KESWICK ENTERPRISES HOLDINGS CHARITABLE TRUST
To advance christianity;To promote and advance the education of people in such ways as thetrustees shall from time to time think fit;To promote sustainable developmentto relieve poverty and suffering and to improve the conditions of life of socially and economically disadvantagedpeople and communities.
Objects
THE OBJECTS SET OUT BELOW SHALL BE CARRIED OUT FOR THE BENEFIT OF THE PUBLIC. IN CARRYING OUT THESE OBJECTS THE CHARITY SHALL BENEFIT ONLY CHARITIES REGISTERED IN ENGLAND & WALES, SCOTLAND AND NORTHERN IRELAND AND CHARITIES THAT ARE EXEMPT OR EXCEPTED FROM SUCH REGISTRATION.THE OBJECTS OF THE CHARITY ARE THROUGHOUT THE WORLD:-5.1 TO ADVANCE CHRISTIANITY;5.2 TO PROMOTE AND ADVANCE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE IN SUCH WAYS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT;5.3 TO PROMOTE SUSTAINABLE DEVELOPMENT BY:-5.3.1 THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; 5.3.2 THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION.SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR NEEDS.5.4 TO RELIEVE POVERTY AND SUFFERING AND TO IMPROVE THE CONDITIONS OF LIFE OF SOCIALLY AND ECONOMICALLY DISADVANTAGED PEOPLE AND COMMUNITIES.
Financial health, per its FY2026 accounts
The charity holds unrestricted free reserves of £160,058, which significantly exceed the trustees' stated policy target of approximately £20,000. The accounts were prepared on a going concern basis with no material uncertainties identified by the independent examiner. The charity's financial position is supported by investment income, with total funds increasing to £3,861,401 at the balance sheet date.
What the accounts disclose
“The charity's income is in the form of donations and investment returns.” — page 3
“The trustees consider that, given the nature of the charity's activities, the ideal reserve as at 31 March 2026 would be six months of operating overheads (excluding grants) which is approximately £20,000 (2025: £18,000).” — page 4
Policies the charity declares
- 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
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 02/12/2024, 306 days after the 31/01/2024 due date).
Trustees
- JOHN ANTHONY HARVEY CBE
- Joanna Ruth Svarovsky
- Nicola Mary Sawday BA Hons
- PHILIPPA SARAH REID
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £171k | £122k |
| 31/03/2025 | £149k | £219k |
| 31/03/2024 | £140k | £69k |
| 31/03/2023 | £125k | £106k |
| 31/03/2022 | £112k | £61k |
Common questions
Is KESWICK ENTERPRISES HOLDINGS CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The charity holds unrestricted free reserves of £160,058, which significantly exceed the trustees' stated policy target of approximately £20,000. The accounts were prepared on a going concern basis with no material uncertainties identified by the independent examiner. The charity's financial position is supported by investment income, with total funds increasing to £3,861,401 at the balance sheet date. Its FY2026 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, STEVENAGE | 1 | £138 |
Charities like this
- KESWICK SCHOOL CHARITABLE TRUST
- CHURCHGATE CHARITABLE TRUST
- S K CHARITABLE TRUST
- CLARENDON TRUST LIMITED
- THE ARDWICK TRUST
- M I CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| KESWICK ENTERPRISES HOLDINGS CHARITABLE TRUST | £171k | — | — | above | — | no doubt |
| KESWICK SCHOOL CHARITABLE TRUST | £44k | — | 0 | unclear | — | no doubt |
| CHURCHGATE CHARITABLE TRUST | £313k | — | 0 | unclear | — | no doubt |
| S K CHARITABLE TRUST | £232k | — | 0 | above | — | no doubt |
| CLARENDON TRUST LIMITED | £2.4m | — | 0 | unclear | — | no doubt |
| THE ARDWICK TRUST | £101k | — | 0 | unclear | — | no doubt |