THOMAS ROBERTS TRUST

Charity Number: 1067235
Removed charity

Charity overview

Activities - how the charity spends its money

The Trustees will consider requests for charitable assistance from other charities, in particular charities involved in cancer support/research, medical support/research and the care and welfare of the sick and elderly. The Trustees will also consider applications for support from or on behalf of employees and ex-employees of the Thomas Roberts group companies.

Income and expenditure

Data for financial year ending 31 March 2023

Total income: £26,063
Total expenditure: £127,555

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:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 07 January 1998: Standard registration
  • 15 January 2024: Removed (Does not operate)
Organisation type:
Trust
Other names:
  • THE THOMAS ROBERTS CHARITABLE TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £34.29k £35.49k £24.08k £26.66k £26.06k
Total expenditure £134.52k £127.49k £129.85k £120.44k £127.56k
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 2023 20 November 2023 On Time
Accounts and TAR 31 March 2023 20 November 2023 On Time
Annual return 31 March 2022 17 October 2022 On Time
Accounts and TAR 31 March 2022 17 October 2022 On Time
Annual return 31 March 2021 02 November 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 18 October 2020 On Time
Accounts and TAR 31 March 2020 18 October 2020 On Time

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.

TRUST DEED DATED 5 NOVEMBER 1997

Charitable objects

THE FURTHERANCE AND PROMOTION OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES, WHETHER DIRECTLY OR BY MEANS OF DISTRIBUTIONS TO AND SUPPORT OF OTHER EXCLUSIVELY CHARITABLE TRUSTS OR ORGANISATIONS , AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT AND IN PARTICULAR (BUT WITHOUT RESTRICTION) THE RELIEF OF NEED, POVERTY AND DISTRESS OF PAST AND PRESENT EMPLOYEES OF THE THOMAS ROBERTS (WESTMINSTER) LIMITED GROUP OF COMPANIES AND THEIR FAMILIES.

Area of benefit

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

NOT DEFINED