THE CARTHUSIAN TRUST

Charity number: 1171955
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity provides means-tested bursaries and scholarships to pupils of Charterhouse School or donations towards capital projects that will benefit the pupils of the School.

Income and expenditure

Data for financial year ending 31 July 2025

Total income: £155,974
Total expenditure: £475,067

People

7 Trustee(s)

1 Volunteer(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
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 08 March 2017: CIO registration
Organisation type:
CIO
Other names:

No other names

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 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Roderic Notley Hunt KC Trustee 08 May 2025
None on record
Andrew Man Trustee 08 May 2025
None on record
Charles Davies Trustee 12 March 2020
None on record
IAN WALLER Trustee 12 March 2020
None on record
CHARLES WILLIAM DAVID MACEY Trustee 08 December 2016
CHARTERHOUSE SCHOOL
Received: On time
HUGH INSLEY-FOX CHARITABLE TRUST
Received: On time
JAMES BALKWILL Trustee 10 January 2013
None on record
STUART BELL Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2021 31/07/2022 31/07/2023 31/07/2024 31/07/2025
Total gross income £139.53k £42.52k £2.02m £626.86k £155.97k
Total expenditure £297.61k £96.04k £229.19k £258.64k £475.07k
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 £1.98m £481.10k N/A
Income - Other trading activities N/A N/A £0 £0 N/A
Income - Charitable activities N/A N/A £0 £0 N/A
Income - Endowments N/A N/A £0 £0 N/A
Income - Investment N/A N/A £41.91k £145.76k N/A
Income - Other N/A N/A £0 £0 N/A
Income - Legacies N/A N/A £1.98m £478.86k N/A
Expenditure - Charitable activities N/A N/A £229.19k £258.64k N/A
Expenditure - Raising funds N/A N/A £0 £0 N/A
Expenditure - Governance N/A N/A £5.05k £5.30k N/A
Expenditure - Grants institution N/A N/A £224.14k £253.34k N/A
Expenditure - Investment management N/A N/A £0 £0 N/A
Expenditure - Other N/A N/A £0 £0 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 July 2025 30 March 2026 On time
Accounts and TAR 31 July 2025 30 March 2026 On time Download Open in new window
Annual return 31 July 2024 28 March 2025 On time
Accounts and TAR 31 July 2024 28 March 2025 On time Download Open in new window
Annual return 31 July 2023 29 May 2024 On time
Accounts and TAR 31 July 2023 29 May 2024 On time Download Open in new window
Annual return 31 July 2022 12 April 2023 On time
Accounts and TAR 31 July 2022 12 April 2023 On time Download Open in new window
Annual return 31 July 2021 07 April 2022 On time
Accounts and TAR 31 July 2021 07 April 2022 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.

CIO - FOUNDATION Registered 08 Mar 2017

Charitable objects

THE OBJECTS OF THE CIO ARE: SUCH CHARITABLE PURPOSES CONNECTED WITH THE SCHOOL AS THE TRUSTEES SHALL AFTER CONSULTATION WITH THE SCHOOL GOVERNING BODY THINK FIT INCLUDING, WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING: A) THE PROVISION OF BURSARIES AND SCHOLARSHIPS TO PUPILS AT THE SCHOOL; AND B) THE FINANCING OF PROJECTS OF A CAPITAL NATURE CONNECTED WITH THE SCHOOL.

Contact information

Address:
Charterhouse School
Brooke Hall
Charterhouse
Godalming
GU7 2DX
Phone:
01483291602
Email:
No information available
Website:

No information available