SAMWORTH BROTHERS COMMUNITY OPPORTUNITY FUND

Charity Number: 1155782
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Criteria; We support projects in areas where Samworth Brothers is an integral & important part of the local community. We support clubs and organisations who promote community participation in healthy physical recreation of particular sports & in the education of healthy nutrition. Our main target group is young people under aged 18 years old from hard to reach and disadvantaged groups.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £223,046
Total expenditure: £122,281

People

7 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

One or more trustees receive payments or benefits from the charity for being a trustee.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Disability
  • Amateur Sport
  • Recreation
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Cornwall
  • Devon
  • Gloucestershire
  • Leicester City
  • Leicestershire
  • Trafford

Governance

Registration history:
  • 13 February 2014: Standard registration
Organisation type:
Trust
Other names:
  • SAMWORTH BROTHERS SPORTS OPPORTUNITY FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
KAREN ELIZABETH HOLDSWORTH Trustee 10 December 2024
None on record
PAULA ELAINE GAGIN Trustee 10 December 2024
None on record
Jane Mary Nickerson MBE Trustee 13 December 2023
SAMARITANS OF COVENTRY AND DISTRICT
Received: On time
Sarah Elizabeth Topley Trustee 13 December 2023
None on record
Jayesh Dave Trustee 13 December 2023
None on record
Morgan Alexander Ball Trustee 13 December 2023
None on record
Richard Alexis Marris Trustee 13 December 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £1.72k £0 £250.19k £216.31k £223.05k
Total expenditure £95.37k £76.79k £114.66k £68.67k £122.28k
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 March 2024 10 October 2024 On Time
Accounts and TAR 31 March 2024 10 October 2024 On Time Download Open in new window
Annual return 31 March 2023 13 November 2023 On Time
Accounts and TAR 31 March 2023

(These accounts
have been qualified)

13 November 2023 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 20 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 11 February 2021 11 days late
Accounts and TAR 31 March 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.

TRUST DEED DATED 12/08/2013 as amended on 14 Nov 2023

Charitable objects

THE OBJECTS ARE: 1) THE PROMOTION OF COMMUNITY PARTICIPATION IN HEALTHY RECREATION BY PROVIDING FACILITIES FOR PLAYING PARTICULAR SPORTS; 2) THE ADVANCEMENT OF THE PHYSICAL EDUCATION OF YOUNG PEOPLE WHETHER OR NOT THEY ARE UNDERGOING FORMAL EDUCATION; 3) TO IMPROVE THE CONDITIONS OF LIFE OF THE CLASSES OF PERSON SET OUT BELOW PROVIDING THEM WITH OPPORTUNITIES TO PARTICIPATE IN SPORTING ACTIVITIES AND EXPERIENCES: A) PEOPLE WITH A MENTAL OR PHYSICAL DISABILITY; B) PEOPLE WITH ANY FORM OF SENSORY IMPAIRMENT; AND C) PERSONS IN FINANCIAL NEED AND PERSONS WHO ARE OTHERWISE DISADVANTAGED.

Area of benefit

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

THROUGHOUT ENGLAND AND WALES

Contact information

Address:
Samworth Bros (Holdings) Ltd
Chetwode House
1 Samworth Way
Melton Mowbray
LE13 1GA
Phone:
01664414500
Email:
opportunityfund@samworthbrothers.co.uk
Website:

No information available