JOHN BRISTOW AND THOMAS MASON TRUST

Charity number: 1075971
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide grants and loans to the residents of Charlwood, Lowfield Heath and Hookwood.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £107,734
Total expenditure: £111,562

People

8 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading 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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 11 June 1999: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • 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
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ALISON MARTIN Chair 18 January 2018
None on record
Bjorn Harris Trustee 27 April 2023
CdLS Foundation UK & Ireland
Received: On time
Matthew Hill Trustee 20 March 2023
None on record
Dawn Traynor Trustee 15 September 2022
None on record
Elizabeth Daly Trustee 21 May 2020
None on record
MR R PARKER Trustee 22 April 2020
HOOKWOOD MEMORIAL HALL TRUST
Received: On time
CHRISTOPHER LEONARD PETERS Trustee 18 January 2018
None on record
Nick Howarth Trustee 18 May 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £98.78k £92.38k £80.62k £93.94k £107.73k
Total expenditure £120.93k £62.89k £76.87k £130.62k £111.56k
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 30 September 2023 15 June 2024 On Time
Accounts and TAR 30 September 2023 15 June 2024 On Time Download Open in new window
Annual return 30 September 2022 16 March 2023 On Time
Accounts and TAR 30 September 2022 16 March 2023 On Time Download Open in new window
Annual return 30 September 2021 25 July 2022 On Time
Accounts and TAR 30 September 2021 25 July 2022 On Time Download Open in new window
Annual return 30 September 2020 29 June 2021 On Time
Accounts and TAR 30 September 2020 29 June 2021 On Time Download Open in new window
Annual return 30 September 2019 21 July 2020 On Time
Accounts and TAR 30 September 2019 21 July 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.

SCHEME OF THE COMMISSIONERS DATED 1ST MARCH 1999 AMENDED BY SPECIAL RESOLUTION DATED 23 JUNE 2006.

Charitable objects

(1) THE PROMOTION OF EDUCATION IN THE AREA OF BENEFIT THROUGH THE PROVISION AND SUPPORT OF SUCH FACILITIES AND SERVICES AS THE TRUSTEES THINK FIT. (2) THE RELIEF OF INHABITANTS WHO ARE (A) IN NEED, HARDSHIP OR DISTRESS; OR (B) SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRM. (3) THE PROVISION AND SUPPORT, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE INHABITANTS IN THE INTERESTS OF SOCIAL WELFARE, OF FACILITIES FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION OF THE INHABITANTS OR ANY SUFFICIENT SECTION OF THEM; (4) THE PROVISION AND SUPPORT OF SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OR ANY SUFFICIENT SECTION OF THEM AS THE TRUSTEES THINK FIT.

Area of benefit

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

PARISH OF CHARLWOOD AS CONSTITUTED IN 1926

Contact information

Address:
Beech Hay
Ifield Road
Charlwood
HORLEY
RH6 0DR
Phone:
01293862734
Email:
trust.secretary@jbtmt.org.uk
Website:

www.jbtmt.org.uk Open in new window