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Charity Commission Annual Return 2023
CHARLES ROLLS HERITAGE TRUST Charity registration number: 1174592
Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked.
This document is a record of the information provided in the Annual Return 2023.
PART A - Charity information
Financial period
Financial period start date
06/04/2022
Financial period end date
05/04/2023
Income and spending
Income £
£ 3,850
Spending £ £ 13,465
Number of contracts from government
How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return? 0
Number of grants from government
How many grants did your charity receive from central government or a local authority during the financial period for this return?
1
Value of grants from government
What was the total value of the grants received from central government or a local authority during the financial period for this return?
£ 2,027
Income breakdown
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Donations and legacies (excluding Endowments Received)
£ 2,950
Charitable activities
£ 575
Other trading activities
£ 325
Investments
£ 0
Other
£ 0
Grantmaking
Is grant making the main way your charity carries out its purposes?
No
Recipients of grants
Please round all figures to the nearest pound (do not enter decimal points or commas). Individuals
£ 0
Other charities
£ 0
Other organisations that are not charities
£ 0
Trustee payments
Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?
c. Paid for providing goods and/or services to the charity or any of its trading subsidiaries or connected organisations
Did any of the trustees resign and take up employment with your charity in the financial period of this return?
No
Income from outside the UK
Did your charity receive income from outside of the United Kingdom in the financial period of this return?
No
Delivering activities outside the United Kingdom
⊠
Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?
No
Spending outside England & Wales
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Did your charity spend funds outside of the United Kingdom in the financial period of this return?
No
Total Spending outside England & Wales
£
Trading subsidiaries
Does the charity have any trading subsidiaries?
No
Charity contact details correct
Is the contact address displayed from the Register of Charities, correct?
Yes
Charity headquarters details correct
Is this the same address that you use as your charity's administrative headquarters?
Yes
Charity contact address
Address Line 1
23 PERCY ROAD
Address Line 2 BOURNEMOUTH
Address Line 3
Address Line 4
Address Line 5
Postcode BH5 1JG
Country
Charity Headquarters address
Address Line 1
23 PERCY ROAD
Address Line 2 BOURNEMOUTH
Address Line 3
Address Line 4
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Address Line 5
Postcode
BH5 1JG
Country
Membership type
Is the charity part of a wider group structure with a parent body and subsidiary bodies?
no, the charity is not part of a wider group structure
Employment contract types
People were permanently employed by your charity
0
People were on fixed-terms contracts with your charity
0
Self-employed people were working for your charity
0
Governance policies
Internal charity financial controls policy and procedures
Not applicable
Safeguarding policy and procedures
Not applicable
Financial reserves policy and procedures
Not applicable
Complaints policy and procedures
Not applicable
Serious incident reporting policy and procedures
Not applicable
Internal risk management policy and procedures
Not applicable
Trustee expenses policy and procedures
Not applicable
Trustee conflicts of interest policy and procedures
Not applicable
Investing charity funds policy and procedures Not applicable
Campaigns and political activity policy and procedures Not applicable
Bullying and harassment policy and procedures
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Not applicable
Social media policy and procedures
Not applicable
Engaging external speakers at charity events policy and procedures Not applicable
Safeguarding
Has your charity provided services to children and/or adults at risk in the financial period of the return?
No
External risk and impact
Donations
Unknown/No Change/Not Applicable
Other income - grants
Unknown/No Change/Not Applicable
Other income - contracts
Unknown/No Change/Not Applicable
Other income - investment
Unknown/No Change/Not Applicable
Expenditure on charitable activities
Unknown/No Change/Not Applicable
Expenditure on overheads
Unknown/No Change/Not Applicable
Number of volunteers
Unknown/No Change/Not Applicable
Number of employees
Unknown/No Change/Not Applicable
Number of trustees
Unknown/No Change/Not Applicable
Fundraising activities
Unknown/No Change/Not Applicable
Capacity to deliver services Unknown/No Change/Not Applicable
Total service demand
Unknown/No Change/Not Applicable
Volunteers
Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?
2
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Privacy statement
Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:
-
you have consented to their release; or
-
we are legally obliged to disclose them; or
-
we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest.
We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:
-
we can lawfully do so; and
-
we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest
Information we collect about you
We will use this information:
To enable us to carry out our statutory functions and duties;
This will include the following actions:
- (a) update, consolidate, and improve the accuracy of our records;
(b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement;
- (c) data analysis, testing, research, statistical and survey purposes
Information we receive from other sources.
Information we receive from other sources
We may combine this information with information you give to us and information we collect about you.
We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).
We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.
The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals.
As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.
Please check back frequently to see any updates or changes to our privacy policy.
Declaration
This annual return has not been submitted and no Declaration has been made
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| Charles Rolls Heritage Trust | Charles Rolls Heritage Trust | Charles Rolls Heritage Trust | 1174592 | 1174592 | CC16a | |
|---|---|---|---|---|---|---|
| For the period from |
06/04/2022 | To | 05/04/2023 | |||
| Section A Receipts and payments | ||||||
| A1 Receipts | Unrestricted funds to the nearest £ 575 130 793 - - - - - 1,498 325 - 325 1,823 478 163 60 - - - - - - 701 - - - 701 1,122 - 3,332 4,454 |
Restricted funds to the nearest £ - - - 2,027 - - - - 2,027 - - - 2,027 - - - - 11,828 300 635 - - 12,763 - - - 12,763 - 10,736 - 15,240 4,504 |
Endowment funds to the nearest £ |
Total funds to the nearest £ 575 130 793 2,027 - - - - 3,525 325 - 325 3,850 478 163 60 - 11,828 300 635 - - 13,464 - - - 13,464 - 9,614 |
Last year to the nearest £ |
|
| Talks | 575 | - - - - - - - - |
575 | **1,185 ** | ||
| Subscriptions | 130 | 130 | 135 | |||
| Donations | 793 | 793 | 570 | |||
| Grants | - | 2,027 | 5,500 | |||
| Gift Aid | - | - | **154 ** | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
1,498 | 3,525 | 7,544 | |||
| A2 Asset and investment sales, (see table). |
||||||
| Books | 325 | - - - |
325 | 324 | ||
| - | - | - | ||||
| Sub total | 325 | 325 | 324 | |||
| Total receipts A3 Payments |
||||||
| - | 3,850 | 7,868 | ||||
| Books | 478 | - - - - - - - - - - |
478 | |||
| Insurance | 163 | 163 | - | |||
| Advert | 60 | 60 | - | |||
| Other | - | - | 436 | |||
| Sculpture Main Build | - | 11,828 | - | |||
| Reception (Cvrd by donation) | - | 300 | - | |||
| Sculpture Sundries | - | 635 | - | |||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 701 | 13,464 | 436 | |||
| A4 Asset and investment purchases, (see table) |
||||||
| - | - - - |
- | ||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | 13,464 | 436 | ||||
| 1,122 | - 10,736 | - | - 9,614 |
7,432 | ||
| - | - | - - |
- | - | ||
| 3,332 | 15,240 | 18,572 | 11,140 | |||
| 4,454 | 4,504 | - | 8,958 | 18,572 |
CCXX R1 accounts (SS)
17/04/2024
1
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds to nearest £ - - - - Agreement Error Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ - - - - Agreement Error Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name Stephen Robson Graham Lake |
Date of approval |
|---|---|---|
| Stephen Robson | 17-Apr-24 | |
| Graham Lake | 17-Apr-24 |
CCXX R2 accounts (SS)
17/04/2024
2