JOSEPH BROUGH CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 1 May 1964
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £67,295
Latest expenditure: £48,963
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Community Foundation, Philanthropy House, Woodbine Road, Gosforth, NEWCASTLE UPON TYNE, NE3 1DD

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

02 Activities

What the charity does

The Trust provides grants to charitable organisations helping people in need in the historic counties of Northumberland and Durham. It gives priority to appeals linked to the Methodist Church as the settlor was an active Methodist.

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: 22 December 2025
Date Accounts Received: 22 December 2025
Total Gross Income: £67,295
Total Gross Expenditure: £48,963

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: 16 December 2024
Date Accounts Received: 16 December 2024
Total Gross Income: £78,812
Total Gross Expenditure: £52,268

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: 21 December 2023
Date Accounts Received: 21 December 2023
Total Gross Income: £50,176
Total Gross Expenditure: £94,879

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: 16 January 2023
Date Accounts Received: 16 January 2023
Total Gross Income: £43,757
Total Gross Expenditure: £23,261

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: 17 November 2021
Date Accounts Received: 17 November 2021
Total Gross Income: £44,007
Total Gross Expenditure: £90,597

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: 22 December 2025
Total Gross Income: £67,295
Total Gross Expenditure: £48,963
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: 16 December 2024
Total Gross Income: £78,812
Total Gross Expenditure: £52,268
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: 21 December 2023
Total Gross Income: £50,176
Total Gross Expenditure: £94,879
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: 16 January 2023
Total Gross Income: £43,757
Total Gross Expenditure: £23,261
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 17 November 2021
Total Gross Income: £44,007
Total Gross Expenditure: £90,597
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: Local Authority
Geographic Area Description: Gateshead
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

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

Geographic Area Type: Local Authority
Geographic Area Description: Newcastle Upon Tyne City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: North Tyneside
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: South Tyneside
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sunderland
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

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

06 Official extract

Charity Classification

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

07 Official extract

Charity Event History

Charity Name: JOSEPH BROUGH CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-05-01T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED DATED 6 DECEMBER 1940 AS AMENDED BY SCHEME SEALED 15TH JUNE 1992.
Charitable Objects: THE FURTHERANCE OF CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE COUNTIES OF TYNE AND WEAR, AND NORTHUMBERLAND AND ELSEWHERE AS THE TRUSTEE THINKS FIT.
Area Of Benefit: TYNE AND WEAR, NORTHUMBERLAND ETC.

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Campaigns and political activity policy and procedures