RUBERY OWEN GROUP CHARITABLE TRUST
The object of the Trust is to make donations to charities at the discretion of the Trustees.
Objects
FOR OR TOWARDS SUCH OTHER CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH OTHER CHARITABLE INSTITUTION OR INSTITUTION
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net income surplus of £44,900.35 for the year ended 5 April 2025, increasing its accumulated fund to £239,618.19. The trustees report that no remuneration was paid to trustees during the year, and the charity's reserves policy is to keep sufficient levels to respond to donation applications. The independent examiner issued an unqualified statement, confirming the accounts comply with the Charities Act 2011.
What the accounts disclose
“The Trustees seek to ensure reserves are kept at a sufficient level to respond to applications for donations.” — page 4
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Investing charity funds policy and procedures
Trustees
- John Cross
- Leon Thomas
- Richard Mark Jenkins
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £46k | £1k |
| 05/04/2024 | £125k | £6k |
| 05/04/2023 | £7k | £8k |
| 05/04/2022 | £4k | £3k |
| 05/04/2021 | £43 | £350 |
Common questions
Is RUBERY OWEN GROUP CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net income surplus of £44,900.35 for the year ended 5 April 2025, increasing its accumulated fund to £239,618.19. The trustees report that no remuneration was paid to trustees during the year, and the charity's reserves policy is to keep sufficient levels to respond to donation applications. The independent examiner issued an unqualified statement, confirming the accounts comply with the Charities Act 2011. Its FY2025 accounts were independently examined.