OGLESBY CHARITABLE TRUST

Charity number: 1026669
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Makes charitable donations primarily in the north west of England

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £120,443
Total expenditure: £3,173,699

People

4 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
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
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 30 September 1993: Standard registration
Organisation type:
Other
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 handling
  • 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
  • Safeguarding policy and procedures
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kathryn Ann Graham Trustee 15 November 2018
GEORGE CLARKE
Received: On time
THE PORTICO LIBRARY AND NEWSROOM
Received: On time
Jane Susan Oglesby Trustee
None on record
JEAN DAVIES OGLESBY Trustee
None on record
MR CHRIS OGLESBY Trustee
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 £10.84m £598.66k £1.51m £2.44m £120.44k
Total expenditure £3.59m £3.53m £2.53m £2.83m £3.17m
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 £10.72m £417.20k £1.36m £2.30m N/A
Income - Other trading activities £0 £0 £0 £0 N/A
Income - Charitable activities £0 £0 £0 £0 N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £116.01k £172.37k £147.87k £132.66k N/A
Income - Other £4.38k £9.10k £0 £0 N/A
Income - Legacies £0 £0 £0 £0 N/A
Expenditure - Charitable activities £3.59m £3.53m £2.53m £2.73m N/A
Expenditure - Raising funds £0 £0 £0 £0 N/A
Expenditure - Governance £4.80k £160.85k £190.45k £77.52k N/A
Expenditure - Grants institution £0 £0 £2.34m £2.65m N/A
Expenditure - Investment management £0 £0 £0 £0 N/A
Expenditure - Other £0 £0 £0 £103.57k 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 May 2024 On Time
Accounts and TAR 30 September 2023 15 May 2024 On Time Download Open in new window
Annual return 30 September 2022 25 July 2023 On Time
Accounts and TAR 30 September 2022 25 July 2023 On Time Download Open in new window
Annual return 30 September 2021 10 May 2022 On Time
Accounts and TAR 30 September 2021 10 May 2022 On Time Download Open in new window
Annual return 30 September 2020 14 June 2021 On Time
Accounts and TAR 30 September 2020 14 June 2021 On Time Download Open in new window
Annual return 30 September 2019 27 July 2020 On Time
Accounts and TAR 30 September 2019 28 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.

DECLARATION OF TRUST DATED 25 FEBRUARY 1993 as amended on 28 Jun 2023

Charitable objects

GENERAL CHARITABLE PURPOSES

Area of benefit

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

NOT DEFINED

Contact information

Address:
Union
Albert Square
Manchester
M2 6LW
Phone:
0161 638 9200
Email:
welcome@oglesbycharitabletrust.org.uk
Website:

www.oglesbycharitabletrust.org.uk Open in new window