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Data for financial year ending 31 March 2018

The Dulwich Estate

  • Income

    £11.4M

  • Spending

    £12.1M

  • Status

    Up-to-date

Charity no. 312751

Contact details

Public address

  • The Old College, Gallery Road, London, SE21 7AE

Aims & activities

TO MANAGE THE ENDOWMENT ASSETS OF THE CHARITY IN THE LONG TERM INTERESTS OF ALL THE BENEFICIARIES OF THE CHARITY.THIS IS MEASURED BY THE INCREASE IN THE ANNUAL INCOME DISTRIBUTION TO THE BENEFICIARIES AND THE MAINTENANCE OF THE VALUE OF NET ASSETS.

What the charity does

  • Education/training
  • Environment/conservation/heritage

Who the charity helps

  • Children/young people
  • Elderly/old people
  • Other defined groups

How the charity works

  • Provides other finance

Income and Endowments:

£11.4M

* £1.5M investment gains(losses)

Expenditure:

£12.1M

Assets and liabilities

  • £239.2M Own use assets
  • £75.7M Long term investments
  • £482.8K Defined benefit pension scheme asset or liability
  • £7.0M Other assets
  • £8.5M Total liabilities
Financial history
Compliance history

Trading

This charity has one or more trading subsidiaries

Charitable spending ratios

109%
63%
0%

Charitable objects

(1) THE COSTS OF MAINTAINING, REPAIRING AND INSURING TO THEIR FULL VALUE ALL BUILDINGS NOT REQUIRED TO BE MAINTAINED, REPAIRED OR INSURED BY THE LESSEES, TENANTS OR OCCUPANTS, AND SUBJECT THERETO SHALL APPLY THE SAME IN THE FOLLOWING ORDER OF PRIORITY: (A) SUCH YEARLY SUM AS THEY THINK FIT IN MAINTAINING RESERVES; (B) SUCH YEARLY SUM AS THEY THINK FIT, NOT EXCEEDING ·80,000 OR SUCH OTHER SUM AS THE COMMISSIONERS APPROVE, TO THE TRUSTEES OF THE ALMSHOUSE CHARITY FOR APPLICATION BY THEM FOR THE PURPOSES OF THAT CHARITY; (C) SUCH YEARLY SUM AS THEY THINK FIT, NOT EXCEEDING ·30,000 OR SUCH OTHER SUM AS THE COMMISSIONERS APPROVE, FOR APPLICATION FOR THE PURPOSES OF THE CHRIST'S CHAPEL CHARITY. (2) THE TRUSTEES SHALL APPLY THE REMAINDER (IF ANY) OF THE SAID INCOME AS FOLLOWS: (A) 3. 248 PER CENT TO ST OLAVES; (B) 10. 923 PER CENT TO THE CENTRAL FOUNDATION; (C) 85. 829 PER CENT TO BE DIVIDED BETWEEN THE DULWICH SCHOOLS IN MANNER SPECIFIED.

Governing document

SCHEME DATED 31/07/1995 AS AMENDED BY RESOLUTION DATED 08/12/2012

Organisation type

Standard registration

Policies

Risk management
Investment
Conflicts of interest
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

  • 14 Trustees
  • 27 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Roger Westbrook Ma Cmg Christ's Chapel Of God's Gift At Dulwich Up-to-date
The Tylers And Bricklayers Charitable Trust Up-to-date
Tylers And Bricklayers Relief In Need Charity Up-to-date
Nicola Caroline Meredith Fcca (Chair) Christ's Chapel Of God's Gift At Dulwich Up-to-date
John Edward Cruse Bsc Hons Christ's Chapel Of God's Gift At Dulwich Up-to-date
Patricia Anne Cox Llb Christ's Chapel Of God's Gift At Dulwich Up-to-date
Dulwich Almshouse Charity Up-to-date
Richard Pinckard Fca Alleyn's School Up-to-date
Christ's Chapel Of God's Gift At Dulwich Up-to-date
Mr Martin Bagley Ba Hons Christ's Chapel Of God's Gift At Dulwich Up-to-date
Catherine Jeffrey Ma Ma Christ's Chapel Of God's Gift At Dulwich Up-to-date
Dulwich Almshouse Charity Up-to-date
Simon Anthony Taylor Frics None on record
Mr Russell Vaizey Ma Fca Christ's Chapel Of God's Gift At Dulwich Up-to-date
Dr Andreas Hermann Koettering Dphil Msc None on record
Dr Irene Bishop Cbe Christ's Chapel Of God's Gift At Dulwich Up-to-date
Dulwich College Up-to-date
The Parochial Church Council Of The Ecclesiastical Parish Of St. Alfege, Greenwich Up-to-date
The Woodard Corporation Up-to-date
Peter Alan Yetzes Ba Jp Christ's Chapel Of God's Gift At Dulwich Up-to-date
Sarah Helen Slater Mrics Christ's Chapel Of God's Gift At Dulwich Up-to-date
David Russell Miller Ma Fcsi Christ's Chapel Of God's Gift At Dulwich Up-to-date

Areas of operation

List of regions

  • Lambeth
  • Lewisham
  • Southwark