THE ROUGHAM ESTATE TRUST

Charity Number: 1155315
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

PROMOTING LOCAL HISTORY, CONSERVATION AND MUSICAL EDUCATION

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £450,579
Total expenditure: £113,820

Total income includes £11,746 from 2 government grant(s)

People

5 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

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Suffolk

Governance

Registration history:
  • 14 January 2014: Standard registration
Organisation type:
Trust
Other names:
  • RET (Working name)
Gift aid:
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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GEORGE AGNEW Chair 28 November 2012
STIFF'S ALMSHOUSES
Received: On time
ROUGHAM UNITED CHARITIES
Received: On time
CHRISTOPHER HAWKINS Trustee 15 January 2014
None on record
ADRIAN WHITE Trustee 15 January 2014
None on record
ALLAN GOULD Trustee 14 January 2014
None on record
DESMOND ASTLEY-COOPER MA OXON Trustee 28 November 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £236.61k £248.65k £245.13k £266.40k £450.58k
Total expenditure £88.29k £84.66k £76.07k £107.38k £113.82k
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 £11.75k

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 March 2024 30 January 2025 On Time
Accounts and TAR 31 March 2024 30 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 27 January 2023 On Time
Accounts and TAR 31 March 2022 27 January 2023 On Time Download Open in new window
Annual return 31 March 2021 29 January 2022 On Time
Accounts and TAR 31 March 2021 29 January 2022 On Time Download Open in new window
Annual return 31 March 2020 29 January 2021 On Time
Accounts and TAR 31 March 2020 29 January 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 22/06/2010

Charitable objects

1)TO ADVANCE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF THE ROUGHAM ESTATE. 2)TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF CLASSICAL MUSIC AND TO PROVIDE A SCHOLARSHIP OR SCHOLARSHIPS FOR MUSICIANS. 3)TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF THE HISTORY OF ROUGHAM AND TO PROVIDE A SCHOLARSHIP OR SCHOLARSHIPS FOR A STUDENT AND/OR RESEARCHER OF THIS SUBJECT.

Area of benefit

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

SUFFOLK

Contact information

Address:
ROUGHAM ESTATE OFFICE
IPSWICH ROAD
ROUGHAM
BURY ST EDMUNDS
SUFFOLK
Phone:
01359270238
Email:
No information available
Website:

www.roughamestatetrust.org Open in new window