THE BRODIE CHARITABLE TRUST

Charity number: 1073409
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Makes grants to other charities involved in medical research and care for the terminally ill.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £58,770
Total expenditure: £46,110

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to 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
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:
  • 20 January 1999: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
IAN BERNARD BRODIE Chair
None on record
MICHELLE MARIE MONNES-THOMAS Trustee 14 August 2024
SOUTH STAFFORDSHIRE MEDICAL CENTRE CHARITABLE TRUST - THE ROTHA ABRAHAM BEQUEST
Received: On time
ANDREW ROBERT WILLIAM STOREY Trustee 14 August 2024
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £21.01k £16.90k £49.42k £59.28k £58.77k
Total expenditure £39.04k £30.37k £45.53k £66.69k £46.11k
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 2025 04 September 2025 On time
Accounts and TAR 05 April 2025 04 September 2025 On time Download Open in new window
Annual return 05 April 2024 08 January 2025 On time
Accounts and TAR 05 April 2024 08 January 2025 On time Download Open in new window
Annual return 05 April 2023 08 November 2023 On time
Accounts and TAR 05 April 2023 08 November 2023 On time Download Open in new window
Annual return 05 April 2022 23 November 2022 On time
Accounts and TAR 05 April 2022 Not required
Annual return 05 April 2021 08 December 2021 On time
Accounts and TAR 05 April 2021 Not required
Submit annual return Open in new window

Contact information

Address:
MURAS BAKER JONES
REGENT HOUSE
BATH AVENUE
WOLVERHAMPTON
WV1 4EG
Phone:
0190393000
Website:

No information available