ECHO for Extra Choices in Herefordshire Limited

Charity Number: 1096449
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

ECHO provides activities and support for disabled people in Herefordshire. Most activities are suitable for people with moderate or severe learning difficulties, but we try to support anyone who wishes to take part in our activities, including people with mental health problems and people with physical or sensory disabilities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£890,755

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Donations and legacies £83.51k
Charitable activities £746.67k
Other trading activities £47.93k
Investments £12.63k
Other £0

Total expenditure:
£968,731

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Raising funds £68.96k
Charitable activities £899.77k
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £68.96k
Charitable expenditure £899.77k

People

54 Employee(s)

11 Trustee(s)

114 Volunteer(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

What the charity does:
  • Education/training
  • Disability
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Herefordshire

Governance

Registration history:
  • 11 March 2003: Standard registration
  • 21 November 2022: Funds received from 1161318 THE LEE FOUNDATION
  • 09 August 2023: Funds received from 1009296 AIDA TRUST
  • 22 November 2024: Funds received from 1037092 LE FOSSO UK
Organisation type:
Charitable company
Other names:
  • ECHO (Working name)
  • ECHO FOR EXTRA CHOICES IN HEREFORDSHIRE (Previous name)
Company number:
04475254 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Joy House Chair 10 March 2016
None on record
Paul Scott Trustee 10 October 2024
HEREFORDSHIRE MENCAP
Received: On time
Dr Clare Cathcart Trustee 07 December 2023
None on record
Judith Haines Trustee 07 December 2023
None on record
Dr Jeremy Gray Trustee 09 December 2022
None on record
Matthew Jones Trustee 10 December 2021
None on record
John Bradford Trustee 10 December 2021
None on record
Caroline Arthur Trustee 19 September 2019
None on record
Amanda Hamblin Trustee 10 March 2016
None on record
JASON STUCHBERY Trustee
None on record
BLAISE ALEXANDER WHITE Trustee
EYE VILLAGE HALL
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £758.60k £920.94k £811.44k £1.25m £890.76k
Total expenditure £811.04k £787.03k £861.74k £940.00k £968.73k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £78.20k £24.15k £18.66k N/A
Income - Donations and legacies £58.13k £108.89k £47.37k £412.94k £83.51k
Income - Other trading activities £53.85k £14.23k £37.50k £56.03k £47.93k
Income - Charitable activities £643.87k £793.50k £724.06k £774.91k £746.67k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.75k £4.33k £2.51k £3.90k £12.63k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £353.38k £0
Expenditure - Charitable activities £790.08k £748.19k £788.56k £887.06k £899.77k
Expenditure - Raising funds £20.96k £38.84k £73.18k £52.94k £68.96k
Expenditure - Governance £12.56k £11.78k £12.25k £309.91k £243.71k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £4.80k £3.00k £1.20k £0 £0
Long-term investments £0 £0 £0 £0 £0
Other assets £314.52k £452.74k £407.23k £719.49k £629.87k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £30.09k £32.58k £35.58k £38.85k £27.21k

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 March 2024 11 October 2024 On Time
Accounts and TAR 31 March 2024 11 October 2024 On Time Download Open in new window
Annual return 31 March 2023 19 January 2024 On Time
Accounts and TAR 31 March 2023 19 January 2024 On Time Download Open in new window
Annual return 31 March 2022 15 August 2022 On Time
Accounts and TAR 31 March 2022 15 September 2022 On Time Download Open in new window
Annual return 31 March 2021 11 October 2021 On Time
Accounts and TAR 31 March 2021 11 October 2021 On Time Download Open in new window
Annual return 31 March 2020 09 November 2020 On Time
Accounts and TAR 31 March 2020 09 November 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 12 JUNE 2002 AMENDED ON 5 JANUARY 2007 AND 3 JULY 2008 as amended on 10 Dec 2021 as amended on 10 Dec 2021

Charitable objects

A) TO ADVANCE EDUCATION OF PERSONS RESIDENT IN THE COUNTY OF HEREFORDSHIRE AND THE IMMEDIATE NEIGHBOURHOOD THEREOF, IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY: I) ENABLING ADULTS WITH LEARNING OR PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIES TO ATTEND ORDINARY EDUCATIONAL ACTIVITIES. II) ORGANISING SPECIAL MIXED ABILITY COURSES FOR THE BENEFIT OF ADULTS WITH LEARNING OR PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIES III) ORGANISING SPECIALIST EDUCATIONAL OR TRAINING OPPORTUNITIES FOR THE BENEFIT OF ADULTS WITH LEARNING OR PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIES (C) TO SUPPORT ADULTS WITH LEARNING AND PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIES TO ACCESS LEISURE, VOLUNTEERING AND EMPLOYMENT OPPORTUNITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF THEIR LIVES AND INCREASING THEIR OPPORTUNITIES FOR INCLUSION IN THE COMMUNITY

Area of benefit

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

HEREFORDSHIRE

Contact information

Address:
40 - 42 West Street
Leominster
Herefordshire
HR6 8ES
Phone:
01568620307
Email:
echo.info@echoherefordshire.co.uk
Website:

www.echoherefordshire.org.uk Open in new window