34k £46.99k £38.55k £41.12k
Expenditure - Other £108.46k £47.06k £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 £5.88m £5.14m £4.80m £4.55m £4.44m
Long-term investments £6.54m £6.65m £7.34m £6.40m £9.72m
Other assets £2.25m £1.58m £1.98m £2.90m £3.91m
Defined benefit pension scheme asset or liability -£242.80k -£241.90k -£220.20k -£168.80k -£169.00k
Total liabilities £2.04m £2.07m £2.43m £1.71m £3.28m

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 22 October 2024 On Time
Accounts and TAR 31 December 2023 22 October 2024 On Time Download Open in new window
Annual return 31 December 2022 26 October 2023 On Time
Accounts and TAR 31 December 2022 26 October 2023 On Time Download Open in new window
Annual return 31 December 2021 24 October 2022 On Time
Accounts and TAR 31 December 2021 24 October 2022 On Time Download Open in new window
Annual return 31 December 2020 27 October 2021 On Time
Accounts and TAR 31 December 2020 27 October 2021 On Time Download Open in new window
Annual return 31 December 2019 27 October 2020 On Time
Accounts and TAR 31 December 2019 27 October 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 OF ASSOCIATION OF THE UNION JACK SERVICES CLUB INCORPORATED ON 13/04/1909 AND AMENDED ON 30/03/1950, 15/03/1951, 16/10/75 AND 3/12/81

Charitable objects

TO PROMOTE THE WELFARE AND AMELIORATE THE CONDITIONS OF SERVING MEMBERS (NOT BEING OF COMMISSIONED RANK) OF THE REGULAR FORCES OF THE CROWN, THE WIVES AND CHILDREN OF SUCH MEMBERS, AND SUCH EX-SERVICE MEN, THEIR WIVES AND CHILDREN AND MEMBERS OF THE AUXILIARY FORCES AS MAY BE DETERMINED BY THE COUNCIL FROM TIME TO TIME.

Area of benefit

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

NOT DEFINED

Contact information

Address:
UNION JACK CLUB
SANDELL STREET
LONDON
SE1 8UJ
Phone:
02079026058
Email:
fc@ujc.org.uk
Website:

www.ujclub.co.uk Open in new window