THE T U U T CHARITABLE TRUST

Charity number: 258665
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General charitable purposes. Prefers organisations doing remarkable work with minimum spent on administration and those that spend contributions directly themselves. Only supports UK registered charities.

Income and expenditure

Data for financial year ending 31 March 2023

Total income:
£502,893

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Donations and legacies £500.00k
Charitable activities £0
Other trading activities £0
Investments £2.89k
Other £0

Total expenditure:
£475,309

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Raising funds £0
Charitable activities £469.66k
Other £5.65k

-£411,647 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Income generation and governance £5.65k
Charitable expenditure £469.66k
Retained for future use £27.58k

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 21 May 1969: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MATILDA JUDITH QUINEY Trustee 24 May 2023
None on record
PAUL IAN WHITEMAN Trustee 19 May 2021
None on record
DAVID SACHON Trustee 20 January 2021
None on record
SUSAN FERNS Trustee 23 May 2018
None on record
BARONESS MARGARET THERESA PROSSER OBE Trustee 18 June 2014
None on record
MICHAEL THOMAS WALSH Trustee
CHARLES PLATER TRUST
Received: On time
THE NIGHTINGALE CANCER SUPPORT CENTRE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £105.67k £154.70k £153.83k £202.95k £502.89k
Total expenditure £163.84k £233.69k £222.21k £315.53k £475.31k
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
Income - Donations and legacies N/A N/A N/A N/A £500.00k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £0
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £2.89k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £469.66k
Expenditure - Raising funds N/A N/A N/A N/A £0
Expenditure - Governance N/A N/A N/A N/A £0
Expenditure - Grants institution N/A N/A N/A N/A £469.66k
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £5.65k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £2.28m
Other assets N/A N/A N/A N/A £56.58k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £330.46k

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 31 March 2023 17 January 2024 On time
Accounts and TAR 31 March 2023 17 January 2024 On time Download Open in new window
Annual return 31 March 2022 18 January 2023 On time
Accounts and TAR 31 March 2022 18 January 2023 On time Download Open in new window
Annual return 31 March 2021 11 November 2021 On time
Accounts and TAR 31 March 2021 11 November 2021 On time Download Open in new window
Annual return 31 March 2020 12 November 2020 On time
Accounts and TAR 31 March 2020 12 November 2020 On time Download Open in new window
Annual return 31 March 2019 30 January 2020 On time
Accounts and TAR 31 March 2019 30 January 2020 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.

TRUST DEED DATED 26TH MARCH 1969

Charitable objects

1. TO HOLD THE CAPITAL UPON SUCH CHARITABLE TRUSTS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES THIND FIT. 2. TO HOLD THE INCOME UPON SUCH TRUSTS AND FOR SUCH CHARITABLE PURPOSES AS THE GENERAL COUNCIL OF TRADES UNION CONGRESS DIRECT AND THE TRUSTEES SHALL APPLY THE INCOME IN ACCORDANCE WITH SUCH DIRECTIONS AND IN DEFAULT OF SUCH DIRECTIONS THE TRUSTEES SHALL HOLD THE INCOME FOR THE BENEFIT OF SUCH CHARITIES AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT.

Area of benefit

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

UNRESTRICTED

Contact information

Address:
The TUUT Charitable Trust
2nd Floor
Congress House
LONDON
Phone:
02076377116
Email:
stephanie@tufm.co.uk
Website:

www.tufm.co.uk Open in new window