THE AUBREY ORCHARD-LISLE CHARITABLE TRUST

Charity number: 1151335
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objects of the charity are to support West Buckland School and such other charities in the Education and Health sectors as the Trustees agree. The provision of financial support for well-motivated young people who need help to complete their studies is given priority. Charities seeking more general support are required to demonstrate the direct measurable gain that any grant might make.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £104,364
Total expenditure: £91,870

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 March 2013: Standard registration
Organisation type:
Trust
Other names:
  • THE CHELSEA SETTLEMENT (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
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
Rupert David Hunter Trustee 01 July 2022
None on record
Jolyon Orchard-Lisle Trustee 01 November 2017
None on record
BRYAN LAXTON Trustee 02 July 2013
GRUNDISBURGH VILLAGE HALL
Received: On time
ANDREW EDWARD GUY GULLIFORD Trustee 26 February 2013
None on record
PETER JOHN EASBY Trustee 26 February 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £103.64k £79.38k £94.41k £102.56k £104.36k
Total expenditure £95.38k £185.00k £83.98k £94.03k £91.87k
Income from government contracts N/A N/A N/A N/A N/A
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 05 April 2024 05 November 2024 On Time
Accounts and TAR 05 April 2024 05 November 2024 On Time Download Open in new window
Annual return 05 April 2023 18 December 2023 On Time
Accounts and TAR 05 April 2023 18 December 2023 On Time Download Open in new window
Annual return 05 April 2022 15 November 2022 On Time
Accounts and TAR 05 April 2022 15 November 2022 On Time Download Open in new window
Annual return 05 April 2021 07 July 2021 On Time
Accounts and TAR 05 April 2021 07 July 2021 On Time Download Open in new window
Annual return 05 April 2020 02 July 2020 On Time
Accounts and TAR 05 April 2020 02 July 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 29/11/2012 AS AMENDED ON 05/04/2013

Charitable objects

THE TRUSTEES HOLD THE TRUST FUND FOR THE BENEFIT OF THE SPECIFIED CHARITIES BELOW, AND FOR GENERAL CHARITABLE OBJECTS. GUY'S HOSPTIAL ENDOWMENT FUND WEST BUCKLAND SCHOOL WEST BUCKLAND SCHOOL ENDOWMENT FUND WEST BUCKLAND OLD BOY'S ACCOCIATION FRIENDS OF WEST BUCKLAND SCHOOL THE ORCHARD-LISLE SCHOLARSHIP FUND

Contact information

Address:
Haysmacintyre
Thames Exchange
10 Queen Street Place
LONDON
EC4R 1AG
Phone:
020 7969 5500
Email:
No information available
Website:

No information available