THE ELLERDALE TRUST

Charity number: 1073376
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Relief of poverty, distress and suffering, in particular by provision of grant funding to aid needy or disadvantaged children in their early years mainly up to 10 with the limit being 18. The Ellerdale Trust does not fund individuals. Overseas aid no longer considered.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £208,606
Total expenditure: £203,995

People

6 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Norfolk

Governance

Registration history:
  • 19 January 1999: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
John Stewart Elliott Trustee 07 March 2019
ROTARY CLUB OF CITY OF LIVERPOOL TRUST FUND
Received: On time
BARNSTONDALE CENTRE
Received: On time
Samuel Moores Trustee 07 March 2019
None on record
Clare Louise Cairns Trustee 18 November 2016
None on record
ALISTAIR TOM ROBERT MACFARLANE Trustee 06 October 1998
None on record
S P MOORES OBE Trustee 06 October 1998
None on record
PAUL CHARLES Kurthausen Trustee 06 October 1998
THE FRESHFIELD FOUNDATION
Received: On time
THE FORMBY LAND TRUST
Received: On time

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 £160.67k £220.29k £204.97k £207.79k £208.61k
Total expenditure £220.90k £253.36k £213.06k £259.83k £204.00k
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 31 January 2025 On Time
Accounts and TAR 05 April 2024 31 January 2025 On Time Download Open in new window
Annual return 05 April 2023 30 January 2024 On Time
Accounts and TAR 05 April 2023 30 January 2024 On Time Download Open in new window
Annual return 05 April 2022 30 January 2023 On Time
Accounts and TAR 05 April 2022 30 January 2023 On Time Download Open in new window
Annual return 05 April 2021 01 February 2022 On Time
Accounts and TAR 05 April 2021 01 February 2022 On Time Download Open in new window
Annual return 05 April 2020 01 February 2021 On Time
Accounts and TAR 05 April 2020 01 February 2021 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.

DECLARATION OF TRUST DATED 6 OCTOBER 1998

Charitable objects

FOR THE RELIEF OF POVERTY, DISTRESS OR SUFFERING BY APPROPRIATE CHARITABLE (WHETHER MEDICAL, REHABILITATIVE, FINANCIAL OR OTHER) ASSISTANCE IN ANY PART OF THE WORLD AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY THE PROVISION OF FUNDS, MATERIAL AND OTHER ASSISTANCE TO NEEDY OR DISADVANTAGED CHILDREN

Area of benefit

The area the charity can operate in, as set out in its governing document.

WORLDWIDE

Contact information

Address:
THE PARLOUR
HIGH STREET
KETTERINGHAM
WYMONDHAM
NR18 9RU
Phone:
01603813340
Email:
maryadlard7@gmail.com
Website:

No information available