THE DAVIDGE USHER TRUST

Charity Number: 1183248
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The CIO makes grants to organisations in Northamptonshire & Oxfordshire for the advancement of education, traing health & religious activities. The Trustees review all requests for financial support and assess the probable impact on the community or organisation of providing financial help.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £488,132
Total expenditure: £428,327

People

7 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:
  • Other Charitable Purposes
Who the charity helps:
No information available
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Northamptonshire
  • Oxfordshire

Governance

Registration history:
  • 03 May 2019: CIO registration
  • 16 April 2021: Funds received from 1073939 THE DAVIDGE USHER TRUST
Organisation type:
CIO
Other names:

No other names

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
  • 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 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Allinson Trustee 17 April 2023
None on record
Benjamin Michael Berridge Trustee 17 April 2023
None on record
Catherine Usher Trustee 28 March 2022
None on record
DAVID JOHN SMITH Trustee 02 April 2019
None on record
MARK STUART ARROWSMITH Trustee 02 April 2019
ESTATE CHARITY OF LADY LEVESON'S OR THE FOXLEY CHARITY
Received: On time
MARY PHILIPPA ROSE JAMES Trustee 02 April 2019
WARD AND SMYTH EDUCATIONAL FOUNDATION
Received: On time
RICHARD ARROWSMITH Trustee 02 April 2019
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 31/03/2024
Total gross income £0 £490.75k £431.51k £466.85k £488.13k
Total expenditure £0 £270.22k £298.16k £322.86k £428.33k
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 March 2024 24 January 2025 On Time
Accounts and TAR 31 March 2024 24 January 2025 On Time Download Open in new window
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time Download Open in new window
Annual return 05 April 2022 27 January 2023 On Time
Accounts and TAR 05 April 2022 27 January 2023 On Time Download Open in new window
Annual return 05 April 2021 21 June 2022 136 days late
Accounts and TAR 05 April 2021 21 June 2022 136 days late Download Open in new window
Annual return 05 April 2020 03 March 2021 26 days late
Accounts and TAR 05 April 2020 20 April 2021 74 days late 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 03 May 2019

Charitable objects

1. TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE IN THE PARISH OF LITTLE HOUGHTON IN THE COUNTY OF NORTHAMPTON; 2. THE FURTHERANCE OF THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE COUNTY OF NORTHAMPTON; 3. THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT IN THE COUNTY OF NORTHAMPTON AND THE UNIVERSITY OF OXFORD; 4. THE RELIEF OF SICKNESS AND THE PRESERVATION AND PROTECTION OF GOOD HEALTH AMONG PEOPLE WHO ARE SICK, CONVALESCENT AND DISABLED IN THE COUNTY OF NORTHAMPTON; 5. TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE IN THE COUNTY OF NORTHAMPTON.

Area of benefit

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

LOCAL

Contact information

Address:
FISHER GERMAN LLP
Innovation House
Welland Business Park
Valley Way
Market Harborough
LE16 7PS
Phone:
01858410200
Email:
Matthew.Trembath@fishergerman.co.uk
Website:

No information available