THE CAZENOVE CHARITABLE TRUST

Charity Number: 1086899
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust primarily supports charitable fundraising by funding a match giving scheme whereby money raised for charity by employees and retired employees of JP Morgan Cazenove and Cazenove Capital management is matched with an equal donation from the Trust (up to -À500 per person per annum).

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £76,713
Total expenditure: £149,203

People

9 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
  • Arts/culture/heritage/science
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
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
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 04 June 2001: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Risk management
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
Alia Malik Trustee 03 November 2024
None on record
WILLIAM PHILIP FOX Trustee 13 December 2023
THE MOUNTBATTEN MEMORIAL TRUST
Received: On time
Damian Paul John Robinson Trustee 01 December 2020
None on record
Nicholas Rodney Hall Trustee 10 October 2019
None on record
John William Peter Mayne Trustee 01 December 2017
None on record
James Stephen Barker Trustee 01 December 2015
None on record
Lucinda Napier Trustee 01 September 2014
None on record
MICHAEL WENTWORTH-STANLEY Trustee
THE ANTONY HORNBY CHARITABLE TRUST
Received: On time
THE DAVID WENTWORTH-STANLEY CHARITABLE TRUST
Received: 77 days late
MICHAEL RICHARD POWER Trustee
MRS SARAH ANDREW'S CHARITY
Received: On time
POWER FAMILY CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £97.82k £76.26k £56.88k £73.66k £76.71k
Total expenditure £64.45k £69.86k £64.98k £108.43k £149.20k
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 31 December 2023 18 September 2024 On Time
Accounts and TAR 31 December 2023 09 October 2024 On Time
Annual return 31 December 2022 04 October 2023 On Time
Accounts and TAR 31 December 2022 04 October 2023 On Time
Annual return 31 December 2021 25 October 2022 On Time
Accounts and TAR 31 December 2021 25 October 2022 On Time
Annual return 31 December 2020 24 September 2021 On Time
Accounts and TAR 31 December 2020 24 September 2021 On Time
Annual return 31 December 2019 22 September 2020 On Time
Accounts and TAR 31 December 2019 22 September 2020 On Time
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 25TH JUNE 1969

Charitable objects

FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Cazenove Capital
1 London Wall Place
London
EC2Y 5AU
Phone:
02076581178
Email:
No information available
Website:

No information available