THE MONTGOMERY WELFARE FUND
Charity number: 214767
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The Charity operates in the boundaries of the Town of Montgomery and has income from investments and rents from land owned by the charity. The income is distributed to the elderly and those who may be in need of help
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £3,204
Total expenditure: £3,850
People
4 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- The Prevention Or Relief Of Poverty
Who the charity helps:
- Elderly/old People
- People With Disabilities
How the charity helps:
- Makes Grants To Individuals
Where the charity operates:
- Powys
Governance
Registration history:
- 24 June 1968: 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:
No policies declared
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
4 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||
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| CLLR DAVID RICHARD ERNEST JONES | Chair |
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| Cllr Wendy Christine Beaven | Trustee | 25 May 2023 |
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| Rev Paulette Rose-Mary de Garis Gower | Trustee | 16 May 2023 |
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| Mr Haydn Andrew | Trustee | 07 June 2016 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £3.13k | £4.45k | £3.30k | £9.37k | £3.20k | |
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Total expenditure | £2.29k | £3.38k | £3.40k | £5.25k | £3.85k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 18 September 2024 | On Time | |
| Accounts and TAR | 31 March 2024 | Not Required | ||
| Annual return | 31 March 2023 | 21 December 2023 | On Time | |
| Accounts and TAR | 31 March 2023 | Not Required | ||
| Annual return | 31 March 2022 | 10 September 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | Not Required | ||
| Annual return | 31 March 2021 | 10 August 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | Not Required | ||
| Annual return | 31 March 2020 | 23 May 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | Not Required |