THE JOHN SUMNER TRUST (OTHERWISE KNOWN AS SIR JOHN SUMNER'S TRUST)
Charity number: 218620
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The object of the Charity is especially for works and objects of health,philanthropy,public utility,education,literature,art,archeology and research(other than experiments involving animal suffering),animal welfare,armed forces charities
Income and expenditure
Data for financial year ending 25 February 2025
Total income: £27,565
Total expenditure: £36,803
People
5 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- Arts/culture/heritage/science
- Amateur Sport
- Animals
- Environment/conservation/heritage
- Economic/community Development/employment
- Armed Forces/emergency Service Efficiency
- Recreation
- Other Charitable Purposes
Who the charity helps:
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- Other Defined Groups
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
- Other Charitable Activities
Where the charity operates:
- Birmingham City
- Buckinghamshire
- Leicestershire
- Newcastle Upon Tyne City
- Northamptonshire
- Northumberland
- Oxfordshire
- Shropshire
- Warwickshire
Governance
Registration history:
- 28 November 1963: Standard registration
- 05 May 2020: Funds received from 1004000 MARSTON CHARITABLE TRUST
Organisation type:
Other
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses 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 | ||||
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| Rose Beatrice McKie | Trustee | 25 February 2023 |
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| Ian Robert McKie | Trustee | 09 March 2020 |
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| Lord Richard Gerald Wellesley | Trustee | 09 March 2020 |
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| VICTORIA JANE MCKIE | Trustee |
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| LADY RICHARD WELLESLEY | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 25/02/2021 | 25/02/2022 | 25/02/2023 | 25/02/2024 | 25/02/2025 | ||
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Total gross income | £29.68k | £46.20k | £43.74k | £15.18k | £27.57k | |
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Total expenditure | £57.55k | £65.96k | £79.82k | £37.77k | £36.80k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 25 February 2025 | 10 December 2025 | On time | |
| Accounts and TAR | 25 February 2025 | 10 December 2025 | On time | Download Open in new window |
| Annual return | 25 February 2024 | 19 December 2024 | On time | |
| Accounts and TAR | 25 February 2024 | Not required | ||
| Annual return | 25 February 2023 | 29 January 2024 | 35 days late | |
| Accounts and TAR | 25 February 2023 | 29 January 2024 | 35 days late | Download Open in new window |
| Annual return | 25 February 2022 | 22 August 2022 | On time | |
| Accounts and TAR | 25 February 2022 | 22 August 2022 | On time | Download Open in new window |
| Annual return | 25 February 2021 | 21 September 2021 | On time | |
| Accounts and TAR | 25 February 2021 | 21 September 2021 | On time | Download Open in new window |