SOUTHAM UNITED CHARITY

Charity number: 1022879
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Funds are invested through Coif in a balanced portfolio which seeks to maintain values whilst providing a reasonable income for distribution. We also receive rents from land owned by the charities and these are managed by professional land agents

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £43,073
Total expenditure: £48,029

Total income includes £1,000 from 1 government grant(s)

People

9 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:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 21 June 1993: Standard registration
Organisation type:
Other
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
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Trustee conflicts of interest 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MICHAEL GAFFNEY Chair 05 March 2013
None on record
Angela Scull Trustee 09 September 2020
None on record
Alison Elizabeth Cragg Trustee 15 November 2019
None on record
Lee Ellard Trustee 19 September 2019
None on record
GRAHAM MICHAEL FOSTER Trustee 19 September 2019
None on record
RUTH MARJORIE TRESSIDER Trustee
None on record
LEONARD GALE Trustee
None on record
MR TERENCE GEORGE HILL Trustee
None on record
BRIAN JOHN MEACHAM Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £20.99k £142.44k £30.20k £197.97k £43.07k
Total expenditure £32.37k £134.80k £24.05k £192.19k £48.03k
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 £1.00k

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 2023 05 July 2024 On Time
Accounts and TAR 31 December 2023 05 July 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022

(These accounts
have been qualified)

31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 19 October 2022 On Time
Accounts and TAR 31 December 2021 19 October 2022 On Time Download Open in new window
Annual return 31 December 2020 28 October 2021 On Time
Accounts and TAR 31 December 2020 28 October 2021 On Time Download Open in new window
Annual return 31 December 2019 26 October 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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.

SCHEME DATED 7 MAY 1993

Charitable objects

(1) THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN THE FOLLOWING WAYS AND IN THE ORDER OF PRIORITY (A) AS TO NOT MORE THAN TWO THIRDS FOR RELIEF IN NEED IN ACCORDANCE WITH THE PROVISIONS HEREINAFTER CONTAINED; (B) AS TO RESIDUE THEREOF FOR ANY CHARITABLE PURPOSE FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE PARISH OF SOUTHAM (2)THE TRUSTEES SHALL APPLY INCOME OF THE CHARITY APPLICABLE FOR THE RELIEF IN NEED IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF SOUTHAM WHO ARE IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP AND DISTRESS OF SUCH PERSONS.

Area of benefit

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

PARISH OF SOUTHAM

Contact information

Address:
WRIGHT HASSALL
OLYMPUS AVENUE
TACHBROOK PARK
WARWICK
CV34 6BF
Phone:
01926880734
Email:
mary.rouse@wrighthassall.co.uk
Website:

No information available