AVOCET TRUST

Charity number: 1004537
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We purchase and commission domestic housing appropiate to our client needs. A range of normal life activities are offered to clients. Holiday facilities are also offered to our clients with financial support from the trust. We provide a range of community support services.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£7,068,396

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Donations and legacies £0
Charitable activities £7.07m
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£7,171,094

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Raising funds £0
Charitable activities £7.17m
Other £0

£0 investments gains (losses)

Total income includes £310,705 from 1 government contract(s)

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.

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Raising funds and other expenditure £0
Charitable expenditure £7.17m

People

277 Employee(s)

8 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

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Disability
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Provides Services
Where the charity operates:
  • City Of York
  • East Riding Of Yorkshire
  • Kingston Upon Hull City

Governance

Registration history:
  • 09 October 1991: Standard registration
  • 19 August 2021: Funds received from 1139790 FIVE SENSES CHARITY
Organisation type:
Charitable company
Other names:

No other names

Company number:
02647631 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Daniel Brown Trustee 08 December 2022
None on record
Ivan Spibey Trustee 08 September 2022
None on record
Christopher Bond Lefevre Trustee 10 March 2022
None on record
Julie Gaynor Hyam Trustee 02 March 2021
None on record
Richard Dibb Trustee 06 September 2019
None on record
Jacqueline Comerford Trustee 01 February 2019
None on record
ANDREW TEARLE Trustee 27 June 2016
None on record
CHRISTOPHER BROWN Trustee
None on record

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 £6.64m £6.42m £6.44m £5.90m £7.07m
Total expenditure £6.71m £6.24m £6.26m £6.33m £7.17m
Income from government contracts N/A N/A £6.07m N/A £310.71k
Income from government grants N/A N/A £363.57k N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £6.61m £6.42m £6.07m £5.90m £7.07m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £0
Income - Other £32.34k £0 £363.57k £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £6.67m £6.24m £6.26m £6.33m £7.17m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £0 £0 £43.84k £138.99k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £36.84k £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 £4.14m £4.23m £5.88m £4.97m £4.75m
Long-term investments £11 £0 £1 £1.78m £1.65m
Other assets £1.63m £2.00m £1.03m £657.10k £683.54k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.08m £2.22m £2.74m £3.25m £2.96m

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 09 January 2025 On Time
Accounts and TAR 31 March 2024 09 January 2025 On Time Download Open in new window
Annual return 31 March 2023 14 August 2024 196 days late
Accounts and TAR 31 March 2023 14 August 2024 196 days late Download Open in new window
Annual return 31 March 2022 02 March 2023 30 days late
Accounts and TAR 31 March 2022 02 March 2023 30 days late Download Open in new window
Annual return 31 March 2021 02 December 2021 On Time
Accounts and TAR 31 March 2021 02 December 2021 On Time Download Open in new window
Annual return 31 March 2020 11 February 2021 11 days late
Accounts and TAR 31 March 2020 27 July 2021 177 days late 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 INCORPORATED 20 SEPT 1991 AS AMENDED BY SPECIAL RESOLUTION DATED 12 JUNE 1995; CERTIFICATE UPON CHANGE OF NAME DATED 22 NOV 1995; SPECIAL RESOLUTION DATED 25 OCT 2004; SPECIAL RESOLUTION DATED 16 OCT 2006.

Charitable objects

1. THE RELIEF OF PERSONS WHO ARE HANDICAPPED DISABLED OR OTHERWISE DISADVANTAGED BY THE PROVISION OF FACILITIES INCLUDING HOUSING CALCULATED TO RELIEVE THEIR NEEDS. 2. THE RELIEF OF PERSONS PARTICULARLY YOUNG PERSONS WHO ARE HOMELESS OR THREATENED WITH HOMELESSNESS BY PROVIDING OR ASSISTING IN PROVIDING ACCOMMODATION AND SUPPORT FOR SUCH PERSONS.

Area of benefit

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

EAST RIDING OF YORKSHIRE NORTH AND NORTH EAST LINCOLNSHIRE COUNTY AND CITY OF KIGSTON UPON HULL

Contact information

Address:
AVOCET TRUST
CLARENCE HOUSE
60-62 CLARENCE STREET
HULL
HU9 1DN
Phone:
01482329226
Email:
info@avocettrust.co.uk
Website:

avocettrust.co.uk