THE HONORARY TREASURERS FORUM

Charity number: 1118802
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Forum is the only organisation to focus specifically on the needs of the Honorary Treasurer. The mission of the Forum is to benefit the voluntary and community sector by providing networking opportunities and resources to improve the effectiveness of existing Honorary Treasurers and to encourage more volunteers to take up this essential trustee role.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £27,279
Total expenditure: £25,556

People

5 Trustee(s)

4 Volunteer(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

What the charity does:
  • Education/training
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 13 April 2007: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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
BRUCE MALCOLM GORDON Chair
NATIONAL CENTRE FOR SOCIAL RESEARCH
Received: On time
David Harley Athol ROWE Trustee 12 September 2019
THE SOLDIERS, SAILORS, AIRMEN AND FAMILIES ASSOCIATION - FORCES HELP
Received: On time
Nicola Silverleaf Trustee 15 June 2019
None on record
HEATHER LAMONT Trustee 02 October 2013
None on record
PAUL PALMER Trustee
Bayes CCE Trust Ltd
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £27.56k £24.06k £37.19k £37.19k £27.28k
Total expenditure £29.12k £26.58k £27.11k £27.11k £25.56k
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 December 2023 03 October 2024 On Time
Accounts and TAR 31 December 2023 03 October 2024 On Time Download Open in new window
Annual return 31 December 2022 09 October 2023 On Time
Accounts and TAR 31 December 2022 09 October 2023 On Time Download Open in new window
Annual return 31 December 2021 14 October 2022 On Time
Accounts and TAR 31 December 2021 14 October 2022 On Time Download Open in new window
Annual return 31 December 2020 02 September 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 27 October 2020 On Time
Accounts and TAR 31 December 2019 27 October 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.

TRUST DEED MADE 19 MARCH 2007 AS AMENDED BY RESOLUTION DATED 16 MAY 2016

Charitable objects

TO ADVANCE EDUCATION IN FINANCIAL MANAGEMENT OF THOSE WHO ARE RESPONSIBLE FOR THOSE LOOKING AFTER CHARITIES' FINANCES.

Area of benefit

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

UNDEFINED. IN PRACTICE, NATIONAL.

Contact information

Address:
BAYES BUSINESS SCHOOL
106 BUNHILL ROW
LONDON
EC1Y 8TZ
Phone:
02070408781
Email:
richard.williams@honorarytreasurers.org.uk
Website:

http://www.honorarytreasurers.org.uk/ Open in new window