THE ARCHIE SHERMAN CARDIFF FOUNDATION

Charity number: 272225
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity's objects include wide charitable purposes at the discretion of the trustees. There are no restricted or endowment funds. The charity's objects are to generate income from its investment property portfolio in order to make charitable contributions as the trustees sees fit.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £175,300
Total expenditure: £103,673

People

3 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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 27 October 1976: 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 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MICHAEL JOSEPH GEE Trustee 04 December 2017
THE ARCHIE SHERMAN CHARITABLE TRUST
Received: On time
THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST
Received: On time
ALLAN HENRY SIMON MORGENTHAU Trustee 04 December 2017
THE ARCHIE SHERMAN CHARITABLE TRUST
Received: On time
THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST
Received: On time
THE BRITISH FRIENDS OF THE JAFFA INSTITUTE
Received: On time
Mrs R Freedman Trustee 04 December 2017
THE ARCHIE SHERMAN CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £159.35k £143.73k £136.68k £153.35k £175.30k
Total expenditure £113.39k £89.68k £102.11k £105.75k £103.67k
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 05 April 2024 18 December 2024 On time
Accounts and TAR 05 April 2024 18 December 2024 On time Download Open in new window
Annual return 05 April 2023 02 February 2024 On time
Accounts and TAR 05 April 2023 02 February 2024 On time Download Open in new window
Annual return 05 April 2022 23 January 2023 On time
Accounts and TAR 05 April 2022 23 January 2023 On time Download Open in new window
Annual return 05 April 2021 02 February 2022 On time
Accounts and TAR 05 April 2021 02 February 2022 On time Download Open in new window
Annual return 05 April 2020 05 February 2021 On time
Accounts and TAR 05 April 2020 05 February 2021 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 16TH JULY 1976

Charitable objects

TO OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES, CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATION IN THE SCHEDULED TERRITORIES (UNITEDS KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND, CANADA, AUSTRALIA, NEW ZEALAND, PAKISTAN, CEYLON, UNION OF SOUTH AFRICA, REPUBLIC OF INDIA, STATE OF ISRAEL, UNITED STATES OF AMERICA AND ANY OTHER TERRITORIES FORMING PART OF THE BRITISH COMMONWEALTH AND EMPIRE OF WHICH THE QUEEN IS THE RECOGNISED HEAD) AND IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR DEISCRETION DETERMINE.

Area of benefit

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

SEE OBJECTS

Contact information

Address:
274a
Kentish Town Road
LONDON
NW5 2AA
Phone:
02074931904
Email:
trust@sherman.co.uk
Website:

No information available