THE WESTWARD TRUST

Charity number: 260488
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Disburses grants to charities according to the interests of the trustees, particularly Quaker charities or projects in which members of the Religious Society of Friends and active attenders have a substantial involvement and responsibility. On rare occasions may offer small grants to individuals, perhaps for educational needs.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £18,975
Total expenditure: £18,579

People

4 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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Religious Activities
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 07 May 1970: Standard registration
Organisation type:
Trust
Other names:
  • D J AND J IRONSIDE CHARITABLE TRUST (Previous name)
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
  • Investment
  • Risk management
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Steven Robert Dodd Trustee 26 August 2021
None on record
Kelly Dodd Trustee 26 August 2021
None on record
ALISON RUTH IRONSIDE Trustee
STURGE FLATS CHARITABLE TRUST
Received: On time
RUTH MARY DODD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £16.83k £17.20k £17.70k £18.28k £18.98k
Total expenditure £13.62k £18.72k £20.64k £20.48k £18.58k
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 30 September 2023 08 July 2024 On Time
Accounts and TAR 30 September 2023 Not Required
Annual return 30 September 2022 19 July 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 27 July 2022 On Time
Accounts and TAR 30 September 2021 Not Required
Annual return 30 September 2020 29 July 2021 On Time
Accounts and TAR 30 September 2020 Not Required
Annual return 30 September 2019 22 July 2020 On Time
Accounts and TAR 30 September 2019 Not Required
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 6TH JANUARY 1970 AS AMENDED BY SUPPLEMENTAL DEEDS DATED 17TH SEPTEMBER 1982 AND 28TH APRIL 1983 AS AMENDED BY SUPPLEMENTAL DEED 26 NOVEMBER 2000

Charitable objects

TO OR TOWARDS OR FOR THE ADVANCEMENT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS AND IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
12 GREEN MEADOW ROAD
BIRMINGHAM
B29 4DE
Phone:
01214751179
Email:
westwardtrust@gmail.com
Website:

No information available