Norwich Freemen's Charity — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 3 October 2016
Removed: Not supplied
Company number supplied: 09914994
Financial period: 1 April 2025 – 31 March 2026
Latest income: £975,430
Latest expenditure: £1,658,095
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: NORWICH CHARITABLE TRUSTS, 1 WOOLGATE COURT, ST. BENEDICTS STREET, NORWICH, NR2 4AP

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

02 Activities

What the charity does

The provision of relief in need and pensioner grants, and the promotion of education to Freemen of Norwich or their widows and daughters. Insofar as income is not needed for the above, relief in need grants, the promotion of education of those in need of financial assistance, the provision and support of recreation facilities for social welfare of those in the area of benefit.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Cycle Reference: AR26
Reporting Due Date: 31 January 2027
Date Annual Return Received: 25 August 2026
Date Accounts Received: 25 August 2026
Total Gross Income: £975,430
Total Gross Expenditure: £1,658,095

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: 4 September 2025
Date Accounts Received: 4 September 2025
Total Gross Income: £1,245,445
Total Gross Expenditure: £1,405,468

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: 3 September 2024
Total Gross Income: £0
Total Gross Expenditure: £0

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: 20 November 2023
Total Gross Income: £0
Total Gross Expenditure: £0

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: 4 October 2022
Total Gross Income: £0
Total Gross Expenditure: £0

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Due Date: 31 January 2027
Ar Received Date: 25 August 2026
Total Gross Income: £975,430
Total Gross Expenditure: £1,658,095
Grant Making Is Main Activity: Yes
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 4 September 2025
Total Gross Income: £1,245,445
Total Gross Expenditure: £1,405,468
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
Employees Salary Over 60k: Yes
Count Salary Band 80001 90000: 1
Count Salary Band 100001 110000: 1
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Due Date: 31 January 2027
Ar Received Date: 25 August 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 975430
Income Other: 0
Income Total Income And Endowments: 975430
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £480,261
Expenditure Charitable Expenditure: £1,177,834
Expenditure Other: 0
Expenditure Total: 1658095
Expenditure Investment Management: 38564
Expenditure Grants Institution: 838267
Expenditure Governance: 43239
Expenditure Support Costs: 245706
Expenditure Depreciation: 4432
Gain Loss Investment: 495789
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,728,765
Assets Total Fixed: 25737094
Assets Own Use: 141833
Assets Long Term Investment: 25595261
Defined Benefit Pension Scheme: 0
Assets Other Assets: £3,284,814
Assets Total Liabilities: £356,020
Assets Current Investment: 0
Assets Total Assets And Liabilities: £28,665,888
Creditors One Year Total Current: 356020
Creditors Falling Due After One Year: 0
Assets Cash: £2,346,787
Funds Endowment: 26937123
Funds Unrestricted: 1728765
Funds Restricted: 0
Funds Total: 28665888
Count Employees: 10
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 4 September 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1245445
Income Other: 0
Income Total Income And Endowments: 1245445
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £459,414
Expenditure Charitable Expenditure: £946,054
Expenditure Other: 0
Expenditure Total: 1405468
Expenditure Investment Management: 41036
Expenditure Grants Institution: 583980
Expenditure Governance: 49566
Expenditure Support Costs: 206433
Expenditure Depreciation: 5051
Gain Loss Investment: -29458
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,637,564
Assets Total Fixed: 29119504
Assets Own Use: 146265
Assets Long Term Investment: 28973239
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,088,721
Assets Total Liabilities: £363,883
Assets Current Investment: 0
Assets Total Assets And Liabilities: £29,844,342
Creditors One Year Total Current: 363883
Creditors Falling Due After One Year: 0
Assets Cash: £968,273
Funds Endowment: 28060513
Funds Unrestricted: 1783829
Funds Restricted: 0
Funds Total: 29844342
Count Employees: 10
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

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

07 Official extract

Charity Classification

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

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

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

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

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

Classification Code: 102
Classification Type: What
Classification Description: Education/training

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

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

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

08 Official extract

Charity Event History

Charity Name: Norwich Freemen's Charity
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2016-10-03T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 14 DEC 2015 as amended on 29 Nov 2023 as amended on 29 Nov 2023
Charitable Objects: THE COMPANY'S OBJECTS ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:-(A) HALF OF THE COMPANY'S INCOME AND PROPERTY FOR THE RELIEF OF FREEMEN OR THEIR DEPENDANT RELATIVES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS AND THE PAYMENT OF PENSIONS TO THE ABOVE; AND (B) HALF OF THE COMPANY'S YEARLY INCOME AND PROPERTY FOR THE PROMOTION OF EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE FREEMEN OR THE DEPENDENT RELATIVES OF FREEMEN BY AWARDING SCHOLARSHIPS, BURSARIES AND MAINTENANCE ALLOWANCES OR GRANTS, IN PROVIDING FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING FOR SUCH PERSONS RECEIVING PRIMARY, SECONDARY OR FURTHER EDUCATION AND IN ASSISTING SUCH PERSONS WHO ARE PREPARING FOR, ENTERING UPON OR ENGAGED IN ANY PROFESSION, TRADE, OCCUPATION OR SERVICE, BY PROVIDING THEM WITH OUTFITS, OR BY PAYING FEES, TRAVELLING OR MAINTENANCE EXPENSES OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE DIRECTORS THINK FIT; AND (C) IF AND TO THE EXTENT THAT THE PROPERTY AND INCOME OF THE COMPANY ARE NOT REQUIRED FOR THE PURPOSES SET OUT IN PARAGRAPHS 3(A) AND 3(B) ABOVE:- I. THE RELIEF OF INHABITANTS OF THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS; II. THE PROMOTION OF EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE INHABITANTS OF THE AREA OF BENEFIT BY AWARDING SCHOLARSHIPS, BURSARIES AND MAINTENANCE ALLOWANCES OR GRANTS, IN PROVIDING FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING FOR SUCH PERSONS RECEIVING PRIMARY, SECONDARY OR FURTHER EDUCATION AND IN ASSISTING SUCH PERSONS WHO ARE PREPARING FOR, ENTERING UPON OR ENGAGED IN ANY PROFESSION, TRADE, OCCUPATION OR SERVICE, BY PROVIDING THEM WITH OUTFITS, OR BY PAYING FEES, TRAVELLING OR MAINTENANCE EXPENSES OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE DIRECTORS THINK FIT; III. THE PROVISION AND SUPPORT IN THE INTERESTS OF SOCIAL WELFARE OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS OF THE AREA OF BENEFIT; OR IV. ANY OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT.

10 Official extract

Charity Other Names

Charity Name Id: 694167
Charity Name Type: Previous name
Charity Name: NORWICH FREEMEN'S CHARITY

Charity Name Id: 574323
Charity Name Type: Previous name
Charity Name: NORWICH TOWN CLOSE ESTATE

Charity Name Id: 662658
Charity Name Type: Previous name
Charity Name: NORWICH TOWN CLOSE ESTATE CHARITY

Charity Name Id: 694219
Charity Name Type: Previous name
Charity Name: NORWICH TOWN CLOSE ESTATE CHARITY

11 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures