THE MUNTZ TRUST

Charity Number: 216934
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Muntz Trust makes donations to assist with running costs of Birmingham based charitable organisations not primarily supported by the public rate, for medical, surgical or research purposes.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £7,963
Total expenditure: £7,000

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Dudley
  • Sandwell
  • Solihull
  • Walsall
  • Wolverhampton

Governance

Registration history:
  • 06 May 1963: 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:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Oliver Muntz Trustee 12 October 2021
VILLAGE HALL
Received: On time
THE MUNTZ HALL AND RECREATION GROUND
Received: On time
Zafar Iqbal Trustee 15 December 2020
None on record
Mary Anne Locke Trustee 26 November 2019
None on record
James Carty Trustee 31 October 2017
None on record
BRONWEN LLOYD LILLEY Trustee 24 November 2011
None on record
MICHAEL SORTON DARBY Trustee
BIRMINGHAM COMMON GOOD TRUST
Received: On time
ALISTAIR DOW Trustee
BIRMINGHAM COMMON GOOD TRUST
Received: On time
ROBERT FREDERICK MUNTZ Trustee
THE YVONNE MUNTZ CHARITABLE TRUST
Received: On time
GORDON JOHN FRANKS Trustee
BROADWAY COMMUNITY LIBRARY LTD
Received: On time

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 £4.63k £4.72k £4.82k £7.94k £7.96k
Total expenditure £5.50k £5.00k £5.00k £7.50k £7.00k
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 Not Required
Annual return 31 December 2022 13 March 2024 134 days late
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 21 October 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 22 October 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 29 October 2020 On Time
Accounts and TAR 31 December 2019 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.

DEED DATED THE 7TH NOVEMBER, 1890

Charitable objects

INCOME TO BE DISTRIBUTED AMONG CHARITABLE INSTITUTIONS FOR THE TIME BEING OF THE CITY OF BIRMINGHAM FOR THE MEDICAL AND SURGICAL RELIEF OR ALLEVIATON OF SICKNESS AND BODILY INFIRMITIES OR DEFORMITIES INCLUSIVE OF HOSPITALS OR HOMES FOR INCURABLES AS THE TRUSTEES SHALL IN THEIR DISCRETION DEEM MOST DESERVING OF PECUNIARY ASSISTANCE AND IN SUCH AMOUNTS AND GENERALLY IN SUCH MANNER AS THE TRUSTEES IN THEIR DISCRETION SHALL FROM TIME TO TIME DEEM EXPEDIENT.

Area of benefit

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

CITY OF BIRMINGHAM

Contact information

Address:
THE BEECHES
TITHE BARN LANE
HOCKLEY HEATH
SOLIHULL
B94 5DH
Phone:
08450953476
Email:
No information available
Website:

No information available