SYDNEY AND PHYLLIS GOLDBERG MEMORIAL CHARITABLE TRUST
Charity Number: 291835
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Distribute grants for charitable purposes for advancement of medical research, welfare and disability.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £129,293
Total expenditure: £126,707
People
2 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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 Advancement Of Health Or Saving Of Lives
- Disability
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England
Governance
Registration history:
- 31 May 1985: Standard registration
Organisation type:
Trust
Other names:
- SYDNEY AND PHYLLIS GOLDBERG MEMORIAL TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
- 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
2 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| MICHAEL JOHN CHURCH | Chair |
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| CHRISTOPHER JOHN PEXTON | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £137.67k | £112.91k | £119.80k | £122.55k | £129.29k | |
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Total expenditure | £141.56k | £126.44k | £126.48k | £126.64k | £126.71k | |
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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 | 05 April 2024 | 10 October 2024 | On Time | |
| Accounts and TAR | 05 April 2024 | 10 October 2024 | On Time | Download Open in new window |
| Annual return | 05 April 2023 | 16 October 2023 | On Time | |
| Accounts and TAR | 05 April 2023 | 16 October 2023 | On Time | Download Open in new window |
| Annual return | 05 April 2022 | 25 August 2022 | On Time | |
| Accounts and TAR | 05 April 2022 | 25 August 2022 | On Time | Download Open in new window |
| Annual return | 05 April 2021 | 25 October 2021 | On Time | |
| Accounts and TAR | 05 April 2021 | 25 October 2021 | On Time | Download Open in new window |
| Annual return | 05 April 2020 | 22 July 2020 | On Time | |
| Accounts and TAR | 05 April 2020 | 22 July 2020 | On Time | Download Open in new window |