THE CONSTANCE OWENS TRUST

Charity Number: 517717
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Applications are welcome from individual occupational therapists who have already received Ethics Committee approval for their research project to support:- ? PhD studies ? Professional Doctorate in Education

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £12,945
Total expenditure: £22,498

People

8 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

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:
  • Education/training
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Knowsley
  • Lancashire
  • Liverpool City
  • Sefton
  • St Helens
  • Wirral
  • Throughout London

Governance

Registration history:
  • 09 July 1986: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Michaela Higginson Trustee 23 April 2023
None on record
Suzanne Simpson Trustee 23 April 2023
None on record
Kathryn Jarvis Trustee 23 April 2023
None on record
Victoria Barnes-Brown Trustee 23 April 2023
None on record
Marion McKee Trustee 18 August 2016
None on record
Alex Richmond Trustee 18 August 2016
None on record
Joy Burrill Trustee 14 April 2015
None on record
HELENA CULSHAW Trustee 13 December 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £13.76k £9.54k £8.76k £9.77k £12.95k
Total expenditure £34.50k £11.53k £17.80k £27.26k £22.50k
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 June 2024 18 November 2024 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 30 November 2023 On Time
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 20 January 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 18 November 2021 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 18 November 2020 On Time
Accounts and TAR 30 June 2020 Not Required
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 2 JUNE 1986

Charitable objects

TO ESTABLISH AND CARRY ON OR ASSIST IN CARRYING ON HOSPITALS WARDS NURSING HOMES OR OTHER PUBLIC OR PRIVATE CLINICS OR SPECIALIST WARDS OR DEPARTMENTS THEREOF AND WORKSHOPS OR OTHER PREMISES FOR THE TREATMENT OF PATIENTS SUFFERING FROM MENTAL OR PHYSICAL DISORDERS AND AFFLICTIONS BY MEANS OF OCCUPATIONAL THERAPY OR OTHERWISE BOTH WITH A VIEW TO THE ALLEVIATION OF SUCH DISORDERS AND WITH A VIEW TO THE PROVISION OF PRACTICAL AND CLINICAL TRAINING OF STUDENTS IN THE TREATMENT OF SUCH DISRODERS AND AFFLICTIONS AND IN THE APPLICATION OF THE PRINCIPLES OF OCCUPATIONAL THERAPY TO THE REABLEMENT AND INDUSTRIAL REHABILITATION OF THE DISABLED. (FOR FURTHER DETAILS SEE TRUST DEED)

Area of benefit

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

NOT DEFINED

Contact information

Address:
RATHBONE TRUST CO LTD
PORT OF LIVERPOOL BUILDING
PIER HEAD
LIVERPOOL
L3 1NW
Phone:
01512366666
Email:
neil.mullins@rathbones.com
Website:

No information available