WAKEFIELD AND TETLEY TRUST

Charity Number: 1121779
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust's objects are to help inhabitants of the area of benefit (Tower Hamlets, Southwark, City of London) in need through age, financial hardship or sickness, and to support the charitable activities of the parish of All Hallows by the Tower and Toc H. The Trust gives grants to registered charities and not-for-profit companies for activities and projects which will advance the objects.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £374,811
Total expenditure: £469,596

People

10 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:
  • General Charitable Purposes
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • City Of London
  • Southwark
  • Tower Hamlets

Governance

Registration history:
  • 03 December 2007: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • 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 owns and/or leases 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PATRICK RICHARD NICHOLAS KELLY Chair
None on record
Elizabeth Cis Trustee 25 March 2025
None on record
Susan Elan Jones Trustee 25 June 2024
THE LONDON WELSH CENTRE TRUST
Received: 8 days late
Margaret Joan Infield Trustee 05 December 2023
None on record
Mohima Kamaly Trustee 07 October 2021
None on record
Tim McNally Trustee 15 March 2016
Newcomen Collett Educational Foundation
Received: On time
SOUTHWARK CHARITIES
Received: On time
THE GLAZIERS FOUNDATION
Received: On time
ST GEORGE THE MARTYR CHARITY
Received: On time
Dawn Plimmer Trustee 01 October 2013
XENIA
Received: On time
STUART IAN MORGANSTEIN Trustee
None on record
CLARE MURPHY Trustee
None on record
VENERABLE PETER ANTHONY DELANEY MBE Trustee
None on record

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 £402.01k £377.16k £420.84k £342.45k £374.81k
Total expenditure £352.71k £442.96k £463.61k £480.72k £469.60k
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 01 October 2024 On Time
Accounts and TAR 31 December 2023 01 October 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 11 October 2022 On Time
Accounts and TAR 31 December 2021 11 October 2022 On Time Download Open in new window
Annual return 31 December 2020 31 October 2021 On Time
Accounts and TAR 31 December 2020 31 October 2021 On Time Download Open in new window
Annual return 31 December 2019 16 October 2020 On Time
Accounts and TAR 31 December 2019 16 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.

SCHEME DATED 12/10/2007 AS AMENDED BY RESOLUTION DATED 29/09/2009 AS AMENDED BY RESOLUTION DATED 01/10/2012

Charitable objects

1) TO RELIEVE THE INHABITANTS OF THE AREA OF BENEFIT WHO ARE IN NEED BY VIRTUE OF THEIR AGE, FINANCIAL HARDSHIP OR SICKNESS BY THE PROVISION OR SUPPORT OF APPROPRIATE FACILITIES, PROGRAMMES OR OTHER INITIATIVES. 2) ANY OTHER CHARITABLE PURPOSE IN CONNECTION WITH THE PARISH OR TOC H.

Area of benefit

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

NOT DEFINED IN PRACTICE TOWER HAMLETS AND SOUTHWORK

Contact information

Address:
MARSHALL HOUSE
66 NEWCOMEN STREET
LONDON
SE1 1YT
Phone:
07926 927861
Email:
enquiries@wakefieldtrust.org.uk
Website:

www.wakefieldtrust.org.uk Open in new window