THE SOUTH WEST YMCA TRUST FUND

Charity Number: 801715
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote the general purpose of the work of the Young Men's Christian Association Movement for the physical, intellectual and spiritual, fitness, training and well being of youth in accordance with the rules and principles adopted by the National Council of YMCAs area of benifit being South West England

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £15,962
Total expenditure: £23,388

People

6 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:
  • General Charitable Purposes
  • Education/training
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • Cornwall
  • Devon
  • Gloucestershire
  • North Somerset
  • Somerset
  • South Gloucestershire
  • Wiltshire

Governance

Registration history:
  • 04 July 1989: 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:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls 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
PAUL REISBACH Chair 25 May 2020
VOLUNTARY ORGANISATIONS YOUNG PEOPLE AND CHILDREN - DEVON
Received: On time
ERNEST NICHOLAS EDGCUMBE Trustee 21 May 2020
None on record
ANDREW WILSON Trustee 10 April 2017
None on record
NEIL LINDSAY FOSTER Trustee 22 October 2013
None on record
ANGELA GILBERT Trustee 24 May 2011
None on record
MRS MAGGIE A KING Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £33.60k £22.25k £29.56k £13.01k £15.96k
Total expenditure £12.75k £13.84k £10.14k £15.44k £23.39k
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 31 March 2024 16 December 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 08 January 2024 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 17 January 2023 On Time
Accounts and TAR 31 March 2022 17 January 2023 On Time Download Open in new window
Annual return 31 March 2021 21 December 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 27 November 2020 On Time
Accounts and TAR 31 March 2020 27 November 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 13/05/1989 AS AMENDED ON 20/11/2006 AS AMENDED ON 20/05/2015 as amended on 19 May 2023

Charitable objects

FOR THE PURPOSE OF PROMOTING THE GENERAL PURPOSES OF THE WORK OF THE YOUNG MENS CHRISTIAN ASSOCIATION MOVEMENT FOR THE PHYSICAL INTELLECTUAL AND SPIRITUAL FITNESS TRAINING AND WELL BEING OF YOUTH IN ACCORDANCE WITH THE RULES AND PRINCIPLES FROM TIME TO TIME APPROVED AND ADOPTED BY THE NATIONAL COUNCIL OF YOUNG MENS CHRISTIAN ASSOCIATIONS (INCORPORATED) OR SUCH BODY AS SHALL BE FROM TIME TO TIME THE PRINCIPAL AUTHORITY OF THE YOUNG MENS CHRISTIAN ASSOCIATION IN THE UNITED KINGDOM AND HAVING REGARD TO ANY SPECIAL NEEDS OF THE AREA OF BENEFIT AS HEREINAFTER DEFINED AND FOR USE THEREIN WHICH MAY ARISE WITH THE VARYING CIRCUMSTANCES OF FUTURE TIMES. (THE AREA OF BENEFIT MEANS BATH AND NORTH EAST SOMERSET, THE CITY OF BRISTOL, CORNWALL, DEVON, GLOUCESTERSHIRE NORTH SOMERSET, SOMERSET, SOUTH GLOUCESTERSHIRE AND WILTSHIRE).

Area of benefit

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

SEE OBJECTS

Contact information

Address:
The Old Summerhouse
22 Gloucester Road
Almondsbury
BRISTOL
BS32 4AD
Phone:
07855424495
Email:
CLARE_JEFFERIS@YAHOO.CO.UK
Website:

https://swymcatrustfund.co.uk/ Open in new window