SPIELMAN CHARITABLE TRUST

Charity number: 278306
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust provides grants to a range of institutions and individuals to help them deal with immediate needs. The Trust also supports a number of charities, particularly those engaged in caring for and educating children and young people in Bristol and the South West of England. It also provides grants to other charities that the trustees believe merit the support of the Trust.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £265,908
Total expenditure: £252,086

People

5 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:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Bristol City

Governance

Registration history:
  • 23 August 1979: 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:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • 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
  • Serious incident reporting 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR C J L MOORSOM Chair
None on record
Amelia Hann Trustee 28 January 2020
None on record
Anna Jennifer MacCarthy Trustee 28 January 2020
None on record
KAREN PETERSEN HANN Trustee
None on record
MR P A COOPER Trustee
None on record

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 £256.12k £227.47k £282.40k £266.75k £265.91k
Total expenditure £194.92k £283.13k £277.72k £279.32k £252.09k
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 17 October 2024 On Time
Accounts and TAR 05 April 2024 17 October 2024 On Time Download Open in new window
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time Download Open in new window
Annual return 05 April 2022 24 January 2023 On Time
Accounts and TAR 05 April 2022 24 January 2023 On Time Download Open in new window
Annual return 05 April 2021 04 November 2021 On Time
Accounts and TAR 05 April 2021 04 November 2021 On Time Download Open in new window
Annual return 05 April 2020 19 December 2020 On Time
Accounts and TAR 05 April 2020 19 December 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.

DEED DATED 8TH JUNE 1979

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:
Whitefriars Business Centre
2nd Floor
Whitefriars
Lewins Mead
Bristol
Phone:
01179291929
Email:
spielmantrust@gmail.com
Website:

No information available