ROBERTS FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 25 July 1963
Removed: Not supplied
Financial period: 1 May 2025 – 30 April 2026
Latest income: £55,148
Latest expenditure: £58,282
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Long Orchard Farm, Portsmouth Road, Cobham, Surrey, KT11 1EL

Website recorded by the regulator: www.jobsdairy/roberts_foundation.htm (displayed as text)

02 Activities

What the charity does

The welfare of the ex-employees of H A Job Ltd

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 May 2025
Fin Period End Date: 30 April 2026
Ar Cycle Reference: AR26
Reporting Due Date: 28 February 2027
Date Annual Return Received: 28 October 2026
Date Accounts Received: 28 October 2026
Total Gross Income: £55,148
Total Gross Expenditure: £58,282

Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 February 2026
Date Annual Return Received: 7 November 2025
Date Accounts Received: 7 November 2025
Total Gross Income: £57,938
Total Gross Expenditure: £76,696

Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 28 February 2025
Date Annual Return Received: 28 October 2024
Date Accounts Received: 28 October 2024
Total Gross Income: £53,490
Total Gross Expenditure: £49,814

Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 29 February 2024
Date Annual Return Received: 14 November 2023
Date Accounts Received: 14 November 2023
Total Gross Income: £48,695
Total Gross Expenditure: £43,409

Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 28 February 2023
Date Annual Return Received: 9 November 2022
Date Accounts Received: 9 November 2022
Total Gross Income: £65,491
Total Gross Expenditure: £72,529

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 May 2025
Fin Period End Date: 30 April 2026
Ar Due Date: 28 February 2027
Ar Received Date: 28 October 2026
Total Gross Income: £55,148
Total Gross Expenditure: £58,282
Grant Making Is Main Activity: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: AR25
Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 7 November 2025
Total Gross Income: £57,938
Total Gross Expenditure: £76,696
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: AR24
Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 28 October 2024
Total Gross Income: £53,490
Total Gross Expenditure: £49,814
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: AR23
Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Due Date: 29 February 2024
Ar Received Date: 14 November 2023
Total Gross Income: £48,695
Total Gross Expenditure: £43,409
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Due Date: 28 February 2023
Ar Received Date: 9 November 2022
Total Gross Income: £65,491
Total Gross Expenditure: £72,529
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 Area Of Operation

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

Geographic Area Type: Local Authority
Geographic Area Description: Surrey
Welsh Ind: No

06 Official extract

Charity Classification

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

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

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

07 Official extract

Charity Event History

Charity Name: ROBERTS FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-07-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED0 DATED 28 JANUARY 1958
Charitable Objects: TO GIVE BENEFITS TO NECESSITOUS AND DESERVING EMPLOYEES OF H A ROBERTS (NOW DECEASED) OR OF H A JOB LIMITED, DRUCE TRANSPORT LIMITED, PALMER COACHBUILDER LIMITED OR BERKSHIRE VALE CREAMERY LIMITED OR THE DEPENDANTS OF SUCH EMPLOYEES. ROBERTS RESTAURANTS LTD, SOUTHERN FAST FOODS LTD, ROBERTS CATERING LTD AND PAYNE AND GUNTER LTD.
Area Of Benefit: NATIONAL

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding policy and procedures