THE MARILLIER ANNUITY FUND
Charity number: 207138
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Annuities to ladies in financial need who have reached the age of 55 years.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £334
Total expenditure: £13,898
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- The Prevention Or Relief Of Poverty
Who the charity helps:
- Elderly/old People
How the charity helps:
- Provides Other Finance
Where the charity operates:
- North Yorkshire
- Torbay
Governance
Registration history:
- 09 May 1969: Standard registration
Organisation type:
Other
Other names:
- MRS EL BLAKELEY-MARILLIER CHARITABLE FUND (Working name)
- THE MARILLIER ANNUITY FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SIMON JAMES ROSS WILSON | Trustee | 09 January 2013 |
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| Katrina Vollentine | Trustee | 09 January 2013 |
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| CHRISTOPHER DUNCAN HART | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £476 | £353 | £370 | £360 | £334 | |
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Total expenditure | £19.58k | £5.14k | £15.90k | £14.48k | £13.90k | |
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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 | 05 April 2024 | 18 December 2024 | On Time | |
| Accounts and TAR | 05 April 2024 | Not Required | ||
| Annual return | 05 April 2023 | 01 February 2024 | On Time | |
| Accounts and TAR | 05 April 2023 | Not Required | ||
| Annual return | 05 April 2022 | 21 December 2022 | On Time | |
| Accounts and TAR | 05 April 2022 | Not Required | ||
| Annual return | 05 April 2021 | 01 November 2021 | On Time | |
| Accounts and TAR | 05 April 2021 | Not Required | ||
| Annual return | 05 April 2020 | 17 December 2020 | On Time | |
| Accounts and TAR | 05 April 2020 | Not Required |