|
Below
is a typical example of a charity entry in the publication
giving you their aims and objectives, income, funds and expenditure
over 5 years and their grantmaking status.
(This
example is for illustrative purposes only and does not reflect
the accuracy of the data held within the profile)
| Smith's
[Henry] (Kensington Estate) Charity |
| Latest
annual report:
31 Dec 98 |
Next
accounts expected: Jun-00 |
| Income:
|
£23.4m |
Expenditure: |
£21m |
Funds: |
£576m |
| Inc
Rank: |
122 |
Exp
Rank: |
122 |
Fnd
Rank: |
8 |
| Activities: |
The
relief of the Poor Kindred of Henry Smith. The relief
and maintenance of Godly preachers. Donations to all or
any of the following: Hospitals, dispensaries, infirmaries,
homes for incurables, convalescent homes and institutions
or societies for providing the poor with surgical appliances
or medical aid, charities for obtaining for children of
the poor of the administrative area of Greater London
the benefit of a visit to the country or other change
of air; charities for the relief of aged persons of small
income; institutions for medical research; charities for
the assistance of widows and children of the Clergy; charities
for the benefit of disabled ex-servicemen and war widows;
charities for the rehabilitation and training of disabled
persons; charities for the promotion of moral welfare
or social service; organisations, bodies or persons engaged
in the restoration of slaves or serfs to their freedom
and certain related activities |
| Analysis
of direct charitable expenditure: |
31 Dec 98 |
| |
Medical research and specific conditions
general - 12%
Welfare of the aged general - 11%
Welfare of the young general - 11%
Community development in a local area - 11%
People with mental disabilities general - 8%
People with physical disabilities general - 8%
Housing and community affairs general - 8%
People with mental and physical disabilities general -
6%
Housing for the homeless - 5%
Alcohol and drug addiction - 4%
Social services and relief general - 4%
Hospices - 4%
General hospitals - 3%
Rehabilitation of offenders - 3%
Welfare of the family general - 2%
Arthritis - 0% |
| Grant
maker: |
Yes |
| Grants
available: |
Yes
|
| Number
of grants made: |
555
(31 Dec 98) |
| Application
Procedures: |
All
applications for support and all correspondence should
be addressed to the Treasurer |
| Address:
|
5
Chancery Lane
Cliffords Inn
London
EC4A IBU |
Telephone:
Fax: |
020
7242 1212
020 7404 0087 |
| Beneficial
area: |
UK |
Charity
Commission Reg:
|
230102
|
| Constitution: |
Trust
|
| Connected
Charities |
Henry
Smith's (General Estates) Charity |
| Founded
date: |
1871 |
| People |
|
|
| Trustees |
John (Julian) Lionel George Sheffield
Anne E Allen
Lord Egremont and Leconfield, DL
Countess Euston
Rt Hon Viscount Henry (Nicholas) Gage, Bt
Miss M J Gallyer
Mrs C Godman Law
James Daryl Hambro
Rt Hon Lord James Leslie Hamilton of Dalzell, DL
T D Holland-Martin
Sir John Nigel Courtnay James, KCVO CBE
Lord Kingsdown of Pemberton, KG PC
Gordon E Lee-Steere, DL
Maj E J R M de Lisle
Ms M Lowther
T J Millington-Drake
M R Newton
Ronnie S Norman
P W Smallridge, CBE
P W Urquhart |
(Chairman) |
|
Executives |
Portrait, Miss J S
|
(Treasurer) |
| Auditors
|
PriceWaterhouseCoopers,
London |
|
| Banks
|
Child
& Co, London |
|
| Solicitors |
Denton
Hall, London |
|
| Inv
Managers |
Investec Guinness Flight, London
Schroder Investment Management, London
M & G Investment Management Limited, London |
|
| Property
Advisers |
Jones
Lang La Salle, London
Clutton [R H & R W], East Grinstead |
|
| |
Dec-94
£m
|
Dec-95
£m
|
Dec-96
£m
|
Dec-97
£m
|
Dec-98
£m
|
Growth
%
|
| legacies |
|
|
|
|
|
|
| donated
goods |
|
|
|
|
|
|
|
other voluntary income |
|
|
|
|
|
|
| National
lottery income |
|
|
|
|
|
|
|
local authority funding |
|
|
|
|
|
|
| other
public funding |
|
|
|
|
|
|
| other
fees and charges |
|
|
|
|
|
|
| non-charitable
trading |
|
|
|
|
|
|
|
rental income |
6.423
|
3.917
|
0.787
|
1.287
|
3.126
|
143
|
|
interest and dividends |
7.590
|
11.800
|
19.778
|
22.093
|
21.042
|
-5
|
| TOTAL
INCOME |
14.013
|
15.717
|
20.565
|
23.380
|
24.168
|
3
|
| |
Dec-94
£m
|
Dec-95
£m
|
Dec-96
£m
|
Dec-97
£m
|
Dec-98
£m
|
Growth
%
|
| grants
made |
13.403
|
14.602
|
14.882
|
19.339
|
20.084
|
8
|
| direct
charitable exp |
|
|
|
|
|
|
|
management/admin |
0.664
|
0.923
|
1.150
|
1.707
|
1.832
|
7
|
| publicity/fundraising |
|
|
|
|
|
|
|
cost, sale don goods |
|
|
|
|
|
|
| capital,
unusual exp |
0.912
|
|
|
|
|
|
| TOTAL
EXPENDITURE |
14.979
|
15.525
|
16.392
|
21.046
|
22.672
|
8
|
| |
|
|
|
|
|
|
|
number of employees |
|
7
|
7
|
7
|
7
|
|
|
total employee costs |
|
0.271
|
0.263
|
0.272
|
0.297
|
9
|
| audit
fees |
0.023
|
0.027
|
0.023
|
0.022
|
0.025
|
14
|
| other
auditor charges |
-
|
-
|
0.014
|
0.002
|
0.002
|
|
| |
Dec-94
£m
|
Dec-95
£m
|
Dec-96
£m
|
Dec-97
£m
|
Dec-98
£m
|
Growth
%
|
| endowment
additions |
-
|
-
|
-
|
-
|
-
|
|
| realised
gains |
18.724
|
203.826
|
41.811
|
78.787
|
10.965
|
-86
|
|
unrealised gains |
28.828
|
-108.829
|
-17.262
|
-27.816
|
27.894
|
|
| valuation
adjustment |
-
|
-
|
-
|
-
|
-
|
|
|
TOTAL GAINS |
47.552
|
94.997
|
24.549
|
50.971
|
38.859
|
-24
|
| |
Dec-94
£m
|
Dec-95
£m
|
Dec-96
£m
|
Dec-97
£m
|
Dec-98
£m
|
Growth
%
|
| land,
buildings |
223.700
|
88.543
|
72.718
|
53.790
|
70.505
|
31
|
| intangible
assets |
-
|
-
|
-
|
-
|
-
|
|
|
tangible assets |
-
|
-
|
-
|
-
|
-
|
|
| investments |
146.649
|
372.973
|
401.644
|
449.735
|
485.525
|
8
|
|
stocks |
|
|
|
|
|
|
| debtors |
3.383
|
4.250
|
4.503
|
5.330
|
3.454
|
-35
|
| cash,
deposits |
27.732
|
30.570
|
47.560
|
75.500
|
63.655
|
-16
|
| |
|
|
|
|
|
|
|
creditors |
2.218
|
1.901
|
3.268
|
7.893
|
6.332
|
-20
|
|
borrowings |
-
|
-
|
-
|
-
|
-
|
|
| |
Dec-94
£m
|
Dec-95
£m
|
Dec-96
£m
|
Dec-97
£m
|
Dec-98
£m
|
Growth
%
|
| endowment
funds |
382.915
|
478.433
|
503.270
|
554.310
|
593.169
|
7
|
| restricted
funds |
|
|
|
|
|
|
|
other funds |
16.331
|
16.002
|
19.887
|
22.152
|
23.648
|
7
|
| valuation
adjustments |
-
|
-
|
-
|
-
|
-
|
|
| |
|
|
|
|
|
|
| Total
Funds |
399.246
|
494.435
|
523.157
|
576.462
|
616.817
|
7
|
| Future
commitments |
1.443
|
1.466
|
2.597
|
7.726
|
5.896
|
-24
|
|
