THE NORTON FOUNDATION

Charity number: 702638
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing financial assistance for needy young people under 25 currently restricted to those residing in Warwickshire and Birmingham

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £165,110
Total expenditure: £137,517

People

8 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Amateur Sport
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Warwickshire

Governance

Registration history:
  • 07 March 1990: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • 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
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ALAN BAILEY Chair
None on record
Raj Dassaur Trustee 18 April 2024
None on record
Louisa Hayward Trustee 25 August 2022
None on record
Gurandan Singh Jaspal Trustee 20 January 2022
None on record
WILLIAM JAMES PUSEY Trustee 28 April 2016
None on record
JANE ANTOINETTE GAYNOR Trustee
None on record
MRS LOUISE SEWELL Trustee
None on record
MICHAEL ROBERT BAILEY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £200.98k £157.86k £149.25k £159.20k £165.11k
Total expenditure £261.11k £86.98k £435.21k £472.92k £137.52k
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 05 April 2024 04 February 2025 On Time
Accounts and TAR 05 April 2024 04 February 2025 On Time Download Open in new window
Annual return 05 April 2023 18 January 2024 On Time
Accounts and TAR 05 April 2023 18 January 2024 On Time Download Open in new window
Annual return 05 April 2022 08 November 2022 On Time
Accounts and TAR 05 April 2022 08 November 2022 On Time Download Open in new window
Annual return 05 April 2021 04 November 2021 On Time
Accounts and TAR 05 April 2021 04 November 2021 On Time Download Open in new window
Annual return 05 April 2020 19 November 2020 On Time
Accounts and TAR 05 April 2020 19 November 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.

DECLARATION OF TRUST DATED 18 JANUARY 1990

Charitable objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND THE INCOME UPON TRUST TO HELP IN THE UNITED KINGDOM AND IN PARTICULAR WITHOUT IMPOSING RESTRAINT THE BIRMINGHAM AREA AND THE COUNTY OF WARWICKSHIRE CHILDREN AND YOUNG PERSONS UNDER THE AGE OF TWENTY FIVE YEARS WHO ARE IN NEED OF CARE OR REHABILITATION OR AID OF ANY KIND PARTICULARLY AS THE RESULT OF DELINQUENCY DEPRIVATION MALTREATMENT OR NEGLECT OR WHO ARE IN DANGER OF LAPSING OR RELAPSING INTO DELINQUENCY.

Area of benefit

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

SEE OBJECT

Contact information

Address:
C/O Thomas & Young Ltd
266-268 Stratford Road
Shirley
SOLIHULL
West Midlands
B90 3AD
Phone:
01217331111
Email:
correspondent@nortonfoundation.org
Website:

www.nortonfoundation.org Open in new window