THE PRESENT VALUE TRUST

Charity number: 1181260
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To make grants to charitable organisations.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £143,262
Total expenditure: £11,035

People

4 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:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 19 December 2018: CIO registration
Organisation type:
CIO
Other names:
  • PVT (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investing charity funds policy and procedures
  • Trustee conflicts of interest 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SARAH ELIZABETH ABELL Chair 19 December 2018
None on record
Nicholas Bernard Basden Trustee 06 March 2025
AP Challenge Trust
Received: On time
SADLER'S WELLS TRUST LIMITED
Received: On time
MATTHEW EVANS Trustee 19 December 2018
None on record
NATACHA JAMAR Trustee 19 December 2018
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 £0 £6.50m £162.33k £120.70k £143.26k
Total expenditure £0 £6.25k £147.15k £182.14k £11.04k
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 N/A £6.50m N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £3.59k N/A N/A N/A
Income - Other N/A £0 N/A N/A N/A
Income - Legacies N/A £0 N/A N/A N/A
Expenditure - Charitable activities N/A £6.25k N/A N/A N/A
Expenditure - Raising funds N/A £0 N/A N/A N/A
Expenditure - Governance N/A £6.25k N/A N/A N/A
Expenditure - Grants institution N/A £0 N/A N/A N/A
Expenditure - Investment management N/A £0 N/A N/A N/A
Expenditure - Other N/A £0 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 29 October 2024 On Time
Accounts and TAR 31 December 2023 29 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 31 October 2022 On Time
Accounts and TAR 31 December 2021 31 October 2022 On Time Download Open in new window
Annual return 31 December 2020 22 September 2021 On Time
Accounts and TAR 31 December 2020 22 September 2021 On Time Download Open in new window
Annual return 31 December 2019 21 September 2020 On Time
Accounts and TAR 31 December 2019 21 September 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 19 Dec 2018

Charitable objects

THE OBJECTS OF THE CIO ARE TO ADVANCE SUCH CHARITABLE PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Contact information

Address:
Martin & Company
25 St. Thomas Street
WINCHESTER
Hampshire
SO23 9HJ
Phone:
01962844300
Email:
No information available
Website:

No information available