ELEANOR PALMER TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 5 November 1963
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £3,763,012
Latest expenditure: £3,097,802
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: ELEANOR PALMER TRUST, 106B WOOD STREET, BARNET, EN5 4BY

Website recorded by the regulator: www.eleanorpalmertrust.org.uk (displayed as text)

02 Activities

What the charity does

The provision of housing, care and support for elderly people. Grants to assist in the relief of need.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 27 January 2026
Date Accounts Received: 27 January 2026
Total Gross Income: £3,763,012
Total Gross Expenditure: £3,097,802

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 29 January 2025
Date Accounts Received: 29 January 2025
Total Gross Income: £3,412,972
Total Gross Expenditure: £3,228,874

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 25 January 2024
Date Accounts Received: 25 January 2024
Total Gross Income: £2,751,643
Total Gross Expenditure: £2,594,046

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 16 December 2022
Date Accounts Received: 16 December 2022
Total Gross Income: £2,568,211
Total Gross Expenditure: £2,445,790

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 7 October 2021
Date Accounts Received: 7 October 2021
Total Gross Income: £2,399,993
Total Gross Expenditure: £2,055,606

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 27 January 2026
Total Gross Income: £3,763,012
Total Gross Expenditure: £3,097,802
Grant Making Is Main Activity: No
Count Govt Contracts: 4
Count Govt Grants: £0
Income From Government Contracts: 1768419
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Salary Band 80001 90000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 29 January 2025
Total Gross Income: £3,412,972
Total Gross Expenditure: £3,228,874
Grant Making Is Main Activity: No
Count Govt Contracts: 5
Count Govt Grants: £0
Income From Government Contracts: 1920242
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 2
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 25 January 2024
Total Gross Income: £2,751,643
Total Gross Expenditure: £2,594,046
Grant Making Is Main Activity: No
Count Govt Contracts: 4
Count Govt Grants: £0
Income From Government Contracts: 1475480
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 70001 80000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 16 December 2022
Total Gross Income: £2,568,211
Total Gross Expenditure: £2,445,790
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 4
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £8
Income From Government Contracts: 994849
Income From Government Grants: £60,473
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 7 October 2021
Total Gross Income: £2,399,993
Total Gross Expenditure: £2,055,606
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Grants: £73,063
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 27 January 2026
Income Donations And Legacies: 1970
Income Other Trading Activities: 30466
Income Charitable Activities: 3379021
Income Investments: 351555
Income Other: 0
Income Total Income And Endowments: 3763012
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £39,140
Expenditure Charitable Expenditure: £3,058,662
Expenditure Other: 0
Expenditure Total: 3097802
Expenditure Investment Management: 38613
Expenditure Grants Institution: 0
Expenditure Governance: 31938
Expenditure Support Costs: 353998
Expenditure Depreciation: 176062
Gain Loss Investment: 46682
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £14,325,834
Assets Total Fixed: 16883482
Assets Own Use: 7418400
Assets Long Term Investment: 9465082
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,527,977
Assets Total Liabilities: £254,959
Assets Current Investment: 0
Assets Total Assets And Liabilities: £18,156,500
Creditors One Year Total Current: 169543
Creditors Falling Due After One Year: 85416
Assets Cash: £1,367,871
Funds Endowment: 3830666
Funds Unrestricted: 14325834
Funds Restricted: 0
Funds Total: 18156500
Count Employees: 53
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 29 January 2025
Income Donations And Legacies: 16990
Income Other Trading Activities: 0
Income Charitable Activities: 3412972
Income Investments: 314476
Income Other: 0
Income Total Income And Endowments: 3744438
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £3,228,874
Expenditure Other: 0
Expenditure Total: 3228874
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 102246
Expenditure Support Costs: 112423
Expenditure Depreciation: 151924
Gain Loss Investment: 519943
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £5,226,080
Assets Total Fixed: 16958766
Assets Own Use: 7410951
Assets Long Term Investment: 9547815
Defined Benefit Pension Scheme: 0
Assets Other Assets: £848,710
Assets Total Liabilities: £4,193,534
Assets Current Investment: 0
Assets Total Assets And Liabilities: £13,613,942
Creditors One Year Total Current: 275937
Creditors Falling Due After One Year: 3917597
Assets Cash: £766,938
Funds Endowment: 8197862
Funds Unrestricted: 5416080
Funds Restricted: 0
Funds Total: 13613942
Count Employees: 47
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 25 January 2024
Income Donations And Legacies: 908
Income Other Trading Activities: 0
Income Charitable Activities: 2751643
Income Investments: 309167
Income Other: 0
Income Total Income And Endowments: 3061718
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,594,046
Expenditure Other: 0
Expenditure Total: 2594046
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 118415
Expenditure Support Costs: 99505
Expenditure Depreciation: 175680
Gain Loss Investment: -696678
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £4,713,023
Assets Total Fixed: 15488817
Assets Own Use: 7210945
Assets Long Term Investment: 8277872
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,292,757
Assets Total Liabilities: £4,177,010
Assets Current Investment: 0
Assets Total Assets And Liabilities: £12,604,564
Creditors One Year Total Current: 197615
Creditors Falling Due After One Year: 3979395
Assets Cash: £986,172
Funds Endowment: 7701541
Funds Unrestricted: 4903023
Funds Restricted: 0
Funds Total: 12604564
Count Employees: 38
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 16 December 2022
Income Donations And Legacies: 5086027
Income Other Trading Activities: 0
Income Charitable Activities: 2568211
Income Investments: 88893
Income Other: 0
Income Total Income And Endowments: 7743131
Income Legacies: 0
Income Endowments: 5086027
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,445,790
Expenditure Other: 0
Expenditure Total: 2445790
Expenditure Investment Management: 0
Expenditure Grants Institution: 17121
Expenditure Governance: 108367
Expenditure Support Costs: 119643
Expenditure Depreciation: 108885
Gain Loss Investment: 298862
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £8,503,870
Assets Total Fixed: 15856442
Assets Own Use: 7352572
Assets Long Term Investment: 8503870
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,238,397
Assets Total Liabilities: £4,251,104
Assets Current Investment: 0
Assets Total Assets And Liabilities: £12,843,735
Creditors One Year Total Current: 210042
Creditors Falling Due After One Year: 4041062
Assets Cash: £1,003,271
Funds Endowment: 7475540
Funds Unrestricted: 5368195
Funds Restricted: 0
Funds Total: 12843735
Count Employees: 31
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 7 October 2021
Income Donations And Legacies: 73599
Income Other Trading Activities: 48300
Income Charitable Activities: 2149499
Income Investments: 0
Income Other: 128595
Income Total Income And Endowments: 2399993
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,026,355
Expenditure Other: 29251
Expenditure Total: 2055606
Expenditure Investment Management: 0
Expenditure Grants Institution: 53249
Expenditure Governance: 96470
Expenditure Support Costs: 141150
Expenditure Depreciation: 156811
Gain Loss Investment: 569695
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 11779
Reserves: £5,115,275
Assets Total Fixed: 10098349
Assets Own Use: 6959934
Assets Long Term Investment: 3138415
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,473,832
Assets Total Liabilities: £4,315,259
Assets Current Investment: 0
Assets Total Assets And Liabilities: £7,256,922
Creditors One Year Total Current: 212675
Creditors Falling Due After One Year: 4102584
Assets Cash: £1,028,220
Funds Endowment: 2141647
Funds Unrestricted: 5115275
Funds Restricted: 0
Funds Total: 7256922
Count Employees: 35
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Hertfordshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Barnet
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

08 Official extract

Charity Event History

Charity Name: ELEANOR PALMER TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-08-30T00:00:00
Reason: Funds transferred (s.74)
Assoc Organisation Number: 214579
Assoc Registered Charity Number: 214579
Assoc Charity Name: ESTATE CHARITY OF ELEANOR PALMER

Charity Name: ELEANOR PALMER TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-11-05T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF THE CHARITY COMMISSIONERS DATED 8 JUNE 1999SCHEME AS AMENDED BY SCHEME DATED 22/05/2015
Charitable Objects: (SEE A COPY OF THE SCHEME FOR FULL OBJECTS DETAILS)1. TO PROVIDE HOUSING ACCOMMODATION FOR BENEFICIARIES2. SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE3. THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED HARDSHIP OR DISTRESS4. ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS RESIDENT OUTSIDE THE AREA OF BENEFIT OR ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT
Area Of Benefit: FORMER URBAN DISTRICTS OF BARNET AND EAST BARNET AS EXISTED BEFORE 1965

10 Official extract

Charity Other Names

Charity Name Id: 219359
Charity Name Type: Previous name
Charity Name: THE ELEANOR PALMER TRUST

Charity Name Id: 219370
Charity Name Type: Previous name
Charity Name: THE ELEANOR PALMER'S TRUST

Charity Name Id: 219351
Charity Name Type: Previous name
Charity Name: ELEANOR PALMER TRUST

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Care Quality Commission

Regulator Order: 2
Regulator Name: Homes England

12 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints handling

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Social media policy and procedures