WEALTHTIME FOUNDATION

Charity number: 1176128
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Wealthtime Foundation was established to support projects and initiatives for the benefit of people in and around the city of Bath, and other parts of the United Kingdom at the discretion of the trustees. By supporting charitable organisations, individuals and volunteering activities, the Foundation can actively give something back to benefit and improve the local communities around us.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £13,915
Total expenditure: £16,334

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

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
  • Economic/community Development/employment
Who the charity helps:
  • 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:
  • 06 December 2017: CIO registration
Organisation type:
CIO
Other names:
  • NOVIA FOUNDATION CIO (Previous name)
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rebekah Aimee Bevan Trustee 10 June 2025
None on record
Emma Dando Trustee 10 June 2025
None on record
Nicholas James French Trustee 11 December 2024
None on record
Shona Rose McCluskey Trustee 11 December 2024
None on record
Jacqueline Baker Trustee 14 February 2024
None on record
Martin Jackson Trustee 12 December 2023
None on record
Joanne Elizabeth Benson Trustee 06 October 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £22.83k £14.75k £7.19k £6.70k £13.92k
Total expenditure £20.53k £14.65k £4.00k £1.56k £16.33k
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 December 2023 31 October 2024 On time
Accounts and TAR 31 December 2023 31 October 2024 On time Download Open in new window
Annual return 31 December 2022 30 October 2023 On time
Accounts and TAR 31 December 2022 30 October 2023 On time Download Open in new window
Annual return 31 December 2021 28 October 2022 On time
Accounts and TAR 31 December 2021 28 October 2022 On time Download Open in new window
Annual return 31 December 2020 28 October 2021 On time
Accounts and TAR 31 December 2020 28 October 2021 On time Download Open in new window
Annual return 31 December 2019 28 October 2020 On time
Accounts and TAR 31 December 2019 30 October 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.

CIO - FOUNDATION Registered 06 Dec 2017 as amended on 20 May 2024

Charitable objects

SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES, FOR THE PUBLIC BENEFIT, IN ANY PART OF THE WORLD AS THE CHARITY TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Contact information

Address:
CAMBRIDGE HOUSE
HENRY STREET
BATH
BA1 1JS
Phone:
01225747125
Email:
info@novia-foundation.org
Website:

https://www.novia-financial.co.uk/foundation/ Open in new window