THE RODDICK FOUNDATION

Charity Number: 1061372
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A) The relief of poverty; B) The promotion, maintenance, improvement and advancement of education; C) The provision of facilities for recreation or other leisure time occupations in the interest of social welfare; D) The promotion of any other charitable purpose for the benefit of the public. We do not accept unsolicited applications.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £396,058
Total expenditure: £1,920,827

People

4 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 18 March 1997: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
03304866 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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 owns and/or leases 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
MR G RODDICK Chair
None on record
SAMANTHA RODDICK Trustee
None on record
MS TINA SCHLIESKE Trustee
None on record
JUSTINE RODDICK Trustee
None on record

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 £2.39m £242.27k £267.91k £314.65k £396.06k
Total expenditure £1.65m £1.51m £1.78m £1.76m £1.92m
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
Income - Donations and legacies £2.00m N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £388.45k N/A N/A N/A N/A
Income - Other £1.44k N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £1.59m N/A N/A N/A N/A
Expenditure - Raising funds £64.88k N/A N/A N/A N/A
Expenditure - Governance £5.70k N/A N/A N/A N/A
Expenditure - Grants institution £1.41m N/A N/A N/A N/A
Expenditure - Investment management £61.68k N/A N/A N/A N/A
Expenditure - Other £0 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 05 August 2024 On Time
Accounts and TAR 31 March 2024 05 August 2024 On Time Download Open in new window
Annual return 31 March 2023 08 November 2023 On Time
Accounts and TAR 31 March 2023 08 November 2023 On Time Download Open in new window
Annual return 31 March 2022 19 July 2022 On Time
Accounts and TAR 31 March 2022 19 July 2022 On Time Download Open in new window
Annual return 31 March 2021 25 August 2021 On Time
Accounts and TAR 31 March 2021 25 August 2021 On Time Download Open in new window
Annual return 31 March 2020 16 July 2020 On Time
Accounts and TAR 31 March 2020 16 July 2020 On Time 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 21 JANUARY 1997

Charitable objects

THE PROMOTION OF ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY, INCLUDING RELIEF OF POVERTY, ADVANCEMENT OF EDUCATION AND SOCIAL WELFARE

Area of benefit

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

NOT DEFINED

Contact information

Address:
22 Nelson Close
Tangmere
CHICHESTER
West Sussex
PO20 2FW
Phone:
00000000000
Email:
karen@theroddickfoundation.org
Website:

www.theroddickfoundation.org Open in new window