THE GITTA TANGYE TRUST

Charity number: 1201711
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant making

Income and expenditure

Data for financial year ending 31 December 2024

Total income:
£4,500,000

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Donations and legacies £4.50m
Charitable activities £0
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£2,880

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Raising funds £0
Charitable activities £2.88k
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £2.88k
Retained for future use £4.50m

People

4 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:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • 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:
  • 25 January 2023: CIO registration
Organisation type:
CIO
Other names:
  • GITTA TANGYE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Shona Mary Cutler Chair 01 February 2023
None on record
STEPHEN JOHN JONES Trustee 01 February 2023
HENRY JAMES SAYER CHARITY
Received: On time
HOLGATE DOLPHIN CIO
Received: On time
SIMON RODERICK JAMES Trustee 01 February 2023
GUILD OF ST MARY'S CENTRE LICHFIELD
Received: On time
ABS Realisations Limited
Received: On time
C T AND H E ROBINSON CHARITABLE TRUST FOR THE CARIB AND LOKONO ARAWAK INDIANS
Received: On time
Adam Frederick Wilkins Trustee 01 February 2023
HOLGATE DOLPHIN CIO
Received: On time
HENRY JAMES SAYER CHARITY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2023 31/12/2024
Total gross income £0 £4.50m
Total expenditure £0 £2.88k
Income from government contracts N/A N/A
Income from government grants N/A N/A
Income - Donations and legacies N/A £4.50m
Income - Other trading activities N/A £0
Income - Charitable activities N/A £0
Income - Endowments N/A £0
Income - Investment N/A £0
Income - Other N/A £0
Income - Legacies N/A £4.50m
Expenditure - Charitable activities N/A £2.88k
Expenditure - Raising funds N/A £0
Expenditure - Governance N/A £2.88k
Expenditure - Grants institution N/A £0
Expenditure - Investment management N/A £0
Expenditure - Other N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2023 31/12/2024
Own use assets N/A £0
Long-term investments N/A £0
Other assets N/A £4.50m
Defined benefit pension scheme asset or liability N/A £0
Total liabilities N/A £2.88k

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 2024 30 October 2025 On time
Accounts and TAR 31 December 2024 30 October 2025 On time Download Open in new window
Annual return 31 December 2023 22 July 2024 On time
Accounts and TAR 31 December 2023 22 July 2024 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 25 Jan 2023

Charitable objects

3.1 FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE IN THE UNITED KINGDOM IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING BY AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER OR FURTHER EDUCATION. 3.2 TO ADVANCE THE CHRISTIAN FAITH IN THE UNITED KINGDOM FOR THE BENEFIT OF THE PUBLIC. 3.3 THE RELIEF OF THE PHYSICAL AND MENTAL SICKNESS OF PERSONS IN NEED BY REASON OF ADDICTION TO ALCOHOL OR DRUGS, INCLUDING BY THE PROVISION OF COUNSELLING AND SUPPORT. 3.4 TO RELIEVE THE MENTAL AND PHYSICAL SICKNESS OF PERSONS RESIDENT IN THE UNITED KINGDOM SUFFERING FROM BEREAVEMENT OR LOSS BY THE PROVISION OF COUNSELLING AND SUPPORT FOR SUCH PERSONS. 3.5 TO PROMOTE HUMANE BEHAVIOUR TOWARDS ANIMALS BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR ANIMALS WHICH ARE IN NEED OF CARE AND ATTENTION BY REASON OF ACCIDENT, SICKNESS, MALTREATMENT, POOR CIRCUMSTANCES OR ILL USAGE AND TO EDUCATE THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS. 3.6 TO PROVIDE TRANSPORT FACILITIES IN THE UNITED KINGDOM FOR PEOPLE WHO HAVE SPECIAL NEED OF SUCH FACILITIES BECAUSE THEY ARE ELDERLY, POOR OR DISABLED, PEOPLE WITH YOUNG CHILDREN OR THOSE LIVING IN ISOLATED AREAS WHERE THERE ARE NO ADEQUATE PUBLIC TRANSPORT FACILITIES. 3.7 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT. 3.8 TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT. 3.9 THE RELIEF AND ASSISTANCE OF PEOPLE IN ANY PART OF THE WORLD WHO ARE THE VICTIMS OF WAR OR NATURAL DISASTER, TROUBLE OR CATASTROPHE. 3.10 TO RELIEVE FINANCIAL HARDSHIP, SICKNESS AND POOR HEALTH AMONGST ELDERLY PEOPLE. 3.11 THE PREVENTION OR RELIEF OF POVERTY OR FINANCIAL HARDSHIP ANYWHERE IN THE WORLD EITHER GENERALLY OR INDIVIDUALLY BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATION, TRAINING, HEALTHCARE PROJECTS AND ALL NECESSARY SUPPORT DESIGNED TO ENABLE INDIVIDUALS TO GENERATE A SUSTAINABLE INCOME AND BE SELF-SUFFICIENT. 3.12 THE RELIEF OF FINANCIAL HARDSHIP, EITHER GENERALLY OR INDIVIDUALLY, OF PEOPLE LIVING IN THE UNITED KINGDOM BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS OF SERVICES OR FACILITIES. 3.13 THE RELIEF OF SICKNESS AND THE PRESERVATION OF HEALTH AMONG PEOPLE RESIDING PERMANENTLY OR TEMPORARILY IN THE UNITED KINGDOM. 3.14 TO ADVANCE IN LIFE AND RELIEVE THE NEEDS OF YOUNG PEOPLE THROUGH: A.THE PROVISION OF RECREATIONAL AND LEISURE TIME ACTIVITIES PROVIDED IN THE INTEREST OF SOCIAL WELFARE, DESIGNED TO IMPROVE THEIR CONDITIONS OF LIFE; B.PROVIDING SUPPORT AND ACTIVITIES WHICH DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE RESPONSIBLE INDIVIDUALS. 3.15 TO RELIEVE PERSONS, WHETHER OR NOT THEY ARE RESIDENT OR TEMPORARILY LOCATED IN THE UNITED KINGDOM WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS AS A RESULT OF LOCAL, NATIONAL OR INTERNATIONAL DISASTER OR BY REASON OF THEIR SOCIAL AND ECONOMIC CIRCUMSTANCES. 3.16 TO ADVANCE THE ARTS, CULTURE, HERITAGE OR SCIENCE BY MAKING GRANTS OF MONEY. 3.17 ANY OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE UNITED KINGDOM FOR WHICH PROVISION IS NOT MADE FROM PUBLIC RATES AND TAXES AS THE TRUSTEES SHALL THINK FIT.

Contact information

Address:
The Estate Office
Wharf Cottage
Broombank
Tenbury Wells
Worcestershire
WR15 8NY
Phone:
07940 160 844
Email:
chrissy@charity-management.co.uk
Website:

No information available