THE NEU TRUST FUND LIMITED

Charity Number: 1123305
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The NEU Trust Fund Limited gives confidential support and financial assistance. It is there to assist members in times of illness or hardship. The Fund can provide assistance to current members, former members and their dependants.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £183,484
Total expenditure: £324,437

People

10 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:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 05 December 2008: Standard registration
Organisation type:
Charitable company
Other names:
  • THE ATL TRUST FUND LIMITED (Previous name)
  • THE NEU TRUST FUND LIMITED (Previous name)
Company number:
06364897 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kim Knappett Trustee 01 September 2024
GOLEUDY COMMUNITY CHURCH CRICCIETH
Received: On time
Dr Bernard Regan Trustee 01 September 2024
None on record
Hansa Panchal Trustee 01 September 2024
None on record
Heather Catharine McKenzie Trustee 01 September 2024
None on record
Nicholas Ian Wigmore Trustee 17 June 2024
None on record
Mairead Canavan Trustee 02 December 2023
None on record
EDWARD JEREMY GLAZIER Trustee 13 July 2019
THE STEVE SINNOTT FOUNDATION
Received: On time
THE NATIONAL EDUCATION MUSEUM
Received: On time
EXETER COMMUNITY CENTRE TRUST
Received: On time
Judith Elderkin Trustee 27 March 2019
None on record
Patricia Gouveia Trustee 08 August 2017
None on record
Stephen David Ainger Trustee 10 March 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £234.62k £164.37k £602.65k £324.27k £183.48k
Total expenditure £138.76k £213.62k £177.65k £244.42k £324.44k
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 £544.36k 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 £58.29k N/A N/A
Income - Other N/A N/A £0 N/A N/A
Income - Legacies N/A N/A £457.51k N/A N/A
Expenditure - Charitable activities N/A N/A £145.51k N/A N/A
Expenditure - Raising funds N/A N/A £12.45k N/A N/A
Expenditure - Governance N/A N/A £6.00k N/A N/A
Expenditure - Grants institution N/A N/A £0 N/A N/A
Expenditure - Investment management N/A N/A £12.45k N/A N/A
Expenditure - Other N/A N/A £19.69k 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 30 September 2023 26 June 2024 On Time
Accounts and TAR 30 September 2023 26 June 2024 On Time Download Open in new window
Annual return 30 September 2022 07 June 2023 On Time
Accounts and TAR 30 September 2022 07 June 2023 On Time Download Open in new window
Annual return 30 September 2021 14 July 2022 On Time
Accounts and TAR 30 September 2021 14 July 2022 On Time Download Open in new window
Annual return 30 September 2020 30 July 2021 On Time
Accounts and TAR 30 September 2020 30 July 2021 On Time Download Open in new window
Annual return 30 September 2019 28 July 2020 On Time
Accounts and TAR 30 September 2019 28 July 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 INCORPORATED 10 SEPTEMBER 2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 MAR 2019 AS REGISTERED AT COMPANIES HOUSE ON 14 MAY 2019

Charitable objects

2 OBJECTS 2.1 THE OBJECTS OF THE CHARITY ARE: 2.1.1 THE RELIEF AND PREVENTION OF POVERTY OF PERSONS WHO ARE: (A) MEMBERS OF THE ASSOCIATION OR PERSONS WHO HAVE BEEN SUCH MEMBERS; (B) PERSONS WHO WERE MEMBERS OF THE ASSOCIATION OF TEACHERS AND LECTURERS OR THE NATIONAL UNION OF TEACHERS; AND (C) WIDOWS, WIDOWERS, SURVIVING CIVIL PARTNERS, CHILDREN AND DEPENDANTS OF SUCH PERSONS REFERRED TO IN ARTICLES 2.1.1(A) AND 2.1.1(B) WHO ARE COMPLETELY OR MAINLY DEPENDENT FOR FINANCIAL SUPPORT ON THEM IN THE OPINION OF THE TRUSTEES. 2.1.2 THE RELIEF AND PREVENTION OF POVERTY OF YOUNG PERSONS WHO ARE CHILDREN OR DEPENDANTS OF SUCH PERSONS REFERRED TO IN ARTICLES 2.1.1(A) AND 2.1.1(B) THROUGH THE PROVISION OF EDUCATIONAL GRANTS.

Area of benefit

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

UNDEFINED. IN PRACTICE NATIONAL

Linked charities

Linked charities
Linked charity 1123305-1 THE NEU TRUST FUND
Governing document
SCHEME OF THE CHARITY COMMISSION DATED 2 DECEMBER 2008 AS AMENDED BY SCHEME DATED 21 MAY 2019
Charitable objects
THE OBJECTS OF THE CHARITY ARE: 4.1 THE RELIEF AND PREVENTION OF POVERTY OF PERSONS WHO ARE: 4.1.1 MEMBERS OF THE ASSOCIATION OR PERSONS WHO HAVE BEEN SUCH MEMBERS; 4.1.2 PERSONS WHO WERE MEMBERS OF THE ASSOCIATION OF TEACHERS AND LECTURERS OR THE NATIONAL UNION OF TEACHERS; AND 4.1.3 WIDOWS, WIDOWERS, SURVIVING CIVIL PARTNERS, CHILDREN AND DEPENDANTS OF SUCH PERSONS REFERRED TO IN PARAGRAPHS 4.1.1 AND 4.1.2 WHO ARE COMPLETELY OR MAINLY DEPENDANT FOR FINANCIAL SUPPORT ON THEM IN THE OPINION OF THE TRUSTEE. 4.2 THE RELIEF AND PREVENTION OF POVERTY OF YOUNG PERSONS WHO ARE CHILDREN OR DEPENDANTS OF SUCH PERSONS REFERRED TO IN PARAGRAPHS 4.1.1 AND 4.1.2 THROUGH THE PROVISION OF EDUCATIONAL GRANTS.
Area of benefit
NOT DEFINED
Registration history
  • 05 December 2008 : Standard registration

Contact information

Address:
Wilsons Solicitors Llp
Alexandra House
St. Johns Street
Salisbury
SP1 2SB
Phone:
01722412412
Email:
sam.miller@wilsonsllp.com
Website:

www.neu.org.uk/trust-fund Open in new window