LORD MAYOR OF MANCHESTER'S CHARITY APPEAL TRUST

Charity Number: 1066972
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust receives income from donations, raffles and investment dividends. Sub Committees have been set up to concentrate on investment management and grant allocations to organisations within the Manchester area who have applied for assistance and for providing holidays to families in need.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£611,257

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Donations and legacies £284.16k
Charitable activities £309.58k
Other trading activities £0
Investments £17.52k
Other £0

Total expenditure:
£805,806

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Raising funds £127.04k
Charitable activities £678.77k
Other £0

£6,038 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £127.04k
Charitable expenditure £678.77k

People

3 Employee(s)

9 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
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Manchester City

Governance

Registration history:
  • 19 December 1997: Standard registration
  • 05 July 2023: Funds received from 1149354 SHORT BOWEL SURVIVOR AND FRIENDS
Organisation type:
Other
Other names:
  • WE LOVE MCR CHARITY (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events 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
  • Serious incident reporting policy and procedures
  • Social media 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Chris Woodroofe Chair 29 April 2025
None on record
Shaukat Ali Trustee 14 May 2025
None on record
Jonathan Bernstein Trustee 28 January 2025
None on record
Louise Busby Trustee 24 January 2023
None on record
Edward Smith Trustee 16 January 2023
None on record
Andreas Georgiou Trustee 24 June 2022
None on record
ANEEL MUSSARAT Trustee 20 April 2021
UMAR WELFARE SOCIETY
Received: On time
FIONA LEDDEN Trustee 18 June 2018
MANCHESTER LAW SOCIETY EDUCATIONAL FOUNDATION
Received: On time
MANCHESTER MEMORIAL CHARITY
Received: On time
ANNE UNWIN Trustee 01 December 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £160.35k £827.69k £229.33k £529.68k £611.26k
Total expenditure £355.18k £1.24m £935.56k £694.82k £805.81k
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
Income - Donations and legacies N/A £727.10k N/A £144.57k £284.16k
Income - Other trading activities N/A £0 N/A £0 £0
Income - Charitable activities N/A £77.21k N/A £362.93k £309.58k
Income - Endowments N/A £0 N/A £0 £0
Income - Investment N/A £23.38k N/A £22.18k £17.52k
Income - Other N/A £0 N/A £0 £0
Income - Legacies N/A £0 N/A £0 £0
Expenditure - Charitable activities N/A £1.17m N/A £563.20k £678.77k
Expenditure - Raising funds N/A £69.02k N/A £131.63k £127.04k
Expenditure - Governance N/A £98.35k N/A £114.77k £106.66k
Expenditure - Grants institution N/A £1.06m N/A £415.37k £415.36k
Expenditure - Investment management N/A £685 N/A £603 £603
Expenditure - Other N/A £0 N/A £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A £0 N/A £0 £0
Long-term investments N/A £841.71k N/A £542.83k £548.87k
Other assets N/A £982.10k N/A £904.21k £404.13k
Defined benefit pension scheme asset or liability N/A £0 N/A £0 £0
Total liabilities N/A £11.34k N/A £503.34k £197.81k

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 28 January 2025 On Time
Accounts and TAR 31 March 2024 28 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 30 January 2024 On Time Download Open in new window
Annual return 31 March 2022 27 January 2023 On Time
Accounts and TAR 31 March 2022 27 January 2023 On Time Download Open in new window
Annual return 31 March 2021 26 January 2022 On Time
Accounts and TAR 31 March 2021 26 January 2022 On Time Download Open in new window
Annual return 31 March 2020 26 January 2021 On Time
Accounts and TAR 31 March 2020 26 January 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.

DECLARATION OF TRUST DATED 1 JUNE 1997 as amended on 27 Mar 2018

Charitable objects

CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE CITY OF MANCHESTER AS THE TRUSTEES SHALL THINK FIT

Area of benefit

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

CITY OF MANCHESTER

Contact information

Address:
Lord Mayor's Office
Room 412
Level 4
Town Hall
Manchester
M60 2LA
Phone:
01612343229
Email:
welovemcrcharity@manchester.gov.uk
Website:

www.welovemcrcharity.org Open in new window