UNIVERSITY OF SUNDERLAND DEVELOPMENT TRUST

Charity number: 1041658
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust seeks to underpin the University's commitment to remaining a high quality civic university, in a city & region that is reinventing itself, by offering life-changing opportunities & transformation. Over the next 3 years the Trust will continue to seek funds from a range of sources but establish three giving programmes focusing on major gifts, legacies & its alumni giving programme.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £428,757
Total expenditure: £557,974

People

5 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 Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Sunderland

Governance

Registration history:
  • 26 October 1994: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
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
Alex Hallimond Trustee 05 October 2021
None on record
Margaret Fay CBE DL Trustee 01 August 2020
None on record
Susan Margaret Forster Trustee 01 June 2020
None on record
Sir David Robert Bell KCB Trustee 05 November 2018
None on record
Mark Henry McArdle Trustee 17 January 2017
THE MCARDLE FOUNDATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £121.34k £529.31k £179.30k £1.88m £428.76k
Total expenditure £118.32k £144.93k £494.11k £328.62k £557.97k
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 £490.47k N/A £3.87m N/A
Income - Other trading activities N/A £0 N/A £0 N/A
Income - Charitable activities N/A £0 N/A £0 N/A
Income - Endowments N/A £20.00k N/A £2.00m N/A
Income - Investment N/A £58.84k N/A £59.78k N/A
Income - Other N/A £0 N/A £0 N/A
Income - Legacies N/A £0 N/A £23.46k N/A
Expenditure - Charitable activities N/A £137.17k N/A £322.35k N/A
Expenditure - Raising funds N/A £7.76k N/A £6.26k N/A
Expenditure - Governance N/A £9.20k N/A £16.88k N/A
Expenditure - Grants institution N/A £24.01k N/A £112.72k N/A
Expenditure - Investment management N/A £5.86k N/A £4.37k N/A
Expenditure - Other N/A £0 N/A £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 2024 29 May 2025 On Time
Accounts and TAR 31 July 2024 29 May 2025 On Time Download Open in new window
Annual return 31 July 2023 22 May 2024 On Time
Accounts and TAR 31 July 2023 22 May 2024 On Time Download Open in new window
Annual return 31 July 2022 16 May 2023 On Time
Accounts and TAR 31 July 2022 16 May 2023 On Time Download Open in new window
Annual return 31 July 2021 05 May 2022 On Time
Accounts and TAR 31 July 2021 05 May 2022 On Time Download Open in new window
Annual return 31 July 2020 19 May 2021 On Time
Accounts and TAR 31 July 2020 19 May 2021 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.

DECLARATION OF TRUST DATED 09/08/1994 AS AMENDED BY DEED DATED 26/03/2009 AS AMENDED BY DEED DATED 23/04/2012 as amended on 09 Mar 2020 as amended on 10 Dec 2024

Charitable objects

3. Objects The Trustees shall hold the capital and income of the Trust Fund upon trust and shall apply the income and all of such part or parts of the capital at such times in such manner as the Trustees in their absolute discretion think fit for the following purposes for the benefit of the public: 3.1 to advance the education of the students at the University by providing and assisting in the provision of facilities for potential future students and present students who study (or may want to study) at the University; 3.2 for the public benefit to promote education in such ways as the charity trustees think fit, including by: 3.2.1 awarding to such persons scholarships, maintenance allowances or grants tenable at the University of Sunderland or such other institutions as the Trustees see fit; and 3.2.2 furthering education by assisting people to prepare for entry to any occupation, trade or profession on leaving any educational establishment; 3.3 to assist and support the University to: 3.3.1 promote the advancement of education including but not limited to the promotion of research and knowledge exchange; and 3.3.2 promote civic engagement in areas of social and economic deprivation.

Area of benefit

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

UNIVERSITY OF SUNDERLAND

Contact information

Address:
UNIVERSITY OF SUNDERLAND
CHESTER ROAD
SUNDERLAND
SR1 3SD
Phone:
01915152000
Email:
legal@sunderland.ac.uk
Website:

https://alumni.sunderland.ac.uk/ Open in new window