THE BURDEN TRUST

Charity number: 235859
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust objectives are broad and its resources limited. Applicants should either on-line using the charity's web-site. If the trustees wish to follow up an application the secretary will request additional information. The trust does not give grants to individuals. The trustees meet annually in June to approve grant requests received by the preceding 31st March.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £181,049
Total expenditure: £198,071

People

7 Trustee(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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 20 July 1984: 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 charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANTHONY CROFTON MILES Chair
REDLAND CHAPEL TRUST
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF LONG ASHTON
Received: On time
BRISTOL SCHOOLS CONNECTION
Received: 120 days late
Charles Carron Trustee 08 June 2022
None on record
Dr Valarie Rogers Trustee 08 June 2022
None on record
Dr Neil Scolding Trustee 08 June 2022
THE BURDEN NEUROLOGICAL INSTITUTE LIMITED
Received: On time
Dr Sheena Tranter Trustee 14 June 2018
None on record
Annie Crawley Trustee 18 September 2015
None on record
COLIN HAVILL Trustee 09 October 2014
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF LONG ASHTON
Received: On time
THE TEMPLE ECCLESIASTICAL CHARITY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £197.54k £169.95k £175.51k £176.51k £181.05k
Total expenditure £202.29k £149.62k £163.07k £185.89k £198.07k
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 31 January 2025 On Time
Accounts and TAR 31 March 2024 31 January 2025 On Time Download Open in new window
Annual return 31 March 2023 01 February 2024 1 days late
Accounts and TAR 31 March 2023 01 February 2024 1 days late Download Open in new window
Annual return 31 March 2022 30 January 2023 On Time
Accounts and TAR 31 March 2022 30 January 2023 On Time Download Open in new window
Annual return 31 March 2021 03 February 2022 3 days late
Accounts and TAR 31 March 2021 03 February 2022 3 days late Download Open in new window
Annual return 31 March 2020 04 February 2021 4 days late
Accounts and TAR 31 March 2020 04 February 2021 4 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.

TRUST DEEDS OF 20TH FEBRUARY 1913, 3RD SEPTEMBER 1919, 20TH JULY 1926 AND 17TH AUGUST 1938 AS VARIED BY SCHEMES OF THE COMMISSIONERS OF 11TH DECEMBER 1956 AND 16TH JUNE 1989

Charitable objects

1. AS AND FOR HOSPITALS OR HOMES OR PLACES OR PERSONS FOR CURATIVE TREATMENT OR CARE OR RESEARCH IN REGARD TO ANY HUMAN AILMENT DISEASE OR DEFECT WHATSOEVER. 2. FOR HOMES AND PLACES FOR RESIDENCE OR CARE (INCLUDING DAY-CARE) OF ANY INFIRM DISABLED DELICATE OR AGED PERSONS (AND MORE PARTICULARLY FOR CHURCH OF ENGLAND CLERGY AND THEIR FAMILIES). 3. AS AND FOR SCHOOLS OR TRAINING INSTITUTIONS OR ORGANISATIONS FOR CHILDREN OR YOUNG PERSONS OR OTHERS REQUIRING TRAINING FOR SPECIAL PURPOSES IN LIFE WHETHER RELIGIOUS OR TECHNICAL BUT ALWAYS CONSISTENT OR CONSONANT WITH THE TENETS AND PRINCIPLES OF THE CHURCH OF ENGLAND. 4. AS AND FOR ANY PURPOSE CALCULATED TO MINISTER TO THE COMFORT OR WELLBEING OF CHURCH OF ENGLAND CLERGY AND THEIR FAMILIES. 6. AS AND FOR HOMES OR PLACES OR ORGANISATIONS FOR THE CARE EDUCATION AND TRAINING OF CHILDREN AND YOUNG PERSONS WHO BY REASON OF THE DEATH OF A PARENT OR FOR BY ANY OTHER REASON ARE IN NEED OF CARE EDUCATION AND TRAINING. 7. AS AND FOR THE RELIEF OF PERSONS IN NECESSITOUS CIRCUMSTANCES.

Area of benefit

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

NOT DEFINED

Contact information

Address:
51 DOWNS PARK WEST
BRISTOL
BS6 7QL
Phone:
01179628611
Email:
p.oconor@netgates.co.uk
Website:

www.burdentrustbristol.co.uk Open in new window