THE ROOTES TRUST

Charity Number: 1078967
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objective of the Trust is to make donations for general charitable purposes

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £6,000
Total expenditure: £4,709

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

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 England And Wales
  • Scotland

Governance

Registration history:
  • 14 January 2000: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE REVEREND BILL ROOTES Trustee 01 February 1992
None on record
LORD NICK ROOTES Trustee 01 February 1992
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £4.00k £4.00k £4.00k £4.00k £6.00k
Total expenditure £4.11k £3.74k £3.90k £4.51k £4.71k
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 05 April 2024 21 October 2024 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 23 May 2024 108 days late
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 23 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 01 December 2021 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 21 December 2020 On Time
Accounts and TAR 05 April 2020 Not Required
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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.

DEED OF SETTLEMENT DATED 10TH NOVEMBER 1960

Charitable objects

FOR SUCH CHARITABLE BODIES ASSOCIATIONS AND TRUSTS IN SUCH SHARES AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES MAY SUBJECT TO THE CONSENTS SET OUT IN CLAUSE 9 HEREOF BUT OTHERWISE IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
HARBOUR VIEW
82 High Street
BEMBRIDGE
PO35 5SF
Phone:
07980845593
Email:
No information available
Website:

No information available