CAROLINA TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Charitable company
Registered: 20 April 2005
Removed: Not supplied
Company number supplied: 05114398
Financial period: 1 May 2024 – 30 April 2025
Latest income: £1,234,782
Latest expenditure: £1,067,258
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: THE UNIVERSITY OF NORTH CAROLINA, 3 BEDFORD SQUARE, LONDON, WC1B 3RA

02 Activities

What the charity does

The objects of the charity are to advance the education of the students of the University of North Carolina at Chaphel Hill ("the University") and particularly the studnets if its College of Arts and Sciences ("the College")and to promote the scholarly interests of the University and College faculty in England and Wales and elsewhere. The charity is a limited company registered at Companies House.

03 Official extract

Charity Annual Return History

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: 18 March 2026
Date Accounts Received: 18 March 2026
Total Gross Income: £1,234,782
Total Gross Expenditure: £1,067,258

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: 17 February 2025
Date Accounts Received: 17 February 2025
Total Gross Income: £999,324
Total Gross Expenditure: £1,141,897

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: 28 March 2024
Date Accounts Received: 28 March 2024
Total Gross Income: £769,487
Total Gross Expenditure: £816,736

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: 12 April 2023
Date Accounts Received: 12 April 2023
Total Gross Income: £347,435
Total Gross Expenditure: £310,064
Accounts Qualified: Yes

Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 28 February 2022
Date Annual Return Received: 28 February 2022
Date Accounts Received: 28 February 2022
Total Gross Income: £160,542
Total Gross Expenditure: £160,867
Accounts Qualified: Yes

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 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 18 March 2026
Total Gross Income: £1,234,782
Total Gross Expenditure: £1,067,258
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 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 17 February 2025
Total Gross Income: £999,324
Total Gross Expenditure: £1,141,897
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: 3
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: 28 March 2024
Total Gross Income: £769,487
Total Gross Expenditure: £816,736
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 May 2021
Fin Period End Date: 30 April 2022
Ar Due Date: 28 February 2023
Ar Received Date: 12 April 2023
Total Gross Income: £347,435
Total Gross Expenditure: £310,064
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £3,445
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 May 2020
Fin Period End Date: 30 April 2021
Ar Due Date: 28 February 2022
Ar Received Date: 28 February 2022
Total Gross Income: £160,542
Total Gross Expenditure: £160,867
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £12,019
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 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 18 March 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 32714
Income Charitable Activities: 47270
Income Investments: 0
Income Other: 1154798
Income Total Income And Endowments: 1234782
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,067,258
Expenditure Other: 0
Expenditure Total: 1067258
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 20060
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 58202
Assets Own Use: 58202
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £286,653
Assets Total Liabilities: £245,786
Assets Current Investment: 0
Assets Total Assets And Liabilities: £99,069
Creditors One Year Total Current: 245786
Creditors Falling Due After One Year: 0
Assets Cash: £240,597
Funds Endowment: 0
Funds Unrestricted: 99069
Funds Restricted: 0
Funds Total: 99069
Count Employees: 3
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 17 February 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 18267
Income Charitable Activities: 40997
Income Investments: 0
Income Other: 940060
Income Total Income And Endowments: 999324
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,141,897
Expenditure Other: 0
Expenditure Total: 1141897
Expenditure Investment Management: 0
Expenditure Grants Institution: 1141897
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 15999
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 62984
Assets Own Use: 62984
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £264,536
Assets Total Liabilities: £395,975
Assets Current Investment: 0
Assets Total Assets And Liabilities: −£68,455
Creditors One Year Total Current: 395975
Creditors Falling Due After One Year: 0
Assets Cash: £264,534
Funds Endowment: 0
Funds Unrestricted: -68455
Funds Restricted: 0
Funds Total: -68455
Count Employees: 3
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 28 March 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 62359
Income Charitable Activities: 703005
Income Investments: 0
Income Other: 4123
Income Total Income And Endowments: 769487
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £816,736
Expenditure Other: 0
Expenditure Total: 816736
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 15708
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £74,118
Assets Total Fixed: 75443
Assets Own Use: 75443
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £148,456
Assets Total Liabilities: £149,781
Assets Current Investment: 0
Assets Total Assets And Liabilities: £74,118
Creditors One Year Total Current: 149781
Creditors Falling Due After One Year: 0
Assets Cash: £144,032
Funds Endowment: 0
Funds Unrestricted: 74118
Funds Restricted: 0
Funds Total: 74118
Count Employees: 3
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

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

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

08 Official extract

Charity Event History

Charity Name: CAROLINA TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2005-04-20T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 28TH APRIL 2004.
Charitable Objects: TO ADVANCE THE EDUCATION OF THE STUDENTS ("THE STUDENTS") OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AND PARTICULARLY THE STUDENTS OF ITS COLLEGE OF ARTS AND SCIENCES ("THE UNIVERSITY AND THE COLLEGE") AND TO PROMOTE THE SCHOLARLY INTERESTS OF THE UNIVERSITY AND COLLEGE FACULTY ("THE FACULTY") IN ENGLAND AND WALES AND ELSEWHERE BY:3.1 ASSISTING WITH THE ESTABLISHMENT AND OPERATION OF A LONDON STUDY CENTRE TO SERVE THE STUDENTS, FACULTY ALUMNI AND ACADEMIC UNITS OF THE UNIVERSITY AND IN PARTICULAR THE COLLEGE;3.2 ASSISTING WITH THE PROVISION OF ACADEMIC COURSES, LECTURES AND PROGRAMS IN THE HISTORY, CULTURE, POLITICS AND SOCIETY OF THE UNITED KINGDOM AND EIRE AND OTHER COUNTRIES;3.3 PROMOTING RELATIONS BETWEEN THE COLLEGE AND UNIVERSITY AND INSTITUTIONS OF HIGHER EDUCATION AND FURTHER EDUCATION IN ENGLAND AND WALES AND ELSEWHERE;3.4 PROVIDING OR ASSISTING IN THE PROVISION OF GRANTS OR LOANS TO THE STUDENTS, FACULTY AND ACADEMIC UNITS OF THE COLLEGE AND THE UNIVERSITY;3.5 PROVIDING SERVICES AND ASSISTANCE TO STUDENTS FROM INSTITUTIONS OF HIGHER EDUCATION IN ENGLAND AND WALES AND ELSEWHERE ENROLLING TO THE UNIVERSITY AND IN PARTICULAR THE COLLEGE; AND3.6 ASSISTING IN THE IMPLEMENTATION OF JOINT PROJECTS RELATED TO THE ACADEMIC MISSION OF THE UNIVERSITY AND THE COLLEGE AND ITS PARTNER INSTITUTIONS OF HIGHER EDUCATION IN ENGLAND AND WALES AND ELSEWHERE INSOFAR AS SUCH PROJECTS ARE CHARITABLE.
Area Of Benefit: ENGLAND AND WALES AND ELSEWHERE

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Paying staff