SOCIAL WORKERS BENEVOLENT TRUST

Charity number: 262889
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Helps social workers who are experiencing financial difficulties because of sickness, bereavement, family difficulties, increasing frailty or sudden catastrophe.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £153,771
Total expenditure: £113,627

People

12 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 Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 03 September 1971: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
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 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
  • Safeguarding vulnerable beneficiaries
  • 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MRS SU ROXBURGH Chair 22 July 2015
None on record
Chris MacDonald Trustee 14 November 2024
None on record
Doris Choto Trustee 14 November 2024
None on record
Denise Anne Ware Trustee 09 May 2024
None on record
Helen Susanne Smith Trustee 13 July 2023
None on record
Kirsty Leigh Hancock Trustee 15 June 2023
None on record
Mama Addo-Yobo Trustee 16 November 2022
None on record
Mike Young Trustee 11 July 2022
None on record
Robert Pook Trustee 18 March 2020
None on record
Simon Scott Trustee 15 May 2018
FRIENDS OF HOLY TRINITY CHURCH HASTINGS
Charity reporting is overdue by 178 days
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIATICAL PARISH OF SAINT CLEMENT AND ALL SAINTS HASTINGS.
Received: On time
HASTINGS PHILHARMONIC CHOIR
Received: On time
RUPERT FRANKLIN Trustee 23 September 2015
None on record
MARGARET FAULKNER 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 £78.99k £83.64k £117.59k £160.31k £153.77k
Total expenditure £100.44k £82.22k £85.85k £120.24k £113.63k
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 September 2023 11 June 2024 On Time
Accounts and TAR 30 September 2023 11 June 2024 On Time Download Open in new window
Annual return 30 September 2022 06 July 2023 On Time
Accounts and TAR 30 September 2022 06 July 2023 On Time Download Open in new window
Annual return 30 September 2021 03 March 2022 On Time
Accounts and TAR 30 September 2021 03 March 2022 On Time Download Open in new window
Annual return 30 September 2020 06 April 2021 On Time
Accounts and TAR 30 September 2020 06 April 2021 On Time Download Open in new window
Annual return 30 September 2019 21 August 2020 22 days late
Accounts and TAR 30 September 2019 21 August 2020 22 days late 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 27TH APRIL 1971 as amended on 13 Jul 2021

Charitable objects

FOR THE RELIEF OF PERSONS WHO ARE OR WHO HAVE BEEN ENGAGED IN PROFESSIONAL SOCIAL WORK AND THE WIVES WIDOWS CHILDREN AND OTHER DEPENDANTS OF SUCH PERSONS BEING IN NEED OF RELIEF.

Area of benefit

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

NOT DEFINED

Contact information

Address:
SWBT
Wellesley House
37 Waterloo Street
BIRMINGHAM
B2 5PP
Phone:
01216223911
Email:
chair@swbt.org
Website:

www.swbt.org.uk Open in new window