THEO TRUST

Charity Number: 1069814
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Supporting the education & welfare of Children at or formerly at Repton Preparatory School. Relief of poverty and education of children & members of the Public in the UK, the Ukraine and India

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £11,491
Total expenditure: £6,606

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:
  • Education/training
  • Overseas Aid/famine Relief
  • Accommodation/housing
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Cumbria
  • Derbyshire
  • Staffordshire
  • India
  • Ukraine

Governance

Registration history:
  • 30 May 1998: Standard registration
  • 11 February 2019: Funds received from 1148219 THEO TRUST LTD
  • 04 February 2021: Funds received from 1014299 FOREMARKE TRUST
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Risk management
  • Safeguarding vulnerable beneficiaries
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
James Wallis Archer Chair 12 December 2018
None on record
Nataliia Madzhula Trustee 18 March 2025
None on record
David Wynne Trustee 11 October 2023
None on record
Rachel Louise Wootton Trustee 11 October 2023
None on record
Jonathan Charles Soar Trustee 17 November 2020
None on record
VIVIEN MARY SOAR Trustee 13 November 2020
None on record
RICHARD CHARTER THEOBALD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £4.74k £4.10k £26.76k £16.10k £11.49k
Total expenditure £7.09k £4.22k £15.10k £16.35k £6.61k
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 July 2024 28 September 2024 On Time
Accounts and TAR 31 July 2024 Not Required
Annual return 31 July 2023 11 October 2023 On Time
Accounts and TAR 31 July 2023 Not Required
Annual return 31 July 2022 17 March 2023 On Time
Accounts and TAR 31 July 2022 17 March 2023 On Time Download Open in new window
Annual return 31 July 2021 01 October 2021 On Time
Accounts and TAR 31 July 2021 Not Required
Annual return 31 July 2020 05 November 2020 On Time
Accounts and TAR 31 July 2020 Not Required
Submit annual return Open in new window

Contact information

Address:
Paradise Farm
Burton Road
Needwood
BURTON-ON-TRENT
Staffordshire
DE13 9PB
Phone:
01283575614