THE P B DUMBELL CHARITABLE TRUST

Charity number: 232770
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity continues to support local charities in the West Midlands area, specifically around mental health, end of life support, young people and homelessness. The trustees do not make grants for educational purposes. Applications are reviewed twice yearly, in February and August.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £54,102
Total expenditure: £59,214

People

2 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

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Dudley
  • Herefordshire
  • Sandwell
  • Shropshire
  • Walsall
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 13 June 1969: 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:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jean Barbara Jarvis MBE Trustee 01 January 2024
None on record
Carolyn Aarvold Trustee 16 April 2014
C M AARVOLD CHARITABLE TRUST
Received: On time
THE MR AND MRS SARGEANT CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £46.66k £48.43k £63.18k £52.76k £54.10k
Total expenditure £45.23k £51.91k £60.96k £58.64k £59.21k
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 2024 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 26 January 2024 On Time
Accounts and TAR 05 April 2023 26 January 2024 On Time Download Open in new window
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time Download Open in new window
Annual return 05 April 2021 26 May 2022 110 days late
Accounts and TAR 05 April 2021 26 May 2022 110 days late Download Open in new window
Annual return 05 April 2020 22 February 2022 382 days late
Accounts and TAR 05 April 2020 22 February 2022 382 days late 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.

SETTLEMENT DATED 13TH JANUARY 1964 AND SUPPLEMENTAL SETTLEMENT DATED 21ST MAY 1969

Charitable objects

FOR CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES GENERALLY.

Area of benefit

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

UNRESTRICTED

Contact information

Address:
Lower Hayton Grange
Lower Hayton
LUDLOW
Shropshire
SY8 2AQ
Phone:
01584861371
Email:
No information available
Website:

No information available