01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 3 November 1993
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £429,893
- Latest expenditure
- £517,890
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: PO Box 11158, LEICESTER, LE8 8WH
02 Activities
What the charity does
Invests funds and distributes income to other charities.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 6 October 2026
- Date Accounts Received
- 6 October 2026
- Total Gross Income
- £429,893
- Total Gross Expenditure
- £517,890
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 13 October 2025
- Date Accounts Received
- 13 October 2025
- Total Gross Income
- £553,048
- Total Gross Expenditure
- £298,621
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 30 October 2024
- Date Accounts Received
- 30 October 2024
- Total Gross Income
- £415,248
- Total Gross Expenditure
- £393,826
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 26 September 2023
- Date Accounts Received
- 26 September 2023
- Total Gross Income
- £1,103,529
- Total Gross Expenditure
- £802,810
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 5 July 2022
- Date Accounts Received
- 5 July 2022
- Total Gross Income
- £318,003
- Total Gross Expenditure
- £750,139
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 6 October 2026
- Total Gross Income
- £429,893
- Total Gross Expenditure
- £517,890
- Grant Making Is Main Activity
- No
- 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
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 13 October 2025
- Total Gross Income
- £553,048
- Total Gross Expenditure
- £298,621
- Grant Making Is Main Activity
- No
- 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
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 30 October 2024
- Total Gross Income
- £415,248
- Total Gross Expenditure
- £393,826
- Grant Making Is Main Activity
- No
- 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 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 26 September 2023
- Total Gross Income
- £1,103,529
- Total Gross Expenditure
- £802,810
- Charity Raises Funds From Public
- No
- 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 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 5 July 2022
- Total Gross Income
- £318,003
- Total Gross Expenditure
- £750,139
- Charity Raises Funds From Public
- No
- 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
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 13 October 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 373048
- Income Other
- 180000
- Income Total Income And Endowments
- 553048
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £54,231
- Expenditure Charitable Expenditure
- £244,390
- Expenditure Other
- 0
- Expenditure Total
- 298621
- Expenditure Investment Management
- 54231
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 23642
- Expenditure Support Costs
- 25372
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 1102580
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -180000
- Reserves
- £91,088
- Assets Total Fixed
- 15414549
- Assets Own Use
- 0
- Assets Long Term Investment
- 15414549
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £112,123
- Assets Total Liabilities
- £21,035
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £15,505,637
- Creditors One Year Total Current
- 21035
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £57,985
- Funds Endowment
- 14959315
- Funds Unrestricted
- 546322
- Funds Restricted
- 0
- Funds Total
- 15505637
- 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 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 26 September 2023
- Income Donations And Legacies
- 25
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 324716
- Income Other
- 778788
- Income Total Income And Endowments
- 1103529
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £50,117
- Expenditure Charitable Expenditure
- £752,693
- Expenditure Other
- 0
- Expenditure Total
- 802810
- Expenditure Investment Management
- 50117
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 3762
- Expenditure Support Costs
- 14071
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -1466076
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -778788
- Reserves
- £1,873,312
- Assets Total Fixed
- 13552213
- Assets Own Use
- 0
- Assets Long Term Investment
- 13552213
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £260,414
- Assets Total Liabilities
- £219,577
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £13,593,050
- Creditors One Year Total Current
- 219577
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £233,707
- Funds Endowment
- 11669966
- Funds Unrestricted
- 1923084
- Funds Restricted
- 0
- Funds Total
- 13593050
- Count Employees
- 1
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Leicestershire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
- Classification Code
- 309
- Classification Type
- How
- Classification Description
- Acts As An Umbrella Or Resource Body
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
08 Official extract
Charity Event History
- Charity Name
- MOUNTSORREL UNITED CHARITIES
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1993-11-03T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- SEE INDIVIDUAL CONSTITUENTS GOVERNED BY SCHEME DATED 1ST SEPTEMBER 1993 AS AMENDED BY RESOLUTION DATED 22ND APRIL 2026 ADOPTING RULES.
- Area Of Benefit
- PARISH OF MOUNTSORREL
10 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures