MICHAEL ROBERTS CHARITABLE TRUST

Charity number: 1065006
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide voluntary work and social opportunities for people with a disability and people who are socially disadvantaged. To provide emergency food for people in crisis and to reduce companies food wastage and redistribute it back into the community in Harlow and the surrounding area.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£567,227

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Donations and legacies £441.19k
Charitable activities £90.59k
Other trading activities £33.79k
Investments £1.66k
Other £0

Total expenditure:
£545,838

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Raising funds £3.03k
Charitable activities £542.80k
Other £0

£0 investments gains (losses)

Total income includes £68,236 from 1 government contract(s) and £15,000 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £3.03k
Charitable expenditure £542.80k
Retained for future use £21.39k

People

18 Employee(s)

6 Trustee(s)

160 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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

What the charity does:
  • General Charitable Purposes
  • Disability
  • The Prevention Or Relief Of Poverty
  • 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:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Essex
  • Hertfordshire

Governance

Registration history:
  • 23 October 1997: Standard registration
  • 19 June 2017: Funds received from 1123256 CALM CENTRE LTD
  • 12 September 2024: Funds received from 1043787 FRESHWATERS CHRISTIAN FELLOWSHIP
Organisation type:
Charitable company
Other names:

No other names

Company number:
03439299 Open in new window
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
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • 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 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
James Briant Trustee 05 November 2024
None on record
Rev Jocelin Georgina Massey POYNTZ Trustee 06 March 2024
None on record
Ayub Khan Trustee 17 November 2022
None on record
Gary Ronald Pattimore Trustee 13 March 2020
None on record
TERESA ANN KNOTT Trustee 08 August 2013
None on record
JEANETTE EHLERS 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 £175.66k £277.32k £234.07k £369.88k £567.23k
Total expenditure £166.24k £170.39k £254.85k £345.86k £545.84k
Income from government contracts N/A N/A N/A N/A £68.24k
Income from government grants £10.00k £31.68k £15.00k £15.00k £15.00k
Income - Donations and legacies N/A N/A N/A N/A £441.19k
Income - Other trading activities N/A N/A N/A N/A £33.79k
Income - Charitable activities N/A N/A N/A N/A £90.59k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £1.66k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £542.80k
Expenditure - Raising funds N/A N/A N/A N/A £3.03k
Expenditure - Governance N/A N/A N/A N/A £0
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A N/A N/A N/A £7.97k
Long-term investments N/A N/A N/A N/A £0
Other assets N/A N/A N/A N/A £261.69k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £9.91k

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 29 August 2024 On time
Accounts and TAR 31 March 2024 29 August 2024 On time Download Open in new window
Annual return 31 March 2023 13 December 2023 On time
Accounts and TAR 31 March 2023 13 December 2023 On time Download Open in new window
Annual return 31 March 2022 30 November 2022 On time
Accounts and TAR 31 March 2022 30 November 2022 On time Download Open in new window
Annual return 31 March 2021 05 January 2022 On time
Accounts and TAR 31 March 2021 05 January 2022 On time Download Open in new window
Annual return 31 March 2020 30 November 2020 On time
Accounts and TAR 31 March 2020 30 November 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 INCORPORATED 25/09/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/02/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 05/03/2012

Charitable objects

TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSE OF THIS CLAUSE 'SOCIALLY EXCLUDED* MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE;ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; POOR EDUCATIONAL OR SKILLS ATTAINMENT;LEARNING DIFFICULTIES; LEARNING AND PHYSICAL DISABILITIES; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING {THAT IS HOUSING THAT DOES NOT MEET BASIC STANDARDS OF HABITABILITY).

Area of benefit

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

THE UNITED KINGDOM AND ELSEWHERE

Contact information

Address:
MRCT Foodstore Unit 8
Housham Hall Farm
Harlow Road
Matching Tye
HARLOW
Essex
Phone:
01279724515
Email:
enquiries@mrct.org.uk
Website:

www.mrct.org.uk Open in new window