THE GREG & ROSIE LOCK CHARITABLE FOUNDATION TRUST

Charity number: 1090360
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General Charitable Purposes, to help other charities/voluntary bodies.

Income and expenditure

Data for financial year ending 30 November 2024

Total income: £148,376
Total expenditure: £152,850

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:
  • Throughout London

Governance

Registration history:
  • 31 January 2002: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Complaints handling
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ROSEMARY ELIZABETH LOCK Trustee
None on record
GREG LOCK Trustee
None on record
KILLIK & CO TRUSTEES LTD 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 30/11/2020 30/11/2021 30/11/2022 30/11/2023 30/11/2024
Total gross income £1.05m £1.44m £98.03k £1.42m £148.38k
Total expenditure £831.32k £1.54m £181.55k £942.35k £152.85k
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 £0 £0 N/A £0 N/A
Income - Other trading activities £0 £0 N/A £0 N/A
Income - Charitable activities £0 £0 N/A £0 N/A
Income - Endowments £0 £0 N/A £0 N/A
Income - Investment £1.05m £89.25k N/A £1.42m N/A
Income - Other £1.11k £1.35m N/A £2.78k N/A
Income - Legacies £0 £0 N/A £0 N/A
Expenditure - Charitable activities £62.00k £662.00k N/A £40.00k N/A
Expenditure - Raising funds £767.03k £874.52k N/A £1.52k N/A
Expenditure - Governance £0 £0 N/A £0 N/A
Expenditure - Grants institution £0 £662.00k N/A £0 N/A
Expenditure - Investment management £0 £1.52k N/A £1.52k N/A
Expenditure - Other £2.28k £0 N/A £900.83k 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 30 November 2024 25 September 2025 On time
Accounts and TAR 30 November 2024 25 September 2025 On time Download Open in new window
Annual return 30 November 2023 26 September 2024 On time
Accounts and TAR 30 November 2023 26 September 2024 On time Download Open in new window
Annual return 30 November 2022 15 July 2024 289 days late
Accounts and TAR 30 November 2022 15 July 2024 289 days late Download Open in new window
Annual return 30 November 2021 07 September 2022 On time
Accounts and TAR 30 November 2021 07 September 2022 On time Download Open in new window
Annual return 30 November 2020 20 September 2021 On time
Accounts and TAR 30 November 2020 20 September 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.

DECLARATION OF TRUST EXECUTED ON THE 12TH DAY OF SEPTEMBER 2001

Charitable objects

THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND AND THE INCOME THEREOF TO APPLY THE SAME UPON SUCH CHARITABLE PURPOSES AND IN SUCH SHARES AND PROPORTIONS AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit

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

GREATER LONDON

Contact information

Address:
KILLIK & CO
CROWN HOUSE
CROWN STREET
IPSWICH
IP1 3HS
Phone:
02073370643
Email:
alan.mcdougall@killik.com
Website:

No information available