THE ROUGHLEY CHARITABLE TRUST

Charity number: 264037
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Roughley Trust gives Grants in the Range -+¦500 - -+¦3000 to Charities engaging with disadvantage in all its different aspects in Bham. The Trust also gives Grants to Bham Charities who work in the arts, heritage, and the environment. We do not give grants to individuals, or support animal or medical charities. We do not support national charities even if they have a branch in Birmingham.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £288,705
Total expenditure: £258,702

People

8 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City

Governance

Registration history:
  • 23 May 1972: Standard registration
  • 14 July 2015: Funds received from 1055142 THE AW.60 CHARITABLE TRUST
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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 owns and/or leases 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
MARTIN CHRISTOPHER GEOFFREY SMITH Chair 01 October 1985
THE MARTANN TRUST
Received: On time
Rosanna Amina Maria Ghinai Trustee 29 November 2024
None on record
Gillian Ball Trustee 08 December 2023
None on record
Caroline Ward Trustee 01 April 2019
None on record
Camilla Newton Trustee 01 January 2019
None on record
Rachel Anna Richards Trustee 01 October 2015
None on record
Benjamin Mark Newton Trustee 01 October 2015
None on record
VERITY EMMA OWEN Trustee 01 October 2015
THE MARTANN TRUST
Received: On time

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 £317.82k £228.98k £268.15k £281.38k £288.71k
Total expenditure £302.29k £259.80k £250.92k £245.90k £258.70k
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 05 December 2024 On Time
Accounts and TAR 05 April 2024 05 December 2024 On Time Download Open in new window
Annual return 05 April 2023 20 December 2023 On Time
Accounts and TAR 05 April 2023 20 December 2023 On Time Download Open in new window
Annual return 05 April 2022 13 January 2023 On Time
Accounts and TAR 05 April 2022 13 January 2023 On Time Download Open in new window
Annual return 05 April 2021 12 January 2022 On Time
Accounts and TAR 05 April 2021 12 January 2022 On Time Download Open in new window
Annual return 05 April 2020 01 February 2021 On Time
Accounts and TAR 05 April 2020 01 February 2021 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.

TRUST DEED DATED 18TH APRIL 1972

Charitable objects

FOR SUCH LEGALLY CHARITABLE OBJECTS OR OBJECT OR FOR SUCH LEGALLY CHARITABLE PURPOSES OR PURPOSE IN SUCH AMOUNTS PROPORTIONS AND MANNER AND AT SUCH TIMES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
562 Kenilworth Road
Balsall Common
COVENTRY
CV7 7RZ
Phone:
07989 577020
Email:
correspondent@roughleytrust.org.uk
Website:

www.roughleytrust.org.uk Open in new window