HELEN ROBERTSON CHARITABLE TRUST

Charity number: 1018922
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant-making to relevant charities

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £305,736
Total expenditure: £28,060

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
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Buckinghamshire
  • Hampshire
  • Oxfordshire
  • Pembrokeshire
  • West Berkshire
  • Wiltshire
  • Windsor And Maidenhead

Governance

Registration history:
  • 18 March 1993: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Flynn Robertson Trustee 31 January 2026
None on record
Nicole Woodage Trustee 24 December 2019
None on record
Stuart James Robertson Trustee 01 November 2018
None on record
Tracy Olwen Robertson Trustee 01 November 2018
None on record
CHARLES RICHARD STEPHEN LINK Trustee
PROVISION TRADE BENEVOLENT INSTITUTION
Received: On time
THE EVERSLEY CHARITABLE TRUST
Received: On time
Fishmongers and Poulterers Charity
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £21.30k £56.89k £22.11k £379.21k £305.74k
Total expenditure £23.00k £27.11k £18.57k £51.09k £28.06k
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 2025 07 August 2025 On time
Accounts and TAR 05 April 2025 07 August 2025 On time Download Open in new window
Annual return 05 April 2024 19 August 2024 On time
Accounts and TAR 05 April 2024 19 August 2024 On time Download Open in new window
Annual return 05 April 2023 21 February 2024 16 days late
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 15 December 2022 On time
Accounts and TAR 05 April 2022 15 December 2022 On time Download Open in new window
Annual return 05 April 2021 08 October 2021 On time
Accounts and TAR 05 April 2021 Not required
Submit annual return Open in new window

Contact information

Address:
Longcross Farm
Newbury Road
Headley
THATCHAM
RG19 8LG
Phone:
07393 657670
Website:

No information available