THE AMB CHARITABLE TRUST

Charity number: 1148684
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

CHARITY ESTABLISHED IN 2012 TO HELP AND ASSIST WORTHY CAUSES IN THE BRIDLINGTON AREA OF EAST YORKSHIRE

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£547,550

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Donations and legacies £500.00k
Charitable activities £0
Other trading activities £0
Investments £47.55k
Other £0

Total expenditure:
£167,241

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Raising funds £0
Charitable activities £166.96k
Other £280

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £280
Charitable expenditure £166.96k
Retained for future use £380.31k

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:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • East Riding Of Yorkshire
  • Romania

Governance

Registration history:
  • 22 August 2012: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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
Tony Bell Trustee 18 August 2015
None on record
Mr Nick Burton Trustee 21 August 2012
None on record
Mr Mike Burton Trustee 21 August 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £505.31k £500.19k £0 £24.79k £547.55k
Total expenditure £332.70k £315.35k £167.40k £168.83k £167.24k
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 £500.00k £500.00k N/A N/A £500.00k
Income - Other trading activities £0 £0 N/A N/A £0
Income - Charitable activities £0 £0 N/A N/A £0
Income - Endowments £0 £0 N/A N/A £0
Income - Investment £5.31k £192 N/A N/A £47.55k
Income - Other £0 £0 N/A N/A £0
Income - Legacies £0 £0 N/A N/A £0
Expenditure - Charitable activities £332.70k £315.25k N/A N/A £166.96k
Expenditure - Raising funds £0 £0 N/A N/A £0
Expenditure - Governance £100 £0 N/A N/A £0
Expenditure - Grants institution £332.60k £315.25k N/A N/A £166.96k
Expenditure - Investment management £0 £0 N/A N/A £0
Expenditure - Other £0 £100 N/A N/A £280

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £0 £0 N/A N/A £0
Long-term investments £0 £0 N/A N/A £0
Other assets £1.10m £1.29m N/A N/A £1.36m
Defined benefit pension scheme asset or liability £0 £0 N/A N/A £0
Total liabilities £100 £100 N/A N/A £100

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 July 2024 22 May 2025 On time
Accounts and TAR 31 July 2024 22 May 2025 On time Download Open in new window
Annual return 31 July 2023 23 January 2024 On time
Accounts and TAR 31 July 2023 Not required
Annual return 31 July 2022 28 March 2023 On time
Accounts and TAR 31 July 2022 Not required
Annual return 31 July 2021 20 May 2022 On time
Accounts and TAR 31 July 2021 20 May 2022 On time Download Open in new window
Annual return 31 July 2020 28 March 2021 On time
Accounts and TAR 31 July 2020 28 March 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.

TRUST DEED DATED 20 JUL 2012

Charitable objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST FOR SUCH ONE OR MORE CHARITIES OR CHARITABLE INSTITUTIONS OR FOR ANY PURPOSE OR PURPOSES IN ANY PART OF THE WORLD AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND IN SUCH SHARES AND PROPORTIONS AS THEY SHALL THINK FIT INCLUDING BUT NOT LIMITED TO:3.1THE ADVANCEMENT OF MEDICAL RESEARCH INTO THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL,OR PHYSICAL ILLNESS OF ANY DESCRIPTION BY THE PROVISION OF FUNDS TO CHARITIES OR CHARITABLE ORGANISATIONS WHICH CARRY OUT OR SUPPORT MEDICAL RESEARCH TO PUBLISH THE RESULTS THEREOF AND THE PROVISION OF FUNDS TO PROVIDE PALLIATIVE CARE TO SUCH PERSONS;3.2THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC BY ANY MEANS THAT THE TRUSTEES SHALL THINK FIT;3.3THE MAINTENANCE,IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES,OR RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH,AGE,INFIRMITY OR DISABLEMENT,FINANCIAL HARDSHIP OR SOCIAL AND/OR ECONOMIC CIRCUMSTANCES,HAVE NEED OF SUCH FACILITIES;3.4PROMOTE AND FURTHER COMMUNITY PARTICIPATION IN HEALTHY RECREATION AND AMATEUR SPORTS BY THE PROVISION OF FUNDS TO ORGANISE COACHING AND TRAINING AND TO PROVIDE,SECURE AND DEVELOP PUBLIC GROUNDS,FACILITIES AND PREMISES FOR THE PLAYING OF TEAM GAMES AND AMATEUR SPORTS;3.5BENEFIT PEOPLE IN CHARITABLE NEED IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION BY ANY MEANS THAT THE TRUSTEES SHALL THINK FIT;3.6THE RELIEF OF POVERTY OR UNEMPLOYMENT FOR THE BENEFIT OF THE PUBLIC BY THE PROVISION OF FUNDS TO HELP CREATE TRAINING AND EMPLOYMENT OPPORTUNITIES AND BY ANY OTHER MEANS THAT THE TRUSTEES SHALL THINK FIT;3.7THE PROVISION OF FUNDS FOR THE BENEFIT OF THE PUBLIC TO SUPPORT THE PRESERVATION OF BUILDINGS OF SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE SO THAT FUTURE GENERATIONS MIGHT APPRECIATE AND LEARN FROM THEM;3.8PROMOTE,FOSTER AND MAINTAIN FOR THE EDUCATIONAL ADVANCEMENT AND BENEFIT OF THE PUBLIC AN APPRECIATION OF THE ARTS IN GENERAL INCLUDING THE ARTS OF DRAMA,BALLET AND OTHER FORMS OF DANCE,MUSIC,SINGING,OPERA,LITERATURE,SCULPTURE AND PAINTING BY THE PROVISION OF FUNDS TO PROVIDE,MAINTAIN,DEVELOP AND SUPPORT TRAINING,EDUCATIONAL COURSES,SEMINARS,CONFERENCES,LESSONS,CLASSES,PUBLIC EXHIBITIONS AND PERFORMANCES.

Contact information

Address:
Celebration Packaging Ltd
Celebration House
Stanley Street
BURTON-ON-TRENT
DE14 1DY
Phone:
01283538259
Email:
No information available
Website:

No information available