THE ZACHARY MERTON AND GEORGE WOOFINDIN CONVALESCENT TRUST

Charity number: 221760
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees apply the income of the charity to organisations involved with persons who are sick, convalescent, disabled, handicapped or infirm. This is achieved by providing grants to purchase items, services or facilities calculated to alleviate the suffering or assist in the recovery of such persons. Preference is given to applications for persons in need of convalescence.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £47,751
Total expenditure: £52,061

People

9 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:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Barnsley
  • Derbyshire
  • Doncaster
  • Lincolnshire
  • Rotherham
  • Sheffield City

Governance

Registration history:
  • 30 June 1963: Standard registration
  • 29 November 1996: Removed
Organisation type:
Other
Other names:
  • THE ZACHARY MERTON CHARITY FOR CONVALESCENTS (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves 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 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR R HAGUE Chair
None on record
Dr Aleksandras Kirjazovas Trustee 25 November 2019
None on record
Kathryn Rogers Trustee 26 April 2019
None on record
Dr David Paling Trustee 05 October 2018
None on record
Professor Sivarman Krishnan Padmakumari Nair Trustee 11 May 2018
None on record
BRIAN ROSSITER Trustee 12 May 2014
None on record
Dr RICHARD LEDINGHAM Trustee 12 May 2014
None on record
Dr NIGEL CHARLES BARTLETT Trustee 12 May 2014
BAKEWELL CARNIVAL TRUST
Charity reporting is overdue by 270 days
FRIENDS OF BAKEWELL PARISH CHURCH
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ALL, SAINTS, BAKEWELL WITH ST. ANNE, OVER HADDON
Received: On time
DR B SHARRACK Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £46.96k £39.21k £41.13k £45.55k £47.75k
Total expenditure £49.19k £42.09k £54.56k £58.28k £52.06k
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 December 2023 25 October 2024 On Time
Accounts and TAR 31 December 2023 25 October 2024 On Time Download Open in new window
Annual return 31 December 2022 13 October 2023 On Time
Accounts and TAR 31 December 2022 13 October 2023 On Time Download Open in new window
Annual return 31 December 2021 29 July 2022 On Time
Accounts and TAR 31 December 2021 29 July 2022 On Time Download Open in new window
Annual return 31 December 2020 24 September 2021 On Time
Accounts and TAR 31 December 2020 24 September 2021 On Time Download Open in new window
Annual return 31 December 2019 12 October 2020 On Time
Accounts and TAR 31 December 2019 12 October 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.

SCHEMES OF 20 JANUARY 1956,16 JUNE 1959,5 NOVEMBER 1974 AND 28 OCTOBER 1986

Charitable objects

(1) SUBJECT TO THE PAYMENT OF THE EXPENCES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY FOR THE PURPOSE OF RELIEVING IN CASES OF NEED PERSONS WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRMED BY PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO ALLEVIATE THE SUFFERING OR ASSIST THE RECOVERY OF SUCH PERSONS IN SUCH CASES BUT ARE NOT READILY AVAILABLE TO THEM FROM OTHER SOURCES. PREFERENCE SHALL BE GIVEN TO PERSONS IN NEED WHO ARE CONVALESCENT. (2) THE TRUSTEES MAY MAKE ARRANGEMENTS FOR SUCH SERVICES OR FACILITIES TO BE PROVIDED FOR THAT PURPOSE BY ANY OTHER INSTITUTIONS OR ORGANISATIONS IN RETURN FOR DONATIONS OR SUBSCRIPTIONS OUT OF THE INCOME OF THE CHARITY. (3) IN APPLYING THE INCOME OF THE CHARITY THE TRUSTEES SHALL NOT COMMIT THEMSELVES TO REPEAT OR RENEW THE RELIEF GRANTED ON ANY OCCASION IN ANY CASE.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 221760-2 BETSY FOSTER CHARITY
Governing document
SCHEMES OF 8 AUGUST 1952 AND 28 OCTOBER 1986
Charitable objects
FOR THE BENEFIT OF PATIENTS ACCOMMODATED IN THE CONVALESCENT HOMES BY RELIEVING THEM OF FEES OR CHARGES MADE TOTHEM FOR BOARD AND RESIDENCE OR BY DEFRAYING THE COST OF THEIR TRANSPORTATION THERETO OR THEREFROM OR BY SUPPLYING THEM WITH ARTICLES OF COMFORT OR NECESSITY.
Area of benefit
NOT DEFINED
Registration history
  • 30 June 1963 : Standard registration
  • 29 November 1996 : Removed

Contact information

Address:
WRIGLEYS SOLICITORS LLP
DERWENT HOUSE
150 ARUNDEL GATE
SHEFFIELD
S1 2FN
Phone:
01142675596
Email:
sue.greaves@wrigleys.co.uk
Website:

No information available