THE SERTH AND GATES CHARITY

Charity number: 1124777

Charity overview

Activities - how the charity spends its money

General charitable purposes with preference for those in the field of veterinary education, study and research.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £344,682
Total expenditure: £406,485

People

2 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Animals
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:
  • 01 July 2008: Standard registration
  • 13 April 2012: Funds received from 1098436 MRS I J GATES CHARITY FUND
Organisation type:
Other
Other names:
  • THE GEOFFREY SERTH CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Christopher Ian Stevens Trustee 22 November 2024
None on record
Timothy John Hamilton West Trustee 06 October 2022
None on record

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 £370.94k £302.07k £335.28k £352.81k £344.68k
Total expenditure £360.17k £295.44k £588.60k £348.50k £406.49k
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 15 July 2024 On Time
Accounts and TAR 31 December 2023 15 July 2024 On Time Download Open in new window
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 30 October 2023 On Time Download Open in new window
Annual return 31 December 2021 06 October 2022 On Time
Accounts and TAR 31 December 2021 06 October 2022 On Time Download Open in new window
Annual return 31 December 2020 28 October 2021 On Time
Accounts and TAR 31 December 2020 28 October 2021 On Time Download Open in new window
Annual return 31 December 2019 30 September 2020 On Time
Accounts and TAR 31 December 2019 30 September 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.

DECLARATION OF TRUST DATED 09/05/2008 AS AMENDED ON 05/04/2012

Charitable objects

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF TH TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN THE UNITED KINGDOM AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT. 3.2 THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD AS MAY BE PERMITTED BY LAW, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit

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

NATIONAL

Contact information

Address:
Wedlake Bell Llp
71 Queen Victoria Street
LONDON
EC4V 4AY
Phone:
020 7395 3000
Email:
jack.martin@wedlakebell.com
Website:

http://www.charitychoice.co.uk/the-geoffrey-serth-charitable-trust-35955 Open in new window