Holkham Charitable Foundation
General Charitable Donations
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.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £4,223 for the year, resulting in a decrease in total unrestricted funds from £5,456 to £1,233. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Reserves are retained at a level sufficient to generate income for distribution by way of grants at the discretion of the trustees.
What the accounts disclose
“During the year, the Trust received income of £51,077 (2024: £65,458), which included a donation of £50,572 (2024: 64,650) from the 8th Earl of Leicester.” — page 3
“Reserves are retained at a level sufficient to generate income for distribution by way of grants at the discretion of the trustees.” — page 3
“Donations from the trustees for the year totalled £20,572 (2024: £64,650). These donations were received without restriction or condition.” — page 11
Policies the charity declares
- Complaints policy and procedures
- 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
Trustees
- Countess of Leicester Polly Maria Coke Countess of Leicester
- Peter Mitchell
- The Earl of Leicester
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £51k | £55k |
| 05/04/2024 | £65k | £61k |
| 05/04/2023 | £46k | £45k |
| 05/04/2022 | £51k | £63k |
| 05/04/2021 | £80k | £69k |
Common questions
Is Holkham Charitable Foundation financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £4,223 for the year, resulting in a decrease in total unrestricted funds from £5,456 to £1,233. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Reserves are retained at a level sufficient to generate income for distribution by way of grants at the discretion of the trustees. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 01/04/2019 | £100k | Samuel Wyatt Vinery, Holkham Hall, Wells-next-the-Sea, Norfolk NR23 1AB |