THE MONTAGU FAMILY CHARITABLE TRUST

Charity number: 277466
Removed charity

Charity overview

Activities - how the charity spends its money

Apply capital and income to or towards the benefit of helping the community, promotion of education and medical research. During 2022-2023, the Trustees allocated £14,500 pounds to 5 organisations.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £6,534
Total expenditure: £41,000

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 13 March 1979: Standard registration
  • 22 April 2026: Removed (Transfer of funds)
  • 22 April 2026: Funds transferred to 207316 NIGHTINGALE HAMMERSON
  • 22 April 2026: Funds transferred to 1100051 FARESHARE
  • 22 April 2026: Funds transferred to 1139579 WORLD HEART BEAT MUSIC ACADEMY LTD
  • 22 April 2026: Funds transferred to 1162537 THE DAVID NOTT FOUNDATION
  • 22 April 2026: Funds transferred to 1140105 SHEFFIELD YOUNG CARERS PROJECT
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Risk management
Land and property:
This charity does not own and/or lease land or property

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £5.76k £6.34k £0 £3.64k £6.53k
Total expenditure £9.33k £11.13k £15.27k £18.07k £41.00k
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 2025 22 May 2025 On time
Accounts and TAR 05 April 2025 Not required
Annual return 05 April 2024 02 August 2024 On time
Accounts and TAR 05 April 2024 Not required
Annual return 05 April 2023 11 October 2023 On time
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 04 October 2022 On time
Accounts and TAR 05 April 2022 Not required
Annual return 05 April 2021 11 October 2021 On time
Accounts and TAR 05 April 2021 Not required
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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 5TH FEBRUARY 1979

Charitable objects

TO SUCH CHARITABLE INSTITUTIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISRETION THINK FIT.

Area of benefit

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

NOT DEFINED