THE ULLMANN TRUST

Charity number: 233630
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To apply income from investments for charitable purposes

Income and expenditure

Data for financial year ending 05 April 2023

Total income: £94,790
Total expenditure: £145,177

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Overseas Aid/famine Relief
  • Religious Activities
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 17 April 1964: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ely Ze'ev Sandler Trustee 02 April 2015
None on record
Carmel Toby Sandler Trustee 02 April 2015
None on record
LISA MAREE ULLMANN Trustee 05 July 2012
None on record
Dr DEBORAH JAN SANDLER Trustee 05 July 2012
None on record
MICHAEL PHILIPP ULLMANN Trustee
None on record
BENJAMIN LOUIS PHILIPP ULLMANN Trustee
THE ULLMANN TRUST
Received: On time
JOHANNA RUTH SARAH ULLMANN Trustee
THE ULLMANN TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2019 05/04/2020 05/04/2021 05/04/2022 05/04/2023
Total gross income £267.94k £225.56k £71.77k £8.74k £94.79k
Total expenditure £60.44k £47.74k £101.78k £61.02k £145.18k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2023 17 November 2023 On time
Accounts and TAR 05 April 2023 17 November 2023 On time Download Open in new window
Annual return 05 April 2022 25 January 2023 On time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 24 June 2022 139 days late
Accounts and TAR 05 April 2021 24 June 2022 139 days late Download Open in new window
Annual return 05 April 2020 11 January 2021 On time
Accounts and TAR 05 April 2020 11 January 2021 On time Download Open in new window
Annual return 05 April 2019 14 November 2019 On time
Accounts and TAR 05 April 2019 14 November 2019 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SETTLEMENT DATED 7TH JANUARY 1964 AS AMENDED BY DEEDS OF APPOINTMENT DATED 28TH DECEMBER 1983 AND 8TH APRIL 1987

Charitable objects

CHARITABLE PURPOSES OR OBJECTS AT TRUSTEES' DISCRETION.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
C/O Piglets Cottage
Lathbury
Newport Pagnell
MK16 8LD
Phone:
07765555183
Email:
No information available
Website:

No information available