THE ANNIE TRANMER CHARITABLE TRUST

Charity Number: 1044231
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The making of grants; to registered charities based in Suffolk and adjacent counties, to National charities; to the advancement of education and historical research relating to Sutton Hoo burial site; to further the education of children and young persons in Suffolk.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £158,599
Total expenditure: £186,395

People

5 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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Amateur Sport
  • Animals
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Suffolk

Governance

Registration history:
  • 16 February 1995: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events 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
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
STUART MCCALLUM Trustee 15 January 2025
None on record
Christine Bickers Trustee 11 January 2023
None on record
Hector Wykes-Sneyd Trustee 08 October 2018
None on record
Mary Elisabeth Allen Trustee 04 January 2016
None on record
VALERIE ANN LEWIS Trustee
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 £132.14k £128.28k £144.29k £155.81k £158.60k
Total expenditure £123.78k £127.54k £162.03k £175.37k £186.40k
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 06 August 2024 On Time
Accounts and TAR 05 April 2024 06 August 2024 On Time Download Open in new window
Annual return 05 April 2023 13 October 2023 On Time
Accounts and TAR 05 April 2023 13 October 2023 On Time Download Open in new window
Annual return 05 April 2022 27 June 2022 On Time
Accounts and TAR 05 April 2022 27 June 2022 On Time Download Open in new window
Annual return 05 April 2021 01 September 2021 On Time
Accounts and TAR 05 April 2021 01 September 2021 On Time Download Open in new window
Annual return 05 April 2020 03 July 2020 On Time
Accounts and TAR 05 April 2020 03 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 4 APRIL 1989 AND WILL PROVED AT IPSWICH DISTRICT PROBATE REGISTRY ON 19 MAY 1994 AND TRUST DEED DATED 15 DECEMBER 1994

Charitable objects

(1) TO ADVANCE CHARITABLE PURPOSES BY THE MAKING OF GRANTS TO REGISTERED CHARITIES BASED IN SUFFOLK AND ADJACENT COUNTIES (2) TO ADVANCE CHARITABLE PURPOSES BY THE MAKING OF GRANTS TO NATIONAL CHARITIES HAVING REGARD TO THE EXPRESS WISHES OF MRS TRANMER DURING HER LIFETIME (3) THE ADVANCEMENT OF EDUCATION AND HISTORICAL RESEARCH RELATING TO THE NATIONAL MONUMENT KNOWN AS THE SUTTON HOO BURIAL SITE AND THE SUTTON HOO ESTATE (4) TO PROTECT AND PRESERVE FOR THE BENEFIT OF THE PUBLIC THE SUTTON HOO BURIAL SITE AND SUCH OTHER FEATURES OF THE SUTTON HOO ESTATE AS ARE OF SPECIAL INTREST (5) TO FURTHER THE EDUCATION OF CHILDREN AND YOUNG PERSONS IN THE COUNTY OF SUFFOLK AND TO EDUCATE AND ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO TO DEVELOP THEIR PHYSICAL MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED (6) GENERALLY FOR SUCH PURPOSES OR OBJECTS WHICH ARE FROM TIME TO TIME RECOGNISED AS EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT

Area of benefit

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

SUFFOLK

Contact information

Address:
55 Dobbs Lane
Kesgrave
IPSWICH
IP5 2QA
Phone:
07801556002
Email:
amwilliams7903@gmail.com
Website:

No information available