TAX ADVISERS' CHARITABLE TRUST

Charity number: 1064392
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Supporting, by way of grants and donations, charities involved with taxation, including education and the provision of tax advice for those who are unable to afford to pay for it. Supporting other charities, including those in the City of London and its immediate neighbourhood.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £35,326
Total expenditure: £33,337

People

1 Trustee(s)

17 Volunteer(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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout London

Governance

Registration history:
  • 15 September 1997: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE WORSHIPFUL COMPANY OF TAX ADVISERS Trustee
THE TAX ADVISERS' BENEVOLENT FUND
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £26.08k £39.82k £37.64k £38.09k £35.33k
Total expenditure £58.48k £32.77k £30.51k £31.26k £33.34k
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 30 June 2024 22 April 2025 On Time
Accounts and TAR 30 June 2024 22 April 2025 On Time Download Open in new window
Annual return 30 June 2023 21 April 2024 On Time
Accounts and TAR 30 June 2023 21 April 2024 On Time Download Open in new window
Annual return 30 June 2022 10 November 2022 On Time
Accounts and TAR 30 June 2022 10 November 2022 On Time Download Open in new window
Annual return 30 June 2021 16 March 2022 On Time
Accounts and TAR 30 June 2021 16 March 2022 On Time Download Open in new window
Annual return 30 June 2020 22 February 2021 On Time
Accounts and TAR 30 June 2020 22 February 2021 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.

DECLARATION OF TRUST MADE 19TH MAY 1997 AS AMENDED BY DEED DATED 15 FEBRUARY 2006

Charitable objects

THE ADVANCEMENT AND PROMOTION OF SUCH CHARITABLE OBJECTS OR PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES.

Area of benefit

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

NOT DEFINED

Contact information

Address:
30 Monck Street
LONDON
SW1P 2AP
Phone:
02073400561
Email:
almoner@tabf.org.uk
Website:

No information available