OPENTRUST

Charity number: 1086404
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the Trust is the advancement of education, nationally and internationally, in the social, enviromental, political and biological sciences, economics, law, the arts and media communication and other recognised scholarly subjects

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £365,468
Total expenditure: £862,297

People

5 Trustee(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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 30 April 2001: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
04107837 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Safeguarding policy and procedures
  • 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

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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sir Charles Chadwyck-Healey Bt Chair 20 September 2013
THE PENCHANT FOUNDATION
Received: On time
Dr John Francis Olivarius McAllister Trustee 01 December 2020
None on record
Dame Elizabeth Anne Lucy Forgan DBE Trustee 04 June 2020
None on record
ANTHONY HAROLD BARNETT Trustee
None on record
ANNE SHIRLEY LUCAS LAPPING CBE Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £805.03k £702.79k £905.43k £1.21m £365.47k
Total expenditure £520.32k £743.71k £917.28k £804.18k £862.30k
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
Income - Donations and legacies £804.45k £702.79k £905.43k £1.21m N/A
Income - Other trading activities £0 £0 £0 £0 N/A
Income - Charitable activities £0 £0 £0 £0 N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £0 £0 £0 £0 N/A
Income - Other £581 £0 £0 £0 N/A
Income - Legacies £0 £0 £0 £0 N/A
Expenditure - Charitable activities £520.10k £743.71k £916.76k £803.69k N/A
Expenditure - Raising funds £216 £0 £522 £491 N/A
Expenditure - Governance £0 £7.73k £8.07k £13.01k N/A
Expenditure - Grants institution £0 £735.43k £907.67k £787.11k N/A
Expenditure - Investment management £0 £0 £0 £0 N/A
Expenditure - Other £0 £0 £0 £0 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 December 2023 03 July 2024 On Time
Accounts and TAR 31 December 2023 03 July 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 29 September 2022 On Time
Accounts and TAR 31 December 2021 29 September 2022 On Time Download Open in new window
Annual return 31 December 2020 15 September 2021 On Time
Accounts and TAR 31 December 2020 15 September 2021 On Time Download Open in new window
Annual return 31 December 2019 07 September 2020 On Time
Accounts and TAR 31 December 2019 07 September 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 OF ASSOCIATION INCORPORATED ON 14 NOVEMBER 2000 AS AMENDED BY SPECIAL RESOLUTION ON 27 APRIL 2001

Charitable objects

THE ADVANCEMENT OF EDUCATION, NATIONALLY AND INTERNATIONALLY, IN THE SOCIAL, ENVIRONMENTAL, POLITICAL AND BIOLOGICAL SCIENCES, ECONOMICS, LAW, THE ARTS AND MEDIA COMMUNICATION AND OTHER RECOGNISED SCHOLARLY SUBJECTS.

Area of benefit

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

WORLDWIDE

Contact information

Address:
5 MADINGLEY ROAD
CAMBRIDGE
CB3 0EE
Phone:
01223316766
Email:
opentrustfinance@gmail.com
Website:

https://theopentrust.org.uk/ Open in new window