SYDNEY DEAN WHITEHEAD'S CHARITABLE TRUST

Charity number: 207714
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To apply Trust property (either as capital or as income) for purposes in connection with: the relief of poverty; the maintenance and education of children whose parents are unable to provide them with an education suitable to their position or abilities; the advancement in life of such children; the payment of subscriptions or donations to charitable institutions or societies.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £70,015
Total expenditure: £58,686

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:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 September 1962: 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
  • Financial reserves 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
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
Charlotte Paine Latham Trustee 25 June 2024
None on record
Humphrey Clarke Trustee 30 June 2020
None on record
ANNE SWORD PREBENSEN Trustee
None on record
JENNY CLARKE Trustee
None on record

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 £46.87k £55.48k £66.56k £61.38k £70.02k
Total expenditure £50.36k £51.82k £56.74k £60.76k £58.69k
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 14 July 2025 On time
Accounts and TAR 05 April 2025 14 July 2025 On time Download Open in new window
Annual return 05 April 2024 29 November 2024 On time
Accounts and TAR 05 April 2024 29 November 2024 On time Download Open in new window
Annual return 05 April 2023 07 November 2023 On time
Accounts and TAR 05 April 2023 07 November 2023 On time Download Open in new window
Annual return 05 April 2022 06 July 2022 On time
Accounts and TAR 05 April 2022 06 July 2022 On time Download Open in new window
Annual return 05 April 2021 15 July 2021 On time
Accounts and TAR 05 April 2021 15 July 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.

DEED OF SETTLEMENT DATED 31ST AUGUST 1946

Charitable objects

1. RELIEF OF POVERTY. 2. THE MAINTENANCE AN EDUCATION OF BOYS AND GIRLS WHOSE PARENTS ARE UNABLE TO PROVIDE THEM WITH AN EDUCATION SUITABLE TO THEIR POSITION OR ABILITIES. 3. THE ADVANCEMENT IN LIFE OF SUCH BOYS AND GIRLS. 4. THE PAYMENT OF SUBSCRIPTIONS OR DONATIONS TO CHARITABLE INSTITUTIONS OR SOCIETIES. 5. ANY OTHER CHARITABLE OBJECTS.

Area of benefit

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

NOT DEFINED

Contact information

Address:
MONAHANS CHARTERED ACCOUNTANTS
Lennox House, 3 Pierrepont Street
BATH
BA1 1LB
Phone:
01225472800
Email:
whitehead.trust@monahans.co.uk
Website:

No information available