THE HOLBECK CHARITABLE TRUST

Charity Number: 1146205
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity makes grants to other charitable organisations or for recognised charitable purposes.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £51,000
Total expenditure: £298,000

People

6 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

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:
  • General Charitable Purposes
Who the charity helps:
  • 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:
  • Throughout England And Wales

Governance

Registration history:
  • 02 March 2012: Standard registration
  • 10 December 2012: Funds received from 1113089 THE HOLBECK CHARITABLE TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
07963012 Open in new window
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JOHN RICHARD LANE Chair 23 January 2012
THE OLD MEETING HOUSE TRUST
Received: On time
THE PHILIP RECKITT EDUCATIONAL TRUST FUND
Received: On time
VERA KAYE ROLLIT CHARITABLE TRUST
Received: On time
THE WHITWAM FAMILY CHARITABLE FOUNDATION
Received: On time
The Horncastle Family Foundation
Received: On time
VICTORIA ANN DENMAN Trustee 23 January 2012
None on record
GORDON CHRISTOPHER HORSFIELD Trustee 23 January 2012
None on record
CAMILLA LOUISE SELIGMAN Trustee 23 January 2012
None on record
JOSHUA MICHAEL JOHN HORSFIELD Trustee 23 January 2012
None on record
FRANCESCA ANN HORSFIELD Trustee 23 January 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £110.00k £81.02k £68.79k £62.00k £51.00k
Total expenditure £406.00k £373.67k £487.50k £155.00k £298.00k
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 2024 23 December 2024 On Time
Accounts and TAR 05 April 2024 23 December 2024 On Time Download Open in new window
Annual return 05 April 2023 03 January 2024 On Time
Accounts and TAR 05 April 2023 03 January 2024 On Time Download Open in new window
Annual return 05 April 2022 20 December 2022 On Time
Accounts and TAR 05 April 2022 20 December 2022 On Time Download Open in new window
Annual return 05 April 2021 19 January 2022 On Time
Accounts and TAR 05 April 2021 19 January 2022 On Time Download Open in new window
Annual return 05 April 2020 03 December 2020 On Time
Accounts and TAR 05 April 2020 03 December 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.

MEMORANDUM AND ARTICLES INCORPORATED 23/02/2012

Charitable objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST FOR SUCH ONE OR MORE CHARITIES OR CHARITABLE INSTITUTIONS, OR FOR SUCH PURPOSE OR PURPOSES IN ANY PART OF THE WORLD THAT ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND IN SUCH SHARES OR PROPORTIONS AS THEY SHALL THINK FIT, IN PARTICULAR, BUT NOT LIMITED TO (A) THE ADVANCEMENT OF MEDICAL RESEARCH INTO THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL, OR PHYSICAL ILLNESS OF ANY DESCRIPTION BY THE PROVISION OF FUNDS TO CHARITIES OR CHARITABLE ORGANISATIONS WHICH CARRY OUT OR SUPPORT MEDICAL RESEARCH TO PUBLISH THE RESULTS THEREOF AND THE PROVISION OF FUNDS TO PROVIDE PALLIATIVE CARE TO SUCH PERSONS; (B) THE ADVANCEMENT OF EDUCATION OF PERSONS WHO ARE DISADVANTAGED BY REASON OF THEIR SOCIAL AND/OR ECONOMIC CIRCUMSTANCES OR WHO MAY ALSO BE VULNERABLE AND AT RISK OF DISCONTINUING THEIR ENGAGEMENT AND PARTICIPATION IN LEARNING DUE TO SIGNIFICANT DIFFICULTIES IN THEIR PERSONAL, SOCIAL OR DOMESTIC LIVES BY GIVING FINANCIAL ASSISTANCE OR SCHOLARSHIPS TO SUCH PERSONS TO ATTEND OR TO ENCOURAGE OR SUPPORT THEM TO ATTEND SCHOOL, COLLEGE, UNIVERSITY, OR OTHER RECOGNISED PLACE OF LEARNING OR TRAINING; (C) THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC BY THE PROVISION OF FUNDS TO PROVIDE NEW, OR IMPROVED FACILITIES FOR TEACHING, OR HEALTHY RECREATION AT SCHOOLS, COLLEGES, OR UNIVERSITIES; (D) THE ADVANCEMENT OF THE CHRISTIAN RELIGION BY THE PROVISION OF FUNDS FOR THE MAINTENANCE OF, OR TOWARDS THE BUILDING OR RE-BUILDING COSTS, OF PLACES OF CHRISTIAN WORSHIP TO IMPROVE FACILITIES TO PROVIDE SERVICES TO ENABLE BELIEVERS TO PRACTICE THEIR FAITH AND THE PROVISION OF FUNDS TO CHARITIES, OR CHARITABLE ORGANISATIONS WHICH ENLIGHTEN OTHERS ABOUT THE CHRISTIAN FAITH; (E) THE BENEFIT OF PEOPLE IN NEED WITHIN A COMMUNITY BY THE PROVISION OF FUNDS FOR THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES, OR RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND/OR ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES; (F) TO PROMOTE AND FURTHER COMMUNITY PARTICIPATION IN HEALTHY RECREATION AND AMATEUR SPORTS BY THE PROVISION OF FUNDS TO ORGANISE COACHING AND TRAINING AND TO PROVIDE, SECURE AND DEVELOP PUBLIC GROUNDS, FACILITIES AND PREMISES FOR THE PLAYING OF TEAM GAMES AND AMATEUR SPORTS; (G) TO BENEFIT PEOPLE IN NEED IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AFFECTED BY NATURAL DISASTERS OR BY THE PROVISION OF FUNDS FOR RELIEF OF FAMINE, OR THE RELIEF OF UNEMPLOYMENT BY THE PROVISION OF FUNDS TO HELP CREATE TRAINING AND EMPLOYMENT OPPORTUNITIES; (H) THE BENEFIT OF THE PUBLIC BY THE PROVISION OF FUNDS TO SUPPORT THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE SO THAT FUTURE GENERATIONS MIGHT APPRECIATE AND LEARN FROM THEM; AND (I) TO PROMOTE, FOSTER AND MAINTAIN FOR THE EDUCATIONAL ADVANCEMENT AND BENEFIT OF THE PUBLIC AN APPRECIATION OF THE ARTS IN GENERAL INCLUDING THE ARTS OF DRAMA, BALLET AND OTHER FORMS OF DANCE, MUSIC, SINGING, OPERA, LITERATURE, SCULPTURE AND PAINTING BY THE PROVISION OF FUNDS TO PROVIDE, MAINTAIN, DEVELOP AND SUPPORT TRAINING, EDUCATIONAL COURSES, SEMINARS, CONFERENCES, LESSONS, CLASSES, PUBLIC EXHIBITIONS AND PERFORMANCES.

Contact information

Address:
Rollits Llp
Forsyth House
Alpha Court
Monks Cross Drive
Huntington
YORK
Phone:
01904688500
Email:
gerry.morrison@rollits.com
Website:

www.holbecktrust.com Open in new window