THE BERGMAN OSTERBERG UNION BENEFIT FUND

Charity number: 307906
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Financial help given to meet a particular need of former students having completed initial teacher training on Dartford Campus/The University of Greenwich and ex-members of staff. Payments towards the cost of provision of service or equipment for the sick and infirm, adaptations to homes of the disabled, fuel bills, travel expenses for hospital, care home or respite care visits.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £2,041
Total expenditure: £401

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 05 May 1966: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
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
ANNE STUART Chair
None on record
Jennifer Jean Haynes Trustee 01 January 2020
None on record
JILL ANITA ELLIS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.83k £1.49k £1.63k £1.85k £2.04k
Total expenditure £1.69k £450 £934 £365 £401
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 31 December 2023 13 October 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 13 October 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 17 October 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 11 October 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 24 September 2020 On Time
Accounts and TAR 31 December 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.

DECLARATION OF TRUST DATED 29 MARCH 1966

Charitable objects

FOR THE RELIEF OF SUCH POOR AND DISTRESSED MEMBERS OF THE UNION AND SUCH OTHER CHARITABLE PURPOSES AS THE COMMITTEE MAY DIRECT

Area of benefit

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

NOT DEFINED

Contact information

Address:
8 INGATESTONE ROAD
WOODFORD GREEN
IG8 9AL
Phone:
02085044387
Email:
christobelelliott25@gmail.com
Website:

www.bergmanosterbergunion.org.uk Open in new window