MELTON MOWBRAY BUILDING SOCIETY CHARITABLE FOUNDATION

Charity number: 1067348
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Foundation directs resources towards less advantaged individuals or organisations within a local catchment area of a 15 mile radius of the Building Society's branches in Melton Mowbray, Grantham & Oakham. The Foundation will commit at least 33% & up to 50% of its resources to kickstart a community project or to establish an enduring activity or initiative for the benefit of the community.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £22,137
Total expenditure: £52,389

People

7 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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Leicestershire
  • Lincolnshire
  • Rutland

Governance

Registration history:
  • 12 January 1998: Standard registration
Organisation type:
Other
Other names:
  • MELTON MOWBRAY BUILDING SOCIETY CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MARTIN JOHN REASON Chair
None on record
Rachel Kolebuk Trustee 08 June 2022
None on record
Simon Taylor Trustee 29 June 2020
None on record
Vicki Williamson Trustee 22 June 2015
None on record
ROBERT ANTHONY BROWNLOW Trustee
HARLAXTON COLLEGE
Received: On time
MR DAVID WOOD Trustee
FOUNDATION FOR CONDUCTIVE EDUCATION
Received: On time
RUTLAND AGRICULTURAL SOCIETY
Received: On time
PEPPER'S-A SAFE PLACE
Received: On time
RUTLAND HISTORIC CHURCHES PRESERVATION TRUST
Received: On time
KEITH HALLAM Trustee
MELTON MOWBRAY TOWN ESTATE
Charity reporting is overdue by 90 days

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 £19.95k £20.20k £8.31k £12.40k £22.14k
Total expenditure £16.90k £28.93k £21.76k £23.97k £52.39k
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 March 2024 11 December 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 04 January 2024 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 22 September 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 14 December 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 10 November 2020 On Time
Accounts and TAR 31 March 2020 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 22 OCTOBER 1997

Charitable objects

GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF PERSONS WHO ARE RESIDENT IN OR WHO CONDUCT THE WHOLE OR PRINCIPAL PART OF THEIR ACTIVITIES WITHIN THE COUNTIES OF RUTLAND, LEICESTER, LINCOLN AND NOTTINGHAM

Area of benefit

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

WITHIN THE COUNTIES OF RUTLAND, LEICESTER, LINCOLN AND NOTTINGHAM

Contact information

Address:
Melton Mowbray Bldg Soc
Mutual House
Leicester Road
MELTON MOWBRAY
LE13 0DB
Phone:
01664414141
Email:
c.ritchie@mmbs.co.uk
Website:

No information available