BERRYMAN ANNUITY TRUST
Charity Number: 202492
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The principle objective of the charity is to pay Annuities to unmarried or widowed women baptised of the Church of England. Investments are used to fund current and future annuities.
Income and expenditure
Data for financial year ending 31 December 2024
Total income: £19,817
Total expenditure: £22,948
People
5 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- The Prevention Or Relief Of Poverty
Who the charity helps:
- Other Defined Groups
How the charity helps:
- Makes Grants To Individuals
Where the charity operates:
- Somerset
Governance
Registration history:
- 07 February 1962: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
- Financial Conduct Authority
Policies:
- Investment
- Risk management
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Rev Samuel Denyer | Chair | 08 May 2017 |
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| ANNE MELVILLE SCOTT | Trustee | 22 April 2024 |
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| CAROLE TAYLOR | Trustee | 22 April 2024 |
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| MRS ANN EDMONDS | Trustee | 13 October 2016 |
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| SHEILA YVONNE JENKINS | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £17.67k | £18.44k | £16.73k | £19.15k | £19.82k | |
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Total expenditure | £19.00k | £20.03k | £15.90k | £22.00k | £22.95k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 December 2024 | 08 February 2025 | On Time | |
| Accounts and TAR | 31 December 2024 | Not Required | ||
| Annual return | 31 December 2023 | 23 September 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | Not Required | ||
| Annual return | 31 December 2022 | 26 July 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | Not Required | ||
| Annual return | 31 December 2021 | 03 September 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | Not Required | ||
| Annual return | 31 December 2020 | 21 October 2021 | On Time | |
| Accounts and TAR | 31 December 2020 | Not Required |