THE VALIANT CHARITABLE TRUST

Charity number: 1135810
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees meet regularly to decide on the grants they wish to make.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £137,624
Total expenditure: £276,188

People

2 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:
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 05 May 2010: 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
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Steven Ian Graham Dixon Trustee 23 December 2024
None on record
MR ROGER WOOLFE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £600.96k £482.99k £697.00k £373.38k £137.62k
Total expenditure £336.35k £380.47k £421.28k £1.29m £276.19k
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 £506.14k N/A £616.20k N/A N/A
Income - Other trading activities £0 N/A £0 N/A N/A
Income - Charitable activities £0 N/A £0 N/A N/A
Income - Endowments £0 N/A £616.20k N/A N/A
Income - Investment £94.83k N/A £80.80k N/A N/A
Income - Other £0 N/A £0 N/A N/A
Income - Legacies £0 N/A £0 N/A N/A
Expenditure - Charitable activities £310.59k N/A £395.01k N/A N/A
Expenditure - Raising funds £25.75k N/A £26.27k N/A N/A
Expenditure - Governance £20.10k N/A £24.71k N/A N/A
Expenditure - Grants institution £290.49k N/A £370.30k N/A N/A
Expenditure - Investment management £25.75k N/A £26.27k N/A N/A
Expenditure - Other £0 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 05 April 2024 29 January 2025 On Time
Accounts and TAR 05 April 2024 29 January 2025 On Time Download Open in new window
Annual return 05 April 2023 29 January 2024 On Time
Accounts and TAR 05 April 2023 29 January 2024 On Time Download Open in new window
Annual return 05 April 2022 01 February 2023 On Time
Accounts and TAR 05 April 2022 01 February 2023 On Time Download Open in new window
Annual return 05 April 2021 11 January 2022 On Time
Accounts and TAR 05 April 2021 11 January 2022 On Time Download Open in new window
Annual return 05 April 2020 25 November 2020 On Time
Accounts and TAR 05 April 2020 25 November 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 DATED 23/03/2010

Charitable objects

(1) THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM IN SUCH PROPORTIONS AND IN SUCH MANNER IN ALL RESPECTS FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT. (2) PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR. (3) PROVIDED FURTHER THAT NOTWITHSTANDING ANYTHING CONTAINED IN THIS DEED NO PART OF THE TRUST FUND OR THE INCOME THEREOF SHALL BE PAID OR APPLIED OTHERWISE THAN FOR EXCLUSIVELY CHARITABLE PURPOSES.

Area of benefit

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

UNDEFINED.

Contact information

Address:
Collyer Bristow LLP
St Martin's Court
10 Paternoster Court
London
EC4M 7EJ
Phone:
02074704407
Email:
cameron.crees@collyerbristow.com
Website:

No information available