OGLESBY CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 30 September 1993
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £1,012,547
Latest expenditure: £2,536,960
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Union, Albert Square, Manchester, M2 6LW

Website recorded by the regulator: www.oglesbycharitabletrust.org.uk (displayed as text)

02 Activities

What the charity does

Makes charitable donations primarily in the north west of England

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 29 July 2026
Date Accounts Received: 30 July 2026
Total Gross Income: £1,012,547
Total Gross Expenditure: £2,536,960

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 22 July 2025
Date Accounts Received: 22 July 2025
Total Gross Income: £2,890,334
Total Gross Expenditure: £3,246,687

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 15 May 2024
Date Accounts Received: 15 May 2024
Total Gross Income: £120,443
Total Gross Expenditure: £3,173,699

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 25 July 2023
Date Accounts Received: 25 July 2023
Total Gross Income: £2,435,875
Total Gross Expenditure: £2,831,225

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 10 May 2022
Date Accounts Received: 10 May 2022
Total Gross Income: £1,505,846
Total Gross Expenditure: £2,526,159

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 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 29 July 2026
Total Gross Income: £1,012,547
Total Gross Expenditure: £2,536,960
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
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 22 July 2025
Total Gross Income: £2,890,334
Total Gross Expenditure: £3,246,687
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
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 15 May 2024
Total Gross Income: £120,443
Total Gross Expenditure: £3,173,699
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 25 July 2023
Total Gross Income: £2,435,875
Total Gross Expenditure: £2,831,225
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: No
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 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 10 May 2022
Total Gross Income: £1,505,846
Total Gross Expenditure: £2,526,159
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: No
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 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 29 July 2026
Income Donations And Legacies: 916580
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 93707
Income Other: 2260
Income Total Income And Endowments: 1012547
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,536,960
Expenditure Other: 0
Expenditure Total: 2536960
Expenditure Investment Management: 0
Expenditure Grants Institution: 2354685
Expenditure Governance: 32197
Expenditure Support Costs: 182275
Expenditure Depreciation: 0
Gain Loss Investment: 260511
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £5,591,129
Assets Total Fixed: 4825098
Assets Own Use: 0
Assets Long Term Investment: 4825098
Defined Benefit Pension Scheme: 0
Assets Other Assets: £772,831
Assets Total Liabilities: £6,800
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,591,129
Creditors One Year Total Current: 6800
Creditors Falling Due After One Year: 0
Assets Cash: £772,831
Funds Endowment: 0
Funds Unrestricted: 5591129
Funds Restricted: 0
Funds Total: 5591129
Count Employees: 2
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 22 July 2025
Income Donations And Legacies: 2193193
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 89169
Income Other: 500
Income Total Income And Endowments: 2282862
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £3,246,687
Expenditure Other: 0
Expenditure Total: 3246687
Expenditure Investment Management: 0
Expenditure Grants Institution: 3079439
Expenditure Governance: 167248
Expenditure Support Costs: 167248
Expenditure Depreciation: 0
Gain Loss Investment: 607472
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £6,855,031
Assets Total Fixed: 5811730
Assets Own Use: 0
Assets Long Term Investment: 5811730
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,057,203
Assets Total Liabilities: £13,902
Assets Current Investment: 63169
Assets Total Assets And Liabilities: £6,855,031
Creditors One Year Total Current: 13902
Creditors Falling Due After One Year: 0
Assets Cash: £994,034
Funds Endowment: 0
Funds Unrestricted: 6855031
Funds Restricted: 0
Funds Total: 6855031
Count Employees: 2
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 25 July 2023
Income Donations And Legacies: 2303220
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 132655
Income Other: 0
Income Total Income And Endowments: 2435875
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,727,660
Expenditure Other: 103565
Expenditure Total: 2831225
Expenditure Investment Management: 0
Expenditure Grants Institution: 2650136
Expenditure Governance: 77524
Expenditure Support Costs: 181089
Expenditure Depreciation: 0
Gain Loss Investment: -599373
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £10,063,726
Assets Total Fixed: 7812477
Assets Own Use: 0
Assets Long Term Investment: 7812477
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,373,763
Assets Total Liabilities: £122,514
Assets Current Investment: 0
Assets Total Assets And Liabilities: £10,063,726
Creditors One Year Total Current: 122514
Creditors Falling Due After One Year: 0
Assets Cash: £2,235,465
Funds Endowment: 0
Funds Unrestricted: 10063726
Funds Restricted: 0
Funds Total: 10063726
Count Employees: 2
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 10 May 2022
Income Donations And Legacies: 1357972
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 147874
Income Other: 0
Income Total Income And Endowments: 1505846
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £2,526,159
Expenditure Other: 0
Expenditure Total: 2526159
Expenditure Investment Management: 0
Expenditure Grants Institution: 2335711
Expenditure Governance: 190448
Expenditure Support Costs: 92252
Expenditure Depreciation: 0
Gain Loss Investment: 920584
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £11,058,450
Assets Total Fixed: 9293672
Assets Own Use: 0
Assets Long Term Investment: 9293672
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,803,378
Assets Total Liabilities: £38,600
Assets Current Investment: 147490
Assets Total Assets And Liabilities: £11,058,450
Creditors One Year Total Current: 38600
Creditors Falling Due After One Year: 0
Assets Cash: £1,564,895
Funds Endowment: 0
Funds Unrestricted: 11058450
Funds Restricted: 0
Funds Total: 11058450
Count Employees: 2
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

08 Official extract

Charity Event History

Charity Name: OGLESBY CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-09-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 25 FEBRUARY 1993 as amended on 28 Jun 2023
Charitable Objects: GENERAL CHARITABLE PURPOSES
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures