THE OWEN OWEN TRUST FUND

Charity Number: 233264
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Owen Owen Trust gives grants for the relief of persons in need who were formerly employed by any company in the Owen Owen group of companies or are the spouses or dependents of persons who were so employed. This also includes concession staff and consultant staff formerly working within the Owen Owen group.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £83,911
Total expenditure: £280,382

People

8 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 May 1964: Standard registration
Organisation type:
Trust
Other names:
  • OWEN OWEN NO 1 TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
KATHRYN MARY EGGLETON Chair
None on record
Amanda Gibbon Trustee 16 February 2023
None on record
Rosie Lochiel-Owen Trustee 04 May 2016
GARTHGWYNION CHARITIES
Received: On time
MARGARET OWEN TRUST
Received: On time
Robert Stanley Warren Trustee 21 May 2014
None on record
LEONARD FOSTER Trustee
None on record
ALAN GEOFFREY TURNER Trustee
None on record
ELIZABETH ANN STEWARDSON Trustee
None on record
JOHN STEPHEN BARKER Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £109.71k £87.72k £86.93k £87.07k £83.91k
Total expenditure £378.14k £336.29k £324.53k £291.71k £280.38k
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 31 March 2024 25 November 2024 On Time
Accounts and TAR 31 March 2024 25 November 2024 On Time Download Open in new window
Annual return 31 March 2023 23 October 2023 On Time
Accounts and TAR 31 March 2023 23 October 2023 On Time Download Open in new window
Annual return 31 March 2022 08 November 2022 On Time
Accounts and TAR 31 March 2022 08 November 2022 On Time Download Open in new window
Annual return 31 March 2021 04 March 2022 32 days late
Accounts and TAR 31 March 2021 04 March 2022 32 days late Download Open in new window
Annual return 31 March 2020 16 November 2020 On Time
Accounts and TAR 31 March 2020 16 November 2020 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.

TRUST DEED DATED 15/01/1900 AS AMENDED BY SCHEME OF 11/02/1964, DEED OF PARTITION DATED 10/10/2000, ORDER DATED 21/07/2003, SCHEME OF 22/05/2008 AND RESOLUTION UNDER S75A OF CHARITIES ACT 1993 AS AMENDED BY CHARITIES ACT 2006 AND APPROVED 06/03/2009.

Charitable objects

FOR THE RELIEF OF PERSONS IN NEED FORMERLY EMPLOYED BY THE OWEN OWEN GROUP AND THEIR SPOUSES AND DEPENDANTS.

Area of benefit

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

NOT DEFINED

Contact information

Address:
3.27 Merchants Court
2-12 Lord Street
Liverpool
Merseyside
L2 1TS
Phone:
075104207081
Email:
karen.sloss@owenowentrust.org.uk
Website:

www.owenowentrust.org.uk Open in new window