JOHN AND JULIA EGAN CHARITABLE TRUST
Charity number: 1155440
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To advance education for socially or economically disadvantaged people in Warwickshire and Coventry through the provision of grants.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £18,226
Total expenditure: £58,142
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Coventry City
- Warwickshire
Governance
Registration history:
- 22 January 2014: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses 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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| SIR JOHN LEOPOLD EGAN | Chair | 07 November 2013 |
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| Catherine Louise Egan | Trustee | 18 June 2022 |
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| LADY JULIA EMILY EGAN | Trustee | 07 November 2013 |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £9.49k | £5.58k | £7.15k | £10.81k | £18.23k | |
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Total expenditure | £75.80k | £40.58k | £61.37k | £62.46k | £58.14k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 05 April 2024 | 03 December 2024 | On Time | |
| Accounts and TAR | 05 April 2024 | Not Required | ||
| Annual return | 05 April 2023 | 21 March 2024 | 45 days late | |
| Accounts and TAR | 05 April 2023 | Not Required | ||
| Annual return | 05 April 2022 | 15 June 2022 | On Time | |
| Accounts and TAR | 05 April 2022 | Not Required | ||
| Annual return | 05 April 2021 | 01 September 2021 | On Time | |
| Accounts and TAR | 05 April 2021 | Not Required | ||
| Annual return | 05 April 2020 | 28 September 2020 | On Time | |
| Accounts and TAR | 05 April 2020 | Not Required |