Holkham Charitable Foundation — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 29 January 1979
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £51,077
Latest expenditure: £55,300
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: COKE ESTATES LTD, HOLKHAM ESTATE OFFICE, WELLS-NEXT-THE-SEA, NR23 1AB

02 Activities

What the charity does

General Charitable Donations

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 19 December 2025
Date Accounts Received: 19 December 2025
Total Gross Income: £51,077
Total Gross Expenditure: £55,300

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 15 January 2025
Date Accounts Received: 15 January 2025
Total Gross Income: £65,458
Total Gross Expenditure: £60,910

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 15 January 2025
Date Accounts Received: 15 January 2025
Total Gross Income: £45,669
Total Gross Expenditure: £44,821

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 22 March 2023
Date Accounts Received: 22 March 2023
Total Gross Income: £50,707
Total Gross Expenditure: £63,008

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 5 February 2022
Date Accounts Received: 5 February 2022
Total Gross Income: £80,129
Total Gross Expenditure: £68,695

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 19 December 2025
Total Gross Income: £51,077
Total Gross Expenditure: £55,300
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 15 January 2025
Total Gross Income: £65,458
Total Gross Expenditure: £60,910
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 15 January 2025
Total Gross Income: £45,669
Total Gross Expenditure: £44,821
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 22 March 2023
Total Gross Income: £50,707
Total Gross Expenditure: £63,008
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 5 February 2022
Total Gross Income: £80,129
Total Gross Expenditure: £68,695
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
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 Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

07 Official extract

Charity Event History

Charity Name: Holkham Charitable Foundation
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1979-01-29T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 7TH NOVEMBER 1979 as amended on 25 Mar 2019 as amended on 25 Mar 2019 as amended on 22 Jul 2019
Charitable Objects: The Trustees shall pay or apply the income of the Trust Fund for the public benefit to or for such purposes which are exclusively charitable according to the laws of England and Wales as the Trustees may in their absolute discretion think fit, including by but not limited to:4.1 making grants which further the Trust Fund's charitable objects to charities, individuals who are in charitable need, and non-profit organisations, provided that any grants to non-charities must be restricted to use for purposes falling within the Trust Fund's charitable objects;4.2 relieving poverty whether by reason of age, infirmity or otherwise amongst the employees and former employees of any of the late Fifth Earl of Leicester, the Holkham Estates Co, Coke Estates Limited, the Benefactor or the Benefactor's wife, widow, or any issue of his, or by trustees on behalf of any of them, or amongst Parishioners of the Parishes of Holkham, Wells-next-the-Sea, Wighton, Warham, Quarles, Egmere, Waterden, South Creake, Burnham Market, Burnham Overy, Burnham Thorpe, Burnham Norton and Castle Acre in Norfolk.Any payment made to a charity may be for the general charitable purposes of the charity, or for a narrower purpose.
Area Of Benefit: SEE OBJECTS

09 Official extract

Charity Other Names

Charity Name Id: 137403
Charity Name Type: Working name
Charity Name: EARL OF LEICESTER - CHARITABLE FUND

Charity Name Id: 137405
Charity Name Type: Previous name
Charity Name: VISCOUNT COKE'S CHARITABLE FUND

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Internal risk management policy and procedures