THE SHELDON INSTITUTE
Charity number: 252078
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
General benefit of the inhabitants of the parish of Sheldon as constituted in the year 1924
Income and expenditure
Data for financial year ending 31 December 2023
Total income: £813
Total expenditure: £700
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- General Charitable Purposes
- The Prevention Or Relief Of Poverty
Who the charity helps:
- Children/young People
- Elderly/old People
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Birmingham City
Governance
Registration history:
- 28 April 1967: Standard registration
Organisation type:
Other
Other names:
- THE ANNIE GRENVILLE SHELDON CHARITY (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- Investment
- Risk 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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| PATRICIA CLIMER | Chair | 28 July 2013 |
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| Hugh Townley | Trustee | 05 August 2011 |
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| Dr Roger Alfred Hancock | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £728 | £736 | £747 | £771 | £813 | |
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Total expenditure | £900 | £500 | £600 | £1.70k | £700 | |
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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 | 31 December 2023 | 08 October 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | Not Required | ||
| Annual return | 31 December 2022 | 26 October 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | Not Required | ||
| Annual return | 31 December 2021 | 25 October 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | Not Required | ||
| Annual return | 31 December 2020 | 20 October 2021 | On Time | |
| Accounts and TAR | 31 December 2020 | Not Required | ||
| Annual return | 31 December 2019 | 05 November 2020 | 5 days late | |
| Accounts and TAR | 31 December 2019 | Not Required |