BritDB

CCEW Charity Commission profile

OIZER CHARITABLE TRUST

Registered charity 1014399 · organisation 1014399

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
24 September 1992
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£955,468
Latest expenditure
£877,874
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 1st Floor Cloister House, Riverside, New Bailey Street, Manchester, M3 5FS

02 Activities

What the charity does

To receive and distribute charitable donations to worthy causes within the Jewish community.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
28 January 2026
Date Accounts Received
28 January 2026
Total Gross Income
£955,468
Total Gross Expenditure
£877,874
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
31 January 2025
Date Accounts Received
31 January 2025
Total Gross Income
£888,218
Total Gross Expenditure
£893,953
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
31 January 2024
Date Accounts Received
31 January 2024
Total Gross Income
£1,027,451
Total Gross Expenditure
£978,004
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
31 January 2023
Date Accounts Received
31 January 2023
Total Gross Income
£743,416
Total Gross Expenditure
£552,747
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
20 January 2022
Date Accounts Received
20 January 2022
Total Gross Income
£332,739
Total Gross Expenditure
£591,669

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
28 January 2026
Total Gross Income
£955,468
Total Gross Expenditure
£877,874
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
31 January 2025
Total Gross Income
£888,218
Total Gross Expenditure
£893,953
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Total Gross Income
£1,027,451
Total Gross Expenditure
£978,004
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
31 January 2023
Total Gross Income
£743,416
Total Gross Expenditure
£552,747
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
20 January 2022
Total Gross Income
£332,739
Total Gross Expenditure
£591,669
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
28 January 2026
Income Donations And Legacies
511500
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
443968
Income Other
0
Income Total Income And Endowments
955468
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£877,874
Expenditure Other
0
Expenditure Total
877874
Expenditure Investment Management
0
Expenditure Grants Institution
580770
Expenditure Governance
9241
Expenditure Support Costs
9241
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
100000
Gain Loss Other
0
Reserves
£5,318,286
Assets Total Fixed
7227501
Assets Own Use
0
Assets Long Term Investment
7227501
Defined Benefit Pension Scheme
0
Assets Other Assets
£816,822
Assets Total Liabilities
£2,726,037
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,318,286
Creditors One Year Total Current
352626
Creditors Falling Due After One Year
2373411
Assets Cash
£345,666
Funds Endowment
0
Funds Unrestricted
5318286
Funds Restricted
0
Funds Total
5318286
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
31 January 2025
Income Donations And Legacies
335500
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
552718
Income Other
0
Income Total Income And Endowments
888218
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£893,953
Expenditure Other
0
Expenditure Total
893953
Expenditure Investment Management
0
Expenditure Grants Institution
560470
Expenditure Governance
12885
Expenditure Support Costs
12885
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-24191
Gain Loss Other
0
Reserves
£5,140,692
Assets Total Fixed
7127501
Assets Own Use
0
Assets Long Term Investment
7127501
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,067,760
Assets Total Liabilities
£3,054,569
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,140,692
Creditors One Year Total Current
598988
Creditors Falling Due After One Year
2455581
Assets Cash
£567,453
Funds Endowment
0
Funds Unrestricted
5140692
Funds Restricted
0
Funds Total
5140692
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Income Donations And Legacies
487500
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
539951
Income Other
0
Income Total Income And Endowments
1027451
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£978,004
Expenditure Other
0
Expenditure Total
978004
Expenditure Investment Management
0
Expenditure Grants Institution
744880
Expenditure Governance
28856
Expenditure Support Costs
28856
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,170,618
Assets Total Fixed
7127501
Assets Own Use
0
Assets Long Term Investment
7127501
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,300,972
Assets Total Liabilities
£3,257,855
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,170,618
Creditors One Year Total Current
814497
Creditors Falling Due After One Year
2443358
Assets Cash
£977,864
Funds Endowment
0
Funds Unrestricted
5170618
Funds Restricted
0
Funds Total
5170618
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
31 January 2023
Income Donations And Legacies
199000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
544416
Income Other
0
Income Total Income And Endowments
743416
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£552,747
Expenditure Other
0
Expenditure Total
552747
Expenditure Investment Management
0
Expenditure Grants Institution
316140
Expenditure Governance
59912
Expenditure Support Costs
59912
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1694195
Gain Loss Other
0
Reserves
£3,312,201
Assets Total Fixed
7112683
Assets Own Use
7112682
Assets Long Term Investment
1
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,458,873
Assets Total Liabilities
£3,358,298
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,213,258
Creditors One Year Total Current
860896
Creditors Falling Due After One Year
2497402
Assets Cash
£1,094,128
Funds Endowment
0
Funds Unrestricted
5213258
Funds Restricted
0
Funds Total
5213258
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies

08 Official extract

Charity Event History

Charity Name
OIZER CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1992-09-24T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 8 SEPTEMBER 1992.
Charitable Objects
A) THE RELIEF OF POVERTY B) THE RELIEF OF SICKNESS C) THE ADVANCEMENT OF EDUCATION
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Safeguarding policy and procedures