BERNARD AND JOYCE COLEMAN CHARITABLE TRUST

Charity number: 1075731
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Coaching facilities to young sportsmen and young sportswomen. Donations to similar sporting charities and grants to sporting clubs and associations. Grants to medical services and to youth projects.

Income and expenditure

Data for financial year ending 31 October 2023

Total income:
£507,419

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Donations and legacies £502.14k
Charitable activities £0
Other trading activities £0
Investments £5.28k
Other £0

Total expenditure:
£55,512

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Raising funds £2.74k
Charitable activities £52.77k
Other £0

-£36 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £2.74k
Charitable expenditure £52.77k
Retained for future use £451.91k

People

1 Employee(s)

4 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
  • Education/training
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 28 May 1999: Standard registration
Organisation type:
Trust
Other names:
  • BERNARD COLEMAN CHARITABLE TRUST (Previous name)
  • BERNARD COLEMAN TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Paul Robert Cundy Trustee 23 February 2021
None on record
ARNOLD ISAACSON Trustee 05 March 2020
None on record
CAROLE FAIRCLOUGH Trustee 01 April 2019
THE BORIS KARLOFF CHARITABLE FOUNDATION
Received: On time
JAMES FAIRCLOUGH Trustee 06 November 1998
None on record

Financial history

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Financial period end date

Income / Expenditure 30/04/2020 30/04/2021 30/04/2022 30/04/2023 31/10/2023
Total gross income £68.78k £175.66k £4.37k £9.14k £507.42k
Total expenditure £80.94k £127.53k £49.59k £33.08k £55.51k
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 N/A N/A N/A £502.14k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £0
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £5.28k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £346.45k
Expenditure - Charitable activities N/A N/A N/A N/A £52.77k
Expenditure - Raising funds N/A N/A N/A N/A £2.74k
Expenditure - Governance N/A N/A N/A N/A £807
Expenditure - Grants institution N/A N/A N/A N/A £39.00k
Expenditure - Investment management N/A N/A N/A N/A £2.74k
Expenditure - Other N/A N/A N/A N/A £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 30/04/2020 30/04/2021 30/04/2022 30/04/2023 31/10/2023
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £463.79k
Other assets N/A N/A N/A N/A £514.21k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £1.58k

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 October 2023 10 April 2024 On Time
Accounts and TAR 31 October 2023 10 April 2024 On Time Download Open in new window
Annual return 30 April 2023 08 February 2024 On Time
Accounts and TAR 30 April 2023 Not Required
Annual return 30 April 2022 29 January 2023 On Time
Accounts and TAR 30 April 2022 Not Required
Annual return 30 April 2021 24 February 2022 On Time
Accounts and TAR 30 April 2021 24 February 2022 On Time Download Open in new window
Annual return 30 April 2020 02 February 2021 On Time
Accounts and TAR 30 April 2020 02 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 6TH NOVEMBER 1998, AS AMENDED BY SUPPLEMENTAL DEEDS DATED 27TH APRIL 1999 AND 25 OCTOBER 2005 AS AMENDED BY DEED DATED 01 JUN 2020

Charitable objects

(A) THE ADVANCEMENT FOR THE BENEFIT OF THE PUBLIC OF THE EDUCATION OF YOUNG PERSONS, WHO ARE PUPILS AT SCHOOLS, UNIVERSITIES AND OTHER EDUCATIONAL ESTABLISHMENTS IN ANY PART OF THE WORLD, BY ENSURING THAT DUE ATTENTION IS GIVEN TO THE PHYSICAL EDUCATION OF SUCH PUPILS AS WELL AS TO THE DEVELOPMENT AND OCCUPATION OF MINDS AND, WITH A VIEW TO FURTHERING THAT OBJECT, TO PROVIDE FUNDS AND TO ASSIST IN THE ORGANISATION AND PROVISION OF FACILITIES WHICH WILL ENABLE AND ENCOURAGE SUCH PUPILS TO PLAY CRICKET OR OTHER GAMES OR SPORTS AND TO PARTICIPATE IN PHYSICAL RECREATION AND SPORT GENERALLY THEREBY TO ASSIST IN ENSURING THAT DUE ATTENTION IS GIVEN TO THE PHYSICAL EDUCATION AND DEVELOPMENT OF SUCH PERSONS, AS WELL AS TO THE DEVELOPMENT AND OCCUPATION OF THEIR MINDS. (B) THE EDUCATION OF THE GENERAL PUBLIC AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING: (1) THE INCREASE OF THEIR KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF ANY MATTERS OF HISTORIC, ARCHITECTURAL, AESTHETIC OR SCIENTIFIC INTEREST; (11) THE PROMOTION, IMPROVEMENT, DEVELOPMENT AND MAINTENANCE OF PUBLIC EDUCATION IN AND THE APPRECIATION OF THE ART AND SCIENCE OF MUSIC AND DRAMA IN ALL ITS ASPECTS; AND (111) THE PROVISION OF GRANTS, AWARDS AND OTHER FINANCIAL ASSISTANCE TO CHARITABLE INSTITUTIONS SUCH AS SCHOOLS, COLLEGES, ORCHESTRAS, CHOIRS, THEATRES AND OPERAS HOUSES. (C) THE RELIEF OF THE ELDERLY IN NEED AND THE PROVISION OR ASSISTANCE IN THE PROVISION OF FACILITIES FOR RECREATION OR LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS, IN PARTICULAR BY; (1) GRANTS OR OTHER FINANCIAL ASSISTANCE; (11) COUNSELLING OR OTHER PRACTICAL ADVICE; AND (111) MAKING GRANTS OR PROVIDING FINANCIAL ASSISTANCE TO NURSING HOMES OR OTHER CHARITABLE INSTITUTIONS WHOSE CHARITABLE PURPOSES INCLUDE THE RELIEF OF OLD AGE, SICKNESS AND DISABILITY.

Area of benefit

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

WORLDWIDE

Contact information

Address:
44 Gladstone Road
ASHTEAD
Surrey
KT21 2NS
Phone:
07714850788
Email:
stewie2506@icloud.com
Website:

No information available