BritDB

CCEW Charity Commission profile

MUNSHI TRUST U.K.

Registered charity 1093706 · organisation 3982342

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
4 September 2002
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£750,141
Latest expenditure
£254,259
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 1 PRESTON ROAD, WHITTLE-LE-WOODS, CHORLEY, PR6 7PE

02 Activities

What the charity does

The charity aims to advance education and relieve poverty for the benefit of the residents of Bharuch, India, by promoting and supporting the activities of the Munshi (Manubarwala) Memorial Charitable Trust.The charity also aims to advance education and relieve poverty, sickness and hardship in any part of the world particularly but not exclusively through the provision of medical aid.

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 January 2026
Date Accounts Received
22 January 2026
Total Gross Income
£750,141
Total Gross Expenditure
£254,259
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
28 January 2025
Date Accounts Received
28 January 2025
Total Gross Income
£783,907
Total Gross Expenditure
£778,094
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
25 January 2024
Date Accounts Received
25 January 2024
Total Gross Income
£561,344
Total Gross Expenditure
£474,329
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
23 January 2023
Date Accounts Received
23 January 2023
Total Gross Income
£1,033,651
Total Gross Expenditure
£1,172,659
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
13 January 2022
Date Accounts Received
13 January 2022
Total Gross Income
£637,562
Total Gross Expenditure
£321,476

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 January 2026
Total Gross Income
£750,141
Total Gross Expenditure
£254,259
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
Count Volunteers
3
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
28 January 2025
Total Gross Income
£783,907
Total Gross Expenditure
£778,094
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
Count Volunteers
3
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
25 January 2024
Total Gross Income
£561,344
Total Gross Expenditure
£474,329
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
Count Volunteers
3
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
23 January 2023
Total Gross Income
£1,033,651
Total Gross Expenditure
£1,172,659
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
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 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
13 January 2022
Total Gross Income
£637,562
Total Gross Expenditure
£321,476
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
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
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 January 2026
Income Donations And Legacies
730277
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
19864
Income Other
0
Income Total Income And Endowments
750141
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£254,259
Expenditure Other
0
Expenditure Total
254259
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1034
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,429,633
Assets Total Liabilities
£1,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,428,633
Creditors One Year Total Current
1000
Creditors Falling Due After One Year
0
Assets Cash
£1,429,633
Funds Endowment
0
Funds Unrestricted
1428633
Funds Restricted
0
Funds Total
1428633
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
28 January 2025
Income Donations And Legacies
770260
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
13647
Income Other
0
Income Total Income And Endowments
783907
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£778,094
Expenditure Other
0
Expenditure Total
778094
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
597
Expenditure Support Costs
1034
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£933,701
Assets Total Liabilities
£950
Assets Current Investment
0
Assets Total Assets And Liabilities
£932,751
Creditors One Year Total Current
950
Creditors Falling Due After One Year
0
Assets Cash
£933,701
Funds Endowment
0
Funds Unrestricted
932751
Funds Restricted
0
Funds Total
932751
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
25 January 2024
Income Donations And Legacies
557357
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3987
Income Other
0
Income Total Income And Endowments
561344
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£474,329
Expenditure Other
0
Expenditure Total
474329
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
521
Expenditure Support Costs
888
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£927,778
Assets Total Liabilities
£840
Assets Current Investment
0
Assets Total Assets And Liabilities
£926,938
Creditors One Year Total Current
840
Creditors Falling Due After One Year
0
Assets Cash
£927,778
Funds Endowment
0
Funds Unrestricted
926938
Funds Restricted
0
Funds Total
926938
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
23 January 2023
Income Donations And Legacies
1031770
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1881
Income Other
0
Income Total Income And Endowments
1033651
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£699
Expenditure Charitable Expenditure
£1,171,960
Expenditure Other
0
Expenditure Total
1172659
Expenditure Investment Management
699
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1491
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£839,923
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£840,715
Assets Total Liabilities
£792
Assets Current Investment
0
Assets Total Assets And Liabilities
£839,923
Creditors One Year Total Current
792
Creditors Falling Due After One Year
0
Assets Cash
£810,475
Funds Endowment
0
Funds Unrestricted
839923
Funds Restricted
0
Funds Total
839923
Count Employees
0
Charity Only Accounts
Yes
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
13 January 2022
Income Donations And Legacies
636327
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1235
Income Other
0
Income Total Income And Endowments
637562
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£392
Expenditure Charitable Expenditure
£321,084
Expenditure Other
0
Expenditure Total
321476
Expenditure Investment Management
392
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1384
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£978,931
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£979,723
Assets Total Liabilities
£792
Assets Current Investment
0
Assets Total Assets And Liabilities
£978,931
Creditors One Year Total Current
792
Creditors Falling Due After One Year
0
Assets Cash
£979,723
Funds Endowment
0
Funds Unrestricted
978931
Funds Restricted
0
Funds Total
978931
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
India
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Asia
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
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
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
MUNSHI TRUST U.K.
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2002-09-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 01 AUG 2000AS AMENDED BY DEED DATED 24 SEP 2001AS AMENDED BY RESOLUTION DATED 21 MAY 2018
Charitable Objects
(1) TO ADVANCE EDUCATION AND RELIEVE POVERTY FOR THE BENEFIT OF THE RESIDENTS OF BHARUCH, INDIA, WHO ARE IN NEED OF SUCH ASSISTANCE BY PROMOTING AND SUPPORTING THE ACTIVITIES OF THE MUNSHI (MANUBARWALA) MEMORIAL CHARITABLE TRUST PARTICULARLY BUT NOT EXCLUSIVELY THROUGH THE PROVISION OF FINANCIAL ASSISTANCE AND BY ANY OTHER CHARITABLE MEANS THAT THE TRUSTEES MAY FROM TIME TO TIME THINK OF.(2A) TO ADVANCE EDUCATION IN ANY PART OF PARTS OF THE WORLD THROUGH SUCH CHARITABLE MANES AS THE EXECUTIVE COMMITTEE MAY FROM TIME TO TIME DECIDE.(2B) TO RELIEVE POVERTY, SICKNESS, HARDSHIP AND DISTRESS IN ANY PART OR PARTS OF THE WORLD PARTICULARLY BUT NOT EXCLUSIVELY THROUGH THE PROVISION OF MEDICAL AID.
Area Of Benefit
BHARUCH, INDIA

10 Official extract

Charity Policy

Policy Name
Complaints policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Volunteer management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee expenses policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal risk management policy and procedures
Policy Name
Risk management
Policy Name
Complaints handling