THE CHARTERED SECRETARIES' CHARITABLE TRUST

Charity Number: 1152784
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Chartered Secretaries' Charitable Trust serves The Chartered Governance Institute UK & Ireland members, graduates, students, employees and their families who are in need by providing appropriate assistance, facilitates research to increase good governance for the benefit of the public and encourages the expertise of those in the field of governance with bursaries and prizes.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £290,422
Total expenditure: £242,107

People

7 Trustee(s)

16 Volunteer(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
  • Other Charitable Purposes
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • France
  • India
  • Ireland
  • Kenya
  • Malaysia
  • Mauritius
  • Namibia
  • New Zealand
  • Northern Ireland
  • Scotland
  • Sri Lanka
  • Zimbabwe

Governance

Registration history:
  • 26 October 1993: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
08602517 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR F E CURTISS FCG FCMA Chair 09 July 2013
BISHOPSGATE CHURCH FOUNDATION
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BOTOLPH-WITHOUT-BISHOPSGATE
Received: On time
Victoria Margaret Penrice FCG Trustee 21 November 2023
None on record
Derek John Lewis LLB FCG Trustee 19 July 2023
Gravesend Grammar School Development Fund
Received: On time
GGS SCHOOL FUND
Received: On time
Claire Louise Robson FCG Trustee 14 May 2019
None on record
MR A P THEAKSTON FCG Trustee 01 August 2014
THE ROPNER CENTENARY TRUST
Received: On time
MR I J BURGER FCG Trustee 09 July 2013
None on record
MR R J C GRIGG FCG Trustee 09 July 2013
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £10.15k £35.60k £6.55k £180.46k £290.42k
Total expenditure £229.49k £240.23k £304.66k £205.90k £242.11k
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 July 2024 15 May 2025 On Time
Accounts and TAR 31 July 2024 15 May 2025 On Time Download Open in new window
Annual return 31 July 2023 30 April 2024 On Time
Accounts and TAR 31 July 2023 30 April 2024 On Time Download Open in new window
Annual return 31 July 2022 17 May 2023 On Time
Accounts and TAR 31 July 2022 Not Required
Annual return 31 July 2021 29 April 2022 On Time
Accounts and TAR 31 July 2021 29 April 2022 On Time Download Open in new window
Annual return 31 July 2020 07 April 2021 On Time
Accounts and TAR 31 July 2020 Not Required
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 09/07/2013 as amended on 12 Nov 2019

Charitable objects

4. OBJECTS The Objects are specifically restricted to the following, for the public benefit: 4.1 To help individuals who are in need, by reason of youth, age, ill-health, disability, financial hardship or other disadvantage, in particular but not exclusively by providing financial assistance, services or by any other means as determined by trustees from time to time, to help relieve their need and promote their physical and mental wellbeing who:: 4.1.1 are or have been members of The Chartered Governance Institute (the “Institute”) (such members being those who are or who have been at any time on the register or registers of the Institute for the United Kingdom, Channel Islands, Isle of Man, Republic of Ireland and Associated Territories) or of any other United Kingdom body which has merged or amalgamated or integrated with the Institute; 4.1.2 are graduates, students, employees or former employees of the Institute; 4.1.3 are widows, widowers, surviving civil partners, issue or other dependants of such members, graduates, students, employees or former employees of the Institute; or 4.1.4 are or have been in receipt of assistance from the Fund at 17 December 1992. 4.2 To promote the education of the public in the law and practice of secretaryship, business administration of commerce, industry and public affairs and subjects related thereto, and in particular but without prejudice to the generality of the foregoing by providing prizes and awards to such persons who attain the required excellence of performance at public examinations in approved subjects within the curriculum of the Institute as agreed from time to time. 4.3 To advance the education of the public in the law and practice of secretaryship and business administration by undertaking or assisting in the undertaking of research and the publication of the useful results of such research for the public benefit and by such other means as the trustees think fit.

Linked charities

Linked charities
Linked charity 1152784-3 ICSA EDUCATION AND RESEARCH FOUNDATION
Governing document
TRUST DEED DATED 29TH SEPTEMBER 1993 TRUST DEED AS AMENDED BY SCHEME DATED 19/07/2013
Charitable objects
TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE LAW AND PRACTICE OF SECRETARYSHIP AND BUSINESS ADMINISTRATION BY UNDERTAKING, OR ASSISTING IN THE UNDERTAKING OF, RESEARCH, AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH, FOR THE PUBLIC BENEFIT AND BY SUCH OTHER MEANS AS THE TRUSTEES THINK FIT
Area of benefit
NOT DEFINED
Registration history
  • 26 October 1993 : Standard registration

Contact information

Address:
Saffron House
6-10 Kirby Street
London
EC1N 8TS
Phone:
020 7612 7049
Email:
CSCT@cgi.org.uk
Website:

https://www.cgi.org.uk/about-us/charitable-trust Open in new window