THE ULANA TRUST
Charity number: 1187237
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The objective of the trust is to seek to obtain a sustainable return from their investment portfolio over the medium term. The trustees normally only make grants or loans to other registered charities.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £13,337
Total expenditure: £12,355
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:
- General Charitable Purposes
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 07 January 2020: 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
- Investment
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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| Alexander Ian Macpherson | Chair | 03 December 2019 |
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| Victoria Elisabeth Sarah Macpherson | Trustee | 03 December 2019 |
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| WILLIAM LAWRENCE GREENWELL SWAN | Trustee | 03 December 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
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Total gross income | £6.11k | £165.16k | £10.14k | £13.34k | |
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Total expenditure | £10.88k | £9.14k | £8.99k | £12.36k | |
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Income from government contracts | N/A | N/A | N/A | N/A | |
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Income from government grants | 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 | 23 January 2025 | On Time | |
| Accounts and TAR | 05 April 2024 | Not Required | ||
| Annual return | 05 April 2023 | 31 January 2024 | On Time | |
| Accounts and TAR | 05 April 2023 | Not Required | ||
| Annual return | 05 April 2022 | 06 April 2023 | 60 days late | |
| Accounts and TAR | 05 April 2022 | 06 April 2023 | 60 days late | Download Open in new window |
| Annual return | 05 April 2021 | 01 February 2022 | On Time | |
| Accounts and TAR | 05 April 2021 | Not Required |