THE CARR-GREGORY TRUST

Charity number: 1085580
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants are mainly made to charities operating in either London or Bristol. Priority is given to the Arts, Education, Health and Social Needs. Applications for financial support should be made in writing and should not exceed four A4 pages. The Trustees may subsequently request further information. An email address should be provided.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £165,740
Total expenditure: £134,635

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Bristol City
  • Throughout London

Governance

Registration history:
  • 15 March 2001: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RUSS CARR Chair 25 January 2001
None on record
HEATHER JANE WHEELHOUSE Trustee 25 January 2001
None on record
LINDA LOUISE HOLMAN CARR Trustee 25 January 2001
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £109.41k £337.85k £591.12k £200.64k £165.74k
Total expenditure £161.86k £111.30k £626.03k £167.73k £134.64k
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 N/A N/A £175.00k N/A N/A
Income - Other trading activities N/A N/A £0 N/A N/A
Income - Charitable activities N/A N/A £0 N/A N/A
Income - Endowments N/A N/A £0 N/A N/A
Income - Investment N/A N/A £16.11k N/A N/A
Income - Other N/A N/A £0 N/A N/A
Income - Legacies N/A N/A £0 N/A N/A
Expenditure - Charitable activities N/A N/A £626.03k N/A N/A
Expenditure - Raising funds N/A N/A £0 N/A N/A
Expenditure - Governance N/A N/A £700 N/A N/A
Expenditure - Grants institution N/A N/A £0 N/A N/A
Expenditure - Investment management N/A N/A £0 N/A N/A
Expenditure - Other N/A N/A £0 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 December 2024 06 June 2025 On time
Accounts and TAR 31 December 2024 06 June 2025 On time Download Open in new window
Annual return 31 December 2023 14 April 2024 On time
Accounts and TAR 31 December 2023 14 April 2024 On time Download Open in new window
Annual return 31 December 2022 22 March 2023 On time
Accounts and TAR 31 December 2022 22 March 2023 On time Download Open in new window
Annual return 31 December 2021 22 March 2022 On time
Accounts and TAR 31 December 2021 22 March 2022 On time Download Open in new window
Annual return 31 December 2020 21 May 2021 On time
Accounts and TAR 31 December 2020 21 May 2021 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.

DEED OF SETTLEMENT DATED 25 JANUARY 2001 AS AMENDED BY DEED OF AMENDMENT 12 MARCH 2001.

Charitable objects

THE TRUSTEES SHALL HOLD THE TRUST FUND UPON TRUST TO APPLY THE INCOME (OR SUCH PART OR PARTS OF THE INCOME) FOR OR TOWARDS SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DECIDE PROVIDED THAT THE TRUSTEES SHALL ALSO HAVE POWER IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME TO APPLY THE WHOLE OR ANY PART OR PARTS OF THE CAPITAL OF THE TRUST FUND FOR SUCH CHARITABLE PURPOSES.

Area of benefit

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

NOT DEFINED. IN PRACTICE UNITED KINGDOM.

Contact information

Address:
Flat 2
Glenavon
Clifton Down
Bristol
BS8 3HT
Phone:
01179737605
Email:
No information available
Website:

No information available