THE ROUGHLEY CHARITABLE TRUST

Registered charity 264037 · accounts filings on the Charity Commission register

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.

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: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Solihull, West Midlands, England (from the postcode on the register)

Financial health, per its FY2024 accounts

The accounts state that the charity holds total unrestricted funds of £8,086,985, with investment income of £288,705 generating a net incoming resource of £30,003 for the year. The trustees report adequate resources for the foreseeable future and note that there is no requirement to keep a specific level of reserves. The charity has no employees and does not seek to raise funds from the public.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Luckmans Duckett Parker Limited. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Register events

• Received assets from another charity (14/07/2015) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• MARTIN CHRISTOPHER GEOFFREY SMITHchair · trustee of 1 other charity
• Benjamin Mark Newton
• Camilla Newton
• Caroline Ward
• Gillian Ball
• Rachel Anna Richards
• Rosanna Amina Maria Ghinai
• VERITY EMMA OWEN · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Birmingham City

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ROTHLEY TRUST.

• THE ROTHLEY TRUST income £1.0m
• RJM CHARITY TRUST income £364k
• THE ROTARY CLUB OF BOOKHAM AND HORSLEY CHARITABLE TRUST income £27k
• RICHARD RADCLIFFE TRUST income £77k
• THE ROWNEY TRUST income £75k
• ROWAN BENTALL CHARITABLE TRUST ( R11 ) income £82k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.